Background:
We currently use QuickBooks as our Accounting Platform and a Job Management System called Commit CRM for managing our jobs. Commit syncs back changes regarding clients to QuickBooks and also generates Invoices for us.
Whilst the current system works, there are too many items where we can't customize the workflow. As well as this we have a number of small Access Databases that we use for other things.
Our goal at the end is to have our own customized Business Management software where we can run the business the way we want to.
After looking at a number of alternatives we would like to do this via Filemaker. We would look at developing parts of this ourselves, and get some assistance from external developers.
In terms of overall design we foresee using QuickBooks for Accounting for a long while to come but would like to track all operational elements in our FB database.
First step:
The first step is getting Filemaker to Sync with QuickBooks. Commit CRM currently links each QB Account with it's own Account. It then also gives us the option of tracking additional contacts / information. We would anticipate
I am open to ways of doing this. One solution we were looking at when expanding our Access Database was from a company called Synegration. This is essentially a middleware layer that allows you to talk to it via ODBC and then handles the QB syncing itself. See
http://ift.tt/1qZaDzoThe advantage of this that we can also talk to QB from other datasources we have. However we are open to other ways of doing things.
However we will require:
- Creation of FM DB for Customer details
- Customers will need to be linked to their QB Counterpart records
- Syncing should be automatic when FM database is updated with new information. Syncs should be logged.
- There should be a way to import customers that are in QB but not in FM. A requirement would be for an import all / import single
- Sometimes syncing goes wrong. There should be a report that can be run to show any differences between the customer information in QB and FM so these can be fixed.
Once we are happy with this proof of concept we would like to use FM as a basic POS system. To this end we would require all of the same syncing options for Inventory as described for Customer above.
After this we would like to be able to create Sales Receipts in FM and having these synced to QB.
We are open to different ways of doing this but fundamentally QB and FM must be able to exists as standalone systems but the FM solutions must be able to sync data back and forwards.
We will provide a staging environment on a Virtual Machine at our site which will have QB and Filemaker installed so we can provide feedback to you.
In terms of payment we would be happy with either Fixed price or pay by the hour. If charging hourly we would require a reasonably detailed and accurate estimate up front.
Posted On: June 17, 2014 06:05 UTC
ID: 204156970
Category: Software Development > Desktop Applications
Skills: windows-app-development
Country: Australia
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