ANGARAI, a company based in Prince George’s county, signed an MoU with CI to pursue opportunities in mobile and web applications. The MoU was signed during the signing of ‘Sister State Agreement’ between Andhra Pradesh and Maryland.
To read more:
December 1, 2011
ANGARAI and CI sign MoU
Posted by CIGlobal under News | Tags: Angarai, CI, MoU, Sister State Agreement |Leave a Comment
October 3, 2011
Commission Manager, integrated with QuickBooks
Posted by CIGlobal under Add On, Integration, Product | Tags: commission, quickbook, QuickBooks, sales commission |Leave a Comment
Sales commission is extra pay that a salesperson receives for successfully making a sale. The more sales the salesperson completes, the more commissions he earns. All commissions involve paying a salesperson for making a sale, but how commission is calculated varies. Commission is calculated on one or many factors like percentage of sales, percentage of monthly target, revenue, gross margin, quarterly bonuses, salary, annual bonuses etc. Depending upon the size of the company and number of sales people, commission plans vary. Calculating commissions and their payout can become a hassle to companies on a monthly basis. Automated solutions for commission management vary from simple spreadsheet solutions to comprehensive solutions integrated with accounting packages.
Commission Manager, is an automatic commission calculation tool integrated with different accounting packages. Some of the salient features include:
- Multiple commission plans
- Customizable commission plans based on salesperson / products / categories / customers
- Commission calculation based on invoice or payment
- Recover commission based on ‘returned’ sale
- Track commissions with ease
- Integrated with Intuit QuickBooks
To know more about Commission Manager contact us at sales@ciglobalsolutions.com.
September 26, 2011
QuickBooks 2012 Features
Posted by CIGlobal under General | Tags: QB, quickbook, QuickBooks |1 Comment
QuickBooks 2012 is now available as download. The in-store version is scheduled to be available from October 6, 2012. Some of the interesting improvements/features that are available in this version:
- Calendar based transaction view: Click through calendar to check the entries for a particular date
- Excel synchronization: If you export accounting data to Microsoft’s spreadsheet application, then fancy it up with fonts, colors, and other effects, QuickBooks updates the spreadsheet with current data while maintaining the formatting.
- Contributed reports: Any user can upload reports that they have created and share it with others (after verification by Intuit. Similar to app-store)
- CRM: Basic features of CRM that help small businesses manage customers and prospective customers
- Existing company file as template: Automatically imports non sensitive company information to create new files
- Period copy: Creates a copy of QuickBooks company file for a specific date range
- Reconcile widget: Provides a fresh look at account balances, reconciled balances and last reconciled date
- Multiple company file access: Feature that enables working with two company files simultaneously
- QuickBooks file manager: Standalone application included with QuickBooks Accountant 2012
- Client data review in multi-user mode: Write-off invoices and reclassify transactions in batch instead of individually, see changes in account balances in one screen, while multiple users access same file
- Review list changes tool: Easily identify added, changed, deleted or merged list items from previous review period
Source: http://www.allbusiness.com/quickbooks-2012-accounting/16683955-1.html, intuit.com
August 11, 2011
Integrating software solutions with QuickBooks
Posted by CIGlobal under Add On, Integration | Tags: quickbook, quickbooks integrated |Leave a Comment
Product integration has become a key factor in the success of a product. For example: On Apple iOS devices, built-in iTunes and App Store own the music and software franchises. On Android devices, Gmail and Google search are tightly integrated. Similarly integrating software with another software has been seen as an added value.
At CI, we have been involved in several integration projects. We have done several 3rd party add-on integrations with QuickBooks. The two most important questions that we always consider in integration projects are:
- Define how the 3rd party add-on accesses QuickBooks
- Define how much information needs to be shared between add-on and QuickBooks
One of the projects we were involved in was integrating a business portal with QuickBooks. We considered the following functionalities in addition to the main functionality of the business portal:
- Real time two-way synchronization between QuickBooks and the portal
- Features like user personalization, license management, user/data allowances
- Secured SSL integration with timed login / lockout
- Integration with payment gateways
Are you looking to integrate your solution to QuickBooks? Contact us with your requirements at sales@ciindia.com
August 4, 2011
Building QuickBooks utilities – Auto email invoice
Posted by CIGlobal under Utility | Tags: auto email invoice, QuickBooks |Leave a Comment
QuickBooks SDK helps in custom application development. The SDK helps in developing desktop software solutions that integrate with QuickBooks by helping in sharing data. It helps in building applications tailored to specific business needs while at the same time utilizing the power of QuickBooks. One such utility we created was automatic invoice emailing.
Automating activities that are done repeatedly improves productivity and reduces the time taken to perform the activity. The utility was built in integration with QuickBooks. A new invoice form to create the invoice in PDF format was developed. The PDF could be attached in an email and sent to the customer. The customer’s email was obtained from the customer database. If no payment was made to an invoice within specified period of time then the option to send a reminder email was also created.
