OpenSync

Bi-directional synchronization between QuickBooks and an external database

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OpenSync

4.55 out of 5
(11 customer reviews)

$299.00$499.00

OpenSync is a server based QuickBooks integration designed to perform a QuickBooks sync to and from an external database including Microsoft Access, MS SQL Server, MySQL, or Oracle.  This provides a platform for building highly scalable applications that integrate with QuickBooks.  Applications for this replication engine include web site integration, custom report generation and publishing, time tracking applications and Microsoft SharePoint integration.

Click here for a brief video demonstration.

If you want to get a feel for the database that OpenSync creates and maintains for you, click here to download a populated sample database (in Microsoft Access .MDB format).

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  • Bi-directional QuickBooks Synchronization
  • Automated Memorized Report Extraction to Database Tables
  • Synchronize with MS Access, Microsoft SQLServer, MySQL, and Oracle databases
  • Sync multiple QuickBooks files to individual databases
  • Automated background operation
  • Robust diagnostics and support services
  • Easy to use wizard interface for configuration
  • Integrated database browser
  • An effortless QODBC alternative
  • Import transactions into QuickBooks with ease

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Product Description

Bi-directional QuickBooks Sync Made Easy

With the OpenSync QuickBooks sync solution, you can avoid the overhead of learning the QuickBooks API and use standard database tools to read and update QuickBooks data. Performance bottlenecks inherent in the QuickBooks QODBC driver and the QuickBooks Web Connector are eliminated since the sync technology enables you to run your application against a true database server. Forget about import and export tools, OpenSync provides near real time database synchronization with QuickBooks.

It also provides the ability to perform a QuickBooks sync with multiple company files with multiple external Access, SQL Server, MySQL and Oracle databases. Changes made in QuickBooks are automatically synchronized to the external database and changes marked in the database are automatically synchronized back to QuickBooks. In addition, memorized reports can be scheduled for automatic extraction to database tables.

OpenSync defines three fundamental concepts to support its operation. These are company files, databases, and tasks. Company files are QuickBooks company files and these must be configured within OpenSync. Databases are either Access, SQL Server, MySQL or Oracle databases loaded with the OpenSync schema. A task is the fundamental unit of work. Each task defines a company file, a database, an operation, and scheduling information. OpenSync’s sync operation is defined by the configured tasks.

QuickBooks sync tasks can be run either interactively through the OpenSync configuration program or in the background by the OpenSync background processing service. The OpenSync service can be configured to run even without having to log on to the machine and can be controlled through the configuration program.

Click here for a brief video demonstration.

If you want to get a feel for the database that OpenSync creates and maintains for you, click here to download a populated sample database (in Microsoft Access .MDB format).

Note: If you’re having issues syncing data back to QuickBooks, make sure the STATUS column of your parent record is set to ADD or UPDATE.

Additional Information

Supported QuickBooks Versions

QuickBooks 2004-2014 Pro, Premiere, and Enterprise

Database Support

Microsoft Access, SQL Server, MySQL, and Oracle

FAQ


99.5% of the time it’s because you didn’t set the STATUS column to ADD or UPDATE. The former is for creating new records in QuickBooks the latter for modifying existing.


Yes, by configuring the OpenSync service to run at system startup there is no need to have a user logged onto the server.


Yes, OpenSync support the Canadian, UK, and Australian versions of QuickBooks.


Yes. OpenSync only requires an ODBC connection to the database server.


This indicates that you do not have the ODBC driver for your database server installed.


Yes, as long as you can establish an ODBC connection to the database server OpenSync will work with it.


