Launched in 1992, QuickBooks has been offering businesses a centralized solution for their accounting needs for decades. The platform has grown and changed over the years, adapting to new customer needs and providing businesses with the support they need to stay financially healthy.
With the range of QuickBooks add-ons available today, your accounting cycle just got a whole lot better. Whether you’re looking for enhanced document storage or better customer relationship management, QuickBooks add-ons can help you reach your goals.
Going into 2024, there are 18 QuickBooks integrations you should have on your radar:
- Nanonets
- DocuSign
- Salesforce
- HubSpot
- QuickBooks Payroll
- Receipt Bank (Dext)
- Fathom
- Expensify
- Chaser
- AR Collect
- Zoho Analytics
- Transaction Pro Importer
- Quotient
- Bill & Pay
- eZ Credit Card Importer
- SOS Inventory
- GO Proposal
- Just Consolidate
The Top Add-Ons for QuickBooks Online [1-9]
When it comes to QuickBooks add-on software, it’s important to separate QuickBooks Online “QBO” from QuickBooks Desktop because they work differently from one another. QuickBooks Online, or QBO, is a cloud-based SaaS solution that offers users a monthly subscription to access the platform. For old-school business leaders, QuickBooks Desktop has been around for decades. It’s installed locally and only purchased once.
If you’re a QBO user, the following QuickBooks online apps are sure to enhance your experience on the platform:
1. Nanonets
Nanonets AP automation platform is your go-to solution for optimizing all accounts payable tasks. It uses advanced AI and machine learning to continuously train its models and allows you to benefit from automating nitty-gritty tasks like invoice data extraction and validation. With newfound productivity and time-savings provided by Nanonets, the possibilities are limitless.
What can you do with Nanonets and QuickBooks?
Integrating Nanonets with QuickBooks streamlines operations, reducing errors and freeing up time for your finance teams. Synchronized data ensures AP reporting accuracy, provides key business insights, and simplifies invoice processing. This dynamic duo is sure to overhaul your finance and accounting function in the best way possible.
2. DocuSign
Business contracts and legal agreements don’t need a courier anymore. Getting the signatures of all parties involved used to be quite the hassle, but with DocuSign, digital signatures allow deals to be made from anywhere in the world. DocuSign users can securely send, sign, and manage important documents from any device, too. The business world moves fast – DocuSign helps you keep up.
What can you do with DocuSign and QuickBooks?
No business function signs more contracts than accounting. Bringing together the ease of finalizing legal contracts with the robust financial data from QuickBooks will allow your accounting and finance leaders to close deals, source new vendors, and secure investments from anywhere.
3. Salesforce
Salesforce now has multiple offerings, but we’ll focus on the CRM capabilities that propelled the company to success. Using Salesforce CRM, businesses can track customer interactions, organize vast amounts of customer data, and monitor a real-time sales forecast. Equipped with customizable dashboards and impressive reporting capabilities, Salesforce is fundamentally changing how businesses interact with their customers.
What can you do with Salesforce and QuickBooks?
Salesforce can funnel information like contacts, opportunities, and invoices directly into QuickBooks, removing the need for manual data entry between the two systems. When it comes to QuickBooks add-ons, this one paints a clear picture of the customer life cycle, improving the accuracy of sales numbers and financial forecasts.
4. HubSpot
With roots as a CRM tool, HubSpot’s masterful customer platform comes equipped with a sales hub, marketing hub, service hub, content management hub, and operations hub. For marketing and sales teams, HubSpot plays an integral role in understanding customer needs, prioritizing outreach initiatives, and growing the business. With HubSpot making collaboration easy, your organization can foster long-lasting client AND colleague relationships.
What can you do with HubSpot and QuickBooks?
One of the only business functions that isn’t already integrated into HubSpot is finance and accounting. When you pair QuickBooks Online apps with HubSpot, you create a complete picture for business analytics. Imagine being able to see how a sales funnel estimate turned into real dollars or how an outreach campaign brought financially significant gains to your company. With HubSpot and QuickBooks working together, these actionable insights are at your fingertips.
5. QuickBooks Payroll
Although it works automatically with QuickBooks, QuickBooks Payroll is a QuickBooks app that brings together payroll, HR, tax compliance, and health benefits – everything you need to make it through another payroll cycle. With features like auto payroll and mobile time tracking, QuickBooks Payroll takes a load off your team while making it easier for your employees to manage their time and get paid accordingly.
What can you do with QuickBooks Payroll and QuickBooks?
When tax time comes, you’ll be so glad to have both of these tools in your arsenal. QuickBooks Payroll will create a report that highlights updated sales tax, income tax, and payroll tax rates. It can even file your tax forms automatically. Your teams need to be paid, and you need visibility into payroll history, and with QuickBooks Payroll, everyone gets what they need.
6. Receipt Bank (Dext)
Still dealing with piles of paper receipts and old filing cabinets to manage all your documents? Dext Prepare, formerly Receipt Bank, uses data extraction tools to pull information from business receipts and invoices into insightful dashboards and reports. Less manual data entry and a standardized digital format for your business paperwork? Everyone wins.
