2. QUICKBOOKS AND EXTERNAL SYSTEMS
• QuickBooks is the most widely used Accounting
Software in Small and Medium Businesses.
• What was a simple accounting book keeping
system has progressed to a full ERP and Supply
Chain Management System.
• Check this article on how QuickBooks
is being used in Supply Chain Systems.
QuickBooks as Supply Chain Management Solution.
3. INTEGRATING QUICKBOOKS TO EXTERNAL
SYSTEMS
• Many a times it is necessary to get the data into and out of QuickBooks in a bulk.
• For example if you are a supplier selling to Amazon, Amazon will send EDI (Refer
this article on EDI ) messages for Orders.
• It is necessary to post them into QuickBooks automatically.
• If there are only few orders to be managed, it can be entered into QuickBooks
manually.
4. INTEGRATING QUICKBOOKS TO EXTERNAL
SYSTEMS
• But if there are hundreds of orders to be processed, it is not possible to do it
manually.
• You will need an automated solution to manage the Orders.
• Similarly, data between QuickBooks and External CRM system or sales portal needs
to be synchronized.
5. INTEGRATION METHODS
• Integrating to QuickBooks depends upon if it is
Online Version or Desktop Enterprise version
• QuickBooks Online API is the easy method to
connect to QuickBooks Online version.
• External applications either cloud based on on
premise can use the API to access QuickBooks
Online and extract data and post data.
7. INTEGRATING TO QUICKBOOKS DESKTOP
VERSION
• The challenge with desktop version is accessing the company by external systems
outside the company network.
• While the online version is hosted by Intuit in the web, desktop version is
maintained by the user within their company network.
• QuickBooks provides a solution called 'Web connector' for this.
8. INTEGRATING TO QUICKBOOKS DESKTOP
VERSION
• Web connector is a small windows based application that runs inside the company
network.
• Either on the same machine where QuickBooks is installed or in another machine
within the company.
• This web connector can call any external applications and transfer data in between.
10. INTEGRATING TO QUICKBOOKS DESKTOP
VERSION
• The Web connector provides an intermediate connection between the external
system and quick books desktop.
• As the web connector only calls the external system and external system can not
start the call, this connection is secure and safe to use.
11. WHAT THE INTEGRATION CAN DO
• It is possible to exchange a variety of data between QuickBooks and External systems.
For example, Purchase orders from customers like Amazon, Walmart will be posted as
Sales orders into QuickBooks.
• Products and Inventory maintained in QuickBooks will be synchronized to online web
stores like Shopify, Amazon or other market places.
• Sales made in external websites will be posted as customer receipts into QuickBooks
• New customers acquired through other CRM tools will be created as customers in
QuickBooks.
• Invoices created in QuickBooks will be electronically sent to customers like Amazon,
Walmart through EDI.
12. HOW QUICKBOOKS USERS SHOULD
DEVELOP THESE INTEGRATIONS
• It is not necessary to reinvent the wheel.
• There are many Intuit certified apps out there that can do all the integrations
mentioned above.
• For example if you need to accept EDI messages from your customers and send EDI
invoices, TPSynergy as listed in the Intuit QuickBooks EDI App is a good choice for
ready made EDI integration.