FAQ on QuickBooks Integration

Using the Accounts Receivable process as an example, we suggest you closely examine what happens (in your office) to a customer’s request. From the moment that they walk in, to the moment where the customer delivered final payment for the delivery of goods. Now, watch the process again, with a “timer”. Finally, apply this stop-watch, to other aspects of accounting such as Accounts Payable, Inventory or Payroll. Has your most valuable resource (time) been used wisely?

The word automation may seem cold or impersonal, but it actually creates the opposite result “efficiency, accountability, and a friendlier environment”. Ask yourself these questions:

1. Does the staff experience “pit-stops” while “escorting” documents (or files) to a particular department?
   
   
2. Can your front office communicate simultaneously with your customers, the back-office, vendors and field technicians?
   
   
3. Can your warehouse staff, or field technicians receive and complete orders from an instant communication device, instead of a clipboard?
   
   
4. Does your staff have to re-create payroll reports four different ways, to accommodate various requirements?
   
   
5. Can customers check the status of their project, without interrupting your staff?

We know that the word “integration” sounds like a personal challenge of your technical skills, but it is nothing more than the process of eliminating duplicate efforts. Here are just a few examples:

1. Excel can maintain a “Live” link with QuickBooks for customized reporting, commission tracking, and various other cut-n-paste environments.
   
   
2. Time clocks can be synchronized with QuickBooks for easier preparation of paychecks.
   
   
3. Web-cart sales can be captured and transferred automatically to QuickBooks without re-entry.
   
   
4. Time and billing solutions allow you to complete work orders in the field, sync them with QuickBooks, and instantly update your accounts receivable and cost of goods sold.
   
   
5. Inventory software provides complex tracking of shipments, location, and storage requirements. These shipping and receiving documents transfer to QuickBooks, in order to update your accounts payable, receivable, and inventory.
   
   
6. Point of Sale options assist you with transferring cash register activity to QuickBooks, while maintaining inventory.

With so many choices, you may find it difficult to make a final choice. A QuickBooks integration consultant can provide feed-back from other experiences, an in-depth view of how the QuickBooks integration works, or alternative solutions that you may not have considered.

For example, some of the questions a QuickBooks integration consultant might ask about your chosen solutions:

1. Does the interface post “detailed” or “summarized” data?
   
   
2. How complicated is it, to turn on the QuickBooks interface?
   
   
3. How long has the company been using QuickBooks SDK?
   
   
4. Is the product support provided by in-house developers, or out-sourced consultants?
   
   
5. Which industries are the most familiar with their product?
   
   
6. What part of QuickBooks is the product designed to enhance?
   
   
7. How long does it take to release “updates” for newer versions of QuickBooks?

Integration Consultants often act as “project managers for implementing software systems”. QuickBooks integration consultants, focus on the accounting aspect, while you focus on the user needs. From selection to implementation, they can help you verify the integrity of the data-flow and provide a host of QuickBooks integration services that include: training, trouble-shooting, and clarity.

Call 561-683-3497 or email info@accountingdirectors.com for a customized QuickBooks integration quote for your business.