Plano based Computer/IT Training Company

The Challenge

We are Plano-based IT Company and have more than 650 different classes that we deliver in-person or online to corporations, government agencies, and universities. We track all these classes and provide separate corporate and government pricing. Our controller doesn’t have to manually enter each class into the system.

The Solution

We wrote some custom code for our in-house engagement management system. After configuring the Dancing Numbers Importer tool, we properly imported this data into QuickBooks. We were able to update classes with new pricing and edit old classes.

Company Impact

Our controller no longer spends 5 hours adding 45 new classes to QuickBooks. Now, she can download a CSV from our internal system and import it into QuickBooks using Dancing Numbers Importer in less than 9 minutes. Syncing price changes between the internal system and QuickBooks is especially fantastic. Previously, we would always miss a few entries and spend lots of extra time fixing the mistakes later on when syncing happened.

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