Completed

Automated Integration of Sales Spreadsheet to Quickbooks Online

This project was successfully completed by omtechnologies for $1134 USD in 12 days.

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Employer working
Completed by:
Project Budget
$750 - $1500 USD
Completed In
12 days
Total Bids
7
Project Description

We require a Quickbooks integration specialist and programmer that can design and build a custom program for processing (already existing) CSV or XLS files containing sales and product data.

The data files are already created daily from an extraction process from emails via Email2db. We need software that would be able to automatically monitor a folder for this daily file at a specific time, present the data in a report format that allows for input and changes, and then uploads the sales records to Quickbooks Online into a grouped invoice format. This upload process must be able to group several records/sales into one or several invoices depending on the customer/recipient. Where customers have more than one data record for that day, all those particular records should be grouped as line items and associated with one invoice per customer within Quickbooks Online.

An email component that can neatly group those records by the same process, allow for added user input, and then send the records via email would also be nice, but Quickbooks Online may already facilitate this with invoices.

Please ONLY bid if you are a programmer with Quickbooks API/Integration experience and completely understand the requirements. Any general bids and blurbs that do not reflect this experience will be ignored.

To summarize:
-- We already have a CSV file that's created daily containing data records of items bought, extracted from email messages using the program Email2db.
-- We need a custom program created to automatically -
-- Process the file at a set time every day and display it in an editable form/report allowing for additional custom fields.
-- Based on the edited user input, group records by identified customer.
-- Enable the selected groupings of daily data to be emailed to saved email addresses/customer accounts
-- Upload the groupings of daily sales data to Quickbooks Online into combined invoices per customer account.

Thanks for your interest.

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