What can you do with Dext Prepare and QuickBooks?
Once Dext pulls all the key information from the files you’re processing, it can upload that data directly into QuickBooks via the QuickBooks add-on. When your financial data is well-organized up front, you’ll spend less time in the system fixing errors and re-entering data points. With Dext and QuickBooks, you can work confidently knowing that every last detail will be perfect.
7. Fathom
Focused on a component of finance that is too often overlooked, Fathom is a powerhouse reporting tool. Management reporting, cash flow forecasting, and financial analysis modules give you a better look at how you’re actually doing and advise you on how to move forward. Interactive visuals and scenario testing capabilities make this platform stand out from the rest.
What can you do with Fathom and QuickBooks?
This QuickBooks add-on is kind of self-explanatory. Fathom takes financial data and other information from QuickBooks directly, funnels that into customized dashboards or financial reports, and distributes those reports as necessary. Some QuickBooks integrations are better than others, and Fathom was so great that QuickBooks made it the platform’s exclusive reporting app.
8. Expensify
For companies large and small, Expensify is the go-to expense management app. It does the basics like tracking expenses and uploading receipts, but it also creates expense reports, sends invoices, and provides a corporate card with cash-back perks. Easy to integrate, Expensify works with 40+ platforms, and QuickBooks is at the top of the list.
What can you do with Expensify and QuickBooks?
Stop syncing data between multiple systems. Stop asking your employees to upload their receipts in multiple places. Stop manually adding data to your ERP to create a complete view of your company’s expenses. Instead, utilize the QuickBooks add-on with Expensify to simplify expense management and take some administrative tasks off the plates of your entire team. Users can categorize expenses, reconcile accounts, and generate reports all from QuickBooks.
9. Chaser
If you aren’t collecting customer payments – like EDI payments or wire transfers — in a timely manner, you’re jeopardizing your liquidity and putting your business under unnecessary strain. Supporting your accounts receivable team starts with getting the right tools for success. Chaser is one of those tools. With Chaser, AR experts can conduct customer credit checks, track key AR metrics like AR turnover, and even recover late payments from customers.
What can you do with Chaser and QuickBooks?
QuickBooks on its own does have a few expense management features, but they don’t even come close to what’s possible when the power of Chaser and QuickBooks comes together. Chaser allows you to personalize invoice reminders, track all payment communications, and give an easy payment portal to your customers.
The Top Add-Ons for QuickBooks Desktop [10-18]
If you’re using QuickBooks Desktop, you’ll need to use apps for QuickBooks Desktop specifically. These QuickBooks integrations will look a bit different than those forged with QBO. The top QuickBooks Desktop apps out there today are:
10. AR Collect
Similar to Chaser, AR Collect is an accounts receivables tool that makes it easy to manage cash flow. Use AR Collect’s email templates to communicate with your customers, set up smart payment reminders, and use “Promises to Pay” from your customers to nail down your cash flow forecasting approach.
What can you do with AR Collect and QuickBooks?
The connection between AR Collect and QuickBooks only takes two clicks to connect. If netting is something that your clients prefer, QuickBooks and AR Collect allow you to combine multiple invoices into a single payment reminder and payment. Once invoices are paid, QuickBooks will be updated automatically.
11. Zoho Analytics
So, you have tons of raw data and you don’t know what to do with it? Use Zoho Analytics to convert your data sets into incredible reports and elevated dashboards. With a better interface than PowerBI or Tableau, Zoho Analytics also has a self-service data management model and a smart AI assistant that can do cognitive and what-if analysis for you.
What can you do with Zoho Analytics and QuickBooks?
Since it’s all about converting data into insights, ensuring that Zoho Analytics can tap into your QuickBooks data through QuickBooks desktop apps is the key to making this product truly shine. QuickBooks’ reports can be basic and rudimentary, but with the same data in Zoho Analytics, the reports become multi-dimensional and much more powerful.
12. Transaction Pro Importer
A bit different from most of the tools on this list, Transaction Pro Importer is a long-standing tool that was designed to import, export, and delete data from QuickBooks. It uses Excel and CSV files to transmit the data, and partners with its users to complete any mapping exercises. If you use Excel as a main business tool, Transaction Pro Importer is a must-have.
What can you do with Transaction Pro Importer and QuickBooks?
Transaction Pro Importer was built for QuickBooks, meaning the importance of using these tools together cannot be overstated. With TPI and QuickBooks, users can save unlimited maps per import type, validate the data before importing, and even create a trial balance report.
13. Quotient
All business leaders know that finalizing purchase orders and getting orders in the pipeline can be more complex than necessary. Avoid tons of back-and-forth emails, disorganized forms, and frustrated customers with Quotient. Quotient makes the quote process a breeze! Customers can accept online, you can tailor the order form to fit your needs, and automated follow-ups cut back on the emails. Discounts, subscriptions, and other specializations are easy to include, too.
