QuickBooks is one in all at the moment’s hottest generalized accounting and bookkeeping platforms that appeals to a variety of enterprise varieties, sectors, and sizes. Nonetheless, as with all off-the-shelf product, some discover it missing particular options or favor to nest it right into a broader enterprise administration ecosystem.
For these desirous to do extra with QuickBooks, lots of of third-party integrations step in to supply extra options and advantages past QuickBooks’ native choices. Nonetheless, with as many integrations as can be found, some might discover themselves overwhelmed. When you’re dipping your toes into the excellent QuickBooks On-line integration community, you’ll be able to’t go fallacious beginning with a strong accounting automation device – however QuickBooks affords far more in addition.
What Does QuickBooks Provide?
The ever-popular QuickBooks earned its dominant place amongst accounting and bookkeeping platforms for a purpose. The Intuit-owned firm is a powerhouse throughout a number of domains and extends its attain nicely past fundamental accounting – although it does these main duties nearly flawlessly.
QuickBooks On-line is the widest-used model of QuickBooks, because the Desktop software program is quickly sunsetting. New customers will not be capable of license the product after July 2024, however the Intuit crew lined almost all their bases with the browser-based, cloud-enabled platform.
QuickBooks Native Options
Past fundamental advantages like collaborative administration, superior safety, and related baseline options, QuickBooks’ native platform affords instruments that allow enterprise homeowners sort out almost each on a regular basis bookkeeping and accounting job, together with:
- Bookkeeping automation
- Revenue, expense, and money stream administration
- Estimates, invoicing, and cost processing
- A spread of reviews and analytics to enhance your small business positioning
- Payroll and contractor pay administration, together with time monitoring, tax calculations, and extra
QuickBooks Integrations
After all, although QuickBooks’ generalized nature means it hits most wickets {that a} small enterprise proprietor wants, the native platform lacks some area of interest or extra superior options. In some circumstances, QuickBooks clients favor utilizing third-party software program or instruments to perform particular targets and duties.
We’ll take a look at a variety of current QBO integrations, together with among the prime picks per class, however commonplace exterior integrations supply clients:
- Buyer and gross sales administration options
- eCommerce platform assist
- Cross-border and superior cost administration
- Stock and challenge administration instruments
How Do QuickBooks Integrations Work?
Most enterprise homeowners and QuickBooks customers will use one in all two main integration varieties: API integration and middleware.
API integration describes corporations’ superior methods for connecting to QuickBooks and leveraging professional programmers. An utility programming interface (API) acts as a cloud-based linkage connecting two disparate, in any other case unrelated software program platforms or applications. The advantages of utilizing API integration embrace improved safety and pace. Nonetheless, it comes at the price of complexity for the developer (API integrations have a tendency to supply essentially the most simple and streamlined end-user expertise).
Middleware describes a standalone app or device that hyperlinks two unconnected platforms; the middleware acts as a “translator” to map knowledge from one platform to a different. Middleware is usually used for extra obscure QuickBooks wants, like migrating Salesforce knowledge into the platform or creating workflows in Zapier.
Advantages of QuickBooks Integrations for Companies
The 2 core, overarching advantages of QuickBooks integrations are to:
- Cowl gaps or options “lacking” from QuickBooks’ native platform
- Assist enterprise homeowners keep their bookkeeping, accounting, and enterprise administration ecosystem by nesting current software program and workflows with QuickBooks
Past the 2 essential advantages, enterprise homeowners typically leverage QuickBooks On-line integrations to:
- Improve automation throughout workflows, saving time and decreasing errors in comparison with handbook entry
- Generate larger depths of information and analytics to tell strategic enterprise decision-making
- Scale extra quickly, as some third-party integrations assist bridge gaps between QuickBooks’ fundamental options and pricier Enterprise choices – good for small companies in a development cycle.
The Most Widespread QuickBooks Integration Options
Your distinctive and particular wants will drive which third-party QBO integrations work greatest for you. And, with lots of of high quality integrations with extra added typically, there’s seemingly no finish to the customization and enhancements you’ll be able to construct atop QuickBooks!
