B2B Order Workflow Automation with QuickBooks and NetSuite Integration

The Client

Digital Cubes (formerly known as Nestotus) – Michigan, USA-based e-commerce platform. Digital Cubes, an e-commerce platform, required assistance in integrating its order management system with:

• QuickBooks Online
• QuickBooks Desktop
• Oracle NetSuite

They sought a seamless integration to ensure efficient operations and facilitate communication with their suppliers.

Problem Statement

Satva Solutions, a custom Unified Accounting Integration company, initially underestimated the complexity of the project during the discovery phase.

Multiple meetings with Digital Cubes were held to gain a better understanding of the requirements and potential challenges.

The client needed QuickBooks Online integration, QuickBooks Desktop integration, and Oracle NetSuite API integration service.

The client needed a solution that could integrate with three major systems, and that could:

• Display orders as Purchase Orders (POs) to end users
• Display Sales Orders (SOs) to suppliers
• Track internal SOs against users

The Solution

Phase 1: QuickBooks Online Integration

The Accounting Integrations team successfully developed and delivered the QuickBooks Online integration service for Digital Cubes. Based on valuable end-user feedback, we implemented new functionalities to further enhance the integration, ensuring a seamless and efficient experience.

Phase 2: QuickBooks Desktop Integration

Satva’s team developed the QuickBooks Desktop integration and delivered it before the scheduled timeline. Achieve financial accuracy and eliminate data silos as our integration bridges the gap between client’s order workflows and QuickBooks Desktop, streamlining invoicing, expense tracking, and overall accounting processes.

Experience a hassle-free and error-resistant data exchange between the order management software and QuickBooks Desktop, allowing them to focus on business growth without the burden of manual data entry.

Phase 3: Oracle NetSuite API Integration

Our ERP Integrations team Integrating Oracle NetSuite with order management software unlocks a unified ecosystem, seamlessly connecting order processing, inventory, and financial data. By bridging these systems, streamline operations, ensure real-time updates on orders, inventory levels, and customer information.

This integration empowers comprehensive insights, enabling smarter decision-making and enhancing customer satisfaction through streamlined processes and accurate information across platforms. Our team accomplished the Oracle NetSuite API integration service, and the custom extension requests from Digital Cubes’ end users within the agreed timeline.

Results

• Easy to add new customers: The process of adding new customers to the platform was automated which helped in increasing saving time by 70%.
• Real-time order status: The status of the order gets updated which was a new feature that helped in increasing efficiency by 30% and decreased calls from customers for their order status to the Brand supplier.
• Real-time inventory status: An automated inventory helps suppliers in getting real insights into the.
• Automated Custom Taxation: Our automation helped vendors receive real-time updates on taxation terms and amounts, resulting in increasing financial accuracy and a substantial reduction in manual errors.

Platform/Technology

• Frontend: Angular 13 and other third-party components
• Backend: Microsoft ASP.NET Core 3.1
• Database: MongoDB
• Programming Language: C#

Conclusion

Seamless Integration

The integrated solution facilitated smooth data flow between Digital Cubes’ e-commerce platform and the accounting/ERP systems (QuickBooks Online, QuickBooks Desktop, and Oracle NetSuite), ensuring efficient order management and communication with suppliers.

Timely Deliveries

The project was completed within the agreed timelines for each integration phase, enabling Digital Cubes to meet supplier deadlines and onboard new suppliers promptly.

By leveraging expertise in custom multiple-accounting integration services and following an Agile approach, our dedicated accounting and ERP Integration programmers successfully integrated Digital Cubes’ Order Management System with QuickBooks Online, QuickBooks Desktop, and Oracle NetSuite.

The seamless integration helped enable streamlined operations, efficient order processing, and improved communication with suppliers.

The timely deliveries showcased Satva Solutions’s commitment to meeting client requirements, ultimately assisting Digital Cubes in achieving its operational goals.