The client will need a Quickbooks integration expert who can help us identify what is possible for two way integration of our Classic ASP online CRM, and both Quickbooks desktop version and the new Quickbooks Online. Intuit provides APIs for data integrations, and the qualified applicant must be able to write code to generate the needed XML data, in the correct format, to send data two ways.
Data Transfer Scenario #1 - Quickbooks existing customers import into our CRM. We have a customers table - all we're after are the basics - name, email, address, phone, etc.
Date Transfer Scenario #2 - In the CRM, bids that are completed must become invoices in Quickbooks. Detailed line items are not required. There would be a single line item with the total dollar amount owed by the customer. This should be created by the migration of bid data from the CRM to Quickbooks
Data Transfer Scenario #3 - Quickbooks, sync should also include a payment status update, so that if a customer pays an invoice, we can Close the job as completed in the CRM. This can be a shared function with the customer integration process in Scenario #1. In other words, one import/export operation should update customers, invoices, and job payment status in both systems.
Please read the project first and write the word "Understood". Also write your steps and suggestions to complete the project with a short description of what you understood.