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CartSpan Accounting Integration for QuickBooks/Peachtree (Sage 50) Rate Topic   - - - - -

 
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Posted 08 March 2012 - 10:30 PM #1

CartSpan (www.CartSpan.com) is an easy-to-use bi-directional integration for Peachtree (soon to be Sage 50) and QuickBooks Accounting that will import orders from CS-Cart and update item prices and quantity-on-hand in the cart. This frees you of the burden of re-keying order information into the accounting system and helps to prevent the over-committing of inventory to Web customers.

Our mission is to eliminate (or reduce to an absolute minimum) the number of post-import adjustments that you must make to orders in the accounting system. We seek to accomplish this mission via the following feature-set:


ORDER DOWNLOAD
  • Option to preserve your legacy Customer ID's in Peachtree and QuickBooks. Assigned cross-references are 'remembered' during the next import.
  • Optional configurable rule-based creation of Customer ID.
  • Option to import order as either an INVOICE or ORDER.
  • Configurable cross-references of Shipping & Payment methods to match the accounting system.
  • Option to automatically register cash receipt for invoice import (invoice remains open for unpaid transactions).
  • Option to automatically register a customer payment if importing as an order (can then be applied to subsequent invoice).
  • New customers are automatically added. If billing information has changed, it will be updated in accounting.
  • Special handling of 'Contact Name' in Ship-To for Peachtree users.
  • Intelligent abbreviaion of lengthy configurable options to 'fit' on the order-line description.
  • Option to automatically create items in accounting as a 'Stock Item' using default GL Accounts.
  • CartSpan recognizes the GL Sales accounts of pre-existing inventory items.
  • Line-item creation of payment 'Surcharges'.
  • Line-item creation of promotional discounts and coupons.
  • Option to assign sales representative for pre-existing customers (common for business-to-business field sales).
  • Option to import items as 'Description Only' for complex make-to-order environments.
  • Selective exclusion of items from the order/invoice import.
  • Manage both Retail and Sales Pricing from within Peachtree or QuickBooks.
  • Override cart-level pricing with QuickBooks' pricing by Customer/Item. (QuickBooks Enterprise only!)
  • GAAP compliant accounting for Gift Certificate sales and redemption.
  • Order pick-lists can be auto-generated and emailed to designated addresses.
  • Email alerts to Administrator(s) for exceptions in order processing.
  • User sets desired order download frequency or executes 'on-demand'.
  • Configurable field-mapping to direct import data in a non-standard fashion.
  • Many additional configurable options to control the content and format of how your order is imported.
ITEM PRICE/QUANTITY UPDATE
  • Real-time update of stock in response to receiving, adjustment, and invoicing activities in the accounting system.
  • Global and Material-specific uplift/discount capability.
  • Manage both Retail and Sales pricing from within Peachtree or QuickBooks.
  • Retail rounding rules for items subject to markup/discounting.
  • Option to sell individual items as a multi-pack unit (as configured in accounting) and have the appropriate conversion to 'Each' applied during the import.
PERFORMANCE

Order Download/Import: CartSpan has been stress-tested for high-volume import operations. In one contiguous session, CartSpan has been observed to import 1,046 orders in approximately 1 hour and 15 minutes. This includes the automatic creation of new customer master records, followed by Invoices and their subsequent receipts for paid transactions.

Item Price/Quantity Upload: CartSpan has been stress-tested specifically against an implementation of Peachtree integrating with a UNIX/mySQL architecture. Over 10,000 itemshave been successfully exported from Peachtree and uploaded to the target cart using a single call to the supporting script.

SECURITY

All credentials used to access the Shopping Cart are securely encrypted.

To support PCI compliance, CartSpan does not transmit or receive any credit card or sensitive financial information to/from the Shopping Cart.

