InterWeave working with Customers – typical questions being asked regarding Salesforce to Quickbooks

We work with customers who require a level of integration solution that other vendors cannot provide. For example:

1). If the integration fails because of an ‘Open’ invoice on the QB side, will it run again automatically?

(answer) Only after Invoice is resaved. We can of course roll back after every error – but in this case the entire batch will be reprocessed, which doesn’t make sense to me. Also – if invoices will be processed in batches it will be very easy to ask people not to open them during the run.

2). Sometimes we see two invoices created, after the integration. Could this be an issue for us going forward?

(answer) That is happening only if invoice is locked out and will be corrected after invoice is resaved.

3). We’d like to see a demo of the invoice attachment functionality. How difficult is it to implement, and will it impact anything on the Finance departments process?

(answer) Email setup of the invoice should include our address, which will get the attachment. Email should have invoice number in the subject (preferable) or in the body of the message. When we see all this information – we can configure email gateway and start testing it.

4). Can Payable to be hardcoded in QB (rather than being sent from SFDC), since all invoices will that field as the same? Not sure what SF field you are referring to. I do not see such mapping in your Company Profile.

5). How can we support multiple invoice templates? How do we auto-associate invoices to two different kinds of templates in QB (weekly and bi-weekly)

(answer) That feature is not a part of a standard, out-of-the-box offer. It is about one day of development. Please agree this with Bruce and we will proceed.

These are the typical questions we address every day.

Von Tarverdi reviewed your listing – All QuickBooks Integration Solution with Salesforce through InterWeave

Overall 5 Star

Von Tarverdi says:

Alexander and Bruce are very helpful and quick to respond! Anytime I email the team, they respond right away and try to help me with resolving any issues I have. I called the phone number and didn’t leave a message but my call was returned by Bruce right away. It’s a pleasure working with them.

We appreciate our customers.

QuickBooks changes and enhancements for 2019: Making things easier for non-accountants and non-IT users

From our QuickBooks Hosting Partner Cooper Mann, QuickBooks changes and enhancements for 2019.

Intuit QuickBooks has been the standard of small business bookkeeping for many years. The number and depth of QuickBooks advisors, consultants, developers and service providers is unmatched in the market. Yet Intuit was able to establish a QuickBooks foothold in the market based on a couple of fairly unintuitive elements, such as leveraging highly unconventional sales channels for accounting software and promoting a bookkeeping tool for people who do not know business bookkeeping.

Today, Intuit continues to leverage a variety of innovative sales channels, such as through payment solution providers like Square (sales data from Square is now available for Mac with QB 2019), and to offer features to support the non-accountant in all of us.

Here is a shortlist of the changes and enhancements for QuickBooks 2019 desktop editions. Some of these items may not apply to everyone or every edition, such as the purchase order or sales order process enhancements available to Enterprise Platinum level subscribers. Others, like changes to QuickBooks installation and update processes, will apply to just about everyone.

Read the rest of the article here – https://coopermann.com/2018/10/03/quickbooks-changes-and-enhancements-for-2019-making-things-easier-for-non-accountants-and-non-it-users/

The new InterWeave Sales Tax Solution – works inside your CRM

CRM Solutions like Salesforce help distributors to maximize productivity and efficiency in every area of their business. Even as CRM Solutions automate many of the elements of your business, managing sales tax is typically a manual event.

InterWeave’s Sales Tax Solution provides sales and use tax compliance services in your CRM. Salesforce can now streamline the tax compliance process with the Opportunity, Product or any Custom Object, saving time, reducing errors, and cutting costs. Address validation, jurisdiction determination and rate calculations are applied real-time for US and Canada tax processing.

Different states use different sourcing methods. While most states use destination-based sourcing, which means the applicable sales tax rates and rules are the ones tied to the delivery address, some states use origin-based sourcing (i.e., the location of the seller or shipper). And others use a hybrid approach.

We use the exact address of the sourcing location, not just the ZIP code. Multiple sales tax jurisdictions can be located within a single ZIP code. Even next-door neighbors could pay different sales tax rates if their homes are located within different sales tax jurisdictions.

We calculate sales tax by starting with the statewide rate, if applicable. Then add any county, city, local, and/or special district taxes on top to get the total combined rate that applies to a taxable transaction. As always, certain buyers and products are exempt, according to local sales tax laws.

