We help Developers understand
which aspects of the QuickBooks Online API are necessary to accomplish their software goals.
which aspects of the QuickBooks Online API are necessary to accomplish their software goals.
The QuickBooks Online API allows you to access
nearly every aspect of the live program.
nearly every aspect of the live program.
The opportunities are endless when working with the QuickBooks Online API. While 90% of the program is accessible, there are certain limitations that can be very confusing. Additionally, some of their naming conventions can be very confusing if you do not regularly use the program. Below we have shared some of the use cases we have assisted developers with in the past.
Recording Sales
Understanding the Difference Between Sales Receipts and Invoices
Applications that act as a company’s point of sale or invoicing system must decide what information they will share with QuickBooks Online.
Our team has helped applications determine what type of transactions should be created and when.
- Sales Receipts to record a sale that immediately paid.
- Invoices are used when payment will be received as a separate activity.
- Recording payments and matching to the correct invoice.
Working with Expenses
Tracking Expenses and Creating Bills Across Applications
A fundamental reason to connect multiple applications is to eliminate the duplication of manual data entry. Applications that work with the daily bills and expenses of a business must know where the data should be enter to be available across all platforms.
Our team has helped multiple companies create applications that allow their users to push and pull data from QuickBooks Online.
- Bill and Expense capture utilizing OCR to eliminate manual data entry in QuickBooks Online
- Job and Project Management software that pulls expenses from QuickBooks Online into their application for Profitability reporting.
- Avoiding duplicate transactions by matching instead of adding.
Working with Expenses
Tracking Expenses and Creating Bills Across Applications
A fundamental reason to connect multiple applications is to eliminate the duplication of manual data entry. Applications that work with the daily bills and expenses of a business must know where the data should be enter to be available across all platforms.
Our team has helped multiple companies create applications that allow their users to push and pull data from QuickBooks Online.
- Bill and Expense capture utilizing OCR to eliminate manual data entry in QuickBooks Online
- Job and Project Management software that pulls expenses from QuickBooks Online into their application for Profitability reporting.
- Avoiding duplicate transactions by matching instead of adding.
Time Activities
Working with Payroll & Projects
With the introduction of QuickBooks Online Projects, many applications are looking for ways to sync employee’s time activities between the two programs.
Our team can help you understand what you can do with that information.
- Import time activities from a third party time tracking software
- Integrate with QuickBooks Time to use the Time Activities with QuickBooks Online Payroll
- Export billable time activities from QuickBooks to use in your application.
Time Activities
Working with Payroll & Projects
With the introduction of QuickBooks Online Projects, many applications are looking for ways to sync employee’s time activities between the two programs.
Our team can help you understand what you can do with that information.
- Import time activities from a third party time tracking software
- Integrate with QuickBooks Time to use the Time Activities with QuickBooks Online Payroll
- Export billable time activities from QuickBooks to use in your application.
1-Way vs. 2-Way Sync
Create, Read, Update, Deleting Data
The manner in which you allow data to flow between two programs will dramatically impact how people chose to use your application.
Our team will work with you to help you determine the best workflow and what data should be accessible within each application. We will discuss the benefits of offering a true 2-Way sync while also protecting the integrity of the accounting information.
- The ability to update customer or vendor information from either software (2-Way Sync)
- Only allowing invoices to be pushed into QuickBooks Online (1-Way Sync)
- Using Webhooks to listen for changes
1-Way vs. 2-Way Sync
Create, Read, Update, Deleting Data
The manner in which you allow data to flow between two programs will dramatically impact how people chose to use your application.
Our team will work with you to help you determine the best workflow and what data should be accessible within each application. We will discuss the benefits of offering a true 2-Way sync while also protecting the integrity of the accounting information.
- The ability to update customer or vendor information from either software (2-Way Sync)
- Only allowing invoices to be pushed into QuickBooks Online (1-Way Sync)
- Using Webhooks to listen for changes
