Forums/Táve 2/Community Questions & Answers
Answered
Quickbooks
Becky Knutson
asked this on January 26, 2011 10:14 pm
This is a suggestion for quickbooks integration. The ability exist to have this done automatically.
I would like to have your reports expanded or auto sync in future updates.
One other item that is to have access to track for marketing purposes. Like referrals or marketing campaigns. For example : John Smith has referred : jane smith, boe johnson and keith smith. Also If i create a marketing plan and send out post cards ability to track the results.
"With the QuickBooks Integration, you can import, export or synchronize data either manually or automatically."
Comments
Unfortunately all the integration options generally only exist for the Windows version, the Mac version still does little more than import the decades old IIF files, and around two thirds of our users are on the Mac platform (we don't even own Quickbooks for Windows). The best way to import into Quickbooks, a way which the Mac platform supports too, is really only useful for banks (the WebConnect format).
We do plan on switching from our hand-made IIF exporter to a third-party system, as it also supports the Windows-only QBXML format which will let us export a whole lot more data. IIRC, what you're talking about requires us to write Windows code (not just create an export specifically for Windows, but actually truly write a Windows application as a Quickbooks extension... working with Intuit is awful enough as it is, but that would definitely take that to a whole new level).
But really, why would you want to maintain two CRM systems?
We'd rather get to the point of assisting you with your accounting enough and generating P&L reports in-app that you could skip Quickbooks entirely. We already have a number of studios who do that by using Táve for Sales Tax reporting and starting in QB at the merchant account level.
I just wanted to clarify...is it tave's assertion that it is as robust in its accounting functionality as Quickbooks is?
Not at all. We don't offer audit trails, bank integration, and tons of other accounting functionality that Quickbooks has.
Our opinion is simply that it is _those_ features that are useful in Quickbooks (as apposed to their CRM features), that maintaining two CRM systems doesn't make sense, and that their CRM features don't really add much value unless Quickbooks is the cornerstone of your workflow.
http://helpdesk.tave.com/entries/20023308-accounting-with-tave-and-...