Quickbooks Integration

Component ID

132261

Component name

Quickbooks Integration

Component type

module

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not-covered

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1744

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Component body

UPDATE 1-10-2010

This module I feel has been superceeded by the great work on the quickbooks module ( http://drupal.org/project/qb ). I recommend using that module instead as it is in active development.


Note, this is here for collaboration, and testing. It is not ready for use. With that said, feel free to download it and take it for a spin.

I am sorry for the poor quality of the screen cast. I've never done one, and I used "wink" to do it. I'll probabley update the "how to" later down the road.

This module is still very pre-alpha, and the screen-cast is not the best. But I did it quickly. I've been getting a few inquiries, and I figured this would be the easiest way to explain it. I'll be releasing it to the cvs by the end of this week so hopefully I can some collaboration on it.

Link to video: http://earnestberry.com/node/7/play

Currently what it does:
- Brings in customers
- brings in invoices and as the invoices come in, links them to customers
- displays information
- prints invoices as PDF's on the fly
- allows a company logo to be uploaded and printed on the invoice
- allows mapping of QB customers to drupal users (you can map more than one QB customer to the same drupal user)
- re-syncs without losing customer-drupal_user maps

Things that will need done (off the top of my head):
- double-check syncing
- double-check multi-page invoices print correctly
- "queue" for new invoices so that they need to be approved before letting the end user/client view them
- more "stats"
- better UI screens for viewing customers, their jobs, etc.

RDS 6.0

There is a lot of buzz right now at Intuit. There are some many changes coming to the RDS server. They are bascially doing a complete re-write. You will have to download an older version (pre 6.0) of the Intuit SDK to get the RDS server because it is currently not bundled with the 6.0 release. They are re-writing it because RDS 5.0+ doens't work with Windows Vista.

Please feel free to comment on this if you have more information. I will try and keep information about the RDS status as up-to-date as possible. I am currently running this module find on QB 2003, Windows 2003, RDS 3.0, Apache, MySQL, + NuSOAP.