WORK[etc] Web App Blog

Quickbooks (Desktop) Beta

17
Nov
Posted by Daniel Barnett Thu, 17 Nov '11 @ 12:07 AM
Early next week we'll be making available the WORKetc Add-in for Quickbooks Desktop (beta!).  

This will be a QuickBooks plug-in that installs itself under QuickBooks menu items with support for Windows Vista/Windows 7 and Quickbooks USA 2005 and above.

The first release of the plugin will grab invoices, expenses and payments from WORKetc and make them available to Quickbooks, from inside Quickbooks.  No more tedious CSV file export, download and import (I hate that whole process too!)

The use-case we have followed for this beta is:
  • Your team uses WORKetc to create billable items (ie timesheets, project milestones, product sales)
  • A manager then creates invoices from billable items within WORKetc and sends out invoices from WORKetc
  • A book-keeper then uses Quickbooks, with the WORKetc add-in installed (of course!) to pull down invoices, expenses and payments directly into Quickbooks.

This is a pretty straight forward use-case that would be relevant to a big chunk of WORKetc customers that are on board with Quickbooks.

After we are fairly comfortable with the beta, we'll move to develop a Quickbooks Online integration, include contacts and products, and work toward 2-way synch.

We need some beta testers...!

Please throw your WORKetc account name (ie yourbusiness) in the comments below if you are interested in testing out the Add-in.  Obviously remember that the add-in is a beta and things may go wrong for you, but we're hoping not.

Good news for Xero users - we'll be making a similar beta announcement in around 10 working days.

Here are a few screen snaps of the Quickbooks Addin, in action...

User details & Settings

Select invoices to import based on date range