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

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• 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

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①QuickBooks and QuickBase…When and Why

②Accounting Integrity

③Methods to Connect QuickBooks and

QuickBase

1 QuickBooks (QBD) and QuickBase…When and Why

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①We want it ALL

②QuickBooks

③QuickBase

QuickBooks and QuickBase…

When and Why

2 Accounting Integrity

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①Employees

②Items

③Service Items

Accounting Integrity

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Employees

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Items① Cost of Goods

Sold Accounts

② Income Account

③ Inventory Asset

④ Quantity on Hand

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Service Items

3 Methods to Connect QuickBooks and QuickBase

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①Import in Transactions

②Connect Information

Methods to Connect QuickBooks and QuickBase

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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

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Connect Information

①Choose QuickBase Table

②Choose QuickBase Fields

③Product Demo

Sharing information between your systems is important but

share the information

INTELLIGENTLY

THANK YOU