Launched in 1992, QuickBooks has been providing companies a centralized answer for his or her accounting wants for many years. The platform has grown and altered over time, adapting to new buyer wants and offering companies with the help they should keep financially wholesome.
With the vary of QuickBooks add-ons accessible in the present day, your accounting cycle simply bought an entire lot higher. Whether or not you’re searching for enhanced doc storage or higher buyer relationship administration, QuickBooks add-ons can assist you attain your targets.
Going into 2024, there are 18 QuickBooks integrations it’s best to have in your radar:
- Nanonets
- DocuSign
- Salesforce
- HubSpot
- QuickBooks Payroll
- Receipt Financial institution (Dext)
- Fathom
- Expensify
- Chaser
- AR Accumulate
- Zoho Analytics
- Transaction Professional Importer
- Quotient
- Invoice & Pay
- eZ Credit score Card Importer
- SOS Stock
- GO Proposal
- Simply Consolidate
The Prime Add-Ons for QuickBooks On-line [1-9]
In terms of QuickBooks add-on software program, it’s necessary to separate QuickBooks On-line “QBO” from QuickBooks Desktop as a result of they work in a different way from each other. QuickBooks On-line, or QBO, is a cloud-based SaaS answer that provides customers a month-to-month subscription to entry the platform. For old-school enterprise leaders, QuickBooks Desktop has been round for many years. It’s put in domestically and solely bought as soon as.
Should you’re a QBO person, the next QuickBooks on-line apps are certain to reinforce your expertise on the platform:
1. Nanonets
Nanonets AP automation platform is your go-to answer for optimizing all accounts payable duties. It makes use of superior AI and machine studying to constantly practice its fashions and permits you to profit from automating nitty-gritty duties like bill information extraction and validation. With newfound productiveness and time-savings supplied by Nanonets, the probabilities are limitless.
What are you able to do with Nanonets and QuickBooks?
Integrating Nanonets with QuickBooks streamlines operations, decreasing errors and liberating up time on your finance groups. Synchronized information ensures AP reporting accuracy, gives key enterprise insights, and simplifies bill processing. This dynamic duo is bound to overtake your finance and accounting operate in one of the best ways attainable.
2. DocuSign
Enterprise contracts and authorized agreements don’t want a courier anymore. Getting the signatures of all events concerned was fairly the trouble, however with DocuSign, digital signatures permit offers to be constituted of anyplace on this planet. DocuSign customers can securely ship, signal, and handle necessary paperwork from any machine, too. The enterprise world strikes quick – DocuSign helps you retain up.
What are you able to do with DocuSign and QuickBooks?
No enterprise operate indicators extra contracts than accounting. Bringing collectively the benefit of finalizing authorized contracts with the strong monetary information from QuickBooks will permit your accounting and finance leaders to shut offers, supply new distributors, and safe investments from anyplace.
3. Salesforce
Salesforce now has a number of choices, however we’ll deal with the CRM capabilities that propelled the corporate to success. Utilizing Salesforce CRM, companies can monitor buyer interactions, arrange huge quantities of buyer information, and monitor a real-time gross sales forecast. Geared up with customizable dashboards and spectacular reporting capabilities, Salesforce is essentially altering how companies work together with their prospects.
What are you able to do with Salesforce and QuickBooks?
Salesforce can funnel info like contacts, alternatives, and invoices instantly into QuickBooks, eradicating the necessity for guide information entry between the 2 programs. In terms of QuickBooks add-ons, this one paints a transparent image of the client life cycle, bettering the accuracy of gross sales numbers and monetary forecasts.
4. HubSpot
With roots as a CRM instrument, HubSpot’s masterful buyer platform comes geared up with a gross sales hub, advertising and marketing hub, service hub, content material administration hub, and operations hub. For advertising and marketing and gross sales groups, HubSpot performs an integral function in understanding buyer wants, prioritizing outreach initiatives, and rising the enterprise. With HubSpot making collaboration simple, your group can foster long-lasting shopper AND colleague relationships.
What are you able to do with HubSpot and QuickBooks?
