Integrate clients with QB
Reported by JonMagic | April 20th, 2009 @ 09:43 AM | in SuiteCS integrated with Quickbooks
We need to someone link clients and QB, without doing any kind of sync operations (which are complicated and slow things down).
Comments and changes to this ticket
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JonMagic April 20th, 2009 @ 09:44 AM
- State changed from “new” to “resolved”
I was able to create a QB client connector utility, I put it inside of Settings. I was also able to make it so that when you create a new client in Suite it can automatically be created in QB.
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Suite is software for small service based businesses. The workflow in Suite is fairly simple. There are 3 ways one can approach a problem in Suite. From the client, from a ticket, or from a device. Tickets and devices are tied to clients. Clients can belong to other clients (i.e. people inside a company). The clients section is modeled after Apple Address Book. Most of my UI is modeled after the applications that ship with OSX (Address Book, Mail, iTunes). To make Suite more accessible there is an iPhone interface as well.
JonMagic