Commonest integrations usually focus on a handful of themes:
Automation
Third-party integrations assist scale back handbook errors and save time (and cash!) by producing distinctive, bespoke, and customised automated workflows. There’s nearly no finish to QuickBooks’ automation integrations; they embrace AP automation, stock administration, time monitoring, and reporting.
Nanonets
Nanonets affords AI-powered AP automation to slash time spent on handbook accounting workflows. Likewise, Nanonets offers varied automated knowledge migration instruments, together with handbook entries, that scale back errors and save time.
QuickBooks Time
Small enterprise homeowners managing worker and contractor timesheets use QuickBooks Time to trace hours logged in a single workflow, together with automated payroll and cost processing.
SOS Stock
SOS Stock reduces stock administration burdens via automation, together with ordering workflows. It affords cost-effective instruments for small companies that will in any other case value 1000’s and targets enterprise-level clientele.
Cost Processing and Information Entry
Although QuickBooks affords native cost processing for ACH, bank cards, and extra, customers typically need to combine off-platform cost processing instruments or have distinctive wants that demand extra integration assist.
TransferMate
Cross-border and worldwide funds will be tough, however TransferMate streamlines the method whereas providing multi-currency cost choices and preferential overseas alternate charges.
Widespread eCommerce Cost Processors
QuickBooks additionally integrates with PayPal and Stripe to seamlessly migrate transactions from the platforms into QuickBooks, decreasing cost knowledge entry time and error charges.
Gross sales Channel & eCommerce Administration
eBay, Shopify, and Amazon Vendor
For these promoting on one in all these standard eCommerce platforms, QuickBooks integrations supply syncing instruments to import orders, payouts, and accounting info, holding all bookkeeping and accounting wants inside a single software program ecosystem.
Area of interest, Superior, & Business-Particular QuickBooks Integrations
After all, some sectors and companies have superior wants that QuickBooks’ native platform lacks. Tying superior third-party platforms into QuickBooks is a straightforward method to make sure knowledge continuity and a standard working image throughout your group. Some area of interest suppliers embrace:
BigTime
BigTime superior challenge administration instruments for non-product corporations, supporting skilled service corporations and consulting corporations. Considered one of its key options is expertise alignment with contracts or tasks whereas reducing down on operational prices.
Technique: CRM
Because the title implies, this CRM device helps sync buyer knowledge, info, invoicing, funds, and extra into QuickBooks. The device additionally automates lead administration duties, saving time and enhancing prospects.
Gusto
Gusto affords a variety of HR-related options for small companies, together with payroll administration, hiring, advantages, and extra. Compensation is difficult to handle as an proprietor/operator, however Gusto makes it easy.
The best way to combine apps into Quickbooks
Discover apps
- From the left menu, choose Apps.
- You can see presently put in apps within the Overview tab
- Go to the Discover apps tab.
- Enter the app title within the search bar or choose the Browse class ▼ dropdown menu to take a look at totally different apps.
Set up an app
- As soon as you discover the app, choose its tile to see the critiques and pricing.
- To start out the signup course of, choose Get App Now.
- Choose your agency or choose a shopper from the Set up for Your Consumer ▼ dropdown menu.
- Choose Set up.
- Authorize QuickBooks to share your knowledge with the chosen app.
- Configure any sync preferences.
- Choose Save & Sync.
Conclusion
Whereas QuickBooks affords a large number of high quality third-party integrations, the choices are admittedly daunting – particularly for small enterprise homeowners getting their toes moist with superior bookkeeping and accounting instruments (in comparison with Excel administration, for instance).
Nonetheless, if nothing else, discovering accounting automation integrations like Nanonets is a major first foray into the extra complete QuickBooks integrations community. Almost each enterprise proprietor desires to avoid wasting money and time whereas decreasing prices and stopping errors or fraud – options that accounting automation integrations supply in spades.