Infopath 将数据存储在 Sharepoint 表单库中并将数据发送到 Quickbooks

发布于 2024-11-19 06:05:41 字数 496 浏览 3 评论 0原文

因此,我们有一个客户希望将他们使用的所有表格替换为数字版本,其中输入的数据存储在集中数据库中以进行报告。所需的主要功能之一是当将财务数据输入表单时,相关信息应在 QuickBooks 中更新。具体来说,他们希望有一个应用程序,输入存储在数据库中的捐赠/捐赠者信息,并使用Quickbooks SDK,自动更新QuickBooks中的每日存款/捐赠/等信息。

我的老板试图说服我制作一个自定义应用程序来处理整个事情,但我一直在考虑尝试向他推销 Infopath + Sharepoint 解决方案来进行表单管理。然而,我对这两者都没有任何经验,所以我不知道是否可以与 Quickbooks 进行任何类型的集成。那么,将 infopath/sharepoint 与 Quickbooks 集成是否可行,您能否给我一些提示,告诉我在哪里寻找有关如何实现它的信息。此外,雇用“SharePoint 开发人员”也是不可能的。那么,具有 Web 应用程序开发经验的 VB.Net/C# 开发人员是否能够满足解决方案所需的编程技能呢?

我对任何想法持开放态度。

So we have a client that is wanting to replace all of their forms they use with digital versions where the data entered into them are stored in a centralized database for reporting. One of the main features required is when financial data is entered into a form, the relevant information should be update in QuickBooks. Specifically, instead of filling out a donation slip, putting it into a file for a donator, bringing up Quickbooks and recording the donation they want to have an application where they enter the donation/donator info which is stored in a database and, using the Quickbooks SDK, updates the daily deposit/donations/etc info in QuickBooks automatically.

My boss is trying to convince me to make a custom application to handle the whole thing, but I've been considering trying to pitch an Infopath + Sharepoint solution to him for the form management. However, I have absolutely no experience with either, so I don't know if any kind of integration with Quickbooks would be possible. So would an integration infopath/sharepoint with Quickbooks be feasible, and can you give me tips on where to look for info on how to implement it. Also, hiring a 'SharePoint Developer' is out of the question. So would a VB.Net/C# developer who has experience with web application development be able to address the programming skills required for a solution?

I'm open to any ideas.

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小忆控 2024-11-26 06:05:41

我相信 .NET 开发人员可能可以处理这种情况。您可以在 Infopath 表单本身中编写代码,或者创建 SharePoint 工作流(使用 Visual Studio)。不过,这可能是一个相当复杂且难以维护的解决方案。

I believe a .NET developer could probably handle this situation. You could possibly write code in the Infopath forms themselves, or create SharePoint workflows (using Visual Studio). It would probably be a decently complex and hard to maintain solution though.

沒落の蓅哖 2024-11-26 06:05:41

我没有使用 Quickbooks 的经验...如果 Quickbooks 有 Web 服务来执行您感兴趣的操作,您很可能能够制作 InfoPath 表单来收集/提交数据。

单独的 InfoPath(作为 Office 的客户端应用程序部分)可能就足够了 - 您应该能够快速构建安装了 InfoPath 的原型。对于 InfoPath 表单的服务器端呈现,您需要 SharePoint Server 的企业版 - 不确定仅此任务是否足以证明购买的合理性。

I have not expirience with Quickbooks... If Quickbooks has web services to perform operations you are interested in you most likely will be able to make InfoPath form to collect/submit data.

InfoPath alone (as client application part of Office) may be enough - you should be able to quiclky prototype form you have InfoPath installed. For server side rendering of the InfoPath forms you need Enterprise edition of the SharePoint Server - not sure if this task alone would justify the purchase.

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