Absolutely. A help doc is packaged with the application however you can also view an updated PDF of it here

4.55 out of 5

11 reviews for OpenSync

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  1. gjorge
    5 out of 5

    (verified owner):

    I provide BI-self service to small and medium businesses. For a lot of these companies, Quickbooks is the main system to store all type of information. The fact that OpenSync retrieves very much the entire Quickbooks database has been a game changer for my clients. The information we have extract has provided a new insight into how to run and grow their business. In addition to its query capabilities, its ability to connect to SQL, Access are seamless and easy to use. OpenSync is an amazing ETL tool that brings value to my clients from the beginning. 1000% ROI

    Jorge G- Principal
    Vermis Analytics
    http://www.vermishs.com

  2. Rich
    5 out of 5

    :

    I have been experimenting with this software for a number of weeks for a client of mine. Their needs are fairly minimal, mostly automatically processing Timecard data from a custom Access DB I wrote for them. But the ability to query the entire QuickBooks database is a HUGE deal. They have tried for years to find a way to get a specific report out of QuickBooks, only to be told by accountants and QB Advisors that it was not possible. With OpenSync, I was able to build the query for them live, as they described what they were looking for. It took about 5 minutes! They were floored!

    I agree with another poster (ScottWoods) that there will be a lot of little loose ends to manage to make this system work, but I have never come across anything as easy to work with as this. As for support, I have seen it go both ways. One request went unanswered for a week or more. But since then, I have enjoyed stellar response times to all of my inquiries. I even got to speak with one of the guys live.

    This is exactly the kind of product and company I want to work with.

    Rich Powers
    Owner
    The PC Help Desk, Inc.
    http://www.thepchelpdesk.com

  3. Shaan Mehta
    5 out of 5

    (verified owner):

    Awesome. Tom and Ryan were super helpful. It just works. I’m still getting the hang of it and am just using to to pull data from quickbooks right now, but it is pretty awesome. We are going to connect via ODBC to Amazon Web Services and it will make my life so much easier. Right now we just connect to a local access file and my book keeper is in heaven. I definately recommend!

  4. Rod Dingle
    5 out of 5

    (verified owner):

    After a brief evaluation, I have found this solution very easy to use. The developers have taken an incredibly cautious approach. If you want to use the data for reporting purposes then I do not see any risk. If, however, you are wanting to write changes back to the Quickbooks database one must be very cautious. A lot of analysis should be done to ensure that you are making changes to all the necessary tables in the database. This is not an indictment.
    Synergration have developed an excellent tool. Well done guys.

  5. Jack Lai
    4 out of 5

    (verified owner):

    Our accounting staff decided to use Quickbooks as our accounting software. So I have to determine if we can communicate and import certain data into Quickbooks from our existing database server. I looked at the Quickbooks SDK and found that not only was it quite tedious to develop but also its slowness in performance by other users experience. The SDK is not worth the time unless you absolutely need it for some reason.

    Then I located a few data integration tools and OpenSync. 2 other tools did not allow for trial. I just had to trust them, they said, which I don’t think I would. I downloaded and tested Synergration’s Accessbook and OpenSync. At the beginning I was quite worry about their technical support. Their forums were full of unanswered questions, some were ignored more than a month. All software has bugs. Technical support is a must.

    I started testing OpenSync with Quickbooks integration. The OpenSync documentation was far from good. I had to try by guessing the meaning of the error messages after a failed sync operation. I had to deduce which database field could be left empty by their name when adding/updating a record. Essentially, it was a trial and error process. After nearly a month, I am quite confident that OpenSync is robust enough for our operations. I still have to wait and see how OpenSync perform when we have tons of real records loaded into Quickbooks, but from other user comments I think it would be good enough.

    The good thing about OpenSync is that it is bidirectional. How you intend to use the data is entirely yours. If you are already familiar with database programming, OpenSync is a way better tool than Quickbooks SDK development. If you have another company database storing other business operational data and need integration with Quickbooks data in certain parts for accounting purposes, OpenSync is a must-have tool which save you time and money.

    I could complain about the documentation, but then with that price I could not ask for more. After lot of testing and you have familiarized yourself with Quickbooks data field naming conventions, you should know how the fields are related and the rest will be just routine. I probably will visit the OpenSync forum to make it a users-helping-users platform, which is in great needs.

  6. trey james
    5 out of 5

    (verified owner):

    We too have been **attempting** to use QODBC. After 26 pages of config, troubleshooting, support calls, we were frustrated to find that the product was consistently unstable. A friend recommended we try OpenSync. I watched the how-to video and was running with the eval license of OpenSync in 10 min. Stable.. seamless. Love it! Good work guys.

