QuickBooks is one in every of as we speak’s hottest generalized accounting and bookkeeping platforms that appeals to a variety of enterprise sorts, sectors, and sizes. Nonetheless, as with every off-the-shelf product, some discover it missing particular options or favor to nest it right into a broader enterprise administration ecosystem.
For these eager to do extra with QuickBooks, a whole bunch 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. In case you’re dipping your toes into the excellent QuickBooks On-line integration community, you possibly can’t go incorrect beginning with a strong accounting automation software – however QuickBooks affords way more in addition.
What Does QuickBooks Provide?
The ever-popular QuickBooks earned its dominant place amongst accounting and bookkeeping platforms for a cause. The Intuit-owned firm is a powerhouse throughout a number of domains and extends its attain properly past primary accounting – although it does these major duties virtually 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 to license the product after July 2024, however the Intuit group lined almost all their bases with the browser-based, cloud-enabled platform.
QuickBooks Native Options
Past primary advantages like collaborative administration, superior safety, and related baseline options, QuickBooks’ native platform affords instruments that allow enterprise homeowners deal with almost each on a regular basis bookkeeping and accounting process, together with:
- Bookkeeping automation
- Earnings, expense, and money stream administration
- Estimates, invoicing, and cost processing
- A spread of stories and analytics to enhance your corporation positioning
- Payroll and contractor pay administration, together with time monitoring, tax calculations, and extra
QuickBooks Integrations
In fact, 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 a few of the prime picks per class, however commonplace exterior integrations provide clients:
- Buyer and gross sales administration options
- eCommerce platform assist
- Cross-border and superior cost administration
- Stock and venture administration instruments
How Do QuickBooks Integrations Work?
Most enterprise homeowners and QuickBooks customers will use one in every of two major integration sorts: API integration and middleware.
API integration describes corporations’ superior strategies for connecting to QuickBooks and leveraging skilled programmers. An software programming interface (API) acts as a cloud-based linkage connecting two disparate, in any other case unrelated software program platforms or packages. 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 probably the most simple and streamlined end-user expertise).
Middleware describes a standalone app or software 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 preserve their bookkeeping, accounting, and enterprise administration ecosystem by nesting current software program and workflows with QuickBooks
Past the 2 fundamental advantages, enterprise homeowners usually leverage QuickBooks On-line integrations to:
- Improve automation throughout workflows, saving time and lowering errors in comparison with guide 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’ primary options and pricier Enterprise choices – good for small companies in a progress cycle.
The Most In style QuickBooks Integration Options
Your distinctive and particular wants will drive which third-party QBO integrations work greatest for you. And, with hundreds of quality integrations with extra added usually, there’s possible no finish to the customization and enhancements you possibly can construct atop QuickBooks!
Most typical integrations usually focus on a handful of themes:
Automation
Third-party integrations assist scale back guide errors and save time (and cash!) by producing distinctive, bespoke, and customised automated workflows. There’s virtually 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 guide accounting workflows. Likewise, Nanonets gives varied automated knowledge migration instruments, together with guide 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 by way of 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.
Fee Processing and Information Entry
Although QuickBooks affords native payment processing for ACH, bank cards, and extra, customers usually wish 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 trade charges.
In style eCommerce Fee Processors
QuickBooks additionally integrates with PayPal and Stripe to seamlessly migrate transactions from the platforms into QuickBooks, lowering cost knowledge entry time and error charges.
Gross sales Channel & eCommerce Administration
eBay, Shopify, and Amazon Vendor
For these promoting on one in every of these well-liked eCommerce platforms, QuickBooks integrations provide syncing instruments to import orders, payouts, and accounting data, maintaining all bookkeeping and accounting wants inside a single software program ecosystem.
Area of interest, Superior, & Trade-Particular QuickBooks Integrations
In fact, some sectors and companies have superior wants that QuickBooks’ native platform lacks. Tying superior third-party platforms into QuickBooks is a simple method to make sure knowledge continuity and a standard working image throughout your group. Some area of interest suppliers embrace:
BigTime
BigTime superior venture administration instruments for non-product corporations, supporting skilled service corporations and consulting corporations. One among its key options is expertise alignment with contracts or tasks whereas reducing down on operational prices.
Methodology: CRM
Because the identify implies, this CRM software helps sync buyer knowledge, data, invoicing, funds, and extra into QuickBooks. The software 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 hard to handle as an proprietor/operator, however Gusto makes it easy.
The right way to combine apps into Quickbooks
Discover apps
- From the left menu, choose Apps.
- You will see that presently put in apps within the Overview tab
- Go to the Discover apps tab.
- Enter the app identify within the search bar or choose the Browse class ▼ dropdown menu to take a look at completely different apps.
Set up an app
- As soon as you discover the app, choose its tile to see the opinions and pricing.
- To start out the signup course of, choose Get App Now.
- Choose your agency or choose a consumer from the Set up for Your Shopper ▼ 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 mess of high quality third-party integrations, the choices are admittedly daunting – particularly for small enterprise homeowners getting their toes moist with advanced bookkeeping and accounting tools (in comparison with Excel administration, for instance).
Nonetheless, if nothing else, discovering accounting automation integrations like Nanonets is a big first foray into the extra complete QuickBooks integrations community. Almost each enterprise proprietor desires to avoid wasting money and time whereas lowering prices and stopping errors or fraud – options that accounting automation integrations provide in spades.
