CartSpan

QuickBooks, Sage 50, and FrontAccounting Integration

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A bi-directional integration to Import orders and update price/inventory in the cart.
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Overview

QuickBooks, Sage 50, and FrontAccounting Integration

CartSpan is an easy-to-use bi-directional interface for QuickBooks, Peachtree, Sage 50 U.S., and FrontAccounting that will import orders from Magento CE and update item prices and quantities-on-hand in the cart. This frees you of the burden of re-keying order information into the accounting system and helps prevent the over-committing of inventory to Web customers. See more detail at http://cartspan.com.

Don’t be fooled by competitors’ low introductory prices that are ‘too good to be true.’ Competitive offerings typically charge extra for: updating stock in the cart, installation and configuration, training, and mask high per/month licensing charges that greatly increase your ongoing Total Cost of Ownership (TCO). CartSpan is offered at a transparent ‘turnkey’ price that includes all features and services referenced.

For QuickBooks users only: CartSpan requires the use of QODBC by FlexQuarters, another third-party add-on that allows read-only direct access to the QuickBooks database. This will raise your total cost by approximately $120. If you are using the Enterprise version of QuickBooks, QODBC is already included at no additional charge.

Our 10 day trial includes installation and configuration assistance; you pay nothing until you see orders importing into the accounting system to your satisfaction. There are no limitations with respect to the number of orders or supporting transactions you can import during the trial.

Check out our support for some of the most challenging aspects of achieving an effective integration with a super-cart like Magento:

Order Import – Key Points of Integration

Import as Order or Invoice - CartSpan supports import as either an Invoice or an Order. The Magento order number flows directly to the order or invoice number in QuickBooks, Peachtree, or Sage 50.

Customer ID Handling - With Customer ID management arguably the most problematic aspect of integration, CartSpan offers multiple options for creating the new Customer ID in accounting. When the new customer master is created, you may:

1) Use the Magento assigned Customer ID.
2) Craft the ID from available Bill-To or Ship-To details using a configurable rule.
3) Manually cross-reference the Magento ID to legacy Customer ID that will be memorized.
4) Utilize the store ID in Magento as the Customer ID (with meaningful cross-reference).
5) Utilize the Customer Group as the Customer ID.

QuickBooks Users Only: CartSpan is the only integration product on the market that can completely 'regenerate' your existing Customer Names in QuickBooks to support rule-based ID creation for future imports from your Magento system. This is often a 'make or break' circumstance if your existing Customer IDs follow non-standard or inconsistent naming conventions.

Cash Receipts - If you are importing as an Invoice, you can optionally import a cash receipt, essentially closing out the receivables transaction. The cash receipt is triggered by configurable order status codes. CartSpan will apply the CC type and ‘last 4’ digits of the card as the reference. The cash account to which the receipt is applied is configurable based upon the payment method.

PayPal/Bank Transaction Fees - For any payment method that applies a consistent transaction fee, CartSpan can calculate this value and apply it to the payment as a discount. This is accomplished via a configurable formula for each payment method affected. This adjustment is typically applied manually during the reconciliation process; long after the order has been imported. CartSpan saves you significant amounts of time by removing this task entirely.

Customer Prepayments - If you are importing a web order (paid by credit card) into accounting as an order, CartSpan can properly apply a credit on the order itself and also create a transaction that debits cash. CartSpan will apply the CC type and ‘last 4’ digits of the card as the reference. The cash account to which the payment is applied is configurable based upon the payment method.

Tax Handling - CartSpan allows you to direct taxes to specific codes based upon City, State, or Zip Code. What’s more, CartSpan will detect and allocate taxes to any configured sub-authorities that may be configured for the referenced tax-code.

Address Handling - CartSpan overcomes the challenges parsing of the second address line for billing and shipping addresses. For users of Sage 50 and Peachtree, CartSpan will cross-reference state codes to import a valid 2 character reference.

Item Configurable Options - CartSpan offers special support for ‘simple’ items with configurable options. All of the configuration input provided by the customer will be specially formatted and appended to the general description of the item during import.

