QuickBase and QuickBooks

Your bookeeping system is at the heart of your company, acting as a barometer for the success of your business. It also, however, contains confidential information about your staff, your products and your sales. Putting the entire bookkeeping system online could be a security risk, and for this reason many businesses fail to recognize the potential in integrating QuickBooks with QuickBase.

But a carefully constructed QuickBooks link with QuickBase can provide web access to vital data, making your bookkeeping system even more powerful.

Here are some of the ways that our customers have linked QuickBooks with QuickBase:

• Salespeople on the road can see an up-to-date list of customers, and enter orders via the web that go straight into QuickBooks.
• Technicians serving remote customers enter their time and materials costs on the web. That data gets automatically transferred to QuickBooks, so invoices can be generated.
• Job estimates created in QuickBase are sent to QuickBooks and then on to the customer.
• QuickBase workflows determine who should receive checks. A QuickBooks bridge downloads the information and creates checks in QuickBooks which are then printed and sent to the appropriate recipients.
• A QuickBase CRM (Customer Relationship Management) application can be enhanced by transferring customer invoices, credits and payments to QuickBase from QuickBooks so that users can see the details of their customers' sales activities.

Every part of your QuickBooks system can be linked to QuickBase -- just let us know your company's needs. Data Collaborative was the first company to connect QuickBase and QuickBooks, and we have completed more of these linkages than anyone else.

For a free consultation concerning your company's needs, call Steve Wishengrad at 781-777-1119, x322.

Also, for the customer and time tracking, we sell Project Linqq, linking QuickBase's award-winning Project Management capabilities with QuickBooks, the most popular business accounting system in the world.