BLOG. SMART PRACTICAL BUSINESS ADVICE

Xero & Quickbooks Desktop Updates

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.

See all

Featured Posts

The Secret to Keeping Remote Workers Connected Using One App

From time tracking to collaborations, here’s how WORKetc helps you manage your remote teams. According to the latest State of the Remote Job Marketplace report by remote jobs search site Flexjobs, one thing is clear: The traditional office is dying; the future of business is remote. The report found that 43% of U.S. workers now […]

How To Handle 4X the Support Calls with One Simple Change

IT firm tekRESCUE keeps IT support at “a manageable level of insanity” with WORKetc. IT can be a messy business. Just ask Randy Bryan, the founder of San Marcos, Texas-based IT firm tekRESCUE. “There are a lot of emergencies; always a lot of unknowns,” he told us last year, “A lot of messiness comes out […]

The Secret Way One Small Change Can Save Your Staff 6 Hours/Day

Healthcare firm Wound Care Advantage uses WORKetc CRM to keep track of all client interactions. Many business owners think that getting a new customer is difficult, however, that’s the easy part. The real trick lies in keeping them happy and loyal. Customer retention is a massively important metric when you’re running a business, especially when […]

No Budget, No Problem: 10 Free Sites That Will Improve Your Small Business Marketing Material

Help your business leave a mark for no extra cost The human brain is a grey mystery wrapped in a squishy enigma. We can’t even really say with any certainty how much we know about it. After all, how can we be sure we know 10% about the brain if we have no idea what […]

This Firm Increased Revenue by up to $56K/Tech. Their Secret?

In the past ten years, Queensland-based telecom firm ECO Communications has grown from a handful of techs and sales personnel to a couple of dozen people. It’s now been a year and a half since they signed up for WORKetc Quickstart. In that time, they’ve seen first-hand how an integrated business management system can drastically […]

Exactly How Does A CRM Make Flying Safer?

WORKetc CRM helps ARA-I’s forensic engineers streamline their day-to-day processes. Growing up, Ivan Collins dreamed of working on cars as a race team engineer. That is, until he heard about a job where he could blow them up instead. “I was on a race team at NC State in the engineering department,” he recalls. “One […]