One of many solely enterprise features that isn’t already built-in into HubSpot is finance and accounting. While you pair QuickBooks On-line apps with HubSpot, you create an entire image for enterprise analytics. Think about with the ability to see how a gross sales funnel estimate became actual {dollars} or how an outreach marketing campaign introduced financially important beneficial properties to your organization. With HubSpot and QuickBooks working collectively, these actionable insights are at your fingertips.
5. QuickBooks Payroll
Though it really works routinely with QuickBooks, QuickBooks Payroll is a QuickBooks app that brings collectively payroll, HR, tax compliance, and well being advantages – every little thing it’s essential to make it by one other payroll cycle. With options like auto payroll and cell time monitoring, QuickBooks Payroll takes a load off your staff whereas making it simpler on your workers to handle their time and receives a commission accordingly.
What are you able to do with QuickBooks Payroll and QuickBooks?
When tax time comes, you’ll be so glad to have each of those instruments in your arsenal. QuickBooks Payroll will create a report that highlights up to date gross sales tax, revenue tax, and payroll tax charges. It will possibly even file your tax varieties routinely. Your groups should be paid, and also you want visibility into payroll historical past, and with QuickBooks Payroll, everybody will get what they want.
6. Receipt Financial institution (Dext)
Nonetheless coping with piles of paper receipts and outdated submitting cupboards to handle all of your paperwork? Dext Put together, previously Receipt Financial institution, makes use of information extraction instruments to drag info from enterprise receipts and invoices into insightful dashboards and reviews. Much less guide information entry and a standardized digital format for your online business paperwork? Everybody wins.
What are you able to do with Dext Put together and QuickBooks?
As soon as Dext pulls all the important thing info from the recordsdata you’re processing, it could add that information instantly into QuickBooks through the QuickBooks add-on. When your monetary information is well-organized up entrance, you’ll spend much less time within the system fixing errors and re-entering information factors. With Dext and QuickBooks, you possibly can work confidently figuring out that each final element will probably be good.
7. Fathom
Centered on a part of finance that’s too typically missed, Fathom is a powerhouse reporting instrument. Administration reporting, money circulate forecasting, and monetary evaluation modules offer you a greater have a look at the way you’re truly doing and advise you on tips on how to transfer ahead. Interactive visuals and situation testing capabilities make this platform stand out from the remainder.
What are you able to do with Fathom and QuickBooks?
This QuickBooks add-on is sort of self-explanatory. Fathom takes monetary information and different info from QuickBooks instantly, funnels that into custom-made dashboards or monetary reviews, and distributes these reviews as vital. Some QuickBooks integrations are higher than others, and Fathom was so nice that QuickBooks made it the platform’s unique reporting app.
8. Expensify
For firms massive and small, Expensify is the go-to expense administration app. It does the fundamentals like monitoring bills and importing receipts, but it surely additionally creates expense reviews, sends invoices, and gives a company card with cash-back perks. Simple to combine, Expensify works with 40+ platforms, and QuickBooks is on the high of the record.
What are you able to do with Expensify and QuickBooks?
Cease syncing information between a number of programs. Cease asking your workers to add their receipts in a number of locations. Cease manually including information to your ERP to create an entire view of your organization’s bills. As an alternative, make the most of the QuickBooks add-on with Expensify to simplify expense administration and take some administrative duties off the plates of your complete staff. Customers can categorize bills, reconcile accounts, and generate reviews all from QuickBooks.
9. Chaser
Should you aren’t accumulating buyer funds – like EDI funds or wire transfers — in a well timed method, you’re jeopardizing your liquidity and placing your online business below pointless pressure. Supporting your accounts receivable staff begins with getting the proper instruments for achievement. Chaser is a type of instruments. With Chaser, AR specialists can conduct buyer credit score checks, monitor key AR metrics like AR turnover, and even recuperate late funds from prospects.
What are you able to do with Chaser and QuickBooks?
QuickBooks by itself does have a couple of expense administration options, however they don’t even come near what’s attainable when the ability of Chaser and QuickBooks comes collectively. Chaser permits you to personalize bill reminders, monitor all cost communications, and provides a simple cost portal to your prospects.
