What we want to talk about today with Bernard
, is how you can make it an even more powerful tool by integrating it with some of your other systems.
For example; if you already have some systems in place for different pieces of your business but you want to get that data into QuickBooks
, you're going to learn today from Bernard
how you can integrate different third-party systems into QuickBooks
to make it even more powerful.
Need To Integrate QuickBooks With Third Party Systems
Interviewer: So Bernard, before we get into some specifics, why don't you explain to the listener why it's helpful and why it would be a benefit to them to invest the time and potentially financial resources into integrating other systems into their QuickBooks data.
: As a business owner, you want to have your business process as efficient as you can.
: Well, the CRM system is usually going to be a third-party application or commercial application and most CRM systems will support QuickBooks
in some way.
: There's two candidates.
: If you're going to keep track of inventory, you have to make a decision as to whether you're going to have the inventory in QuickBooks
or in a third-party application, third-party software.
: It is whatever it is, and I think people will have to make things work.
The second thing to consider that Bernard
brought up, is when you're choosing which system is going to do inventory, for example, you want to make sure that you have one system be responsible for the inventory and not try to make both systems have the inventory responsibility.
You want to make sure that one tool is really responsible for that.
The third thing to understand, which is the breath of fresh air, is that there's always a way to make any sort of system actually work, even if that means getting data out of the other system, putting it into Excel, massaging a lot of that data, and then bringing it back into QuickBooks
If you do have a complicated system or you're interested in learning how you can integrate some of your systems with QuickBooks
, feel free to reach out to Bernard
There's a lot of resources there, in addition to what we've talked about today, and Barnard would be happy to discuss how to integrate some third party systems within your QuickBooks
Thank you for your time today, Bernard
: Thank you Jon.
About Bernard Roesch
Bernard Roesch is co-founder and Managing Partner of Mission Consulting.
Bernard's background in the early years of his
career was spent in the manufacturing sector, making his QuickBooks
perspective a unique one - he
understands the intricacies of a complex environment and then applies his
strategic skills accordingly.
View all posts by Bernard Roesch?
With over 20 years of consulting experience and an MBA from Harvard University in Finance and Operations Management, Bernard Roesch is the professional advisor that you can count on for the most complex accounting and software situations. [Learn More]