Quickbooks Integration #279

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NihalPartha opened this Issue Mar 12, 2013 · 12 comments

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@NihalPartha

Right now all our bank accounts connect with Quickbooks Online, which makes it easy to centrally manage accounting.

Balanced actually creates another process for us.
We have to separately track all ACH payments in a CSV and then use a dinky tool to convert that into a QBO file and upload to quickbooks, then manually categorize.

Would absolutely love for Balanced to connect with Quickbooks.

As a backup feature, would be nice to at least export ACH payments within a date range.
That would simplify the excel tracking for us.

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jrus Mar 28, 2013

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Also see #50

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jrus commented Mar 28, 2013

Also see #50

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+1

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ghost May 16, 2013

+1, this is critical to our scalability and I'll have to switch back to another provider if we can't find a way to integrate with quickbooks.

ghost commented May 16, 2013

+1, this is critical to our scalability and I'll have to switch back to another provider if we can't find a way to integrate with quickbooks.

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mjallday May 16, 2013

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@paintzen what information would you like to see come out of Balanced to go into Quickbooks? Would ID, date created, amount, description be enough? Do you need the account that the debit was associated with too?

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mjallday commented May 16, 2013

@paintzen what information would you like to see come out of Balanced to go into Quickbooks? Would ID, date created, amount, description be enough? Do you need the account that the debit was associated with too?

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farmersweb May 16, 2013

+1, but QB isn't everyone's solution, we use Xero and it would be pretty important to be able to auto reconcile our outstanding "bills" (what we owe merchants) with payouts we've made to our merchants

+1, but QB isn't everyone's solution, we use Xero and it would be pretty important to be able to auto reconcile our outstanding "bills" (what we owe merchants) with payouts we've made to our merchants

@mjallday mjallday referenced this issue in balanced/balanced-dashboard May 16, 2013

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Allow CSV export of marketplace transaction and account data #11

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ghost Jun 14, 2013

@mjallday ID, date created, amount, description would be great. I think having the account the wouldn't be a bad thing to have. But what we also definitely need is the customer name. What would also be nice is if any meta data was also exported, that way we could essentially add any data we need exported to the meta as well. Also, would deposits (pay-outs to merchants) get exported too? That would be good too. Lastly, if invoices could be exported too, that is pretty important to have record of.

ghost commented Jun 14, 2013

@mjallday ID, date created, amount, description would be great. I think having the account the wouldn't be a bad thing to have. But what we also definitely need is the customer name. What would also be nice is if any meta data was also exported, that way we could essentially add any data we need exported to the meta as well. Also, would deposits (pay-outs to merchants) get exported too? That would be good too. Lastly, if invoices could be exported too, that is pretty important to have record of.

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kudaras Jan 23, 2014

👍
An export with a date range is something that we also require – downloading ALL the historical data in one csv will get unmanageable pretty soon as our number of transactions grows very fast.

kudaras commented Jan 23, 2014

👍
An export with a date range is something that we also require – downloading ALL the historical data in one csv will get unmanageable pretty soon as our number of transactions grows very fast.

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dantmurphy Jan 23, 2014

Hey @kudaras

The 'Accounting' section on balanced docs might be useful.
https://docs.balancedpayments.com/current/#accounting

We now have integration time down to ~1hr.
I'm more than happy to get you setup with a Subledger beta.

I hope that's useful.

Best
Dan

Hey @kudaras

The 'Accounting' section on balanced docs might be useful.
https://docs.balancedpayments.com/current/#accounting

We now have integration time down to ~1hr.
I'm more than happy to get you setup with a Subledger beta.

I hope that's useful.

Best
Dan

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shedd Jul 28, 2014

+1 We would also like to see integration with Quickbooks.

shedd commented Jul 28, 2014

+1 We would also like to see integration with Quickbooks.

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jgrahamthomas Oct 8, 2014

+1 - would be hugely helpful.

+1 - would be hugely helpful.

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chadwtaylor Nov 24, 2014

+1 (on behalf of linguabee.com)

+1 (on behalf of linguabee.com)

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