Our company helps businesses customize QuickBooks to streamline workflows, eliminate errors, and take accounting processes to the next level. Having completed over 30 projects for diverse organizations, we have considerable expertise programming QuickBooks tailored to each company's objectives and abilities.
Our client needed to upgrade their ERP while retaining QuickBooks for accounting. They required a seamless integration between the new ERP and QuickBooks to sync customer, vendor and transactional data in real-time. Our team developed a custom integration using the ERP's API and QuickBooks SDK. This allowed tasks like automatically syncing master records, creating invoices in QuickBooks from ERP orders, marking invoices as paid on ERP payments and routing dropship orders. Integration was deployed without affecting ongoing operations. It provided our client with a unified view of orders, inventory, accounting and finances. Duplicate data entry was eliminated, improving visibility, controls and operational efficiencies. ABC's accounting team can now focus on analysis instead of transactional work. The seamless integration has accelerated ABC's digital transformation and delivered significant cost savings.
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Our client of 15+ years needed to upgrade from their outdated custom accounting system to QuickBooks Online. This posed challenges due to the legacy system's non-standard data structure and volumes of historical financial records needing migration. We conducted a data analysis and created custom data mapping scripts. After that, we perform sample conversions to confirm accuracy before the full migration. QuickBooks has been customized to replicate a client's accounting processes. Their bookkeepers received extensive hands-on training on QuickBooks features over multiple sessions. Full data migration was completed over the weekend. The migration was a success with no disruption to their accounting workflows. QuickBooks provides for a client with the modern features and flexibility needed for the future while preserving their historical financial data.
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A growing mid-sized manufacturing business needed an integrated system to manage contacts, orders, inventory, and accounting across their business. Client had been using QuickBooks desktop for their accounting needs and an in-house custom CRM to manage contacts and orders. However, the systems were not integrated, requiring duplicate data entry and reconciliation between the two platforms. They wanted to migrate to QuickBooks Online for the cloud benefits but needed a seamless integration with their CRM to keep workflows efficient. We developed a custom integration between QuickBooks Online and client's CRM using the QuickBooks API. The integration syncs key data such as Contacts, Estimates/Invoices, Purchase Orders, Inventory. The CRM dashboards were customized to surface relevant QuickBooks data for easy reference and workflows were streamlined to minimize manual data entry. With the seamless integration powered by our custom solution, client's business processes became significantly more efficient.
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Our client needed a custom tax software solution to modernize their workflow. Their existing off-the-shelf software had become outdated and inflexible. We designed a web-based tax preparation system that addressed clients' key requirements: integrating with their existing financial software to automatically import client data; an easy-to-use and customizable interface for preparers; the ability for clients to login into a secure portal to upload documents and review return status; generate customized tax forms and schedules based on client profiles; automate calculation of deductions, credits, and totals; Integrate electronic filing capabilities directly from the software. Efficiencies have improved as calculations are automated. Client can now focus on client service while spending less time on manual tasks.
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Our client needed to automate inefficient manual invoicing processes. They approached us with a request to develop a centralized system to create, track and accept online invoice payments. We developed a custom Invoices Management System. Some of the key features of the system we developed for the client include online invoice creation and delivery via email/PDF, a payment portal for clients integrated with payment gateways, and customizable reports. The system streamlined the entire invoicing lifecycle from one centralized portal. It also automated late payment reminders and reconciled invoices with accounting software daily. Results included reducing days sales outstanding by 7 days through online payments. The accounting team saved 10 hours weekly by eliminating data entry.
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When the scale and complexity of a business increases to a certain level, standard QuickBooks features that worked well in the past may become less suitable over time. Typically, customization of software tools is required to keep complex financial management processes running smoothly. And this is the point at which you need custom QuickBooks programming. By modifying QuickBooks functionality beyond its standard features, specialized developers solve specific problems with strong technical skills and expertise.
Looking to proceed with the development of your QuickBooks Software? Fill out the form to get a free estimate of your project. We will be in touch with you within a matter of minutes.
A detailed collection of your requirements. Consultation on software design according to your business goals.
We configure your QuickBooks solution, according to the plan.
We integrate QuickBooks with all necessary systems.
We check the QuickBooks for bugs and other issues to ensure a high quality solution.
A smooth implementation, followed by continuous support to keep your QuickBooks solution running seamlessly.
Leveraging deep industry expertise, our dedicated team partners with clients to understand unique needs and address challenges through tailored programming. Rather than just writing code, we collaborate closely to identify areas for enhanced efficiency, reduced costs or new capabilities. This approach has yielded measurable results for many of our clients seeking operational improvements.
iWeb-Soft provides exceptional software development services. Their team demonstrated deep understanding of our project requirements and delivered a tailored solution that aligned perfectly with our business objectives. Their technical expertise, transparent communication, and customer-centric approach make them a reliable choice for any software development project. Highly recommended!
CEO & Co-founder, Regent CRE
iWeb-Soft developed a high-quality custom application for my business efficiently and on budget. Their team was a pleasure to work with, excellent communicators throughout the project. I would definitely recommend iWeb-Soft for any software development or custom application needs.
CEO, TrucknTow, Inc.
When our previous developer fell behind schedule, iWeb-Soft helped get the project back on track. Their team conducted a thorough audit and proposed realistic completion dates. I appreciate their responsiveness and ability to get up to speed efficiently and quickly. iWeb-Soft is reliable to work with, even under tight deadlines.
CEO, Trillium Health
We partnered with iWeb-Soft to develop a customized CRM for our growing consulting firm. Their system simplified our client interactions and data management. Two years later, it continues to adapt nicely as our needs evolve. We appreciate iWeb-Soft's long-term support and recommend them as a software developer.
CIO, Orchid Black
During our time at QuickBooks Development, we have been widely recognized for our skills and expertise.
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