To build utilities for QuickBooks contact us at sales@ciindia.com
July 28, 2011
Correcting cosmetic data errors in QuickBooks
Posted by CIGlobal under Utility | Tags: cosmetic error, data correction, quickbook |Leave a Comment
If you have imported data into QuickBooks from multiple sources or files, then the chances are that though the data is not exactly the same. ‘ITEM’ may not be the same as ‘item’. It is better to correct such things at the initial stage itself to maintain uniformity. One way is to have a data entry operator manually perform the correction. But this could be tedious if the volume of data is high. A simple one time use application may solve the problem.
CI developed a windows based application which converts such data errors. The application also automates the process of converting such field values to suit the master values appropriately. The changes are made only in the master files and not in the transaction files. Manual overrides can be enabled/disabled depending on the client’s requirement. The application is seamless integrated with QuickBooks.
Contact us with your requirements at sales@ciindia.com
July 21, 2011
Custom Packing Slips – QuickBooks
Posted by CIGlobal under General | Tags: custom packing slips, packing slip |Leave a Comment
Also known as delivery lists or bills of parcel, packing slips are documents that accompany goods when they are delivered. A packing slip is designed to aid recipients of the shipment in confirming that all items that were supposed to be included in the shipment have actually arrived. While slip designs vary somewhat, most will include a description of each item included in the shipment, as well as the quantity of each item shipped.
Packing slips can be printed from QuickBooks. But it is not possible to create custom formats of packing slips in QuickBooks. But custom packing slips can be created outside of QuickBooks with the data coming from QuickBooks. For example: To display a packing slip with custom fields based on a selected invoice: The packing slip report format is created outside of QuickBooks with no link with QuickBooks packing slip template. User cannot access the custom format within QuickBooks. The custom format is a onetime design which cannot be modified later. Barcode is created based on order number, line number, some user defined fields and shipped quantity etc.
If you are looking to create custom packing slips for QuickBooks contact us at sales@ciindia.com
July 14, 2011
QuickBooks Invoice Excel Import / PDF Export
Posted by CIGlobal under Customization | Tags: export, import, invoice, PDF, quickbook |1 Comment
A large percentage of the work involved in maintaining an accounting system involves the addition and maintenance of data. The ability to import and export data from an application allows great flexibility and convenience. Importing invoices into QuickBooks from excel prevents double data entry work.
Creating invoices in QuickBooks from excel involves is achieved through web service. The web service is mapped to the shared directory where excel’s reside. The web service connects to QuickBooks using QuickBooks web connector. The excels are read and the invoices are created in QuickBooks.
For exporting the invoices as PDF the data is exported into a database for custom work. Web service is used to fetch invoice from QuickBooks using the last fetched date as the flag. Once the web service creates the PDF then the same is uploaded into the specified folder after proper authentication. The web service is scheduled to run automatically at specific time intervals.
Contact us with your QuickBooks custom import/export requirements at sales@ciindia.com
July 7, 2011
Import data into QuickBooks
Posted by CIGlobal under Add On | Tags: excel, export, import, quickbook |Leave a Comment
Excel is one of the most common spreadsheets. Many companies use excel for storing sales orders. The challenge arises when the data needs to be entered or imported into QuickBooks. Data entry will be a challenge if there are variations in orders or if there is a large volume of data involved. Importing data from excel avoids the time and errors involved with data entry.
CI worked on a project involving importing sales orders from excel files. The input was the excel file consisting of sales order data. The excel template was defined initially. If the customer number was not available in QuickBooks then a new customer was created. An invoice was created based on the imported sales order. The relevant group items were added into the invoice to ensure that the invoice did not print individual line items. This helped avoid multiple pages of invoice.
Contact us with your custom import/export into QuickBooks requests at sales@ciindia.com
June 30, 2011
Custom Workflows in QuickBooks
Posted by CIGlobal under Workflow | Tags: payment voucher, quickbook, QuickBooks, Workflow |Leave a Comment
Workflow consists of a sequence of connected steps. A workflow is a pattern of activity enabled by systematic organization of resources, defined roles and mass, energy and information flows into an organized work process. Many software systems exist to support workflows in particular domains. QuickBooks is not particularly known as workflow management system. But workflows can be built in QuickBooks.
At CI, we were involved in creating a workflow for filling advance request vouchers. A web application integrated with QuickBooks was created to handle the workflow. Application handled user management, creation of advance request vouchers and approve/reject functionalities. Depending upon whether the voucher is approved/rejected, the requester would get a confirmation mail. The information from the custom application was posted to QuickBooks. The payment information was posted as check in QuickBooks.
Contact us for creating custom workflows in QuickBooks at sales@ciindia.com
intuitquickbooks.wordpress.com 