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AcuInvoice Forum: Powerful Online Invoicing » Help!!

AcuInvoice Integration with QuickBooks

(5 posts)

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  1. A couple of users have contacted us regarding the ability to synchronize data with QuickBooks. These users typically utilize QB as a general ledger package, but prefer the flexibility that AcuInvoice provides. QuickBooks "integration" is something that, depending on how it is defined, could either be very simple, or fairly complex. Therefore, we are starting this thread to seek community feedback so that we can learn more about this issue prior to rolling out an initial QuickBooks integration utility. We have some specific questions, but would also encourage you to provide whatever feedback you think should be considered in making our decision regarding QB integration. Our specific questions for users include:

    1. Do you use the desktop version of QB or do you use QuickBooks online?
    2. What data (specifically) would you like to send from AcuInvoice to QuickBooks?
    3. Do you need to send data from QB to AcuInvoice?
    4. Would you want this to be a one way communication (e.g. AI-->QB only) or would you want to have complete synchronization between the two applications?
    5. Would you prefer to see an early version of QB integration, or should we wait for certain new features to be unveiled (e.g. time tracking, the concept of a project, etc.)?
    6. How frequently would you need to have data imported or synchronized? If you are using the online version, would it be ok to do this automatically?

    If users could be so kind as to provide this feedback, we will begin to draft specifications for QuickBooks integration in the near future.

    Posted 6 months ago #
  2. 1. using QB desktop
    2. All invoicing data for full sync
    3. Would be a nice feature, that way we can use either QB or acuinvoice, depending whether I'm at work or on an island at some white sandy beach sippling cocktails and counting the money!!
    4. Complete sync would be the best!
    5. Early version to QB integration would be fine. Anything that is a start is a bonus!
    6. Automatic would be good, and likely good to sync wen possible - weekly...etc.

    Posted 5 months ago #
  3. Hello,

    I really want something far less, although full Sync would eventually be nice. There are so many many aps out there that change the way you invoice. I guess I really don't see a problem using QB to CREATE an invoice. However, getting paid online then is a drag. I would like to be able to UPLOAD a QB pdf or UPLOAD as an attachment to an online accuinvoice invoice. Then when they go to the website it asks them to pay xxx amount (and yes I am happy to input xxx amount - I don't need it to sync that) and provides the quickbooks pdf as link for downloading and printing. Being able to import our customer database would be nice. (CSVimport that I think you may have but a tempate would be nice.) I think this would be fairly easy to implement. You just have an invoice template that says your invoice is attached and allow an upload. Happy to pay extra for the privilege.

    A next step would be to send the PAID invoice data back to QB.
    A next step woudl be to provide the ability to download all open invoices into Accuinvoice and have a check box for which to send out.

    The deal here is that I cannot find an app that lets me still use all my items and workflow in QB but just asks for the money in a clean sane way!

    Just ideas. Happy to flesh it out more.

    Posted 4 months ago #
  4. Thanks for the feedback. I'll be having a blog post on this shortly.

    Posted 4 months ago #
  5. Sidney
    Thanks for the reply. I love your DNS redirect by the way, this is a really great feature.

    Re QB, If we could attach a PDF invoice I would sign up today. Without it, I can't see how to close the loop with our existing billing. Some of our bills are 10 to 30 items and retyping those is a no-go. The only service I can find that allows you to attach a file is billmanager by Intuit but everything else about BillManager is... sort of a BM.
    Thanks, Charles

    Posted 4 months ago #

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