QBO Apps and Add-Ons

QuickBooks Online (QBO) helps many small businesses manage and track their income and expenses, create records and transactions, and run reports to gauge their financial health. Do you wish it could do more? If so, try an App. They integrate easily to share data and to do the extra work you may need. Below are a few, and for a complete listing click here .

Bill.com
dec-2016-qbo-fig-1

Bill.com automates your accounts receivable and payable processes. It supports electronic billing and payment, as well as multiple approval levels.

You can certainly enter/pay bills, send invoices and receive payments using QuickBooks Online (QBO). However, adding a connection to Bill.com gives you more advanced options for accounts receivable and payable. Simply send your bills to Bill.com by scanning, emailing, faxing, or taking a picture with your smartphone. The site’s automation tools turn them into digital records and route them through your specified approvers. Once approved, they’re paid electronically or by paper check. Invoices are just as easy to process; customers can pay by using PayPal, credit card, or ACH. Bill.com’s mobile app makes it possible to keep up with invoices and bills while you’re out of the office.

Expensify

Are your employees still paper-clipping receipts to handwritten expense reports? This method is unnecessarily time-consuming. Expensify can help. Your staff can take photos of receipts with their smartphones. Expensify then converts the expense information into coded digital records and submits them for approval based on your company’s policies. Credit card purchases can be automatically imported too. All data is synchronized with QBO in real-time and coded to reflect your preference of QBO’s expense accounts, customers/jobs, etc. Once you’ve approved a report, you can have the money deposited into the employee’s bank account the next day.

TSheets Time Tracking

TSheets employee scheduling software automates tasks that QBO doesn’t do: scheduling and remote time-tracking for your hourly employees. Your staff no longer has to fill in paper timesheets. Instead, they can use their smartphones to track their hours and GPS location points. After you approve timesheets, that information is sent over to QuickBooks, ready for use in your payroll processing. TSheets can also take over the task of creating employee schedules. For a free TSheets trial click here and save 10% when you activate your account after the trial ends.

dec-2016-qbo-fig-2
 Your employees can easily “punch” in and out using their smartphones. TSheets also uses GPS technology so that your staff members’ locations are always known to you.

SOS Inventory

QBO performs some basic inventory management tasks. You can create records for items and use them in transactions, and keep track of the number of items in stock so you know when to reorder (or have a sale). SOS Inventory goes well beyond those capabilities. You can create sales orders, track cost history and serial numbers, and document work-in-progress (WIP). SOS Inventory supports multiple locations and the entire pick/pack/ship process.

Insightly CRM

You can create thorough customer records in QBO and document some of your interactions; however, it doesn’t facilitate true Customer Relationship Management (CRM) nor project management. Insightly CRM does both. It lets you build exceptionally thorough customer profiles so that you can view social streams, email history, and any events, opportunities, or events related to them. Its project management features include the ability to track by pipelines or milestones, define contact roles and custom fields, and generate advanced project reporting.

QuickBooks Online Integration KeyAll of these apps can work in standalone settings, but their integration with QBO and mobile capabilities create powerful partnerships that help you serve both your customers and your employees in ways that QBO alone can’t.

We want to ensure you are getting as much as you can from using QBO and to increase you awareness of add-on solutions. We’re not trying to sell you applications. As always, we’re happy to work with you to get to know QBO better and to match its capabilities to your company’s needs–so call us today at 256-337-5200 to set up an appointment. Happy QBOing!

The “QB Bob” Team
Intuit Premier Reseller
256-337-5200