Our Quickbooks desktop software is hosted on Rightworks. Please ensure your solution can integrate with Rightworks. Please advise on the appropriate M365 plan (if applicable) and any additional licensing required.
Dashboards and reporting
Features:
• Data synchronization from QuickBooks Desktop, with files hosted in the cloud (Rightworks)
• Requires 6-7 dashboards, mostly in tables with rows and columns containing:
1. Dataset from QB Desktop
2. Calculations
3. Dataset from a spreadsheet (static)
• Weekly scheduled pushed reports from Quickbooks
Integration details:
• Quickbook: Integration with Quickbooks public API for the dashboard component.
• Possibly use the CData API Server with the ADO.Net provider for Quickbooks (or any of 200+ other ADO.net Providers) to give users the capabilities to access and update Quickbooks data in Sharepoint.
Dashboards and reporting
Features:
• Data synchronization from QuickBooks Desktop, with files hosted in the cloud (Rightworks)
• Requires 6-7 dashboards, mostly in tables with rows and columns containing:
1. Dataset from QB Desktop
2. Calculations
3. Dataset from a spreadsheet (static)
• Weekly scheduled pushed reports from Quickbooks
Integration details:
• Quickbook: Integration with Quickbooks public API for the dashboard component.
• Possibly use the CData API Server with the ADO.Net provider for Quickbooks (or any of 200+ other ADO.net Providers) to give users the capabilities to access and update Quickbooks data in Sharepoint.
Posted On: July 09, 2024 05:16 UTC
Category: Desktop Software Development
Skills:Microsoft Office SharePoint Server, Microsoft SharePoint, Microsoft SharePoint Development
Country: United States
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