Many-to-One Item Mapping - CartSpan is the only integration that allows you to create one (or more) 'phantom' items in the shopping cart that can be mapped to a single SKU in the accounting system. Moreover, these cart-level phantom items can represent multiple quantities and pack-based pricing for the item mapped in the accounting system. CartSpan manages all price/quantity conversions during the import/export process.

'Piggy-Back Item' Support - For those marketing campaigns where you need to easily attach a ‘free’ or ‘complementary’ item to the purchase of a specific product, CartSpan supports easy association of this ‘piggy-back’ item so that it is dynamically added during the import. This is accomplished without any extended or complicated configuration in the shopping cart.

In-line Substitutions - Convert the incoming item to an entirely different item number with an appropriate conversion factor for quantity/price. This feature was designed for sellers that need to register material consumption from an entirely different base-stock from what is being ordered. Reference to the original item code/description is maintained during the import.

Bundled Item Support - The seemingly intractable problem of ‘child’ items being exported from Magento without prices is resolved with CartSpan. For fixed-priced bundled items, CartSpan will intelligently allocate pricing across these items. Individual items descriptions are also modified to indicate their association with the original ‘parent’ item.

Auto Creation of Items - If your business process is such that you choose not to create items in your accounting system until they are sold on the Website, CartSpan can be configured to auto-create the item at the time of order import. The new item is created using the description and the price of the ordered item. Options for auto creation include: inventory, non-inventory, and service.

Support For Drop-Shippers - CartSpan can create inventory items on-the-fly with an initialized cost from Magento. This ensures that your profitability reports by item are correct when the first transaction for the item is created during the import. This feature is generally not found in competitive integrations.

Discounts and Coupon Handling - CartSpan will create individual line items for any coupons or discounts that are applied to the order along with reference to the individual coupon or promotional codes.

Transaction Class by Store - For businesses that break-out their financials using the 'Transaction Class' feature in QuickBooks, CartSpan can map your Magento store number to the desired class during the import. This feature is useful for merchants that maintain a 'wholesale' and a 'retail' store and want to view performance separately within the accounting system.

Template by Item - CartSpan allows you to configure an item wildcard with a specific invoice/order template. For example, if you indicate that any incoming item found to contain the text 'SER', you can assign a custom services-based template to the order.

Customer Class Cross-Reference - CartSpan allows you to cross-reference customer classifications coming from your web store with those already configured in QuickBooks.

FedEx Shipping Integration - For QuickBooks customers, CartSpan offers special formatting of the ShipTo address so that you don't have to make any adjustments to support import into QuickBooks' FedEx Shipment Manager. Additionally, the order weight is conspicuously imported into the beginning of the Memo field so that all you have to do is 'Cut and Paste' it into the corresponding FedEx Shipment Manager field. This saves you loads of time in manually calculating total weight of the individual line-items.

Comments as Line-Item -Given the severe space constraints of the QuickBooks 'memo' field, CartSpan will auto-create a final line-item on the order/invoice to hold comments associated with the web order.

Support for import of Sales Representative - Standard Magento CE does not support the association of a sales representative with specific customers. CartSpan supports 1 (or more) popular extensions that closes this gap in functionality. This is especially useful for companies utilizing Magento as an order entry front-end and manage sales commissions out of the accounting system . Scroll down to view these (and other) extensions supported by CartSpan.

Automation - CartSpan can run manually or be configured to import new orders at a pre-determined user-defined frequency.

Email Alerts (administrative and operational) - CartSpan can be configured to send email alerts to a system administrator when there are exceptions encountered during the integration. For instance, CartSpan can send notification for when new items are created in accounting.

Pick-List Generation - If your organization deals with external fulfillment services, you can configure CartSpan to send a comprehensive pick-list to one (or more) email addresses. Or, you could simply choose to send the email to an internal resource. The CartSpan generated pick-list has full shipping information as well as any customer comments relating to fulfillment. Order lines are sorted by item number to support warehouse picking where meaningful serialization is utilized.

Multiple Stores - CartSpan can import order information from select (multiple) stores within a single Magento database. For instance, one CartSpan customer operating Magento for ‘field sales’ has approximately 55 different companies configured…one for each sales person on the force. As long as you are importing to a single accounting company, there are no additional charges.

