Stomping Out Duplicate Data Entry!
Quickbooks online app development has been a growing source of projects for us due to the fact that disparate systems don't have great ways of talking to each other. Quickbooks Online provides us with a robust integration platform to take data from those disparate systems and import into Quickbooks Online. We like Quickbooks online so much, we use it internally and we've programmed our own custom plugins to automate processes within Yye!
In the case of proprietary or legacy software, a custom QBO plugin can be written. The goal for us is to acquire data from those sources and efficiently put this data into Quickbooks Online safely and securely. This typically involves creating a secure endpoint which provides the data in an industry standard way that our Quickbooks plugin can connect to and import your data.
The final step is data mapping. Data mapping involves taking the acquired data and putting it into the exact location within Quickbooks. This is done with an interview process with the stakeholders. With the data map defined, now we get to see the rewards from our efforts.
Once the plugin has access, typically its a matter of setting a few parameters and clicking a button. There is no exporting, no importing and we always check for duplicate data so that even if multiple people run the plugin, data integrity is maintained.
- Automated invoicing from time tracking system.
- Created invoices and sales data from proprietary order processing software.
- Syncing up sales tax on transactions from Avalara.
- Created custom business intelligence and other reporting.
- Automated an entire process of billing from a line of business that was currently done on paper.
- Importing inventory and pricing data from a proprietary system.
- ... and more.
No job is too big or small. We've managed to create small, high customized utility plugins as well. Anywhere that Quickbooks is used, we can potentially automate data coming in or out and create additional reports and business intelligence to make Quickbooks work exactly the way you need it to.