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Bridging the Gap Between QuickBase and QuickBooksWhat do you need to know before you connect the two systems…
Robin Hall, Principal Consultant
VARC Solutions, LLC
#EMPOWER2015
• Certified QuickBooks Advanced ProAdvisor
• Certified QuickBooks Enterprise Solutions
• Intuit Reseller Program
• QuickBase Certified
• Intuit Solution Provider of the Year 2009
• Firm founded in 1999, exclusively focused on Intuit and Intuit Products
Robin Hall, VARC Solutions, LLC
94.2%Market Share for Intuit QuickBooks
NDP Grouphttp://en.wikipedia.org/wiki/QuickBooks
#EMPOWER2015
①QuickBooks and QuickBase…When and Why
②Accounting Integrity
③Methods to Connect QuickBooks and
QuickBase
1 QuickBooks (QBD) and QuickBase…When and Why
#EMPOWER2015
①We want it ALL
②QuickBooks
③QuickBase
QuickBooks and QuickBase…
When and Why
2 Accounting Integrity
#EMPOWER2015
①Employees
②Items
③Service Items
Accounting Integrity
#EMPOWER2015
Employees
#EMPOWER2015
Items① Cost of Goods
Sold Accounts
② Income Account
③ Inventory Asset
④ Quantity on Hand
#EMPOWER2015
Service Items
3 Methods to Connect QuickBooks and QuickBase
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①Import in Transactions
②Connect Information
Methods to Connect QuickBooks and QuickBase
#EMPOWER2015
Import into QuickBooks
①Choose Excel File
②Choose Type of File
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Import into QuickBooks
①Map the Fields
②Red Fields are
Mandatory
③Product Demo
#EMPOWER2015
Connect Information
①Choose QuickBase Table
②Choose QuickBase Fields
③Product Demo
Sharing information between your systems is important but
share the information
INTELLIGENTLY
THANK YOU