Report, Data and Custom Integration Tools from ACCOUNTiGRATE

This tool uses QODBC technology and Crystal reports to permit reports on any information available through the QuickBooks SDK. Many reports are included with the purchase of the tool, and others can be created for a reasonable cost from ACCOUNTiGRATE. Some examples of custom reports we create using the QDataViewer tool are:

- An inventory report that pulls the same item from different warehouses (Warehouse A:Product 1; Warehouse B:Product 1; etc) into a summary report with drill down capabilities. This information is extremely valuable when making purchasing decisions for the business as a whole.

- A summary general leger report

- A Business Management report that shows the summary activity (i.e. bank beginning balance, deposits, checks, transfers, and other to arrive at the ending balance) along with the detail reports to support the amounts.

- A purchase report that looks at inventory on hand, adds the open purchase order amounts, subtracts the outstanding sales orders to arrive at the inventory available for sale. Then with user defined time frames, the amount of the item sold is calculated, this amount is used to calculate what is needed on hand, then using the available balance the quantity that should be ordered is displayed on the report.

Newsletter Archive Article

Cash Detail Report: A Must Have
QDataViewer Releases New Reports
QDataViewer Update

 

This tool is the coolest thing when you need to get at specific data from QuickBooks tables which is not easily accessible from the reports directly. Some examples, include, a report that has the actual ID number QuickBooks uses to recognize a name on a list or the address information broken into separate columns. Using a very easy Microsoft Excel interface, you simply choose the information to query using a wizard and viola you have a spreadsheet of all the data.

Newsletter Archive Article

Featured Add-On: QTable Grabber

This tool allows you create a live data link between QuickBooks report data and an Miscrosoft Excel spreadsheet - all from within Excel. Once you create a query using the wizard, you can quickly and easily update the spreadsheet with the new QuickBooks data with only a few clicks of the mouse.

Newsletter Archive Article

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Have something you want to automate to improve your efficiency with QuickBooks? ACCOUNTiGRATE is a great place to start. If they are not the right solution, the will know who is. Some of the projects we have worked with them on include extracting sales information down to the item level from QuickBooks and inserting it into a CRM package; countless custom report projects; working through the RFP to extract invoices from a business management services firm's "corporate" QuickBooks file and insert the information as bills into their client's QuickBooks file; and extracting key peices of information from a SQL database to automate the process of creating subscription sales orders or invoices in QuickBooks.

Links to Store

Any custom integration (import routines, application integration, migration from other systems, etc) and custom report project will require specific pricing directly from ACCOUNTiGRATE and are not available through our online store.