For more information, contact sales@interweave.biz or 800-671-8692 x1.

https://onlineprnews.com/news/1119162-1539703109-interweave-smart-solutions-announces-the-interweave-sales-tax-solution-for-crm.html

Bpm’online honored with CRM Market Awards in three categories!

Bpm’online starts active business season with huge wins!

CRM Magazine, one of the most influential media in the CRM industry, recognized bpm’online in three categories of its CRM Market Awards! Bpm’online is named a Leader in the Midmarket CRM Suite and Sales Force Automation categories, as well as named the One to Watch in the Enterprise CRM Suite.

Congratulations to all bpm’online community and thank you for making it happen!

In case, you are working with QuickBooks Desktop over a network or any company file then you may encounter few performance issues.

https://integrationtechnologiesinc.desk.com/customer/en/portal/articles/2951568-in-case-you-are-working-with-quickbooks-desktop-over-a-network-or-any-company-file-then-you-may-encounter-few-performance-issues-

For our Salesforce Customers – we like the DMS Scanner

Gain immediate insight into the quality of your Salesforce data. Within minutes, DMS Scanner scans your Leads, Contacts and Accounts and provides business intelligence on the state of your data quality by identifying the number of duplicates inside your Salesforce, and the percentage of missing fields.

https://appexchange.salesforce.com/appxListingDetail?listingId=a0N30000005vPKWEA2

Bpm’online is recognized as the only Challenger in the Gartner’s Magic Quadrant for Sales Force Automation, 2018!

Congratulation to our new CRM Parnter. Bpm’online has been recognized as the only Challenger in 2018 Gartner’s Magic Quadrant for Sales Force Automation. As a part of the Magic Quadrant process, Gartner collected input from several hundred reference customers. Gartner’s evaluation of 15 SFA vendors will help companies to choose the solution that best fits their requirements.

https://www.bpmonline.com/gartner-magic-quadrant-sfa-2018?utm_source=newsletter&utm_medium=email&utm_campaign=20_07_2018_americas_partners_gartner_sfa&bulk_email_rid=7559

InterWeave Smart Solutions to Open New Office in Boston

InterWeave Smart Solutions®, is the industry’s most comprehensive SaaS, Integration Platform for CRM integration.

Online PR News – 07-May-2018 – New York, NY – InterWeave Smart Solutions is the industry’s most comprehensive SaaS Integration Platform for CRM Integration with Smart Solutions that integrate Enterprise Systems, Legacy Applications, Databases, Files, Content, and Web Services. InterWeave is designed to help enterprise, mid-market and non-profits quickly and affordably build, deploy and maintain integration solutions – is opening a new office in the Boston Financial District, to accommodate rapid growth and leverage the area’s diverse high-technology talent pool.

Drawing on more than 12 years’ experience in the market, InterWeave is designed to help enterprise, mid-market and non-profits quickly and affordably build, deploy and maintain integration solutions. Fast, affordable, and tailored to meet the customer’s needs, InterWeave can jump-start or expand a company’s integration effort, generating immediate business value and rapid ROI. Having undertaken over 8,000 CRM integrations since 2006, the company is ideally positioned to support clients in this vital space and provide them with the expertise and knowledge regarding integrations they need.

“Boston has always been a critical target market for InterWeave. Its high concentration of wealth and asset managers, banks and technology companies will drive growth for our company,” said Bruce Magown, CEO of InterWeave. “We look forward to building our presence in the city and becoming actively involved in the technical excellence of this region.”
InterWeave is among the leading technology companies specializing in CRM Integration with offices in New York, Connecticut, Massachusetts and Toronto.

About Integration Technologies, Inc. (DBA) InterWeave Smart Solutions

Integration Technologies is a pioneer in the development of Smart Solutions for uniting systems, legacy applications, databases, workflow’s, and Web services, from within and across the enterprise as a service; and then extends those systems to connect with their suppliers and customers. As a leading Systems Integration solution, Integration Technologies InterWeave Smart Solutions offer a rapidly deployable and infinitely scalable solution for integration of business-to-business, business-to-consumer connectivity, business processes optimization and application integration. For more information, please visit http://www.interweave.biz or contact us at (800) 671-8692 x 1.

InterWeave is attending bpmonline Accellerate 2018 in Boston next month

InterWeave is looking forward to attending bpmonline Accellerate 2018 in Boston next month. Will be good to meet the partner people we have been talking with.