Product description
The InterWeave Quickbooks for Creatio Solution integrates the QuickBooks accounting system by means of InterWeave SMART Solutions, a comprehensive SaaS Integration Platform, providing uni- or bi-directional integration of data.
Use cases:
With InterWeave Smart Solutions, you can have a customized integration solution for applications, like WooCommerce, that integrate all standard QuickBooks objects (Customers, Vendors, Contacts, Sales Orders, Sales Receipts, Invoices, Estimates, Jobs, Items), with bmp'online objects (Accounts, Contacts, Opportunities, Products, Cases).
Key features:
- Uni or bi-directional integration at object level
- Create and update QuickBooks Customers, Sales Orders, Invoices and Products from Creatio.
- Create or update Accounts, Contacts, Opportunities and Products in Creatio based on data in Customers, Invoices, Sales Orders, and other relevant fields in QuickBooks.
- Accounts Payable and General Accounting features for Bills, Checks, Deposits, Account (COA), Journals, Vendor Credits and more are available in Creatio.
- All QuickBooks history, like Invoices, payment history, etc. is available in Creatio.
- Configurable options allowing you to change / select new integration configurations at object level.
- Error Management and Monitoring, Connection Monitoring, Log Viewer and automatic email or IM notification if error detected.
Notes:
The integration is implemented by means of the InterWeave Smart Solutions platform and could be customized through Integration Manager Console — user friendly UI that lets you decide how often your applications should integrate.
Price and support
Support is provided by InterWeave in accordance with SmartSupport Success Plans.
Installation
The InterWeave QuickBooks Solution for Creatio is a SaaS, Hosted, Configurable Solution. We provide you with the 8 Step Document and the Creatio Solution Survey we may create the base Solution for you. Typically there are two 45 minutes Configurations Session with the Creatio Admin and the Accounting Operations person. Then load data, test and move to Production.
InterWeave Quickbooks for Creatio Pro includes:
InterWeave Quickbooks for Creatio Premier includes:
InterWeave Quickbooks for Creatio Small Business includes:
InterWeave Quickbooks for Creatio Enterprise includes: