MaXintegration Technologies - QuickBooks Customization

QuickBooks is one of the most popular small business accounting software in the market today. MaXintegration is a Quickbooks developer with years of experience integrating it with other CRM products.

	Create a batch of customer in QuickBooks automatically This can be done by providing a form with the following fields: Customer Name, Address, phone, fax, etc. The application will create a batch of customers in QuickBooks automatically.


	Create jobs for a batch of customer or create a batch of jobs for a customer in QuickBooks automatically This can be done by providing a form with the following fields: Customer Name, job name, etc…The Customer Name field will be a combo box that lists all customers from QuickBooks. User picks a customer that the job will be attached to and the application will automatically create all jobs for this customer. The application also can handle other job information. For example: Address, Phone Number, etc...it can automatically use the same information of Customers’ and assign them to these jobs.


	Create invoices for a batch of customer or create a batch of invoice for a customer in QuickBooks automatically This can be done by providing a form with the following fields: Customer Name, Invoice Amount, Invoice Date, etc…The Customer Name field will be combo box that list all customers from QuickBooks. User picks a customer from Customer Name drop list on the form and fills in the information for invoices that they want to store in QuickBooks (invoice amount, invoice date…). The application can create all invoices automatically. The application also can handle other invoices’ information automatically for example: the Shipping Address, Invoice Number, etc.


	Create credits for a batch of customer or create a batch of credits for a customer in QuickBooks automatically This can be done by providing a form with the following fields: Customer Name, Credit Amount, etc… The Customer Name field will be a combo box that lists all customers from QuickBooks. User picks a customer from Customer Name drop list on the form and fills in the information for Credits that they want to store in QuickBooks (Credit amount…). The application can create all credits automatically. The application also can handle the other credits’ information automatically.


	Make payment for a batch of customer or make a batch of payments for a customer in QuickBooks automatically This can be done by providing a form with the following fields: Customer Name, Payment Amount, Bank Account, Invoice, etc… The Customer Name field will be a combo box that lists all customers from QuickBooks. Once a user picks a customer from the Customer Name drop down list on the form, the form will automatically fill the invoice drop down list with all opening invoices for this customer. Also the form will automatically fill the credit drop down list with all unused credits for this customer. User fills in the info for payment that they want to store in QuickBooks (payment amount, payment date…), the application can create all payments automatically. The application can also check to see if there is any unpaided invoice or if the payment amount the user input is more than the remaining balance.

What can be done to integrate QuickBooks with the other software or databases? QuickBooks provides for some COM objects and XML to access its database, so it can be communicated with from other databases. By building an application to integrate QuickBooks with the other database can keep data that is stored in different databases synchronized and avoid duplicate input.


	Integrate QuickBooks with any SQL Server database This can be done by using the QuickBooks’ COM object and XML to communicate with QuickBooks and using ADO to communicate with SQL Server database. We can build a application to transfer any info that stored in QuickBooks, for example: Invoice info, payment to SQL Server or transfer data from SQL Server to QuickBooks.

	Integrate QuickBooks with MS Excel QuickBooks has a built in utility to import/export with Excel, but it can only import/export customers’ information. We can build a application to import/export any info stored in QuickBooks, for example: Invoice info, payment into to Excel.

	Integrate QuickBooks with Access We can build a application to transfer any info stored in QuickBooks to Access, for example: Invoice info, payment info.

	Integrate QuickBooks with LookOutCRM With this application user can save customer info or transactions to QuickBooks over internet.

	Integrate QuickBooks with any ODBC database This can be done by using the QuickBooks’ COM object and XML to communicate with QuickBooks and using ODBC to communicate with the other database.

Our consulting department specializes in many software products that help small businesses make the most of technology. We offer an array of services to support your QuickBooks usage. Contact our office for a list of services, training and integration options for your specific need.