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Keeping your Accountant happy
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Shawn Cheatham  
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 More options May 15, 1:34 pm
From: Shawn Cheatham <shaw...@gmail.com>
Date: Thu, 15 May 2008 10:34:38 -0700 (PDT)
Local: Thurs, May 15 2008 1:34 pm
Subject: Keeping your Accountant happy
I'm preparing to build a new subscription app and was wondering how
everyone is keeping their Accountant happy. I haven't finalized the
payment gateway, so there's still some flexibility in my approach.

Curious to hear if anyone has managed to integrate/sync Quickbooks (or
the like) or if the standard is a file import from the merchant/
gateway.


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Robby Russell  
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 More options May 15, 1:44 pm
From: Robby Russell <ro...@planetargon.com>
Date: Thu, 15 May 2008 10:44:53 -0700
Local: Thurs, May 15 2008 1:44 pm
Subject: Re: [rails-business] Keeping your Accountant happy

On May 15, 2008, at 10:34 AM, Shawn Cheatham wrote:

> I'm preparing to build a new subscription app and was wondering how
> everyone is keeping their Accountant happy. I haven't finalized the
> payment gateway, so there's still some flexibility in my approach.

> Curious to hear if anyone has managed to integrate/sync Quickbooks (or
> the like) or if the standard is a file import from the merchant/
> gateway.

Most merchant gateways provide Quickbooks exports, so we generally  
just go that route. If we supply enough information to the payment  
gateway than we don't need to try and reinvent the wheel and build our  
own QB friendly files.

Robby

--
Robby Russell
Founder and Executive Director

PLANET ARGON, LLC
Design, Development, and Hosting with Ruby on Rails

http://www.planetargon.com/
http://www.robbyonrails.com/
aim: planetargon

+1 503 445 2457
+1 877 55 ARGON [toll free]
+1 815 642 4068 [fax]


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Brian Ketelsen  
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 More options May 15, 1:45 pm
From: "Brian Ketelsen" <bketel...@gmail.com>
Date: Thu, 15 May 2008 13:45:25 -0400
Local: Thurs, May 15 2008 1:45 pm
Subject: Re: [rails-business] Keeping your Accountant happy

It doesn't answer your question in any way - but I'd recommend buying the
RailsKit for Software as a Service from Ben Curtis.  It's $250 well spent on
billing/gateway code that has been well tested.  I'm using it for a site in
production now quite happily.  RailsKits.com has the details - and the
earlier you purchase, the less integration you'll have to do with existing
development work.

How's that for an unsolicited chunk of advice?

(I'm just a customer of Ben's this is an unsolicited endorsement)

Brian
http://www.brianketelsen.com

On Thu, May 15, 2008 at 1:34 PM, Shawn Cheatham <shaw...@gmail.com> wrote:

> I'm preparing to build a new subscription app and was wondering how
> everyone is keeping their Accountant happy. I haven't finalized the
> payment gateway, so there's still some flexibility in my approach.

> Curious to hear if anyone has managed to integrate/sync Quickbooks (or
> the like) or if the standard is a file import from the merchant/
> gateway.

--

----
Brian Ketelsen
bketelsen <at> gmail <dot> com


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cainlevy  
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 More options May 15, 2:05 pm
From: cainlevy <cainl...@gmail.com>
Date: Thu, 15 May 2008 11:05:02 -0700
Local: Thurs, May 15 2008 2:05 pm
Subject: Re: [rails-business] Re: Keeping your Accountant happy

I've also been working on a plugin to help with subscriptions. It's not a
complete package like RailsKit's SaaS, and it's seen less production use,
but it should also work with an existing Rails app. See
http://github.com/cainlevy/freemium for more.

-Lance

On Thu, May 15, 2008 at 10:45 AM, Brian Ketelsen <bketel...@gmail.com>
wrote:

--
rails blog: http://codelevy.com
co-founder: http://uservoice.com

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Benjamin Curtis  
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 More options May 15, 2:07 pm
From: Benjamin Curtis <benjamin.cur...@gmail.com>
Date: Thu, 15 May 2008 11:07:47 -0700
Local: Thurs, May 15 2008 2:07 pm
Subject: Re: [rails-business] Re: Keeping your Accountant happy
Thanks, Brian!

To echo Robby's email, Braintree (the gateway used with the SaaS Rails  
Kit) has Quickbooks export, and I pass to BT the address info  
collected during account creation, so all the work may be done for  
you. :)

----
Benjamin Curtis
http://railskits.com/ - Ready-made Rails code
http://catchthebest.com/ - Team-powered recruiting
http://www.bencurtis.com/ - Personal blog

On May 15, 2008, at 10:45 AM, Brian Ketelsen wrote:


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Shawn Cheatham  
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 More options May 15, 5:58 pm
From: Shawn Cheatham <shaw...@gmail.com>
Date: Thu, 15 May 2008 14:58:05 -0700 (PDT)
Local: Thurs, May 15 2008 5:58 pm
Subject: Re: Keeping your Accountant happy
Good to hear I'm not totally off my head!

I guess the export isn't such a bad route but the thought of going
manual (in most cases) isn't very attractive. On the other hand, maybe
I'm over thinking it...

******Off topic*****
I've been trolling your blogs so closely over the past 2 months that
it's kind of erie seeing you post to my inquiry - thanks for all the
info in this thread and elsewhere:o)

The RailsKit+BT+Query combo seems interesting...just haven't been able
to get over the price tag

Freemium I only stumbled across yesterday, so it deserves a bit more
investigation.

Thanks for the posts - keep up the good work!

-Shawn

On May 15, 1:07 pm, Benjamin Curtis <benjamin.cur...@gmail.com> wrote:


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Robby Russell  
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 More options May 15, 6:06 pm
From: "Robby Russell" <ro...@planetargon.com>
Date: Thu, 15 May 2008 15:06:36 -0700
Local: Thurs, May 15 2008 6:06 pm
Subject: Re: [rails-business] Re: Keeping your Accountant happy

On Thu, May 15, 2008 at 2:58 PM, Shawn Cheatham <shaw...@gmail.com> wrote:

> Good to hear I'm not totally off my head!

> I guess the export isn't such a bad route but the thought of going
> manual (in most cases) isn't very attractive. On the other hand, maybe
> I'm over thinking it...

Accountants are used to doing a lot of things manual... it's part of
their job to verify numbers. I'd suggest that they just schedule 1-2
times a month to run an export/import process.

Cheers,
Robby


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