The Prime Add-Ons for QuickBooks Desktop [10-18]
Should you’re utilizing QuickBooks Desktop, you’ll want to make use of apps for QuickBooks Desktop particularly. These QuickBooks integrations will look a bit completely different than these cast with QBO. The highest QuickBooks Desktop apps on the market in the present day are:
10. AR Accumulate
Much like Chaser, AR Accumulate is an accounts receivables instrument that makes it simple to handle money circulate. Use AR Accumulate’s e mail templates to speak along with your prospects, arrange good cost reminders, and use “Guarantees to Pay” out of your prospects to nail down your money circulate forecasting method.
What are you able to do with AR Accumulate and QuickBooks?
The connection between AR Accumulate and QuickBooks solely takes two clicks to attach. If netting is one thing that your shoppers choose, QuickBooks and AR Accumulate can help you mix a number of invoices right into a single cost reminder and cost. As soon as invoices are paid, QuickBooks will probably be up to date routinely.
11. Zoho Analytics
So, you have got tons of uncooked information and also you don’t know what to do with it? Use Zoho Analytics to transform your information units into unimaginable reviews and elevated dashboards. With a greater interface than PowerBI or Tableau, Zoho Analytics additionally has a self-service information administration mannequin and a sensible AI assistant that may do cognitive and what-if evaluation for you.
What are you able to do with Zoho Analytics and QuickBooks?
Because it’s all about changing information into insights, guaranteeing that Zoho Analytics can faucet into your QuickBooks information by QuickBooks desktop apps is the important thing to creating this product actually shine. QuickBooks’ reviews will be primary and rudimentary, however with the identical information in Zoho Analytics, the reviews turn into multi-dimensional and way more highly effective.
12. Transaction Professional Importer
A bit completely different from a lot of the instruments on this record, Transaction Professional Importer is a long-standing instrument that was designed to import, export, and delete information from QuickBooks. It makes use of Excel and CSV recordsdata to transmit the information, and companions with its customers to finish any mapping workouts. Should you use Excel as a most important enterprise instrument, Transaction Professional Importer is a must have.
What are you able to do with Transaction Professional Importer and QuickBooks?
Transaction Professional Importer was constructed for QuickBooks, which means the significance of utilizing these instruments collectively can’t be overstated. With TPI and QuickBooks, customers can save limitless maps per import sort, validate the information earlier than importing, and even create a trial stability report.
13. Quotient
All enterprise leaders know that finalizing buy orders and getting orders within the pipeline will be extra advanced than vital. Keep away from tons of back-and-forth emails, disorganized varieties, and annoyed prospects with Quotient. Quotient makes the quote course of a breeze! Clients can settle for on-line, you possibly can tailor the order kind to suit your wants, and automatic follow-ups in the reduction of on the emails. Reductions, subscriptions, and different specializations are simple to incorporate, too.
What are you able to do with Quotient and QuickBooks?
Some QuickBooks add-ons simply make sense, and that is positively certainly one of them. When built-in, Quotient can pull buyer info and real-time worth information instantly from QuickBooks. You gained’t have to leap to a different software to get the data it’s essential to ship a quote; it’ll all be proper in entrance of you.
14. Invoice & Pay
Your AR staff can log in to this on-line buyer cost portal from anyplace. With Invoice & Pay, automated invoicing, account reconciliation, and auto-payments are simpler than ever. Not solely does this software make the lives of your workers simpler, however it should additionally make your prospects happier.
What are you able to do with Invoice & Pay and QuickBooks?
While you create buyer information and invoices in QuickBooks, Invoice & Pay routinely copies them, sends invoices, automates reminders, and handles past-due notifications. Then, prospects could make funds instantly within the Invoice & Pay buyer portal. These funds will put up to QuickBooks routinely, guaranteeing you have got an up-to-date view of your transactions always.
15. eZ Credit score Card Importer
Recording bank card transactions in your accounting system could be a little bit of a headache, however with eZ Credit score Card Importer, you possibly can seamlessly add transaction batches into your programs. This instrument may even make it simpler to finish financial institution reconciliations and tax varieties.
