Integrating QuickBooks With QODBC

Typical Client Requirements
Clients working with QuickBooks sometimes want to create more advanced reports than is possible directly within QuickBooks. Other times, they want to be able to integrate their accounting data with the data in their production system in order to faciliate physical inventory, improve customer reporting, etc. As important as anything is to insure that the data in the accounting system matches the data in the production system. It is even now possible to automate some periodic accounting tasks like monthly invoicing.

Solution Scenarios
I have a client that uses QuickBooks as the contact management system, but also needs the same client list in its production system to deliver their services. In this case, the accounting system is "upstream" of production, and we export QuickBooks customers and vendors and automatically import them into their other system. In this case, data always originates in accounting first. Here at Breeze Easy, we go the other way. Customers and vendors originate in our production system which handles contact management. Before each bookkeeping cycle I then run a utility that imports all new contacts into QuickBooks. I also update all addresses, phones, faxes, etc. in QuickBooks anytime there has been a change newer than QuickBook's last update. Then after each End Of Month processing cycle, we export the chart of accounts, trial balances, etc. and pull them into SQL Server where it is then possible to build powerful reports that can draw from all organizational data. During both of these synchronization processes, we capture system keys and store them in the complementary system to insure consistency and later data merging.