Commission Manager, integrated with QuickBooks

Sales commission is extra pay that a salesperson receives for successfully making a sale. The more sales the salesperson completes, the more commissions he earns. All commissions involve paying a salesperson for making a sale, but how commission is calculated varies. Commission is calculated on one or many factors like percentage of sales, percentage of monthly target, revenue, gross margin, quarterly bonuses, salary, annual bonuses etc. Depending upon the size of the company and number of sales people, commission plans vary. Calculating commissions and their payout can become a hassle to companies on a monthly basis. Automated solutions for commission management vary from simple spreadsheet solutions to comprehensive solutions integrated with accounting packages.

Commission Manager, is an automatic commission calculation tool integrated with different accounting packages. Some of the salient features include:

• Multiple commission plans
• Customizable commission plans based on salesperson / products / categories / customers
• Commission calculation based on invoice or payment
• Recover commission based on ‘returned’ sale
• Track commissions with ease
• Integrated with Intuit QuickBooks

To know more about Commission Manager contact us at sales@ciglobalsolutions.com.

 

Integrating software solutions with QuickBooks

Product integration has become a key factor in the success of a product. For example: On Apple iOS devices, built-in iTunes and App Store own the music and software franchises. On Android devices, Gmail and Google search are tightly integrated. Similarly integrating software with another software has been seen as an added value.

At CI, we have been involved in several integration projects. We have done several 3^rd party add-on integrations with QuickBooks. The two most important questions that we always consider in integration projects are:

• Define how the 3^rd party add-on accesses QuickBooks
• Define how much information needs to be shared between add-on and QuickBooks

One of the projects we were involved in was integrating a business portal with QuickBooks. We considered the following functionalities in addition to the main functionality of the business portal:

• Real time two-way synchronization between QuickBooks and the portal
• Features like user personalization, license management, user/data allowances
• Secured SSL integration with timed login / lockout
• Integration with payment gateways

Are you looking to integrate your solution to QuickBooks? Contact us with your requirements at sales@ciindia.com

 

QuickBooks and Invoicing Systems

One of the common request that we get from clients, is for integrating QuickBooks with invoicing systems. At CI, we have worked on several project involving integration of QuickBooks with invoicing systems. One such project was Billing Boss. Billing Boss is a free online invoicing tool that allows users to send, track and create invoices that can be paid online via credit card or echeque. CI was involved in integrating Billing Boss with Intuit QuickBooks.

The plug-in sends the QuickBooks invoice details to Billing Boss once the user installs and provides the credentials to these plug-in. Users sign up to Billing Boss via application installed locally with QuickBooks. Users can view their invoices entered in QuickBooks in Billing Boss online. Invoices can be created in PDF format. They can also be emailed from the local application.

Contact us with your requirements at sales@ciindia.com

 

Payment Gateways integrated with QuickBooks

A payment gateway is a remotely hosted software application that enables merchants to accept credit card and electronic check payments directly from their website. If you are processing payments from a website or from within a database or any software application, you will be using a payment gateway to bridge the gap between the website or software and banks processing network. There are several feature rich gateway’s available in the market.

At CI, we have been involved in several integration projects. We have done integration with both QuickBooks PC version and web application integration.

• TPro – Fetches invoice from QuickBooks, makes payment in TPro gateway and receives payment to QuickBooks. Integration was done with QuickBooks Enterprise 2010.
• USAePay – Credit card processing and eCheck processing for sale, void and refund transations. Integration was done with QuickBooks Enterprise 2008, 2010, 2011.
• IPCommerce – Integration was done with QuickBooks Enterprise 2008
• QuickBooks Merchant Services – Integration was done with QuickBooks Enterprise 2010
• Web application – Company/User can charges invoice through web application. User can then download the receive payment in QuickBooks from website.

 

Payment Gateway’s with QuickBooks

An online Internet payment gateway allows you to process credit card orders from your website in real-time. A shopping cart is usually used before the payment gateway. This function allows your customers to pick and choose the various items they want to purchase from your website, including options such as size, color, etc. At checkout the shopping cart totals the items, adds tax and shipping and collects the customers shipping and billing information. The payment gateway captures the credit card transaction, encrypts the transaction information, routes it to the credit card processor and then returns either an approval or a decline notice. When looking for an internet payment gateway one of the key things to look for is its integration with QuickBooks.

Many people have a merchant account with 3^rd party payment gateway which they try to integrate with QuickBooks. QuickBooks online terminal is not compatible with any payment gateway. Billing Solutions does not work with other merchant services. At CI, we have been working on integrating 3^rd party payment gateway’s with QuickBooks.

Case Study

The client wanted to integrate USAePay with QuickBooks. We designed the solution to ensure automatic processing of check and credit cards on receiving payments or sales receipts. Any number of payment gateways could be integrated with the system being able to operate in single or multi-user mode. The solution also complied with IDN program guidelines for independent certification and testing.

 

QuickBooks Add-on Development

QuickBooks as resourceful it is, cannot satisfy all business needs for all types of industries or customers. End users often keep certain information outside of QuickBooks and then later enter the details into QuickBooks for accounting purposes. Such information are entered in external programs. Many of these programs perform industry specific critical functions. Companies use both external programs and QuickBooks often pushing the need to implement industry specific accounting software and entering the same data twice. Add-ons are products that integrate with QuickBooks and address functionalities not available in QuickBooks. In addition to evaluating the features of add on, the following points need to be assessed:

• Accessibility
• Ease of use
• Integration mechanism
• Look and feel when comparing the same to QuickBooks
• Product stability
• Help / Technical support

There are many QuickBooks available in the market. But still not all industry / customer needs are addressed. Are you one of the users entering data twice? If yes, then do not waste more time. Invest in integrating your systems and improve your productivity. CI has been involved with QuickBooks add on product development, customization, integration projects. We can help address the gaps and provide a cost effective solution. Talk to us for a free quote!

 

Integrating QuickBooks with Invoicing System

There are many IT solutions that exist in the market. Companies tend to have different solutions addressing different needs. Chances are that companies use separate invoicing system and separate accounting system. Companies address this situation by either upgrading to a new system if they have the budget or integrate their existing systems when they have a smaller budget and would like to make better of use of their current investment.

At CI, we were involved in a project where the customer had separate online invoicing system and separate accounting system QuickBooks. The solution was to integrate the invoicing system with QuickBooks. When creating such a solution the following features need to be addressed:

• Automatically save invoices in QuickBooks
• Download payment details and post the same via receive payments in QuickBooks
• Import/Export invoices
• Option to email invoices to customers
• Work with QuickBooks to get invoice and payment details