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Member Since 07 Mar 2012
Offline Last Active Feb 22 2016 07:35 PM

#138550 QuickBooks Integration

Posted by CartSpan on 12 June 2012 - 03:04 PM

Hi UmiDevelopers,

Thank you for the compliment and for guidance regarding development; it's most appreciated.

Outside of the U.S., which QB market do you think is the largest?


#138479 QuickBooks Integration

Posted by CartSpan on 11 June 2012 - 04:21 PM

Hi UniDevelopers,

Thanks for the inquiry.

CartSpan doesn't really have an interface per se. There are underlying configruation screens in-which the user establishes how he/she wants the order to import (i.e., Order vs. Invoice, follow with cash receipt?, and many, many more...). When these configurations have been established, it's just a matter of 'starting' the service. Like most integrations, CartSpan runs on a schedule that is appropriate to your business. Other than this, the transactions that import into QuickBooks or Sage 50 U.S. (formerly Peachtree) look as if they were keyed-in by hand.

The flip-side of the order download/import is the pricing and stock quantity writes back to the cart. The competitive advantage that CartSpan enjoys (as best I can tell) is that, updates in the cart are triggered by invoicing, material adjustments, and receiving activity in the accounting system. Thus, you don't have a massive upload that occurs frequently in-order to keep the cart current.

All of this occurs quietly in the background unless there is some type of exception encountered during operation. And, if you deal with middleware and integrations at all, you know that exceptions are difficult to avoid. When these do occur, CartSpan has built-in mechanisms for communicating to system administrators for the purpose of intervention.

Presently, CartSpan is serving U.S. versions of Sage 50 and QuickBooks (Enterprise, Premium, Pro). I'm certainly interested in expanding the QuickBooks offering to serve other versions. At this point, it's simply a matter of my not having enough exposure to these other versions for the purpose of assessing the underlying differences.

Admittedly, I could do a better job of presenting screenshots or images of the product. Until that time, I've attached a few key screenshots that should give you a feel for how CartSpan is configured and executed.

Hope this helps,

Scott Wheeler, Owner
Noverhead Software, LLC

Attached Files