I use a SaaS product called Autotask that creates dispatch tickets for my techs. The tech then enters all the time they spend working on each ticket. At the end of the month, Autotask creates an invoice based upon all the tickets worked during the month.
Autotask can then export the data directly into Quickbooks. The problem is that it is not formatted properly and doesn't include all of the original ticket info.
Autotask has another option that exports the invoice data as raw XML that can be imported into any program. This XML data contains all of the info I need. However, Quickbooks doesn't natively import XML data.
I need a coder to create a process that will allow me to import XML data directly into Quickbooks. I believe that the Quickbooks SDK will allow this.
Attached is a zip file that contains a sample AutoTask to XML export file. There is no AutoTask to Quickbooks export file as the program uses an ActiveX control to communicate with QB direct.
I have also included a couple of other reference files:
(1) The sample XML file contains information for 3 separate invoices
(2) Each JPG file shows a screenshot of my Quickbooks with the appropriate XML info in the correct position
(3) Each PDF file shows a sample of the finished invoice as it should look when sent from Quickbooks.
As you can see, you will have to add some additional text on your own:
For example: looking at Invoice #08-1240 you can see that I would like the time entries grouped by Ticket Number. Your script/program would need to add the text "Ticket Number:" folowed by a "space" and then the value of "task_or_ticket_number" as found in the XML file. This would be followed by a " - " and then the value of "task_or_ticket_title"
Also, this entire process does NOT need to be automated. Here are the steps I would like to follow:
(1) Open an invoice in Quickbooks (perhaps using memorized transaction)
(2) Click on a "custom" menu item, select the XML file
(3) Be presented with a list of "invoice_item" selections (pulled from the XML file)
(4) Click on a "checkbox" to select the appropriate ticket number
(5) Click on OK and have the script/program populate the open invoice with the appropriate items
This would give me control over the order in which I put items into my Quickbooks invoice.
I would also want:
1) Complete and fully-functional working program(s) in executable form as well as complete source code of all work done.
2) Deliverables must be in ready-to-run condition, as follows (depending on the nature of the deliverables):
a) For web sites or other server-side deliverables intended to only ever exist in one place in the Buyer's environment--Deliverables must be installed by the Seller in ready-to-run condition in the Buyer's environment.
b) For all others including desktop software or software the buyer intends to distribute: A software installation package that will install the software in ready-to-run condition on the platform(s) specified in this bid request.
3) All deliverables will be considered "work made for hire" under U.S. Copyright law. Buyer will receive exclusive and complete copyrights to all work purchased. (No GPL, GNU, 3rd party components, etc. unless all copyright ramifications are explained AND AGREED TO by the buyer on the site per the coder's Seller Legal Agreement).
This program would need to run under Windows XP (Home & Pro) with SP2 or SP3 & Internet Explorer 7.0+. It would also need to run under Vista (Home & Business) with SP1.