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.

 

QuickBooks 2012 Features

QuickBooks 2012 is now available as download. The in-store version is scheduled to be available from October 6, 2012. Some of the interesting improvements/features that are available in this version:

• Calendar based transaction view: Click through calendar to check the entries for a particular date
• Excel synchronization: If you export accounting data to Microsoft’s spreadsheet application, then fancy it up with fonts, colors, and other effects, QuickBooks updates the spreadsheet with current data while maintaining the formatting.
• Contributed reports: Any user can upload reports that they have created and share it with others (after verification by Intuit. Similar to app-store)
• CRM: Basic features of CRM that help small businesses manage customers and prospective customers
• Existing company file as template: Automatically imports non sensitive company information to create new files
• Period copy: Creates a copy of QuickBooks company file for a specific date range
• Reconcile widget: Provides a fresh look at account balances, reconciled balances and last reconciled date
• Multiple company file access: Feature that enables working with two company files simultaneously
• QuickBooks file manager: Standalone application included with QuickBooks Accountant 2012
• Client data review in multi-user mode: Write-off invoices and reclassify transactions in batch instead of individually, see changes in account balances in one screen, while multiple users access same file
• Review list changes tool: Easily identify added, changed, deleted or merged list items from previous review period

Source: http://www.allbusiness.com/quickbooks-2012-accounting/16683955-1.html, intuit.com

 

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

 

Custom Workflows in QuickBooks

Workflow consists of a sequence of connected steps. A workflow is a pattern of activity enabled by systematic organization of resources, defined roles and mass, energy and information flows into an organized work process. Many software systems exist to support workflows in particular domains. QuickBooks is not particularly known as workflow management system. But workflows can be built in QuickBooks.

At CI, we were involved in creating a workflow for filling advance request vouchers. A web application integrated with QuickBooks was created to handle the workflow. Application handled user management, creation of advance request vouchers and approve/reject functionalities. Depending upon whether the voucher is approved/rejected, the requester would get a confirmation mail. The information from the custom application was posted to QuickBooks. The payment information was posted as check in QuickBooks.

Contact us for creating custom workflows in QuickBooks 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

 

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 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

 

Are you looking at integrating Payment Gateway solutions with QuickBooks

CI specializes in integrating Payment Gateway & QB. This is one of our core expertize.

Feel free to contact prasad@ciglobalsolutions.com

Ragava Prasad

www.ciglobaltechnologies.com\quickbooks.aspx