Finance (QuickBooks Synchronization Link)
integration of business data is a serious and long-standing issue for small and
mid-size businesses (SMBs). Typically, an SMB buys a CRM, an operations
management system specific to their business model, an accounting system, an
invoicing system, and potentially a service management system. Add in their
public web site, and a customer self-service portal, and the average SMB starts
to feel like they are in the IT business, not their real business.
a business managed by multiple separate systems, the clerical effort and loss of
data quality associated with trying to keep data in the multiple systems in sync
is both costly and inefficient. Operating a business based on these 'islands of
information' is not an option in today's challenging business climate.
Yet trying to buy an
integrated system that covers all these bases, matches the specifics of your
business model, and is still affordable, if often an impossible task. And even
when such a system can be found, migrating to a fully integrated system from
today's multiple applications can be a difficult and risky process.
our approach is different. We created a Customer Relationship and Business
Management System (CRBM) - a system with a CRM at the core, with integrated
operations management, service management and order management features, plus
integration with a customer portal and (optionally)
the market-leading QuickBooks accounting system. We took this approach for
several reasons, the three most important being:
Finance is an optional module for info@hand that can link the
key financial data within info@hand with a QuickBooks implementation. The key
features of info@hand Finance include:
Finance continually synchronizes Accounts, the Product Catalog (item list in
QB), Invoice & Payment data, Opportunites (customer jobs in QB), currencies
and taxes within info@hand with the QuickBooks Accounting
system from Intuit Inc.;
The synchronization is accomplished via the
QuickBooks Web Connector (QBWC), at intervals controlled by QBWC. QBWC is
free, and provides a SOAP-based web-services interface with which
info@hand Finance communicates.
Finance is compatible with info@hand 5.1, and later
Finance is compatible with conventional QuickBooks software (2006 generation
or later, Pro and higher versions). It does not currently support QuickBooks
Online Edition (QBOE).