QuoteWerks & QuickBooks Reporting

For use with: QuoteWerks v4.0 build 17 to v25.0 build 1.18.

About the User: This project was commissioned by a client who works in the exhibitions and events industry. They sought to improve their data management and reporting processes by integrating their existing QuoteWerks and QuickBooks systems.

Project Brief: the client approached us to develop a custom integration between their existing QuoteWerks and QuickBooks systems. The goal was to enhance their reporting capabilities by creating a seamless data flow between the two platforms, enabling complex reporting and commission calculations.

The work-in-progress videos below illustrate how the custom Excel spreadsheet worked to allow the User to quickly and easily generate the Commission Reconciliation report.

Please click on the player below to view a work-in-progress video of the QuoteWerks & QuickBooks reporting utility.

Features:

• Data integration with the QuoteWerks database to read Document and Line Item information.
• Data extraction of Bill, Credit Card Charge, Customer, Sales Order, Sales Invoice and Vendor information from QuickBooks database using the QuickBooks Desktop API into a separate reporting database for querying.
• Automated overnight data refresh.
• Manual initiation option for data updates.
• Dynamic data retrieval based on a QuoteWerks document number being entered into the spreadsheet.
• Detailed reporting on vendor invoices, customer invoices, freight costs, etc. and commission calculations.
• A Configuration Utility to setup of database paths, QuickBooks API access, user interface settings , and field mappings.
• Flexibility to modify Configuation settings without redeveloping the utilities.

Benefits:

• Enhanced Reporting to instantly access detailed, up-to-date commission reports.
• Comprehensive data integration from multiple sources.
• Improved Efficiency automated data refreshes eliminate manual processing and minimises errors through consistent data updates.
• Ability to modify settings and generate additional reports as needed.
• Customizable to meet specific business requirements.
• Simplified data management and reporting processes.
• Scalable solution designed to accommodate future needs and additional reporting requirements.
• Built-in flexibility for evolving business processes.

These features and benefits collectively enhance the Users reporting capabilities and operational efficiency, providing a robust and scalable solution for their business needs.