With their customer base rapidly expanding, the agency’s accounting overhead was ballooning, too…so they asked Island Technologies to help them streamline their document workflows by integrating their FileMaker system with QuickBooks.
Among the integration functionality Island Technologies delivered is the ability to transfer customers from their FileMaker database directly into QuickBooks, as well as to query and sync existing customer data from QuickBooks back into their FileMaker database.
Island Technologies also provided integration support to allow the agency to easily transfer estimates and invoices from their FileMaker system into QuickBooks…they can even modify existing QuickBooks estimates and invoices from within their FileMaker system.
With the addition of these new features to our client’s billing database, Island Technologies has been able to help them save time and eliminate redundant entries in their systems, thereby reducing data entry errors and increasing productivity.
Here at Island, we’re excited to help our customers simplify and automate their business processes, and we’re always on the lookout for new ways to increase efficiency!
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