Question

Integrating Laserfiche (Forms) and Quickbooks

Integrations Workflow Forms

Updated April 24, 2019

asked on August 1, 2018

It seems like the administration group at my firm is a candidate to start using Laserfiche. The initial integration of Laserfiche did not include them as users of the system. One aspect of integration for them that I looking into is integrating Laserfiche (potentially Forms) with Quickbooks. Because Quickbooks functions with SQL on the backend it seems like Workflow should easily be able to speak to Quickbooks and pass data to it.

Does anyone have any examples of how they've integrated Laserfiche with Quickbooks? I am trying to pass on a vision to my administrative department so they can see they different uses Laserfiche has for them, but I'm not ultra familiar with Quickbooks.

Thanks!

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Replies

replied on September 23, 2018

Integration with QuickBooks online is quite easy through Workflow API. I have many examples such as QuickBooks Bill Creations, Remittance Reporting, Accounting processing etc. Happy to share them.

QuickBooks Desktop uses VB and XML

QuickBooks have an excellent Developer Community where you develop apps to with QB Online and publish to apps store.

I joined and I created a developer seat with a sandbox but I did not publish cause I only wanted to use Web Request Activity in Workflow. I got production keys and I use a program called Postman tom develop API calls to QuickBooks. I used QuickBooks Postman collections and cut and paste them in the workflow activity!

If anyone interested I can go through the steps in more detail.

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replied on April 10, 2019

I would be interested in learning more, whenever you have time - please!

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replied on April 24, 2019

Very happy to help and to go through the steps. What your time zone? Share the question and send me email to exchange details and availability.

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replied on April 24, 2019

CST I look forward to collaborating

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replied on April 24, 2019

I would like to be part of this exchange as well.

Thanks!

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replied on April 24, 2019

I have reached out to our Laserfiche Territory Rep to make the connection, I will include this port (Troy your comment is captured as well - may need to reach out to your rep too?).

I will be in touch soon

Thanks Team!

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replied on August 1, 2018

Hi Jeff,

We do not use Quickbooks but have a few SQL systems. Forms can do lookups from SQL database quite well to make them easier to use (so you don't have to have form initiators manually look at information to enter into fields), then Workflow can take over and query and/or update the SQL table.

My suggestion is to find out their most repetitive process that can be automated leveraging the Laserfiche Suite. Are they often getting requests or having users fill out forms that the Administrative office then hand-keys into Quickbooks? Those kinds of processes will be your candidates.

Sorry for not having a particular Quickbooks example, but I am happy to help if you need assistance!

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Integrating Laserfiche (Forms) and Quickbooks

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