Integrating with the Accounting System

A really important part of building a web app is determing how billing/invoicing will work, and how that integrates with your accounting software. We use QuickBooks so we have to integrate DropSend and Amigo with it.
The above photo is Nick (our accountant), Mo (our bookkeeper) and me talking about how Amigo invoices and payments will be imported into QuickBooks. Here’s how we’re going to do it:
- Amigo uses the Secure Trading API to charge Advertiser’s credit card
- Amigo sends out HTML email invoices to Advertisers
- Amigo spits out invoice data to an Excel sheet which is automatically emailed to our bookkeeper
- Our bookkeeper uses a custom program (written in VB) that imports that Excel sheet and creates invoices in QuickBooks
- Amigo uses the Paypal API to pay the newsletter owners
- Our bookkeeper logs into Paypal and downloads the record of transactions in Excel format
- Our bookkeeper uses a custom program (written in VB) that imports that Excel sheet and creates receipts in QuickBooks