Magento QuickBooks Integration www.biztechconsultancy.com Page 1 sales@biztechconsultancy.com
Table of Contents 1. Benefits of Integration... 3 2. Biztech Solution... 3 3. Biztech Integration Gateway... 5 4. Packages... 10 5. Installation and Cost... 11 6. To Get Started... 12 www.biztechconsultancy.com Page 2 sales@biztechconsultancy.com
MAGENTO-QUICKBOOKS INTEGRATION Biztech Consultancy provides effective solution with service for the integration of Magento and QuickBooks. Our solution for Integration between QuickBooks and Magento allows your sales team to have a complete overview of your online business and customer critical accounting data from your Magento system. 1. Benefits of Integration No more duplicate entries of orders and customers Dominant Integrated solution with Magento and QuickBooks Positive performance effect displays instantly at the bottom line performance Real time solutions integrated between two system for Invoices and Credit Memo 2. Biztech Solution - We have developed a Cloud-based SaaS Solution for Magento-QuickBooks Integration as one way process. We will integrate data from Magento to QuickBooks and vice versa. - Our Integration covers four modules. We can further customize it to add up more Modules. Customers Products Invoices Credit-memos - Our Integration includes: To import data in QuickBooks, we used the freely available Web Connector for the QuickBooks. We have developed a PHP based Integration Gateway which runs on our Server. It receives data from Magento and passes it to the QuickBooks system. Our Gateway uses central DB which stores all the data temporarily so in case if other system is down, all data is synced well once the destination system is up. We can also set-up other modules in integration and make it two-way as per requirement. www.biztechconsultancy.com Page 3 sales@biztechconsultancy.com
- The below table shows the linkage of modules, that can be considered. No. QuickBooks Module Magento Module Communication Protocol 1 Customers Customers One way (Magento to Quickbooks) 2 Products Products One way (Magento to Quickbooks) 3 Invoices Invoices One way (Status of Invoice Two-way) 4 Credit-memo Credit-memo One way (Magento to Quickbooks) The above mentioned modules can be synced two ways if required by client. Also Magento provides more features to integrate extra modules with QuickBooks if required by client. www.biztechconsultancy.com Page 4 sales@biztechconsultancy.com
3. Biztech Integration Gateway - Our Integration Gateway also provides a GUI which gives up to date information on what data has synced between both the systems. Following are some of the sections: 3.1. Dashboard Our solution allows Admin to login within the integration gateway and access the dashboard. The dashboard shows interactive charts and tabs for ease of access to Admin. Sync Issues and Sync Logs can be accessed from the menu for better support. www.biztechconsultancy.com Page 5 sales@biztechconsultancy.com
3.2 Customer Module Complete portfolio of your customer with their specific account details is integrated in Magento. User can view customer profile with details synced. All activity in QB gets directly reflected in Magento, like First Name, Last Name, Company, Contact No, Email, Fax, Billing Address, Shipping Address, Terms etc. in sync process. www.biztechconsultancy.com Page 6 sales@biztechconsultancy.com
3.3 Product Module It offers a complete overview of the accounting/sales and inventory details of any product of specific customer. We have used product module of Magento with basic details as below: i. Item Name ii. Manufacturer s Part Number iii. Sales Price iv. On Hand (Quantity) etc. in sync process. www.biztechconsultancy.com Page 7 sales@biztechconsultancy.com
3.4 Invoice Module A complete picture of sales and invoice details. It reflects customer name, open balance, contact details, addresses etc. We have used Invoice module of Magento for Invoice and Invoice lines. For Invoice Module, we have used basic details like Invoice No. Customer, Customer Message, Ship date, Due date, FOB, P.O Number, Terms, Items, rate, Quantity, Amount, Total VAT etc. in sync process. www.biztechconsultancy.com Page 8 sales@biztechconsultancy.com
3.5 Credit-memo Module A complete picture of credit-memo details. It reflects customer name, contact details, addresses etc. We have used Credit Memo module of Magento for Credit memo and Credit memo lines. For Credit memo Module, we have used basic details like Credit-memo no, Customer, Customer Message, Date, Items, rate, Qty, Amount etc. in sync process. www.biztechconsultancy.com Page 9 sales@biztechconsultancy.com
4. Packages The packages would be display with Basic and Advanced features as below: Features Basic Advanced Customers Sync new created customer from Magento to QB Sync updated customer info from Magento to QB Sync shipping & Billing address from Magento to QB Sync support for 5 custom fields from QB to Magento X Inventory Sync new created product from Magento to QB Sync updated product info from Magento to QB Sync Inventory item quantity on hand from Magento to QB Sync support for 5 custom fields from QB to Magento X Invoice Sync new invoice with line item from Magento to QB Sync support for 5 custom fields from QB to Magento X Credit Memo Sync new credit memo with line item from Magento to QB Sync updated credit memo with new & modify lines from QB to Magento Sync updated credit memo with only modify lines info from Magento to QB Sync support for 5 custom fields from QB to Magento X www.biztechconsultancy.com Page 10 sales@biztechconsultancy.com
General One Time remote setup, configuration & training Integration gateway access One Time sync timing configuration (Every 10 minutes, 1 hour or once in day) One time customer mapping base on Email Address / Name X One time product mapping base on Manufacturer Part Number X * Need to manually remove duplication of mapping module data Support Quick Email support 10:00 to 18:30 UTC+05:30 X For more information on Magento-QuickBooks integration, please refer: https://store.biztechconsultancy.com/magento-quickbooks-integration.htm 5. Installation and Cost - We charge for installation and set-up cost for the Biztech Integration Gateway which includes installing our related plug-in. - We also create account for you in our Integration Gateway which handles all communication between two systems. There is recurring charge to use the Integration Gateway which covers Support & Updates in the Gateway. - We are committed to this integration and will be releasing new version with more enhancements in timely manner. Details Cost(Basic) Cost(Advance) Installation & Setup Cost $699 $999 + Recurring Fees* As per following Table As per following Table + Customization Charge As Required As Required www.biztechconsultancy.com Page 11 sales@biztechconsultancy.com
Integration Gateway Maintenance and Supports Time Period Recurring Charges (Basic) Recurring Charges (Advanced) Monthly (1 Month) $40 $60 Yearly (12 Months) $400 $600 6. To Get Started Contact Maulik Shah CEO, Biztech Consultancy www.biztechconsultancy.com Page 12 sales@biztechconsultancy.com
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