Accounting software package that integrates with 2020?

  • February 2, 2017 at 1:53 pm #118972
    Dieter Baier
    Participant

    Hello everyone,

    We are attempting to find an accounting system that will integrate with 2020. The idea is to create quotes and proposals in 2020, and then have that data migrate to an accounting package from where one could create shipping docs, invoices, and GL reports. Is anyone aware of any accounting system that would integrate with 2020 in such fashion. 2020 Technologies says their package works with Quickbooks. Any experience or feedback from anyone? Thanks!

  • March 16, 2018 at 2:21 pm #176932
    Steve Turner
    Participant

    We are trying to do the same thing, did you ever get  a response or figure something out?

  • March 26, 2018 at 3:43 pm #178869
    Wayne Baxter
    Participant

    Steve or Dieter – Did you get an answer or solution?  I am trying to connect 2020 insight to quick books without any success

     

  • March 27, 2018 at 1:12 am #178885

    We have our own web based Quotation and Project Management package but it has cost us in excess of AU$400,000 – it is however perfectly tailored to the way we do business.

    The integration with 2020 Design is via something called Application Integration (an optional module) that generates a detailed XML file containing everything in the kitchen design. Our software imports this file, discards what is doesn’t need and then imports the cabinetry and prices it according to the specifications entered for that proposal (e.g. contoured painted doors, Blum hardware etc).

    What you need to do is to FIRST find a suitable pricing/proposal package that already integrates with your current back end accounting software. Develop a wishlist for this package and shop around. Just make sure that whatever package you are looking at has an import facility (most if not all do these days).

    After you have set this package up and verified that it will do what you want via manual data entry, you then need to find someone to write an interface between the XML file from 2020 Design and the pricing/proposal package. This is NOT a difficult task and there are many programmers out there who would be able to do this easily – the pricing/proposal package supplier would probably be able to help.

    We discarded the idea of having 2020 produce the quotation and pricing because it was way too limited in quotation format and pricing structures (to be expected – it is a DESIGN package).

  • March 27, 2018 at 7:25 am #178886
    Ken Short
    Participant

    This might be useful … https://www.youtube.com/watch?v=pND0R1fQk20

    It’s an overview of how 2020 Design integrates with Quickbooks.

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