Amazon Integration - If you don’t already use the free M2E community extension for integration with your Amazon merchant account, you can use CartSpan instead. Amazon integration is included in CartSpan at no additional cost and offers extended support for a common item that might be represented in multiple packing configurations in Amazon.

Item Price/Quantity Update – Key Points of Integration

Stock Quantity Update – Near real-time updates of stock quantity available in response to receiving, invoicing, and adjustment activity in the accounting system. As an additional measure of accuracy, CartSpan reflects the quantity available for sale based upon item quantities on open sales orders.

Assembly stock based-upon Child-items – Factor availability of first-level child-item quantities when determining inventory available for the assembled parent item. This is useful for manufacturers that that make-to-order and wish to maintain maximum flexibility in their manufacturing process. Inventory available is represented in the web store based upon the limiting 1st level child-item.

Minimum Stock Configuration - If you are oversold in the accounting system, CartSpan allows you to artificially indicate a minimum quantity available in the cart.

Item Price Updates: Standard and Sales Pricing - CartSpan allows you to maintain both your ‘standard’ and ‘sales’ pricing in the accounting system; no need to remember updates between two systems.

Price Markup or Markdown Tools - If you elect to offer more competitive pricing on your website, relative to your ‘bricks and mortar’ operation, CartSpan allows you to configure global or item-specific markdown (or markup) percentages.

Price Rounding - We all know that multiplying existing prices by a given percentage often results in an odd looking value. CartSpan employs rounding rules to bring your price to the nearest ‘0.05’ or ‘0.09’ value; giving you pricing consistency across your site.

Multi-Pack Support - Option to sell individual items as a multi-pack unit (as configured in accounting) and have the appropriate conversion to ‘Each’ applied during the import.

We also offer native support for some very popular community extensions:

M2E Pro – Enable single-point integration of your Amazon and Ebay merchant accounts with Magento. See our blog post Here detailing native support. CartSpan is the only solution on the market that effectively manages the cross-reference of item codes and multi-pack configurations passed-in to Magento via M2E.

Delivery Date by AdjustWare – Lets your customers choose delivery date and time and manage available delivery days.

Subscriptions and Recurring Payments by aheadWorks – Accept recurring payments and sell subscription products in your Magento store. CartSpan fully recognizes the extension-specific product types used within this module.

Advanced Product Options by MageWorx – Simplifies the process of adding configurable options by not having to utilize configurable products. Use this product to quickly add options to your existing simple products. Each configured option can have its own price, SKU, weight, inventory quantity, and image. User consensus is that APO saves extraordinary amounts of time.

Customer Credit by MageWorx – This extension allows you set credit amounts in Magento for a specific customer. This new 'Internal Credit' payment method can be used for full or partial payment during checkout.

One Step Checkout  – This well-reviewed extension (Here) allows consolidation of your checkout into a single page. CartSpan recognizes and imports a user-supplied Purchase Order number (if applicable); which is critical for companies engaging in B2B operations.

Reward Points+ – A well-reviewed loyalty program extension by Magestore (Here) that helps you keep your customers coming back. Customers earn 'points' for their purchases and can redeem these points as discounts against future purchases. CartSpan appropriately picks-up the discount from Reward Points+ supporting tables and includes it in the import process. This extension is value-priced and very cost-effective relative to other loyalty program extensions.

Sales Reps and Dealers – A well-reviewed sales rep extension by Amasty (Here). Standard Magento CE does not support the association of a sales representative with specific customers. This extension allows you make these associations and CartSpan will import the username assigned to the sales rep (in Magento ) into the Sales Rep ID field on the order/invoice in the accounting system. This is especially useful for companies utilizing Magento as an order entry front-end and manage sales commissions out of the accounting system.

How we are different:

We’ve built our own API - The CartSpan integration utilizes internally developed scripts to retrieve order information. This gives us a significant amount of latitude in designing for an ‘operations-centric’ integration. And because we enjoy full-control over the integration, we don’t have to wait for features to be added to the next release…we just do it.

Not an order-management tool - Unlike competitive systems, CartSpan does not function as an intermediate order management tool…this is what you pay good money for your QuickBooks and Sage 50 products to do. Competitive systems require you to step through a cumbersome process of applying status to each order before it can be imported into accounting. QuickBooks and Sage 50 have built-in tools for shipping integration, the original impetus for the ‘order management’ product architecture of competitive systems. With shipping integration now supported by the accounting system, the order-management approach becomes redundant, time-consuming, and simply non-value-added. CartSpan is so ‘hands-off’, just set your desired configurations and watch your orders appear in your accounting system.

