Several times a month Fortium Partners have to run a complex billing procedure to issue and send invoices to their clients and partners using QuickBooks Online. To form the invoice in QuickBooks Online, the partners' data with their time and timekeeping needs to be loaded to QuickBooks Online from the local MySQL database. After the invoice is paid by the client, this data should move back to the MySQL database and complement the data in it.
The challenge was to execute all this work (actually sync data between MySQL and QuickBooks Online) without spending time and money on writing custom code.
We are not able to issue invoices directly within QuickBooks Online because the data which determine how the invoice will look is stored locally, and doesn’t exist in QuickBooks Online. So I download the timekeeping data, we do a lot of queries and some stored procedures, then I generate some local data based on the timekeeping data and then I update the data in QuickBooks to kind of link back to. After that, I create invoices in QuickBooks and add special fields to link back to another database."