I do not want to waste my time anymore about this project. If you are Indian/Pakistan dev, do not bid on this project. If you really knows about 16 types of QuickBooks API and had deep experience in it, bid with word "I can complete your project".
This is the project detail and input/export data on Excel file
If he is QuickBooks Expert, he can understand easily.
attached the Brooker report also everything in RED is what we discussed with more detail.
The platform that creates a reports so trustee can pay vendors. There is 1 trustee.
[login to view URL]
[login to view URL] Bills $ Focus tells TMS who to pay
Each Client has to be set-up initially. (sold premium and all orange data is inputted manually)
50 Vendors (need to ability to add vendors to the systems)
How many participants are in the plan each month (column B)
TMS Check Request
Distribution sheet will feed into the TMS Check Request
Reports what needs to be paid to vendor
Every month this changes (Base on #)
Needs to be downloaded into Excel Spreadsheet that can be saved and sent to client.
*API with QuickBooks
Views: Vendor and Client (Date Sort order newest first)
Add Field To Distribution Sheet Month Payable on Distribution Sheet
Notification to Broker (email notification data, (Name, Month, Premium Month, how many enrolled and payment))
List of Fields of QuickBooks
Data (The Specific Trust Account Associates with Group, Vendor Name, Amount, Date, Memo)
Bank of the Group)
User Access and Permission Levels
1. Vendors are also users or just section for admin to manage Vendors. right? just a section for admin to manage
2. Admin will enter all the Data for reports, like the payment requests and commission. yes, but the checks sent from their quickbooks account will register on this system to report.
3. Also what sort of Data we will receive from the QuickBooks API. like i said prior, just the payments made with that vendor or client
4. How does admin records the payments, will this be manual or through Payment Gateway?
The Quickbooks API
I will attach project details and excel files that can assist to help you understand project.
8 freelancere byder i gennemsnit $642 på dette job
I have two Years of professional experience in web development I have read the description and wanted to know more about the project. I am waiting for your response, sir. Regards: Yousuf Khan
1. We are experts in the Salesforce development. 2. Will provide you a quality work in your scheduled time. 3. Give us this chance and we will satisfy you for sure. 4. Thanks in advance.