 
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Posted 08 March 2012 - 10:53 PM #2

Is all this gonna be the same when integrated by Sage? I have line 50 and FT.
John

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v4.5.2


 
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Posted 08 March 2012 - 11:03 PM #3

Hi John,

My appologies, but I'm not understanding your question. Can I get a little background on what it is you're asking?

Thanks,
Scott

 
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Posted 08 March 2012 - 11:50 PM #4

CartSpan (www.CartSpan.com) is an easy-to-use bi-directional integration for Peachtree (soon to be Sage 50) and QuickBooks Accounting that will import orders from CS-Cart and update item prices and quantity-on-hand in the cart.


Sorry I should have been more clear,
I am asking that if I am an existing sage 50 FT User, are you saying this software (when is soon to be sage) will allow order and transaction import and all the functions you list above direct into sage as it is now?

thanks
John

Custom printed hi visibility clothing sale the UK's online hivis safety shop
v4.5.2


 
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Posted 09 March 2012 - 01:20 AM #5

Hi John,

I think this is the beginning of the confusion that is about to ensue with the 'Sage 50' product line. There has been a 'Sage 50' that has been in existence in the U.K. forever. Now Sage has decided to roll their U.S.-based 'Peachtree' brand and the Canadian 'Simply Accounting' brand into the 'Sage 50' family. They will make a distinction by 'edition' for each country. In actuality, the are all totally different products with totally different API's (Application Programming Interface's).

So, the short answer to your question is that CartSpan will presently only work with the 'Sage 50 - U.S. Edition' (soon to be formerly Peachtree). I'm eager to grow CartSpan into a more global offering. If you would like to discuss integration opportunities to the 'Sage 50 - U.K.', I am eager to speak with you. If so, please send your contact info offline and we'll see what can be done.

Thanks,
Scott

 

Posted 09 March 2012 - 04:30 AM #6

Welcome CartSpan.. Thanks for supporting this software

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Performance & Styling Auto Parts
CS-Cart v4.5.2


 
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Posted 20 January 2014 - 02:40 PM #7

I'm investigating CS-Cart / ERP setups. Has anyone in the forums used the CartSpan sync tool with Sage50 or QuickBooks? Mind sharing a review?
thanks,
Glen

 
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Posted 22 January 2014 - 03:13 PM #8

Hi Glen,

Thank you for your interest in CartSpan. If you don't receive any direct replies via this thread, you can find testimonials from CartSpan customers using CS-Cart, as well as many other eCommerce platforms here:

http://www.cartspan....t-testimonials/

CS-Cart has only recently begun offering an enhanced platform for users to post reviews for third-party software. Until CartSpan earns a significant body of reviews in this space, you might check-out the large number of moderated reviews the product has garnered on Magento Connect:

http://www.magentoco...ntegration.html

While not targeted at CS-Cart, they serve as an credible reference for integration to Sage 50, QuickBooks, and FrontAccounting. FrontAccounting ERP is a free, open-source, web-based accounting platform that CartSpan began supporting just this year...exciting stuff for businesses with simple accounting needs looking to reduce costs. You can find more details about FrontAccounting here:

http://frontaccounting.com

CartSpan is perhaps the only integration tool on the market that doesn't require any money from you up-front to assist you personally with installation/configuration to get you running on your trial; So, there is basically no risk if you want to give it a try. There is a checklist for you to complete prior to implementation, which takes about 1-2 hours to complete. After that, installation via LogMeIn123 support session will take approximately 1-1/2 to 2 hours. Please feel free to give me a call if you are interested.

Best regards,
Scott Wheeler
513-708-1317

 

Posted 22 February 2016 - 07:28 PM #9

Hello CartSpan,

 

Your solution looks so great, but I need to ask a couple of questions:

 

1)      Will this work in real time while other users are in Sage50?

2)      Can we use the invoice numbers generated by CS-Cart instead of invoice numbers used in Sage?

 

 

Thank you,



 
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Posted 22 February 2016 - 07:36 PM #10

Hi PhantomCables,

 

"Yes" to both questions.

 

Thanks,

Scott