Building QuickBooks utilities – Auto email invoice

QuickBooks SDK helps in custom application development. The SDK helps in developing desktop software solutions that integrate with QuickBooks by helping in sharing data. It helps in building applications tailored to specific business needs while at the same time utilizing the power of QuickBooks. One such utility we created was automatic invoice emailing.

Automating activities that are done repeatedly improves productivity and reduces the time taken to perform the activity. The utility was built in integration with QuickBooks. A new invoice form to create the invoice in PDF format was developed. The PDF could be attached in an email and sent to the customer. The customer’s email was obtained from the customer database. If no payment was made to an invoice within specified period of time then the option to send a reminder email was also created.

To build utilities for QuickBooks contact us at sales@ciindia.com

 

Correcting cosmetic data errors in QuickBooks

If you have imported data into QuickBooks from multiple sources or files, then the chances are that though the data is not exactly the same. ‘ITEM’ may not be the same as ‘item’. It is better to correct such things at the initial stage itself to maintain uniformity. One way is to have a data entry operator manually perform the correction. But this could be tedious if the volume of data is high. A simple one time use application may solve the problem.

CI developed a windows based application which converts such data errors. The application also automates the process of converting such field values to suit the master values appropriately. The changes are made only in the master files and not in the transaction files. Manual overrides can be enabled/disabled depending on the client’s requirement. The application is seamless integrated with QuickBooks.

Contact us with your requirements at sales@ciindia.com

 

QuickBooks – Sales Order to Purchase Order utility

Sales order to purchase order is a utility created by CI. The utility processes the items in the sales order and creates a purchase order for the item. We recently added the feature of processing multiple items in a sales order as processing just one item in a sales order was very limiting.

Solution

The program creates one invoice per sales order and one or more purchase orders as per requirement. The challenge was to build the logic that would recognize that multiple line items on a sales order could be combined into the same invoice and purchase order if the order had variations only in terms of attributes such as size, color etc. So to enable the logic, the program identifies the unique inventory assembly by considering values in the item number field up to specified character only. The solution was designed to work with QuickBooks Enterprise 10.0.

To know more about the SO to PO utility contact us at sales@ciindia.com