Late last year GoldMine Plus Accounting for use with QuickBooks (GMPAQB) was released. GMPAQB allows for multiple layers of integration between the products, allowing bi-directional synchronization of customers and vendors as well as the posting of financial transactions from QuickBooks to GoldMine.
In this Part I of the series we're going to look at the latter... Namely, the ability to see transactions like: Estimates, Sales Orders, Invoices, Purchase Orders, Payments, and Credit Memos in the contact's History tab.
Rather than having to install QuickBooks and give access to large segments of your staff that are really only curious about invoice and payment history, why not just have that information display in GoldMine?
Here's a sample of a customer's invoice in QuickBooks:
(Click on the images in this posting for full sizes)
In GoldMine all the information is visible in the contact's History tab:
Double-click on a history record to see the details of the invoice, payment, etc!
The invoice total is displayed on the History's reference line while the notes contain the details of the invoice. With this information now in GoldMine groups can be created based on products sold, invoice dates, invoice amounts, etc...
GMPAQB is available now for $399, maintenance is $99 and is required if you are on GoldMine Corporate Edition. Drop me a line at (248) 399-8524 ext. 122 or csmith@plain-english.com for more information or if you're interested in purchasing.
In Part II we'll look at the "Field Transfer" functionality...