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Looking fo a good Cloud Based Accounting Software package
One that allows importing of invoices or has a API for one.
lgn1




msg:4388583
 4:33 pm on Nov 18, 2011 (gmt 0)

Our web based business has grown, and now our buisness is run from seven different houses, with all our products dropped shipped from the manufactuer. We have basically become a conglomerate of the home based business.

A person in each on three differnt houses, has differnt accounting/CRM function, and we are in need of a cloud based Accounting software; as our current method is becoming unmanagable.

However I can find no commercial cloud based software package that allows the importing of invoices.

The last thing we want to do, is retype all our customer data and invoices from our web orders.

Also, up to three people need to access this package at one time, however all but one can be in read only mode.

Also as an optional longshot, if the package is geared towards Canadian payroll and taxes, that would be a bonus.

Does anybody have a recomendation?

You think somebody would design an online cloud based accouting package, geared for ecommerce. They all seem to have dropped the ball on data import (other than bank records).

 

stajer




msg:4388736
 12:59 am on Nov 19, 2011 (gmt 0)

Rather than using a cloud based accounting package, consider using Quickbooks and storing the file on a cloud drive.

You will get a full featured software program and multi location access.

QB can import almost any type of file.

aspdaddy




msg:4389200
 10:55 pm on Nov 20, 2011 (gmt 0)

It depends on what you are trying to achieve really. If you are expecting further significant growth, preparing to value the company then you need to do this process the right way.

Call the finance system web service from your ecom system to create a new invoice, that way you dont need to import them. All enterprise finance systems have APIs for doing this. If your technology stack is M$ then hosted GP would be the obvious choice.

You can import orders, but not usually invoices into a finance system

rocknbil




msg:4389495
 6:11 pm on Nov 21, 2011 (gmt 0)

Though I've just recently dug into it, look into SalesForce. This thing is huge and you can add or develop apps for almost everything - and a lot of them integrate with QB.

<rant>I'm so sick to death of Quickbooks. they really don't have it together . . . our company uses their online Time Tracker. QB tried to revise it and totally botched it, made it absolutely unusable, then rolled back to the old one . . . and then a few months later pushes out a memo that the "Legacy" time tracker's life ends this month. Poof, it will no longer be available. Their recommendation? "Find something else, we're done." Seriously. LOL . . . who does that?</rant>

Anyway we're going to use some form of integration with SalesForce, search up the apps there, you'll probably find something. If you can't, you can bet a medium skilled coder can create what you need, or you may be able to modify your SalesForce apps to do what you need it to.

An example, last year I was tasked with integrating web site sales with S.F. Going in, knowing nothing about SalesForce, it took about a week to "grok" it all, then only a few days to integrate the site with it. All orders from the site show up in S.F. . . . as INVOICES (in this context.) I'm sure that, from there, I could find some app to integrate to QB, if required.

It will take some getting used to, but the support files seem helpful, even though it's sometimes hard to locate the answers.

httpwebwitch




msg:4390410
 6:37 pm on Nov 23, 2011 (gmt 0)

take a look at FreshBooks
I've never used it & can't comment on whether they have all the features you want. But those I know who do use them have rave reviews, and they are Canadian so they're likely going to have those issues covered.

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