Fewer post-import adjustments – CartSpan is packed full of configurable options that allow you to control what gets imported and how it is formatted. The result is a highly nuanced integration with a goal of you not having to ‘touch’ the order after it is imported.

We hold your hand – There is a reason that our reviews on Magento Connect are stellar; we employ a pragmatic delivery process that ensures your success. After we discuss your project and agree that CartSpan will satisfy your business requirements, we provide a ‘paint-by-numbers’ pre-configuration checklist for integration with your chosen accounting system. When this list has been completed, you are only about 1-1/2 hours away from seeing your Magento orders importing into accounting. If you are a developer, please see our ‘Note to Developers’ page at http://www.cartspan.com/note-to-developers/

The absolute best value on the market Sure, cost is not the most important factor, but it is certainly on everyone’s minds these days. Consider that CartSpan is approx. 40% less expensive initially and approx. 80% less expensive annually than its nearest competitor. Our licensing mechanisms are less intrusive with annual renewals and we don’t bill your credit card monthly. Also, when you use QuickBooks or Sage 50, do you really care that the most expensive integration on the market serves 40 other accounting packages? Invest your hard-earned SMB returns in a solution specialized to your accounting system, rather than subsidizing the non-value-added overhead of competitive systems.

Data Security

--- All credentials used to access the shopping cart are securely encrypted

--- To support PCI compliance, CartSpan does not transmit or receive any credit card or sensitive financial information to/from the shopping cart.

System Performance

Order Download/Import: CartSpan has been stress-tested for high-volume import operations. In one contiguous session, CartSpan has been observed to import 1,046 orders in approximately 1 hour and 15 minutes. This includes the automatic creation of new customer orders, followed by Invoices and their subsequent receipts for paid transactions.

Item Price/Quantity Upload: CartSpan has been stress-tested against an implementation of another well-established open-source cart utilizing the mySQL/xNIX platform. Over 10,000 items have been successfully exported from the accounting system and uploaded to the cart via a single call to the supporting PHP script.

Scalability: One CartSpan customer runs approximately 55 individual stores in the Magento database and imports all orders/invoices into a single accounting company.

Release Notes

A bi-directional integration for Peachtree/QB/Sage 50 (U.S. versions only) to import your orders and update price/stock in the cart.

2011-02-01 06:03:14
  • Version number: 2014
  • Stability: Stable
  • Compatibility: 1.4.1.1, 1.4.2, 1.5, 1.6
CartSpan supports Magento Community in your chosen hosting environment. Support is offered from version 1.4.1 through 1.9.

Please note that CartSpan does not currently support integration with Magento GO or QuickBooks Online.
Reviews

About the Developer

This extension was developed by and is supported by CartSpan

QuickBooks, Sage 50, and FrontAccounting Integration 5 5 53 53
Thanks to our web designer, we started using CartSpan for Peachtree and let me tell you, it's the best thing after sliced bread. Scott and I spent a few hours on the phone to set everything up for our system and currently everything's flawless. Very patient guy he is... Accomodating almost my every request and very quick getting back to me with solutions. I would recommend CartSpan to every Peachtree/Magento user, it's fast, efficient, robust and very easy to use. October 7, 2011
We recently converted to the Magento Platform, which also forced us to upgrade our dated Peachtree program. I searched for a program that would link our shopping cart and Peachtree. After researching the web, I made my decision to purchase Cartspan, due to the great reviews that I read. I have been extremely pleased with the decision. Not only because of the ease of the program, but because of the customer service Scott provided. He was always available, took the time to understand our company needs. I would never hesitate to call him with any question. The time that Scott gave us during the ten day trial period was unbelievable and I look forward to continue working with him. As our needs increase/change I am confident that Scott will be a great resource! September 16, 2011
CartSpan is a phenomenal product, very robust, quick, flexible - a very complete solution for anyone who wants to sync Magento (or other shopping carts) with Peachtree. Not only is it great for sending orders to Peachtree but it updates pricing and inventory in Magento from what Peachtree has. Great for simplifying and unifying product and order management! Scott was a great pleasure to work with, very capable and willing to work with me on getting the product to work exactly how I wanted it to. The level of support BEFORE I bought CartSpan was amazing. The support didn't stop after I bought though, I decided to add a few add-on modules on my site that did not bring in the information to Peachtree I was hoping it would. Scott was more than happy to accommodate the customization of the product and was able to get everything I wanted to sync from my modified Magento into Peachtree. Works great with multiple sites/stores as well! I am using 1.4.2 with Adjustware's Delivery Date and Custom Order Date with multiple websites. February 16, 2011
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Customer avatar
Your module looks interesting, we are looking for a solution that will link our Magento site with Quickbooks Pro 2013.

