Portals for QuickBooks
Are you a QuickBooks user and looking to provide your business customers or vendors with a 24/7 self-service online portal solution? Did you think an enterprise grade extranet platform was out of your reach? What if there was an option to leverage what you already own to share content and data directly from QuickBooks? That is exactly what DynamicPoint has accomplished. We have brought together QuickBooks, Office 365, and lastly, our SharePoint Portal app to provide an extensible Office 365 SharePoint based business-to-business (B2B) portal solution to share data, reports, and enable business automation with full compatibility to QuickBooks.
What are QuickBooks Portal Examples?
A QuickBooks portal allows your customers or vendors to interact with content that you have shared with them. This may include files, videos, events, or information from QuickBooks.
Here are some common examples:
SharePoint Portal Working with QuickBooks
| Customer Portal | Vendor Portal |
| QuickBooks Sales Orders | QuickBooks Purchase Orders |
| QuickBooks Service Cases | QuickBooks Shipments |
| QuickBooks Customer Invoices | QuickBooks Vendor Invoices |
| QuickBooks Customer Inventory | QuickBooks Supplier Inventory |
How does DynamicPoint’s SharePoint Portal work with QuickBooks?
DynamicPoint’s approach is to fully support QuickBooks as the accounting system of record. We query all data directly from the application, as well as include the ability to edit or create transactions. There are no syncs or data being moved from one system to the other. We instead use live integration to deliver seamless QuickBooks compatibility.
Want to learn more?
Check out our recent demo videos, view product details or schedule a 1:1 product demonstration.