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