QuickBooks, Sage 50, Peachtree Accounting Integration
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QuickBooks, Sage 50, Peachtree Accounting Integration
CartSpan is an easy-to-use bi-directional interface for QuickBooks, Peachtree, and Sage 50 U.S. Accounting that will import orders from Magento (Community or Enterprise) 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 - CartSpan offers multiple options for creating the 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 detail using a configurable rule, or 3) Manually cross-reference the Magento ID to legacy Customer ID that will be remembered in the future.
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.
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.
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.
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.
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.
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.
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 on-hand in response to receiving, invoicing, and adjustment activity in the accounting system.
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.
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 at tinyurl.com/d84pc6v 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 – Simplies 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.
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 01:03:14 CartSpan supports Magento Community and Enterprise versions in your chosen hosting environment. Support is offered from version 1.4.1 through 1.7.
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, Peachtree Accounting Integration 29 29SCOTT ROCKS We cant say enough about Scott Wheeler,!! He takes care of us and helps us every time we call to solve our cartspan issues. He gets back to us right away no matter what time it is. Prima. May 2, 2013Quickbooks integration in Cloud 9 Hosting Environment I can't say enough positives about this product and support. We have integration with QuickBooks in the Cloud 9 hosting environment. It works great and the Scott's support is fantastic. He is very knowledgeable and quick to respond. I would recommend this to anyone looking to connect QuickBooks and Magento. April 24, 2013Fantastic experience Very happy with the product, functionality and developer's support! So far this is the only extension when developers actually contacting a customer via phone! Great experience on Sage to Magento rollout. Great Tool. Thank you CartSpan! April 19, 2013CartSpan is a life saver !! We have been looking for a product like CartSpan for years, and after working with Scott Wheeler we are finally able to enjoy the benefits of the features this program offers. Thanks Scott for taking the time to walk us through the setup and for taking extra time to help us customize the settings to work with our system!! We definitely recommend CartSpan to anyone using PeachTree! 5 star rating. April 17, 2013Highly Recommended! Great Customer Service As you know getting information from your shopping cart to your quickbooks or other accounting software can be difficult. When my business first started quickbooks 10 + years ago, we didn't not anticipate the technology of today. For that reason of quickbooks was not set up exactly the best way to take advantage of the new technologies of today (i.e. Cartspan). That being said Scott really has taken integration to the next level. He has found a way to update my customer base so that it works seamlessly with my quickbooks. He walked me thru the whole process. What a relief, this saves so much time and effort not to mention accuracy. If you want our shopping cart to communicate with your accounting software, automatically add customers info and invoice,Scott at Cartspan is man and the customer service he provides is tops. Jeff Lipton owner Bobalu Cigar Co. Bobalu.com March 25, 2013The support for this extension is incredible! The extension works wonderful and the support was incredible. It is nice to talk to a real person for support. We had many challenges along the way and CartSpan took the time to make sure each of those challenges were met! I definitely recommend CartSpan for the product as well as the support. March 21, 2013Huge Timesaver! The Automation We Needed! It is rare that you find a Magento extension where the programmer actually calls you to make sure everything is working properly. That was our experience on multiple occasions with CartSpan, as they were not satisfied until our plug-in was functioning for our needs. We use this extension to download our orders from Magento into our PeachTree software and all has gone smoothly. Many options are provided to transfer only the data required by our order system. Many thanks to CartSpan for the time savings! March 5, 2013Amazing Customer Support! If you are looking for a way to seamlessly connect your Magento backend to QuickBooks, then CartSpan is the extension you are looking for! They walked us through the integration and made sure that everything worked, even going so far as adapting the extension to work with a 3rd party subscription extension, aheadWorks Subscriptions and Recurring Payments. CartSpan has gone above and beyond and is a joy to work with. March 4, 2013Huge Time Saver After about 3 weeks of manually entering Magento orders into PeachTree/Sage 50 I decided that there must be a better way. Scott Wheeler, developer of CartSpan, was very thorough and informative in answering my pre-sales questions and after purchase made sure everything was pulling from Magento to Peachtree right. CartSpan cut our involvement with data entry down tremendously... this product simply works like it should without any issue. If you value your time at all (or your employee's time) it is well worth the price. It'll pay for itself very quickly. February 22, 2013Huge Time Saver We added CartSpan to connect our Magento website with Peachtree Quantum and it works great and is a huge time saver. Scott provides excellent service throughout the whole setup process and makes sure the software is tailored to your needs. Has been working great for nearly a year now. We definitely recommend it. February 21, 2013- Q&A
- (2 Questions : 1 Answer)
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Avatar Image Url:: http://www.magentocommerce.com/images/avatars/uploads/avatar_26021342Your 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?
ThanksbyDan_Lapodo-2 months, 3 weeks agoAnswers
Avatar Image Url:: http://www.magentocommerce.com/images/avatars/uploads/avatar_341102Answer: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.byCartSpan-2 months, 3 weeks agoAvatar Image Url:: http://www.magentocommerce.com/images/avatars/uploads/avatar_26043224Hi
Do you have any plans to support QuickBooks Pro 2013?
Would really love this and would pay twice the amount to have it :)
thanksbyjackaroo-2 months, 1 week ago1 of 11 of 1 - Get Help
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