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

 

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.

 

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

 

Products Integrated with QuickBooks

Products Integrated with QuickBooks

1. $ell Quick – This is a PDA (handheld) based Order entry on the move software application for the sales people integrated with QuickBooks.

2. Mobile Inventory Count – Useful tool to physically reconcile the inventory in QuickBooks with the real time inventory available.

3. OE through Excel – This is an Excel based application for order entry using Microsoft excel and data gets automatically updated in to QuickBooks.

For further details, contact prasad@ciglobalsolutions.com

We encourage QuickBooks
Please visit:
www.quickbooks.com
http://qsolutions.blog.com

To contact: prasad@ciglobalsolutions.com
http://www.ciglobaltechnologies.com/quickbooks.aspx