Integrating web sales and accounting software

Hi,

Does anyone have any experience with integrating web sales with accounting software. What I mean specifically is that the business I’m helping my friends set up by doing their website for them will be making sales through their website. I’ll most likely be using Mal’s and Paypal. Additionally, however, they do wholesale sales that aren’t through the web. What they would like to do is to be able to have the sales the make through the web cart/store be brought automatically into their accounting software.

One nice thing is that they are not yet committed to an accounting package or, for that matter, a cart/store solution so that there’s no legacy to deal with or integrate. Any tales of experiences or suggestions for additional places to look would be greatly appreciated.

Thanks,
Martin
Signal Mountain, TN


freewaytalk mailing list
email@hidden
Update your subscriptions at:
http://freewaytalk.net/person/options

I have seen some payment processors who offer you the ability to
download your accounting info in QuickBooks or another interchange
format. I haven’t ever seen this in a shop system itself, just on the
payment side.

Walter

On Jan 22, 2011, at 9:15 AM, Martin Rice wrote:

Hi,

Does anyone have any experience with integrating web sales with
accounting software.


freewaytalk mailing list
email@hidden
Update your subscriptions at:
http://freewaytalk.net/person/options

Thanks, Walter. I guess that this is fine, that is, once the payment is made all the information should be with the payment processor, too. But, of course, maybe not. They might just have the payment info and not the product detail info. But this does give me avenue to search.

Martin

On Jan 22, 2011, at 9:23 AM, Walter Lee Davis wrote:

I have seen some payment processors who offer you the ability to download your accounting info in QuickBooks or another interchange format. I haven’t ever seen this in a shop system itself, just on the payment side.

Walter

On Jan 22, 2011, at 9:15 AM, Martin Rice wrote:

Hi,

Does anyone have any experience with integrating web sales with accounting software.


freewaytalk mailing list
email@hidden
Update your subscriptions at:
http://freewaytalk.net/person/options


freewaytalk mailing list
email@hidden
Update your subscriptions at:
http://freewaytalk.net/person/options

I know that with Mal’s, the product info is on their server along with
the payment info, because none of that stuff lives on your server –
it’s a fully hosted solution. Maybe if you could spell out exactly
what you expect to store in your checkbook, besides the amount taken
and a transaction ID…

Walter

On Jan 22, 2011, at 9:30 AM, Martin Rice wrote:

Thanks, Walter. I guess that this is fine, that is, once the payment
is made all the information should be with the payment processor,
too. But, of course, maybe not. They might just have the payment
info and not the product detail info. But this does give me avenue
to search.


freewaytalk mailing list
email@hidden
Update your subscriptions at:
http://freewaytalk.net/person/options

What we’re looking to do is have the transaction entered into the accounting software, most likely QuckBooks but we’re open still. So the customer information - name, address – would go into the invoicing module. (I’m aware that the paid invoice the customer gets from Paypal obviates the necessity of our sending another one, but we’ll need the information in our books); the amount of the transaction to go into our sales ledger; and the invoice line items to go into our inventory module.

In the meantime, I might have found the solution at http://www.traian.com/quickbooks_integration_paypal.html I had a couple of questions more that I didn’t feel this page answered so I sent them to Traxian support. When I get the answers, I’ll write back to freewaytalk in case anyone else is interested in this type of integration.

Thanks,
Martin

On Jan 22, 2011, at 9:38 AM, Walter Lee Davis wrote:

I know that with Mal’s, the product info is on their server along with the payment info, because none of that stuff lives on your server – it’s a fully hosted solution. Maybe if you could spell out exactly what you expect to store in your checkbook, besides the amount taken and a transaction ID…

Walter

On Jan 22, 2011, at 9:30 AM, Martin Rice wrote:

Thanks, Walter. I guess that this is fine, that is, once the payment is made all the information should be with the payment processor, too. But, of course, maybe not. They might just have the payment info and not the product detail info. But this does give me avenue to search.


freewaytalk mailing list
email@hidden
Update your subscriptions at:
http://freewaytalk.net/person/options


freewaytalk mailing list
email@hidden
Update your subscriptions at:
http://freewaytalk.net/person/options

I have been looking to update my old version of MYOB Account Edge and noticed that the latest version supports a web store and POS.

More about the webstore Connect Shopify and AccountEdge

More about Checkout POS http://checkoutapp.com/

Marcel


freewaytalk mailing list
email@hidden
Update your subscriptions at:
http://freewaytalk.net/person/options

Thanks, Marcel. I’ll look into it.

Martin

On Jan 22, 2011, at 5:52 PM, Helveticus wrote:

I have been looking to update my old version of MYOB Account Edge and noticed that the latest version supports a web store and POS.

http://accountedge.com/

More about the webstore Connect Shopify and AccountEdge

More about Checkout POS http://checkoutapp.com/

Marcel


freewaytalk mailing list
email@hidden
Update your subscriptions at:
http://freewaytalk.net/person/options


freewaytalk mailing list
email@hidden
Update your subscriptions at:
http://freewaytalk.net/person/options

As far as I know, importing to Quickbooks Mac is pretty much a no go except for the Traxian method. Everything on the PC side works, but for whatever reason Intuit can never get its Mac act together on this. Martin’s post above has a letter missing in the address. This is the correct link:

http://www.traxian.com/quickbooks_integration_paypal.html


freewaytalk mailing list
email@hidden
Update your subscriptions at:
http://freewaytalk.net/person/options

Thanks for correcting the the typo in the address. The folks who will be running the QuickBooks will be doing it in Windoze, so this shouldn’t be a problem.

Thanks,
Martin

On Jan 23, 2011, at 8:29 PM, cosjr wrote:

As far as I know, importing to Quickbooks Mac is pretty much a no go except for the Traxian method. Everything on the PC side works, but for whatever reason Intuit can never get its Mac act together on this. Martin’s post above has a letter missing in the address. This is the correct link:

http://www.traxian.com/quickbooks_integration_paypal.html


freewaytalk mailing list
email@hidden
Update your subscriptions at:
http://freewaytalk.net/person/options


freewaytalk mailing list
email@hidden
Update your subscriptions at:
http://freewaytalk.net/person/options

Actually, as you’ve mentioned in the past, also my memory due to age gets somewhat skewed from time to time. Traxian isn’t Mac centric. I was thinking of Simpleport.

http://www.simpleport.net/osc/


freewaytalk mailing list
email@hidden
Update your subscriptions at:
http://freewaytalk.net/person/options