Quickbooks (QB) accounting software supports an extensive array of 400+ third party add-ons, allowing users a literally unlimited choice of applications to fully automate as well as efficiently track and manage their operations. While it is understandably difficult to arrive at a consensus on the best Quickbooks add-ons, here’s our pick of the top 10 apps (in no particular order) that help enhance the Quickbooks advantage.
Expensify
Expense management gets a lot simpler and faster with Expensify. Instead of collecting and processing paper receipts, you can now work with digital records. Employees can simply submit a photo of their receipts, from which the app can generate the necessary digital data and pass it on for approval. Credit card purchases can be automatically synchronized as well. Expense data gets updated to the preset-accounts in Quickbooks in real-time, and the spent amount credited to employee’s bank account a day after the report is cleared.
Insightly CRM
With inbuilt capabilities to integrate with a host of other applications including Quickbooks, Insightly CRM offers a good mix of Customer centric features as well as project management functions, including quite a few reports to track opportunities, sales, invoices and payments and customer communications in a systematic manner. Creating in-depth customer profiles and maintaining a mail-trail within the app is also a breeze.
TSheets
TSheets is a very handy time tracking add-ons that facilitates employee management. Right from creating and assigning work schedules to tracking employee time, the GPS-enabled version of the app makes it a breeze for clocking time (in and out), irrespective of employee location or time zone. The app is capable of tracking time even when offline and update details once net connectivity is available. Approved time sheet information is then passed on to Quickbooks and is available for processing payroll.
SOS Inventory
SOS Inventory is a comprehensive inventory app that compliments Quickbooks Online with extra features such as sale order processing, pick/pack slip and shipment order creation, manufacturing, and invoicing, apart from advanced inventory management spanning lot tracking, cost history, work-in-progress and multi-location support. Ideal for manufacturing units, the app is available on a subscription basis. Free trial version is also available.
AuditMyBooks Analyzer
This paid web service detects erroneous, dubious or duplicate accounting entries (QB Desktop and Online) saving you a lot of money, which otherwise can get skimmed off if these entries go unnoticed. The app is a boon for small business owners who entrust book keepers or regular staff with the task of maintaining accounts on a daily basis. Results are presented in Easy-to-interpret graphical reports. Free trial is available.
Transaction Pro Importer
Importing and exporting transaction details and lists from QB to Excel or .csv files to process or analyse information is quite common. Transaction Pro Importer makes it easier and secure to transfer data between excel or csv and QB, as each record imported is carefully validated to ensure that it is free of any errors. All one needs to do is to drop the import file into the app, map the destination fields to get data moved quickly into QB.
FUTRLI
Using FUTRLI along with QB, businesses will be able to effectively forecast/project and control cashflow to effective track and boost growth. Keeping tabs on actual vs projected numbers can help correct course as often as needed to steer operations towards targeted goals. Extensive reporting capabilities, re-usable templates, tracking KPIs, timely alerts on pre-set conditions and shared dashboards make presentations, discussions and decision making a lot easier.
Unify
Unify is a popular and reliable app that helps integrate e-commerce ventures with Quickbooks from over 100 e-commerce platforms. Using Unify, it is possible for online establishments to automatically post transaction data into Quickbooks, and manage all operations from order placements to shipping and payment processing across multiple sales channels centrally from QB itself.
Avlara Avatax
Calculation of Sales Tax and VAT on invoiced items is indeed a demanding task. Avatax, integrated with QB automates sales tax and vat calculations, doing the math using a secure internet connection as and when the transaction is recorded. Once invoice details are saved to QB, the software validates customer address and applies US Sales Tax rates, VAT on invoiced items, adding the tax as the last line in the invoice.
Hubdoc
This Quickbooks Online add-on comes in quite handy to consolidate all your financial transactions automatically. Be it invoices, receipts, statements or bills, Hubdoc can pull up digital financial documents from multiple sources (banks, vendors, utility companies etc.,), extract key data and effect the equivalent transactions in Quickbooks, and attach the documents as well. Auditing and Reconciling financial records gets definitely simpler.