Bridging the Gap Between QuickBase and QuickBooks Build Amazing Charts and Graphs with Code Pages in QuickBase
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Independently, QuickBase and QuickBooks are powerful tools for running your business. But getting them working together hasn't always been easy. In this session, Robin Hall from VARC will show you how one simple tool can bridge the gap between the two systems and display all the right information wherever you need it. You'll learn how you can be up and running in minutes with a solution that protects your core accounting software while leveraging key QuickBooks data (customer name and address, for example) in your QuickBase apps.
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Bridging the Gap Between QuickBase and QuickBooks Build Amazing Charts and Graphs with Code Pages in QuickBase
- 2. Bridging the Gap Between QuickBase and QuickBooks What do you need to know before you connect the two systems… Robin Hall, Principal Consultant VARC Solutions, LLC
- 3. #EMPOWER2015 • Certified QuickBooks Advanced ProAdvisor • Certified QuickBooks Enterprise Solutions • Intuit Reseller Program • QuickBase Certified • Intuit Solution Provider of the Year 2009 • Firm founded in 1999, exclusively focused on Intuit and Intuit Products Robin Hall, VARC Solutions, LLC
- 4. 94.2% Market Share for Intuit QuickBooks NDP Group http://en.wikipedia.org/wiki/QuickBooks
- 5. #EMPOWER2015 ① QuickBooks and QuickBase…When and Why ②Accounting Integrity ③ Methods to Connect QuickBooks and QuickBase
- 6. 1 QuickBooks (QBD) and QuickBase…When and Why
- 7. #EMPOWER2015 ①We want it ALL ②QuickBooks ③QuickBase QuickBooks and QuickBase… When and Why
- 11. #EMPOWER2015 Items ① Cost of Goods Sold Accounts ② Income Account ③ Inventory Asset ④ Quantity on Hand
- 13. 3 Methods to Connect QuickBooks and QuickBase
- 14. #EMPOWER2015 ①Import in Transactions ②Connect Information Methods to Connect QuickBooks and QuickBase
- 15. #EMPOWER2015 Import into QuickBooks ①Choose Excel File ②Choose Type of File
- 16. #EMPOWER2015 Import into QuickBooks ①Map the Fields ②Red Fields are Mandatory ③Product Demo
- 17. #EMPOWER2015 Connect Information ①Choose QuickBase Table ②Choose QuickBase Fields ③Product Demo
- 18. Sharing information between your systems is important but share the information INTELLIGENTLY
- 19. THANK YOU