BLOG. SMART PRACTICAL BUSINESS ADVICE

Xero & Quickbooks Desktop Updates

0 Shares

Our 2012 Roadmap has the public beta release for Quickbooks Desktop and Xero integrations slated as the last week in January.

UPDATE: New beta invites for XERO accounced.

The bad news is that we’re running a few weeks behind, the good news is that we’ve opted for a whole lot more integration fidelity than originally planned.  And also the extra few weeks have given us more time to better test and de-bug than we’d normally spend.  I know some people have been anxiously waiting for this release, but it is critical we get it right as getting it wrong is potentially catastrophic for a business (!).

This is where it is at…

Xero Integration

The Xero integration provides synchronisation of invoices, payments and contacts.  The synchronisation process is configured within WORK[etc] and is optionally setup as either one or two way automated process.  In other words, once configured WORK[etc] will communicate with Xero on a scheduled basis to:

  • Synchronise WORK[etc] items to Xero
  • Synchronise WORK[etc] items from Xero
  • Synchronise WORK[etc] items to and from Xero

The configuration of the integration is straightforward and requires the completion of a streamlined authorisation process to enable WORK[etc] to communicate with your Xero account.

Xero integration supports invoice mapping of:

  •  An associated sales account
  • Shipping and discount items
  • Tax codes

The integration maintains the high level of granularity provided by WORK[etc]’s invoicing structure.  For example, a WORK[etc] invoice synchronised to Xero will have:

  • A separate line item for each WORK[etc] line item
  • An appropriate tax code if there are applicable taxes for each WORK line item
  • A separate line item for each discount item of each WORK line item
  • A separate line item for each shipping item of each WORK line item
  • Associated line item charges appear sequentially
  • A single line item for invoice level discounts

The contact synchronisation process synchronises, name, address and contact details allowing users to be able to quickly invoice new accounts from either system.

Plugin for QuickBooks Desktop

The WORK[etc] Plugin for QuickBooks will offer the import of WORK[etc] invoices and payments from within QuickBooks Desktop.  WORK[etc] provides a high level of granularity within its invoicing structure including:

  • Support for multiple taxes per line item
  • Line item shipping
  • Item and invoice level discounts

The WORK[etc] Plugin for QuickBooks maintains this level of granularity for the customer’s convenience and clarity.  For example, if your WORK[etc] invoice imported using the plugin will produce the following in QuickBooks:

  • A separate line item for each WORK[etc] line item
  • A separate line item for each tax item of each WORK line item
  • A separate line item for each discount item of each WORK line item
  • A separate line item for each shipping item of each WORK line item
  • Associated line item charges appear sequentially
  • A single line item for invoice level discounts

The plugin has configurable options for mapping shipping, discount and tax to suitable QuickBooks items.  In addition, it also supports mapping of the WORK[etc] line item types to generalised item types in QuickBooks.  A number of desktop editions of QuickBooks have practical limits on the number of items that can be created and WORK[etc] has endeavoured to design a plugin that works within these bounds so that all users can take advantage of its features.

So when….?

We are still going to be at minimum 10 days from public beta – possibly longer depending on how long it takes for each product to be properly certified by their respective vendors.  If you’ve put your hand up for the beta in these previous posts (Xero, Quickbooks) then support will be in touch.

We’ll be starting work on Quickbooks Online immediately after and development time for this will be significantly shorter (as we’ve already resolved all the “gotchas”).

And of course permissions, roles, saved views, sales pipeline and custom fields 2.0 are all teetering on the edge of beta as well.

February is shaping up to be a massive month.

0 Shares
See all

Featured Posts

This Firm is Fueling Clients’ Success with Strategic HR and WORKetc CRM

Performance HR uses Strategic HR and WORKetc CRM to fuel their clients’ success. So you’ve finally decided to build your own startup company. You’ve got an idea, you’ve got a team, and you’re ready to introduce your product to the world. You want to focus everything you have on that last bit, so you decide […]

6 New Apps to Grow Your Business in 2019

Fill your small business toolkit with the right new apps for growth. Gone are the days when all you needed to run a business was a pen, paper, and maybe a calculator. These days it’s all about your software stack—the apps, cloud or otherwise, that you use to manage everything from contacts and sales leads […]

Manage and Grow Your Business Better With 4 More WORKetc CRM Tips from Real Users

Run, manage, and grow their businesses with these real WORKetc tips from real users. Be it a minute or an hour, $1 or $1,000;every little bit counts when you’re a small business. And what better way to learn more about how you can use WORKetc to boost you and your team’s efficiency and productivity than […]

WORKetc is Shifting Into High Gear with Elasticsearch

Massive speed improvements coming to WORKetc CRM. WORKetc isn’t just a tool for running a business. We built it to help you grow that business. And with growth comes more contacts, leads, projects, timesheets—more and more business-critical data that needs to be created, saved, and tracked. That’s one of the big considerations we had in […]

Don’t Just Survive—Grow Your Business With These 4 WORKetc CRM Tips from Real Users

Help your business grow with these WORKetc CRM tips from real users. Speed, efficiency, productivity. They’re all buzzwords, yeah, but they’re also key components to any small business’ survival. We’ve already rolled out quite a few tips and tricks for increasing efficiency and productivity with WORKetc, but nothing beats those tips whose effectivity have already […]

Get Paid Quicker With the WORKetc iPhone CRM App’s New Invoice Module

Create, edit, and send invoices on the go with the new WORKetc iPhone app. We’ve received a lot of requests form WORKetc users to include an invoicing module in the WORKetc CRM app for iPhone. Today, I’m glad to confirm that those requests are going to be fulfilled. Our iPhone app developers are neck-deep into […]