You’ve definitely heard about QuickBooks, whether it’s been through their great TV commercials, or just from colleagues in your workplace. QuickBooks, originally founded in 1983 under the name Quicken, is a popular accounting software used by small and medium-sized businesses to manage finances.
The program streamlines tasks such as invoicing, payroll, and inventory tracking, making it easier for businesses to stay organized and efficient. And don’t forget about the power of a QuickBooks integration… (more on that later).
Why Should You Use QuickBooks?
Users can easily input expenses, sales, and other financial transactions, which are then automatically categorized and recorded in the appropriate accounts. QuickBooks also generates reports and provides valuable insights into a company’s financial health, allowing businesses to make informed decisions.
Additionally, QuickBooks can integrate with other software and applications, making it a comprehensive solution for financial management. The best part about QuickBooks is that there are many variations and ways of working with QuickBooks, ranging from Simple Start to more advanced Enterprise solutions.
Our Top 7 QuickBooks Integrations for Your Teams
Another great way to bring QuickBooks into your workflow successfully is through integrations with other tools you know and love. Ahead, we’ve rounded up 7 of the top tools to connect QuickBooks to for maximum efficiency.
1. Hive
Hive’s QuickBooks integration is the first-of-its-kind project management integration that allows teams to bring in their tracked time from Hive into QuickBooks as an invoice. This integration saves time because it allows teams to:
- Fill out timesheets in Hive
- Send them right to QuickBooks
- Generate invoices without extra work
If you’re using Timesheets in Hive, and have a QuickBooks account, it’s the easiest way to send information between a PM platform and an invoicing program.
2. Float
Float is a cash forecasting app for your business that helps track tasks across project pipeline, pointing out any problematic areas focus spots.
With this integration, you can bring information from Float seamlessly into QuickBooks, providing a clear view of your current and future cash flow. This connection helps with project-based forecasting, a unique feature no other software offers, letting teams track individual project income, visualize project-specific cash flow, and assess the overall impact of project income and costs.
This integration allows you to:
- Create scenarios to model different cash outcomes
- Track projects and project-level forecasts
- Monitor your company’s cash reserve limit and project the date you’ll reach it
Learn more about this integration here.
3. Shopify
With this integration, QuickBooks automatically brings in your orders and payouts from your Shopify store to give you a better view of your income and expenses in one place. All of your data (including line items and taxes) can be ported into your QuickBooks Online account.
Additionally, if you’re using QuickBooks Desktop accounting software, you can integrate QuickBooks Desktop app account with your Shopify POS. This action syncs all your business and accounting data, such as sales and purchases, to your accounting system.
This integration allows you to:
- Export your Shopify Orders into QuickBooks Online as Sales Receipts
- Automatically export your fees and payouts for Shopify Payments
- See an export summary and account balances
Bonus: If you’ve got a Shopify account, you can get a special discount on QuickBooks.
4. Capsule CRM
With this integration, you can instantly sync customer records between Quickbooks and Capsule to ensure billing details are always up-to-date. Basically, ensure that anything updated in one platform is updated in the other, so you can cut down on the busywork.
This integration allows you to:
- Automatically populate customer details
- See a detailed invoicing history against CRM records
- See open/outstanding invoices against the customer record in Capsule
Want to learn more about Capsule CRM? Check out their QuickBooks integration page here.
5. Dext
Dext is an accounting assistant that consolidates your financial data into one centralized platform. Used by over 700K businesses around the world, Dext helps to streamline all of your financial reporting, analytics, and tax work.
With this QuickBooks integration, users can sync information as it pertains to:
- Chart of Accounts
- Suppliers
- Customers
- Cost and sales data
- Purchase orders and more
Learn more about this integration with Dext and QuickBooks here.
6. Surfboard
Surfboard is an app that brings all of your board-related activities into a single, easy to use platform, helping you save time, build momentum, and grow faster. For any team ranging from startups to large orgs, having a central place for board information is crucial.
With this QuickBooks integration, you can:
- Easily share financials with board members and investors
- Customize how your financial charts will be displayed
- Share them as a dynamically updated charts on your Surfboard home, or include them as snapshots in board meetings
To learn more about this integration, click here.
7. Rewind Backups
Everyone wants to be confident that their data is safe and secure, and that means that information is backed up and available should something go awry. Rewind Backups is a great integration for QuickBooks because it gives users piece of mind, knowing that their information is secure and saved.
The connection is extremely easy to make between the two softwares, and can be done in less than five minutes.
With this integration you can:
- Integrate directly and securely with Intuits QuickBooks Online system
- Have your data backed up and stored, fully encrypted, in the Rewind Vault using security standards trusted by over 25,000 customers
- Ensure Soc 2, Type 2 compliance that provides industry-recognized trust assurance.
