WHEELHOUSE®

Adding Dealer and Outside Rep Logins

This article explains how to add logins that allow a dealer agent access to a certain dealer account. Prerequisites. To add logins to contacts, you must be logged into a system that has Dealer Access…

Creating Reports on Quotes, Sales, and Outside Reps

Finding the Quotes, Sales, and Commission Reports. From the left menu, select Custom Reports. If enabled on your system, the sales reports and quotes reports will be among the available reports. Ente…

QuickBooks Online (QBO) Integration Overview

✅ QuickBooks Online (QBO) Integration Overview. Wheelhouse provides a robust integration with QuickBooks Online (QBO) to streamline your purchasing, invoicing, and accounting workflows. The integrati…