QuickBooks Desktop Connector for a Media-Buying & Planning software

The Client

Our client is a U.S.-based company that owns a leading software platform for media-buying and planning. This web-based program is designed to organize, schedule, and report on media buys across a wide range of channels, including broadcast TV, cable TV, radio, outdoor, print, and digital media.

The Challenge

The client faced a challenge in integrating their media-buying and planning software with QuickBooks Desktop. They needed a reliable, automated solution to eliminate the manual data entry of invoices into QuickBooks, saving time and reducing errors.

The Solution

Satva Solutions was selected as a trusted QuickBooks Technology partner to deliver a middleware that connected the media-buying & planning software invoices to QuickBooks Desktop with the help of a cloud-based custom QuickBooks Desktop Web Connector. The solution leveraged an efficient and scalable integration.

To deliver the best possible solution, our team worked closely with the client’s stakeholders, guiding them through:

• Requirement gathering: Understanding both business and technology needs.
• Business & technology consulting: Recommending the best-fit solution.
• Development: Building a custom QuickBooks Desktop web connector.
• Quality assurance: Ensuring a seamless integration.
• Cloud hosting: Utilizing Microsoft Azure for scalable cloud-based access, so that end users could operate the connector from their desktops or laptops.

Project Scope

• One-way invoice synchronization: Automatically syncing invoice data from the media-buying software to QuickBooks Desktop.
• Cloud-based scalable QuickBooks Desktop web connector: A scalable solution hosted on Azure that can manage varying volumes of data.
• Multi-tenancy: Supporting multiple clients with unique environments in a single solution.
• Log management & retry facility: Detailed logging and the ability to manually retry failed synchronization attempts.

Results (For end client)

• No more manual data entry: The automation eliminated the need for manual invoice entries into QuickBooks.
• Real-time data sync: Ensured that data between the media-planning software and QuickBooks Desktop was always up to date.
• Increased accuracy: Reduced human intervention, resulting in fewer errors.
• Time savings: The automated sync significantly reduced redundancy, allowing teams to focus on more critical tasks.

Results (For Clients)

• Enhanced product offering: A valuable new feature was added to the media-buying software, providing integration with QuickBooks Desktop.
• Increased value proposition: The client can now deliver more value to their existing and potential customers who use QuickBooks Desktop, enhancing their competitive edge in the market.

Platform/Technology

• Frontend: Microsoft Asp.net MVC, jQuery
• Backend/Infrastructure: Azure scalable cloud service, blog storage, service bus,
• Programming language: C#

Need Custom QuickBooks Integration? Contact Us!

If your business requires a tailored QuickBooks integration, whether for QuickBooks Desktop or Online, contact Satva Solutions today to explore how we can develop the perfect solution for your needs.