At Intuit we’re passionate about delighting our customers. In fact, we call the guiding principles for how we innovate at Intuit Design for Delight. One of the guiding principles of Design for Delight is deep customer empathy. We believe we gain empathy by observing people where and when they’re experiencing challenges so we can make informed decisions when addressing those challenges.
As it turns out, the QuickBooks integration with Rightworks, Transaction Pro, was developed by a company that shares our customer-first mindset. We learned from Rightworks Product Marketing Manager Jesika Bethea that her company’s core values focus on customer-centricity, innovation, and community engagement.
She explains that Rightworks “strives to build relationships within the accounting and SMB spaces by understanding the unique needs of these customers and delivering tailored solutions such as Transaction Pro.”
Transaction Pro was one of the first data export and delete tools for QuickBooks Online. It’s also one of the most highly rated applications in the QuickBooks App Store. To learn more about this popular app, we sat down with Jesika and Rightworks Software Engineer Vikram Bahl. We found out how Transaction Pro works and how it keeps exceeding customer expectations. We also learned more about the team’s experience working on the QuickBooks development platform.
History of serving QuickBooks customers
For more than 15 years, Transaction Pro has empowered accounting firms and businesses to seamlessly transfer transactions and lists in and out of QuickBooks.
Transaction Pro eliminates the need for manual data entry and ensures the smooth transfer and management of data during the import, export, and deletion processes between QuickBooks and external sources. This ensures each customer’s financial records are precise and trustworthy.
Additionally, Transaction Pro:
- Supports a wide range of data types and sources, including third-party applications and Excel, making it versatile for a diverse set of business needs.
- Helps keep data updated accurately, facilitating easier and more insightful reporting and analysis within QuickBooks Online.
- Supports businesses of all sizes, enabling users to scale their operations effortlessly as their business grows.
- Features an intuitive interface that is easy to navigate, making it accessible to users with limited technical expertise.
- Provides a dedicated support team ready to assist with any queries or challenges, ensuring a smooth and reliable user experience.
“We focus on ensuring that Transaction Pro and our services not only meet but exceed customer expectations. Our dedicated customer support team plays a crucial role in resolving issues promptly, which enhances the overall customer experience,” Jesika reveals.
She also says, “Listening to customer feedback is vital for our continuous improvement. We actively use reviews to identify areas for enhancement, ensuring our offerings remain aligned with customer needs. We maintain transparency and build trust through open communication by engaging with customers on reviews in the QuickBooks App Store.”
Transaction Pro has close to 500 five-star reviews on the QuickBooks App Store. Here’s just one example: “Transaction Pro was a beautiful fix for my need to import payroll data from a third-party provider into QB Online. The app worked well and when I needed to speak to someone, Customer Service was outstanding and assisted me in fixing the issue I had prior to importing.”
Working with the QuickBooks development platform and team
Having been on the QuickBooks platform for years, the Transaction Pro team says the platform offers the tools and resources to help any QuickBooks Online app developer facilitate their process. Vikram shared that his experience has been overwhelmingly positive. He told us that the Intuit Developer portal is “an invaluable resource, providing access to a wide range of tools and documentation that streamline the development process.”
Another standout resource for Vikram is the API Explorer from Intuit. “This tool enables us to experiment with API calls in a controlled environment, making it easier to understand the capabilities and limitations of an API.”
For Transaction Pro, the QuickBooks Accounting APIs facilitate a range of data management functions, including importing, exporting, and deleting various transaction and list types. The team’s approach to system design and architecture is rooted in their deep understanding of the Intuit APIs.
Vikram adds, “We start by thoroughly analyzing the capabilities of an API to make sure our application aligns seamlessly with its functions. After that, we design the user interface and user experience to fit specific needs for importing, exporting, and deleting data. We focus on facilitating smooth interactions for each transaction or list type. “This ensures our architecture supports optimal API integration and a positive user experience.”
This is reinforced by ensuring high availability and reliability of the app—and ensuring scalability—by employing a model that supports asynchronous processing for data import, export, and delete requests.
If there are any API or auth errors, Vikram explains they have a protocol to regularly update their knowledge base portal and keep multiple support avenues open to address any concerns. If there are any business validation errors during a data sync, Vikram says they show users a clear, visual indication of the error. This helps users understand what went wrong and where to focus.
Specifically, Transaction Pro:
- Offers links to its knowledge base portal directly from the error notification. These links guide users to relevant articles that explain the error in detail and provide step-by-step instructions for resolving the issue.
- Continuously updates its knowledge base and training materials based on feedback and emerging issues. This ensures that resources remain current and are effective in helping users resolve errors.
- Recognizes the importance of timely assistance with expanded support hours and communication channels. In addition to email and chat, phone support is offered so customers can speak directly with a support team for immediate help.
The Rightworks team found the app publishing and listing process from Intuit to be as smooth and efficient as the development process.
“Our experience with the publishing and listing process for the QuickBooks marketplace was straightforward and user-friendly,” Jesika says. “The step-by-step instructions provided were clear and intuitive, which streamlined market availability. Intuit also offered helpful guidelines to make sure we met the necessary criteria for a successful launch. Overall, we found the process enhanced the likelihood of a smooth and successful app launch.”
Moving forward with QuickBooks Online
Transaction Pro optimizes data management processes for its customers, making the movement of important data efficient, accurate, and cost-effective.
Says Vikram, “Our journey through the app development process was exceptionally smooth, thanks largely to the comprehensive resources provided by Intuit. The API documentation and API Explorer were invaluable tools that guided us at every step. Whenever we faced challenges, the responsive Developer Support team and the collaborative communities within the Intuit Developer forums were always ready to assist.”
We look forward to continuing our valuable, long-standing partnership with Intuit as we work together to make sure every Transaction Pro customer succeeds.
At Intuit, we’re always looking for innovative apps that can address the needs of the QuickBooks community. Our step-by-step guide makes listing your app on the QuickBooks App Store easy.