    Trey

  7. Dan Jeppson
    5 out of 5

    (verified owner):

    We’ve been using QODBC and custom capture jobs to extract data to a reporting database in SQL Server. This was VERY clunky, with the background hooks to QuickBooks often hanging and blocking the processes from completing. This solution has become unwieldy as the QuickBooks database has grown, and no longer works for us.

    When initially trying OpenSync, the setups were very easy to figure out (without having to look at documentation) and in about 10 minutes I had configured reporting databases for 2 QuickBooks companies, configured the Company Files, and set up tasks for refreshing the data we needed.

    The initial population pass was about the same speed as QODBC, but there the followup refreshes are wonderfully fast! (It doesn’t have to reprocess the ENTIRE data set–it only looks at changes or additions, so the refreshes take seconds where our QODBC solution took 10-30 minutes to complete each time.)

    Based on the ease of setup, the accuracy and speed of refreshes, the need to not have multiple scripts and integration points to troubleshoot, and the ability to synchronize MULTIPLE companies to a report server makes this tool EXACTLY what we need!

  8. Patrick Reiner
    4 out of 5

    (verified owner):

    This is the best and easiest way I have found to get my data out of quickbooks. Software is great if it works, however could be a lot more robust in my opinion.

    For example:
    * Sometimes the sync process can take a long time for unexplained reasons.
    * I’ve tried updating data in the database (for example, assigning a job to a new customer) and when updating quickbooks it doesn’t show an error but doesn’t complete the reassignment.
    * Sometime I run a refresh and it gets hung up on a single customer and crashes. Sometimes when I run it again, it works. Other times it keeps doing it until I complete re-populate my database, then it works.

    Support is slow and not always helpful. Sometimes yes, but for example my last support inquiry was over 2 weeks ago without a response (yet).

    Overall, I would recommend this product if you are okay with it bugging out on you from time to time. I am however confident that it won’t damage my quickbooks data, so worst case scenario I just need to repopulate my database, which is no biggie. Like I said, I haven’t found anything better so as far as I know this is as good as it gets!

  9. sendy stern
    5 out of 5

    (verified owner):

    The best to to sync data from quick books. Works great with out any issues. We use this tool with QB enterprise 2014. Company size is close to 8 GB.

  10. ScottWoods
    4 out of 5

    (verified owner):

    In many regards, OpenSync is a brilliant universal tool for getting data in and out of Quickbooks. The use of a relational database as the API means that it can interface with a broad variety of software with very little effort at the interface level.

    That said, the dependencies between the tables and the timing of the synchronization can be difficult to manage, so you may wind up with increased internal logic to deal with these issues. The complexity of the Quickbooks API means that you’ll likely be juggling many different tables and attributes, with relationships that are not completely clear. And it’s often difficult to determine what’s causing errors during development — the SQL API is both incredibly decoupled and somewhat awkward and limiting at the same time. It’s a big tradeoff.

    Likewise, it seems to be important to not update the database while OpenSync is running, otherwise data can be lost. This global synchronization can be difficult to manage on some applications.

    It’s also good to go into this with the expectation that Synergration will not be able to provide the same level of support as a larger company. It’s true that sometimes their support has a long turnaround time, or that they won’t help you solve every problem. You’re not on your own, but you’re not going to get attentive hand-holding or 100% follow through either.

    So on the one hand, the use of a database allows for an extremely flexible way to interface with Quickbooks. The downside is that this is often awkward and error prone. You’ll have to weigh these trade-offs based on your own architecture / platform.

    In our case, we were connecting a Ruby on Rails application running on Linux with a Quickbooks Enterprise installation running on a Windows Server. Those two platforms are worlds apart, so the benefits of a universal interface via a standard database were worth the operational / development / support tradeoffs for us. It’s been fairly tricky at times because we have a reasonably high level of integration and syncrhonization between the two apps. But we’ve been in production for multiple years with OpenSync, and it allowed us to do so despite the diverse platforms.


    Scott Woods
    West Arete
    http://westarete.com/

  11. sknight@rabcousa.com
    3 out of 5

    (verified owner):

    Software does have bugs v1 database does not have all the tables and feilds needed to run v2. Paid email support is slow to respond.

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