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Exporting Invoices to Send to Customers


This customer had a need to upload invoices with well over 200 lines into a web based system mandated by his customer.  Our application pushes selected invoices into structured files meeting the customers requirements.

Desktop Toolkit  - More than just a framework

Counter Point Point of Sale
QuickBooks Integration


I developed this module for distributions while a NCR Counterpoint dealer. I understand that while the CounterPoint application has historically had an rough integration,  recently it was broken. Since we are already have this and are experts at both products, we can tailor this to exactly what you need, FAST !

​Once we had a solid base, we decided to make available some of the custom solutions we made over the years for QuickBooks users. The result is we have a framework to build fast and share solutions. Below are some of them. We hope this gives you an idea of the depth of solutions we can provide. Click here to see some of the many benefits to creating a custom solution for your business.

Update Power BI Financials


We originally created this module for a client who wanted to have a simple way of extracting financial information
(i.e. Profit and Loss and Balance Sheet) for a large group of businesses in the same industry. We like it so much we've made it available to everyone. One extra touch, the ability to remap P&L accounts to a standard COA from an association. 

Every QuickBooks add-on has a lot of the same code: get authorized by QuickBooks, make a connection, start a communication channel. All of that before we can write a single line of code to help customers so we thought, why reinvent the wheel over and over?  The result is the Desktop Toolkit, a simple application that uses the same core components every time so we can focus on your needs and not the architecture.

Fishbowl integration
i.e. Importing just Purchase Order Information to QuickBooks


While Fishbowl has an integration to QuickBooks already, not every business can use the standard integration. IN this case a business wanted to maintain Purchasing and payables in QuickBooks but did not want the large volume of sales transactions in their QuickBooks file. 

      Updating Item Prices from a Vendor Catalog


This customer received a full price catalog from multiple vendors in Excel files but only wanted to update the process for items he already sold.  We built a solution that has saved multiple customers more than 4 hours a month doing price updates.

Exporting Sales Order for Order Fulfillment


One customer had outsourced fullfilment of sales and needed to be able to send an electronic version of new sales orders to their fullfillment vendor. As an alternative to expensive EDI infrastructure, this app looks for new sales order and writes them into simple text files.

In partnership with VBO Tickets, we  provides a simple to use QuickBooks Desktop integration for VBO Tickets. This bridges the gap between accounting GL numbers in the VBO's event ticketing software with those in your QuickBooks Desktop software, bringing you a seamless and in sync experience.