With the new year here and the holiday rush behind us I have a month (before tax season arrives) to dedicate to the one project that we see as the holy grail for a small business like ours: Quickbooks Integration.
I, being the nerd that I am, always wanted to integrate accounting with our order management system. Emi, who knows that some things are better outsourced always said: “no way.” The process of moving transaction to the desktop version of QuickBooks was “automated” by exporting customer and order data to “.IIF” files and then importing them into QuickBooks. This worked fine for invoices, but sales receipts would not allow us to put our order number in the number field in QuickBooks. This meant that after the import I would have to move the order number from another field where we sent it temporarily to the number field. A real time saver! Oh, and another thing. Our special sales tax codes for our city and county? Yes, they would come through but not actually select the correct code. So we had to go through every single invoice and sales receipt and select the correct tax codes for orders in Campbell, or in Santa Clara County.
I am in charge of importing orders. When I get busy and I can’t do that for a while I have months worth of orders to import. Invariably, checking for the correctness of the imported data would put me to sleep, or close to it. Let’s face it: I really hated it, and really wished that I could develop my own accounting application… “the data is already there!”
In my previous post I talked about how I had been watching the development of QuickBooks Online and always had to pass on it because it didn’t support inventory management. But that is no longer the case and even multi-currency support is in the works.
Now I’m testing my cloud application to send (at a click of a button) customers, sales receipts, and invoices to QuickBooks Online. I hope to be able to go live this week in time for processing sales tax reporting. If I don’t I will be very, VERY sorry!
I hope that this story can help some other business owner out there who is considering a solution to problems like ours. I will let you know how it goes next week!