What are you able to do with eZ Credit score Card Importer and QuickBooks?
One other instrument constructed particularly for QuickBooks, eZ Credit score Card Importer can be utilized by clicking the eZ icon inside QuickBooks. As soon as built-in, the 2 platforms will document all bank card transactions with ease.
16. SOS Stock
Even when you’ve got a producing ERP, SOS Stock will improve your stock administration, order administration, and manufacturing metrics. The appliance helps a number of places, tracks gadgets by serial quantity, and displays stock ranges intently.
What are you able to do with SOS Stock and QuickBooks?
QuickBooks doesn’t embrace information like gross sales orders, however with SOS Stock, order administration turns into simply as built-in into your common processes as income monitoring. Partial delivery and partial receiving options make it simple to handle order completion charges, too. While you’re prepared, automated order processing and rule-based workflows are able to be deployed.
17. Go Proposal
Getting your shoppers to take you severely begins the second you ship them a proposal. With Go Proposal, you’ll have entry to customizable pricing fashions, detailed service breakdowns, and historic buyer info.
What are you able to do with Go Proposal and QuickBooks?
After a shopper accepts your proposal from Go Proposal, QuickBooks will routinely generate an bill that awaits your approval. On the proposal itself, you possibly can embrace tax codes and account codes that match along with your QuickBooks setup for straightforward verification down the road.
18. Simply Consolidate
For accountants and bookkeepers who must report financials on a number of firms, Simply Consolidate brings that capacity instantly into QuickBooks. Monetary information from a number of firms will be introduced collectively below a ‘consolidation ledger,’ a function that’s lacking from QuickBooks out-of-the-box.
What are you able to do with Simply Consolidate and QuickBooks?
Remedy multi-entity accounting woes with Simply Consolidate and QuickBooks. With the consolidation ledger, you possibly can keep away from time-consuming consolidation efforts and offline workarounds like spreadsheets.
QuickBooks Add-On FAQs
What are QuickBooks add-ons?
QuickBooks add-ons are software program instruments that are supposed to improve the QuickBooks expertise. They will vary from money circulate administration instruments to scheduling functions, however these options are simple to combine with QuickBooks, bringing the ability of a number of platforms into one ecosystem.
What’s the distinction between QuickBooks add-ons and QuickBooks integrations?
QuickBooks add-ons are third-party functions that may be paired with QuickBooks for a extra highly effective influence. These functions will be put in from QuickBooks instantly or managed individually and linked to QuickBooks. QuickBooks integrations, whereas comparable, contain a two-way connection between two programs. Built-in programs can talk with each other, write info between the programs, and even share information in actual time.
What’s the distinction between QuickBooks add-ons and QuickBooks plugins?
As talked about above, QuickBooks add-ons are often third-party platforms that work along with QuickBooks. QuickBooks Plugins, then again, are instruments or software program modules developed by QuickBooks to reinforce the person expertise.
How do add-ons combine with QuickBooks?
There are a number of strategies by which add-ons can combine with QuickBooks. Generally, APIs are the connection channels, and the connection is authenticated by a way known as OAuth. The authentication confirms the information in each programs and secures the connection to maintain cybersecurity dangers or hackers at bay.
How do I discover the proper add-ons for my QuickBooks account?
Begin with this information! Should you’re searching for a special sort of add-on that we don’t have listed above, the web could be a wealth of data. Learn articles, absorb product evaluations, and join with different companies who use these add-ons to get a first-hand have a look at the expertise.
Higher Collectively: QuickBooks Add-ons
Likelihood is, you’ll have a couple of QuickBooks add-on inside your online business ecosystem in the event you actually wish to optimize your operations. You may decide one for the AR operate, AP operate, and even payroll staff. Solely you understand what your employees members and prospects want, so begin there! Should you’re already utilizing QuickBooks, the toughest a part of organising QuickBooks add-ons is over.
These days, most add-ons will be built-in in a matter of minutes and only a few clicks. As soon as you can begin to see the extra performance these add-ons grant, you’ll in all probability need much more! Take your time, conduct your analysis, and discover the add-on mixture that serves your online business.