- Case Study
Info - CategoryReporting & Analytics Solutions
Business Problem
The client utilizes QuickBooks Desktop for financial tracking and is generally content. However, they face challenges generating reports, particularly those displaying average customer payment durations.
They also wanted to switch to an online version, ensuring access to financial data from anywhere.
- The business owner lacks the expertise and resources to customize reports or develop an online platform.
- They have been unable to find a suitable partner who can create, manage, and provide ongoing support for the platform.
- The development process for an online platform is lengthy and complex.
- The business owner is struggling with the lengthy learning curve and is seeking a partner with expertise in API Integration for QuickBooks Online.
Our Solution
- ConvergeSol helped the client to build an Online QuickBooks Integrated Reporting System.
- The Functionality of the platform gives the Admin to access and download the invoice reports as well as create reports, such as
- Transaction Report This report shows all transactions that have occurred in your QuickBooks account. You can filter these reports by date, type, and other criteria.
- Average Pay Day Report This report shows all the invoices created in your QuickBooks and Pending, with the average day to pay.
- Balance sheet Reports This report shows your balance sheet, which summarizes your assets, liabilities, and equity. This information can be used to track your financial health and identify areas where you need to make changes.
- We seamlessly transitioned coding and software engineering duties to our team, including requirements gathering, design, coding, deployment, support, and enhancements.
- The project utilizes Agile methodology with JIRA for project management. We completed critical functionalities promptly and implemented using technology .NET Core 6, SQL Server, QuickBooks.
Ahmedabad, India
New York, USA 