QuickBooks ERP Integration and Custom Business Software

Which businesses need QuickBooks and ERP integration?

Any business where the same order, invoice or bill gets typed into more than one system is a good fit. The work usually starts when the re-keying becomes a full-time job, or when the errors start showing up at month-end.

Over the years we have written integrations and custom programs for distributors, wholesalers, food processors, transportation companies, franchise owners, construction suppliers, healthcare and real estate businesses. Typical jobs include:

• Web store orders that create customers, invoices and sales receipts in QuickBooks
• Bank lockbox files posted as customer payments, with discounts calculated automatically
• EDI files and cash register sales imported without retyping
• Moving years of history from Microsoft Great Plains or a custom system into QuickBooks

Our company receives calls nationwide for this work, and much of it can be done remotely. Accounting practices can also see how we handle IT for accounting and finance firms.

Should you integrate, customize, or replace your software?

It depends on whether your current systems still fit the business. We help you compare the options honestly before anything is built.

• Integrate when each system does its job well but they don’t share data. Our ERP integration services and GBS-X bridge handle this.
• Customize when QuickBooks is right for you but is missing one thing, such as more than 100 price levels or commission by profit.
• Replace when the old system costs more to keep than to move off. Several customers moved from Great Plains to QuickBooks with our accounting software implementation help.
• Build when no package fits. We write line-of-business apps in Blazor that read and write your accounting data.

How does a software or integration project work?

Every project starts with a conversation about where your staff is entering the same data twice. From there the steps are simple:

• We list your systems and how data moves between them today.
• We suggest an existing add-on where one fits, or scope a custom solution.
• We build the mapping or program and test it on your real data.
• We go live with logging in place, so a failed record can be fixed and resent on its own.

Producing these enhancements is nothing new to us. The company was established to provide custom solutions, and we have kept working with customers to meet their needs while keeping their unique way of doing business intact.

Why work with a local Newton software team?

Because the people writing your integration also understand the accounting behind it. Systems Analysis has been based at 335 Auburn Street in Newton since 1978, and our developers work alongside the same engineers who support servers, networks and security for Greater Boston businesses.

That matters when an integration touches more than software. If a sync depends on a server, a VPN or an old IBM system, one team can look at the whole picture instead of passing you between vendors.

What other services connect to your accounting systems?

Software rarely stands alone, so these teams often work together on the same project:

• IBM i and legacy systems, when an AS/400 or Niakwa application needs to share data with QuickBooks or be migrated.
• On-premise AI, where we are developing private analysis tools that let you ask questions of your QuickBooks, Sage or Dynamics GP history without the data leaving your network.
• Servers and infrastructure for the machines your accounting software runs on.