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The Time Is Right for and SMBs

September 1, 2014 | By

This year, is making a big push to attract small- and medium-sized businesses (SMBs), and I couldn’t be more excited. As a consultant and software developer specializing in QuickBooks and Salesforce I’ve been the odd man out for the past few years. There are several good CRM systems that integrate well with QuickBooks, with […]

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QuickBooks Web Connector: When To Use It

August 19, 2014 | By

I’ve received quite a few inquiries lately about how to integrate web-based applications with QuickBooks. In cases where the query comes from another software developer  one question comes up almost every time: Should I use the QuickBooks Web Connector to do this? The short answer: I would only use the QuickBooks Web Connector if I was […]

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Extending The Power of QuickBooks with Custom Programming

February 27, 2014 | By

Many QuickBooks users and prospective QuickBooks users like the basic accounting functions in QuickBooks (financial reporting, accounts receivable, accounts payable, payroll, banking, etc.), but find that there are other aspects of their business where the existing QuickBooks features don’t quite meet their needs. These users are typically faced with two options: time-consuming and costly workarounds, […]

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Attend the Accounting Technology Boot Camp in Seattle

May 23, 2012 | By

June 7, 2012 – Edgewater Hotel, Seattle, WA The QuickBooks Accounting Technology Boot Camp will bring you up to date on the latest advances in accounting technology for small and medium sized businesses. Featuring a keynote by Doug Sleeter of the Sleeter Group and special guest speaker Michelle Long, there will be breakout sessions featuring: […]

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Salesforce Is Now PCI Certified

February 1, 2012 | By

In an earlier post I wrote about and PCI compliance. I’m pleased to report that Salesforce is now PCI/DSS (Payment Card Industry / Data Security Standards) certified. This is a big boost for those of us who develop custom applications on the platform. The Salesforce announcement can be seen here.

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Intuit Introduces Salesforce for QuickBooks

September 8, 2011 | By

On September 7 Intuit announced the release of a new application in the Intuit App Center that integrates QuickBooks (Windows desktop and online editions) with CRM. We heard rumors about this back in March, with few details, so as someone who’s heavily involved in custom programming for both QuickBooks and I’ve been looking […]

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Musings on the Demise of IPP Native Development

August 14, 2011 | By

Intuit recently announced that they are pulling the plug on Native development on the Intuit Partner Platform and are partnering more closely with Windows Azure to provide developers with tools to support Federated development on IPP. (The difference – at the risk of oversimplifying – is that with Native development you could build an application […]

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August 3, 2011 | By

I wrote this in response to a query from a prospective client who needs a payment application developed for their org. I thought it might be useful to share with the world in general. I welcome any comments and conflicting opinions, as this is an important discussion. 2 documents referenced in my original email […]

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Repairing QuickBooks Point of Sale Financial Exchange

July 19, 2011 | By

By far the most common QuickBooks Point of Sale support call that I get is for a broken financial exchange. So I decided to post these instructions to help you correct the problem yourself, should you find yourself in this situation. In these instructions I’ll refer to QuickBooks Point of Sale as “POS” and QuickBooks […]

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Calling a custom Salesforce Apex web service from C#

April 1, 2011 | By

Update: The code below has been updated to copy the server address from the login result into the binding for our custom web service. Unfortunately it doesn’t work if you just copy the URL directly, so I parsed it to take the server URL and append the path to my web service. This works, but […]

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