QuickBooks Integration Article 5
Beyond QuickBooks: Accounting System Integration and How to Get Started
QuickBooks is one of the most common platforms WSI integrates, but it is not the only accounting system that can be connected to a custom database.
WSI has also built custom integrations with accounting systems such as Peachtree, MAS, and Microsoft Dynamics. If your accounting software allows external data access, WSI can likely integrate it with your Microsoft database.
How to Get Started
Capture database screensTake screenshots of the Microsoft database screens involved in the workflow.
Capture accounting screensTake matching screenshots of the related accounting software screens.
Label matching fieldsNumber fields on each screen so the required mapping is clear.
Specify data directionTell us whether data should move to QuickBooks, from QuickBooks, or both.
Need a database too? WSI can build one from the ground up, fully integrated with your accounting system.