Quickbooks

8 Quickbooks Integrations Every Controller Needs to Know

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If you use QuickBooks to manage your company’s finances, then you know that it’s an extremely useful tool to help you streamline your operations and handle multiple aspects of your business accounting.

However, there are ways to improve it -- and one way is to use software that integrates with QuickBooks. Our clients often ask us about the best QuickBooks integrations to use to add functionality and make their jobs easier. Here are 8 of our favorite QuickBook integrations for you to try.

#1: Expensify

Expensify is an app that streamlines the process that your employees use to track and submit their expenses for reimbursement.

To use it, your employees will take pictures of their receipts. Then, Expensify’s SmartScan technology will extract the necessary information from them. The integration makes it easy to add merchant names, dates, and other information to your QuickBooks database.

#2: Tax Planner Pro

It makes sense to integrate your tax planning with QuickBooks, since QuickBooks is where you keep track of your business finances at every level. We like Tax Planner Pro because it’s one of the most versatile tax solutions around.

The function we most appreciate is that Tax Planner Pro will pull relevant data from QuickBooks Online and use it to create accurate tax projections for your company. Best of all, it performs this function all year long, something that makes it easier than ever to plan your tax payments and avoid unpleasant surprises at the end of the year.

#3: TSheets

Do you handle your payroll through QuickBooks -- or would you like to? If so, then we’re willing to bet that you’ll like TSheets. It’s a payroll and timesheet management QuickBooks integration that can help you streamline your payroll.

TSheets has a GPS tracking system that you can use to track your employees’ hours either in the office or in a remote location. You can also use it to create employee schedules and prepare job costing reports.

#4: Fathom

QuickBooks offers reporting options, but you may be in the market for something that will help you take a deep dive into your company’s finances and overall status. If that’s the case, you may want to check out Fathom.

Fathom has a full suite of tools and metrics that integrate with QuickBooks Online. You can use it to generate visuals to illustrate your business intelligence data and identify trends to help you make the best decisions for your business.

#5: Bill.com

One of the best things about using QuickBooks for business accounting is that it makes paying bills extremely easy. Using the QuickBooks integration Bill.com will help you make one-tap payments through their app.

QuickBooks Online syncs your bills to Bill.com. Then, you can simply use the mobile app to find your bill and tap to pay it -- and Bill.com will sync the payment back to QuickBooks online. There’s no data entry required and that can save you hours of time paying your bills each month.

#6: Insightly

QuickBooks Online integrates with a number of CRM solutions, but the one we like is Insightly. We chose it because it has project management capabilities that allow businesses to strengthen their customer relationships and increase their sales.

Insightly is available for both iOS and Android, and you can use it to track project milestones, manage timetables, and ensure that your clients stay happy with your services. They offer four separate plans suitable for companies of all sizes.

#7: SOS Inventory

Do you need a tool to help you manage your inventory? If so, then you may want to check out SOS Inventory. It’s an app that was specifically designed to integrate seamlessly with QuickBooks. You can use it to enter your data without duplication, something that can save you hours of time on inventory management.

You can sync everything from raw materials to finished projects using SOS Inventory. You can also use it to set pricing for your products, manage shipping across multiple locations, set up barcoding, and track costs for your vendors and suppliers. You can get a free trial and then they have multiple plan options for you to choose from.

#8: CardChamp

Finally, you’ll need a QuickBooks integration to help you accept and manage credit card payments. QuickBooks has a built-in option but the rates are high and we think there’s a better way. That’s why we created CardChamp.

With CardChamp, you can choose from three pricing plans to suit your needs. We offer rates that are significantly lower than QuickBooks Payments rates -- in fact, on average, our clients save 25% on their credit card processing fees when they switch to CardChamp.

Using QuickBooks integrations can help you save time and money while providing you with the tools and functions you need to keep your business running smoothly. The 8 QuickBooks integrations we’ve listed here are some of the best available.

Are you looking for a QuickBooks integration to help you with credit card processing? Click here to learn about our flexible plans!

Jimi Romanus

Written by Jimi Romanus