With over 6 million customers, QuickBooks is the world’s largest cloud accounting provider and is used by the self-employed, limited companies, and accounting firms all over the world. It also offers an immense library of Intuit-approved QuickBooks add-ons that augment what’s possible with the platform alone.
Use QuickBooks add-ons to improve business processes
Over 65% of businesses in the USA use cloud accounting and invoicing solutions to streamline how they record expenses, invoice customers, calculate taxable profit, manage payroll, and store tax records, among many other things. While cloud accounting systems like QuickBooks are rich in features for businesses, they also integrate well with other solutions that make it even more powerful.
Available via Intuit’s app store, these integrations allow you to seamlessly send and receive data stored in your QuickBooks account. Their primary goal is to improve how companies handle business processes, from managing cashflow to time tracking and data entry, by saving time and reducing costs. The app store allows you to rate and review plugins, thus helping other users to make an informed choice.
Here’s what’s possible with selected QuickBooks add-ons.
1. Inventory management
An inventory management solution is a must-have for all companies that buy, sell, and manufacture physical goods. While QuickBooks Online comes with inventory management, you may want to use an alternative solution in the form of SOS Inventory.
SOS Inventory helps you handle your stock, order management, and manufacturing, and supports multiple locations. SOS integrates not just with QuickBooks but also Shopify, ShipStation, UPS, and Paypal.
The makers say that SOS was built from the ground up to work with QuickBooks Online. For example, you can track serial numbers and lots or batches and sync them to QuickBooks. The plugin has 43 five-star ratings and is featured as an advisor’s pick.
2. Sending and accepting payments
One of the go-to choices regarding accepting and sending money transfers online is the venerable Paypal, which has offered its services since the 1990s. However, PayPal’s QuickBooks add-on has 27 one-star ratings due to users not being able to install it. Many of these users suggested that the Paypal integration was one of the reasons why they chose QuickBooks.
Other payment processing options are available. For example, you may choose Transfermate,which is an excellent way to pay international invoices. It only has three ratings, but they’re all positive. The product is free to use but “wire fees may apply”. According to Transfermate, these fees will be lower than in a bank.
3. Offering payment plans
Some clients may prefer payment plans rather than transferring the whole amount in one go. There’s a smart QuickBooks add-on that automates this.
Partial.ly allows you to offer custom, flexible payment plans to your clients. Using the platform, you can control fees, terms, and frequency. The QuickBooks integration lets you include a payment plan option in your QuickBooks invoices which, if selected, automatically updates invoice balances in QuickBooks.
4. Scheduling appointments
For managing client scheduling, payments, and invoicing in one place you may want to integrate your QuickBooks account with Acuity Scheduling.
Clients can view real-time availability, quickly book appointments without contacting you, re-schedule with one click, as well as make payments online. The system sends automatic reminders, confirmations, and follow-up messages. The integration makes it possible to sync all this information with your QuickBooks account.
5. Financial reporting, forecasting and budgeting
Qvinci is a cloud-based financial reporting, consolidation, benchmarking and business intelligence tool that you can sync with your QuickBooks account. Qvinci maps account names from QuickBooks files to a Standard Chart of Accounts (SCoA) for reporting purposes.
Another QuickBooks add-on that allows you to ditch those report spreadsheets is called LivePlan. It’s an automatic way to build sales forecasts, outline budgets, and craft business plans.
ZOHO CRM and Salesforce are widely popular CRMs, but you won’t find official QuickBooks add-ons for these systems. For these CRMs, there are third-party apps available developed by OneSaas. The Salesforce plugin only has a single one-star rating while ZOHO’s integration got a better reception from QuickBooks users with eight five star ratings.
Another CRM worth considering is the small-business-oriented Insightly. The integration with QuickBooks Online means that your team can access all financial information directly inside the Insightly dashboard.
7. Time tracking
For companies who employ time-based contractors a time tracking app may be a good fit, especially when it syncs with QuickBooks allowing you to quickly manage and approve time cards, run payroll, and create invoices based on time-tracking information. TSheets does exactly this—it syncs all time tracking data with your QuickBooks account.
An alternative option for time tracking is called Hubstaff which comes with automatic screenshots of any active screens, and activity levels based on keyboard and mouse usage. Here you can read a Hubstaff’s review.
8. Importing, exporting and deleting transactions
For companies that perform a lot of operations, it makes sense to use a tool that automates the process of importing, exporting and deleting transactions in bulk. One of the most popular tools among QuickBooks add-ons that make this possible is called SaasAnt Excel Transactions Deleter.
9. Invoice and receipt data entry
If you’re looking to streamline how you handle data entry for bookkeeping purposes, you may want to consider arbitrue.
Certified by Intuit and available through apps.intuit.com, arbitrue offers a 1-click sync with QuickBooks. With arbitrue, you can upload your expense-related files (receipts and invoices), extract data and post it directly to QuickBooks.
10. eCommerce platforms
When you decide to build an online store you may want to go for an out-of-the-box solution that provides you with eCommerce-tailored tools for building and managing your online presence.
QuickBooks users have a good selection of eCommerce add-ons such as WooCommerce, Shopify, and eBay. Among all eCommerce add-ons, WooCommerce from OneSaas has the highest rating at 4.8 on average, including 43 five-star ratings. All plugins automatically sync sales, customers, and invoices between QuickBooks and your eCommerce platform.
11. Data security, backup and restoring
Chronobooks is a powerful QuickBooks integration that stores all changes made to your QuickBooks account, allowing you to “time-travel” restore to any point in the past. Changes are saved by ChronoBooks every 5-10 minutes.