Does this do live updating, ie. if we sell a product in store this would be removed from the website automatically?

Thanks
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Dan_Lapodo
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1 year, 8 months ago
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Answer: 
Hi,

Thank you for the question. CartSpan currently supports the U.S. versions of QuickBooks and Sage 50 only.

Regarding the update, CartSpan will update, almost immediately, quantity-available in the cart from any 'bricks and mortar' invoicing, receiving, and adjustment activities in accounting.

Hope this helps.
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CartSpan
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1 year, 8 months ago
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Hi
Do you have any plans to support QuickBooks Pro 2013?
Would really love this and would pay twice the amount to have it :)
thanks
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jackaroo
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1 year, 7 months ago
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Answer: 
Hi jackaroo,

We are currently considering support for Canadian version of QuickBooks. Please check back periodically for updates if you have not found a solution in the interim.

Thanks,

CartSpan Support
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CartSpan
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1 year, 4 months ago
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hey, this price $495 is for lifetime or annual time? is there any monthly charges available or not?
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1 year, 4 months ago
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Answer: 
Hi PatelJaydip,

Please visit http://www.cartspan.com/product-pricing for current pricing and detail regarding our value proposition.
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CartSpan
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1 year, 4 months ago
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Does the software send a shipping notification with tracking information back to the store and close the order?
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Danielle0201
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1 year, 3 months ago
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Answer: 
Hi Daniello201,

Thanks for the inquiry. CartSpan doesn't presently write tracking information back to the order. We found that the shipping managers within QuickBooks do a suitable job of communicating tracking information back to the customer.
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1 year, 3 months ago
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Hi there,
I'm setting up Quickbooks and Magento at same time and planning to use Cartspan for data exchange, during the setup I need to put in the customers and item data which is pretty big.
My question is when I put in the customers and item data for the first time, where should I put it in first, Quickbooks or Magento?
I know Cartspan is by-directional but I like to make sure for easier and safe way.

Sincerely,
Jesse
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selini
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1 year, 3 months ago
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Answer: 
Hi Jesse,

Thank you for the question. For a current description of implementation prerequisites, please visit the following page on the CartSpan website:

http://www.cartspan.com/installation-prerequisites/

Please fee free to call the contact number in the banner of the homepage if you have any further questions.
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CartSpan
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1 year, 3 months ago
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we have quickbooks premier 2011/2012 using it in New Zealand.

Will your software work with it?

Thanks
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vinceeken
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1 year, 2 months ago
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Answer: 
Hi vinceeken,

CartSpan currently supports only the US versions of the accounting packages listed. If you are using a US version in New Zealand you should be fine.
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We will be using an extension to incorporate our SagePay services, but still need a way to make the "ordering" side of the process more seamless.
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1 year, 1 month ago
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Hi brittnenorth,

CartSpan is designed to work with Sage "50" US-version only; not "500." They are two distinctly different products.
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Answer: 
From the release notes:

"Please note that CartSpan does not currently support integration with Magento GO or QuickBooks Online."
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We have our Quickbooks in a cloud and we are a canadian company, will this work for us?
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warehousepoint
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8 months ago
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Answer: 
Sorry warehouspoint, no support for Canadian QuickBooks. CartSpan can, however, be used with QB U.S. desktop versions running in Cloud hosting environments like Cloud9 or MyRealData.
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Answer: 
Hi mark1203,

Sorry, but no plans to support MyoB Accounting.

Best Regards,
Scott
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