We are looking for a software developer with experience in QuickBooks integration to develop a desktop application for our company. The application must meet the design requirements from Intuit and must pass testing for their Marketplace. Below is a brief description along with a list of requirements for this project.
The application (tentatively named "Smart Transaction Importer" or STI for short) allows for easy import of transactions and lists into QuickBooks Desktop (e.g. QB Pro, QB Premier, etc.)
STI should be able to handle different file formats such as csv, txt and xml). Likewise, it must work with Windows XP, Vista, 7, 8 and 10.
Ideally, the software should integrate with the top three open source shopping carts including Abantecart and OpenCart. It provides automatic field mapping based on the shopping cart and the transaction type selected by the user. Besides these three options, there should be a fourth category, named "Other". This is for other types of shopping carts, for which the user would need to do their own mapping.
NOTE: In regards to field mapping, the program should allow not only for one-to-one correspondence but also for fixed values and the use of expressions. Examples:
BillTo Country = orders.payment_country (one to one correspondence)
Rep = ORS (fixed value for representative's initials)
Customer = [orders.payment_lastname]&", "&[orders.payment_firstname] (expression)
STI must allow for both page by page and autorun when importing data. When importing products, the program should be smart enough to parse through the item and sub item lists and place the item(s) in the appropriate category. For example, if I have item #1234 as a Non-Inventory item in QuickBooks, STI would know it must be placed under Non-Inventory.
NOTE: The import list will have no indication of the item category. The program must be able to parse automatically.
Most importantly, the import process should be as smooth, fast and efficient as possible. It must also have a section for Program Options that would let the user select from three import levels: Basic, Advanced and e-Commerce. (More details on this to be provided later.)
The program consists of several screens, as follows:
1) Loading screen
2) Home screen, which includes file source, delimiter, record type (CR/LF, CR, LF), transaction type/list, program options (basic, advanced, e-commerce) and cart options (AbanteCart, OpenCart, Magento?, Other)
3) File Contents
4) Mapping screen
5) Mapped Fields screen
6) e-commerce Options
7) QuickBooks Item Settings
VERY IMPORTANT: You may look at existing applications on the market for ideas, but your work must be completely ORIGINAL and must not infringe on anybody's copyrights. A Terms of Service Agreement will be required.
Below is a list of transaction types and list types that we should be able to import with this program. We should have as many as possible.
- bank statement
- bill payment
- credit card charge
- credit card credit
- credit card statement
- credit memo
- inventory adjustment
- item receipt
- item receipt with bill
- journal entry
- purchase order
- receive payment
- sales order
- sales receipt
- statement charge
- time tracking
- vendor credit
- account list
- class list
- customer list
- employee list
- item assembly
- item fixed asset
- item group
- item list
- item sales tax
- other name list
- price level list
- vendor list
We look forward to working closely with you and we'll provide as much information as possible for the successful completion of this job.
We prefer someone we can work with in the future when we need software upgrades or possible troubleshooting from end users. Basically, this is a long-term commitment.
If you have any questions, please feel free to ask.
For purposes of mapping, you'll need to download the aforementioned shopping carts (except AbanteCart) so you can map the fields correctly with QuickBooks. We can help you in the process and we already have a field map for AbanteCart sales receipts!