Through DynamicPoint’s partnership with CDATA Software, we are able to offer all of our Office 365 based applications to QuickBooks and QuickBooks Online customers. This includes all three of our products, including portal, AP invoice automation (EasyAP365) and employee expense management (EasyEXP365) Office 365 apps with full integration to QuickBooks Accounting.
CDATA Software provides DynamicPoint with adapters that allow us to connect our applications directly to QuickBooks in a supported manner without the need for custom integration. More details on CDATA adapters can be found here.
Read more about the specific product integrations below:
Customer & Vendor Portals
DynamicPoint’s Portal application allows you to add ERP and CRM data to your Office 365 SharePoint Extranet. These portals can be configured to be either customer or vendor portals depending on the target audience. Display information from QuickBooks customer records, create new orders, show invoice payment status or communicate shipping status with integration to QuickBooks Desktop or Online. With our vendor portal you can render purchase orders, manage promise to ship dates, collaborate fulfillment status or see invoice payments.Customer & Vendor Portals
EasyAP365 - Invoice Automation
The EasyAP365 invoice automation product has a two way integration with QuickBooks to query vendors, purchase orders and shipments. Depending on the invoice type, a payable transaction, PO match or shipment match transaction is created upon invoice approval.
EasyEXP365 - Employee Expense Reimbursement
Employee out of pocket and corporate credit card expenses are coded directly to QuickBooks GL accounts. Depending on the type of expense recorded, payables are created for employee payment or journal entries are written to account for corporate credit card transactions.EasyEXP365