What can you do with Quotient and QuickBooks?
Some QuickBooks add-ons just make sense, and this is definitely one of them. When integrated, Quotient can pull customer information and real-time price data directly from QuickBooks. You won’t have to jump to another application to get the information you need to send a quote; it’ll all be right in front of you.
14. Bill & Pay
Your AR team can log in to this online customer payment portal from anywhere. With Bill & Pay, automatic invoicing, account reconciliation, and auto-payments are easier than ever. Not only does this application make the lives of your employees easier, but it will also make your customers happier.
What can you do with Bill & Pay and QuickBooks?
When you create customer records and invoices in QuickBooks, Bill & Pay automatically copies them, sends invoices, automates reminders, and handles past-due notifications. Then, customers can make payments directly in the Bill & Pay customer portal. Those payments will post to QuickBooks automatically, ensuring you have an up-to-date view of your transactions at all times.
15. eZ Credit Card Importer
Recording credit card transactions in your accounting system can be a bit of a headache, but with eZ Credit Card Importer, you can seamlessly upload transaction batches into your systems. This tool will also make it easier to complete bank reconciliations and tax forms.
What can you do with eZ Credit Card Importer and QuickBooks?
Another tool built specifically for QuickBooks, eZ Credit Card Importer can be used by clicking the eZ icon within QuickBooks. Once integrated, the two platforms will record all credit card transactions with ease.
16. SOS Inventory
Even if you have a manufacturing ERP, SOS Inventory will enhance your inventory management, order management, and manufacturing metrics. The application supports multiple locations, tracks items by serial number, and monitors inventory levels closely.
What can you do with SOS Inventory and QuickBooks?
QuickBooks doesn’t include data like sales orders, but with SOS Inventory, order management becomes just as integrated into your regular processes as revenue tracking. Partial shipping and partial receiving features make it easy to manage order completion rates, too. When you’re ready, automated order processing and rule-based workflows are ready to be deployed.
17. Go Proposal
Getting your clients to take you seriously starts the second you send them a proposal. With Go Proposal, you’ll have access to customizable pricing models, detailed service breakdowns, and historical customer information.
What can you do with Go Proposal and QuickBooks?
After a client accepts your proposal from Go Proposal, QuickBooks will automatically generate an invoice that awaits your approval. On the proposal itself, you can include tax codes and account codes that match with your QuickBooks setup for easy verification down the line.
18. Just Consolidate
For accountants and bookkeepers who need to report financials on multiple companies, Just Consolidate brings that ability directly into QuickBooks. Financial data from multiple companies can be brought together under a ‘consolidation ledger,’ a feature that is missing from QuickBooks out-of-the-box.
What can you do with Just Consolidate and QuickBooks?
Solve multi-entity accounting woes with Just Consolidate and QuickBooks. With the consolidation ledger, you can avoid time-consuming consolidation efforts and offline workarounds like spreadsheets.
QuickBooks Add-On FAQs
What are QuickBooks add-ons?
QuickBooks add-ons are software tools that are meant to enhance the QuickBooks experience. They can range from cash flow management tools to scheduling applications, but these solutions are easy to integrate with QuickBooks, bringing the power of multiple platforms into one ecosystem.
What’s the difference between QuickBooks add-ons and QuickBooks integrations?
QuickBooks add-ons are third-party applications that can be paired with QuickBooks for a more powerful impact. These applications can be installed from QuickBooks directly or managed separately and linked to QuickBooks. QuickBooks integrations, while similar, involve a two-way connection between two systems. Integrated systems can communicate with one another, write information between the systems, and even share data in real time.
What’s the difference between QuickBooks add-ons and QuickBooks plugins?
As mentioned above, QuickBooks add-ons are usually third-party platforms that work together with QuickBooks. QuickBooks Plugins, on the other hand, are tools or software modules developed by QuickBooks to enhance the user experience.
How do add-ons integrate with QuickBooks?
There are multiple methods through which add-ons can integrate with QuickBooks. Commonly, APIs are the connection channels, and the connection is authenticated through a method called OAuth. The authentication confirms the data in both systems and secures the connection to keep cybersecurity risks or hackers at bay.
How do I find the right add-ons for my QuickBooks account?
Start with this guide! If you’re looking for a different type of add-on that we don’t have listed above, the internet can be a wealth of information. Read articles, take in product reviews, and connect with other businesses who use those add-ons to get a first-hand look at the experience.
Better Together: QuickBooks Add-ons
Chances are, you’ll have more than one QuickBooks add-on within your business ecosystem if you really want to optimize your operations. You might pick one for the AR function, AP function, and even payroll team. Only you know what your staff members and customers need, so start there! If you’re already using QuickBooks, the hardest part of setting up QuickBooks add-ons is over.
Nowadays, most add-ons can be integrated in a matter of minutes and just a few clicks. Once you can start to see the additional functionality these add-ons grant, you’ll probably want even more! Take your time, conduct your research, and find the add-on combination that serves your business.
