Creating a QuickBooks integration and new accounting reports from a pre-existing software application and database.
An Engineering Services firm with an internal accounting department
The company has an existing enterprise resource planning (ERP) system that allows various departments and individuals to have controlled access to important business functionality – finance, project management, business development, and even an integrated CRM system. However, even with an integrated system, one essential component was lacking for business automation. The company was utilizing QuickBooks for accounting software, and data was having to be manually entered from company estimates and invoices already held in the ERP system.
The company was entering invoices, expenses, and doing other essential bookkeeping practices twice. Once within their ERP system. And another time within QuickBooks. Not only did this double the amount of time spent, it also opened up the process for potential errors. With the rest of the company mostly automated, QuickBooks automation was the final piece of the puzzle.
The company challenged our developers to customize their current software to integrate automatically with QuickBooks, eliminating the need for manual data entry. Our development team created new reports within their current software, developed a QuickBooks integration, and correctly formatted files so the data contained within entered in proper fields once integrated into the QuickBooks platform.
Software integration remains a key component of business operations. And yet, the integration of software components between departments and between systems is often overlooked. QuickBooks and other accounting software often play a completely separate role within a company rather than being integrated directly into the process.
Do you currently run a small or medium sized business and are struggling to keep on your bookkeeping? Or perhaps you run an e-commerce website but have to manually enter all orders as invoices in your accounting software. We would appreciate an opportunity to connect with you and establish a partnership. Would you like to add some automation in to your daily business processes? Feel free to contact us with your information, and we’ll be in touch shortly!