Custom check printing in QuickBooks

When working with a solution, companies customize it to suit their needs. Problems arise when companies outgrow the solution and have to migrate to a new solution. They do not want to let go of the all the practices that they were following earlier. Custom checks are items that companies use and want to continue to use them. There are high chances that the new system does not print on the custom checks properly. CI has worked on custom check printing projects. The solution is to either build a stand-alone application or factor in parameters within the product itself.

For example: Custom checks were being printed using dot matrix printers with stub on top and check in the bottom. With pre-printed QuickBooks stationary, the same could not be printed without customization. CI developed a standalone Windows application to print the checks in QuickBooks stationary. The application would be installed in the same system as QuickBooks. In a grid, all the checks with the ‘To be printed’ flag would be listed.  User would select the checks from the list and print the checks.

 

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

 

Import QuickBooks invoices to csv format

One common question that we get is ‘Is there a way to convert an existing invoice to CSV format with all the data fields?’ The system creates invoices only in PDF format. CI worked on a solution for converting QuickBooks invoices to csv format.

Solution

CI created Windows based application to export QuickBooks invoices to csv format. The main fields that were considered for the conversion were invoice number, line number, style, quantity, shipto address and notes. The exported csv was uploaded into FTP. User can export the invoices based on the specified date range. The application would then fetch the qualified invoices and check the style with the customer database. If the invoice style was not available in the database, application would ask for the substitute style from the database. User had the option to save the substitute style for next time use.

Are you looking to import/export QuickBooks invoices to csv/excel format? Contact us with your requirements at sales@ciindia.com

 

QuickBooks Report Customization

Are you exporting QuickBooks report data into excel and working around the data to create custom reports? Once in a while doing this is fine. But if you are repeating the ordeal every time you need the report then it is waste of time and lessening the productivity. Customize the standard reports to get exactly what you want. At CI, we get to work on number of report customization projects. One of the recent customizations that we worked on was customizing the ‘inventory stock status by item’ report. The requirement was to have the purchase order column not added together.

We developed the custom inventory item purchase order quantity sorted by purchase orders. An item grid was created to load the inventory part and inventory assembly items from QuickBooks. End user was given the option to select specific items or all items required for generating the report. Multiple purchase order details were provided row wise instead of columns to avoid the excessive scrolling.

Contact us with your customization 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.

 

QuickBooks Customization – Discount Calculation

Intuit offers different version of QuickBooks to suit different company needs. Irrespective of the size and industry, each company is different. Most of the companies choose to customize QuickBooks to suit their business needs. Grow your business and work more efficiently by using web tools and/or desktop applications that work with QuickBooks data.

CI provides business process customization within QuickBooks framework. This post focuses on one such customization done for a client at CI. A solution interfacing with QuickBooks was written to provide the users with custom options to suit the business need. The requirement was to apply discounts based on the order total. The user defines discount slabs for a range of order totals. Whenever the sales orders were entered into QuickBooks, the corresponding discount percentage was applied automatically. The process of defining discount slab percentage and calculation was automated. By providing this simple customization, it eliminated the end users the time involved in calculating the discount and corresponding order total. It also eliminated errors in calculation.

 

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