Excel Dashboard VBA & Quickbooks Online API Integration

$30.00-$100.00/小时

$30.00-$100.00/小时 Upwork Technology & Programming Overseas
837 days ago

Description

I am needing a skilled individual to assist and implement an API automation between an Excel based VBA macro and QuickBooks Online (QBO). I run a small business that does custom carpentry and have developed an in house, excel based, work management system (WMS). There is nothing particularly complex with my system as it is just a custom user form tied to a VBA macro that places user input information within a spreadsheet, and copies/pastes/renames a template folder for project files. I also use QBO for my accounting and payroll tracking. I am currently having to re-enter this information within QBO to create the project. I would like to leverage the API capabilities of QBO to automate the project creation using the backend data already entered in the Excel WMS. I intend this scope of work to be a ~30 minute digital meeting to review the workflow & needs. I then see the individual working (~1-3 hours?) to complete this integration & testing offline, followed with another ~30 minute meeting to review and wrap up. I could see this scope moderately expanding as needed to further improve the WMS based on the individual's recommendations. See the attached PNG file that shows some screenshots that should provide context. Thanks in advance, and let me know if you have any questions.

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