QuickBooks is certainly one of at the moment’s hottest generalized accounting and bookkeeping platforms that appeals to a variety of enterprise sorts, sectors, and sizes. Nonetheless, as with all off-the-shelf product, some discover it missing particular options or choose to nest it right into a broader enterprise administration ecosystem.
For these eager 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 could discover themselves overwhelmed. For those who’re dipping your toes into the excellent QuickBooks On-line integration community, you’ll be able to’t go improper beginning with a sturdy accounting automation instrument – 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 motive. The Intuit-owned firm is a powerhouse throughout a number of domains and extends its attain nicely past fundamental accounting – although it does these major 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 to license the product after July 2024, however the Intuit staff 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 permit enterprise homeowners sort out almost each on a regular basis bookkeeping and accounting activity, together with:
- Bookkeeping automation
- Earnings, expense, and money stream administration
- Estimates, invoicing, and fee processing
- A spread of experiences and analytics to enhance your online business 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 prospects choose utilizing third-party software program or instruments to perform particular targets and duties.
We’ll take a look at a variety of present QBO integrations, together with a number of the high picks per class, however customary exterior integrations supply prospects:
- Buyer and gross sales administration options
- eCommerce platform assist
- Cross-border and superior fee administration
- Stock and mission administration instruments
How Do QuickBooks Integrations Work?
Most enterprise homeowners and QuickBooks customers will use certainly one of two major integration sorts: API integration and middleware.
API integration describes firms’ 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 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 instrument that hyperlinks two unconnected platforms; the middleware acts as a “translator” to map information from one platform to a different. Middleware is usually used for extra obscure QuickBooks wants, like migrating Salesforce information 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 present software program and workflows with QuickBooks
Past the 2 principal advantages, enterprise homeowners typically leverage QuickBooks On-line integrations to:
- Improve automation throughout workflows, saving time and decreasing errors in comparison with guide entry
- Generate higher depths of knowledge 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 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 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 guide 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 guide accounting workflows. Likewise, Nanonets offers numerous automated information 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 fee processing.
SOS Stock
SOS Stock reduces stock administration burdens via automation, together with ordering workflows. It affords cost-effective instruments for small companies that may in any other case value hundreds and targets enterprise-level clientele.
Fee Processing and Knowledge Entry
Although QuickBooks affords native payment processing for ACH, bank cards, and extra, customers typically wish to combine off-platform fee processing instruments or have distinctive wants that demand extra integration assist.
TransferMate
Cross-border and worldwide funds might be difficult, however TransferMate streamlines the method whereas providing multi-currency fee choices and preferential international alternate charges.
In style eCommerce Fee Processors
QuickBooks additionally integrates with PayPal and Stripe to seamlessly migrate transactions from the platforms into QuickBooks, decreasing fee information entry time and error charges.
Gross sales Channel & eCommerce Administration
eBay, Shopify, and Amazon Vendor
For these promoting on certainly one of these common eCommerce platforms, QuickBooks integrations supply syncing instruments to import orders, payouts, and accounting info, preserving all bookkeeping and accounting wants inside a single software program ecosystem.
Area of interest, Superior, & Business-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 straightforward means to make sure information continuity and a typical working image throughout your group. Some area of interest suppliers embrace:
BigTime
BigTime superior mission administration instruments for non-product firms, supporting skilled service firms and consulting companies. One in all its key options is expertise alignment with contracts or initiatives whereas reducing down on operational prices.
Technique: CRM
Because the identify implies, this CRM instrument helps sync buyer information, info, invoicing, funds, and extra into QuickBooks. The instrument additionally automates lead administration duties, saving time and bettering prospects.
Gusto
Gusto affords a spread 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.
Tips on how to combine apps into Quickbooks
Discover apps
- From the left menu, choose Apps.
- You will see at the moment 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 totally different apps.
Set up an app
- As soon as you discover the app, choose its tile to see the opinions and pricing.
- To begin the signup course of, choose Get App Now.
- Choose your agency or choose a consumer from the Set up for Your Consumer ▼ dropdown menu.
- Choose Set up.
- Authorize QuickBooks to share your information 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 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 save lots of money and time whereas decreasing prices and stopping errors or fraud – options that accounting automation integrations supply in spades.
