QuickBooks Add-ons: Best Integrations & Downloads
The complexities of managing finances, daily accounting tasks, and operations grow with your expanding business. QuickBooks is indeed a robust tool, but it might fall short of covering your unique business needs unless it isn’t customized according to the maturing conditions.
QuickBooks add-ons are specialized apps or extensions that integrate seamlessly with the bookkeeping software to handle the special needs of a user’s business. Incorporating add-ons helps QuickBooks adapt to your evolving business, and you yourself get ready with dedicated tools to tackle new challenges easily.
This guide talks about the benefits of QB add-ons, QuickBooks add-ons download, and some of the most common QB add-ons with their functions. Read thoroughly to get familiar with different add-ons and how their integration helps maximize QuickBooks potential, ensuring you make the most out of the accounting software. Let’s begin!
Understanding QuickBooks Integrations: Benefits, Download & Usage
We will talk about everything relevant to the apps/add-ons that you can integrate with QuickBooks to automate some specific tasks that would otherwise consume a bit more time and effort. Using add-ons in QuickBooks not only provides a smarter way of handling operations, it also has a significant impact on boosting the efficiency of your organization.
Let’s foremost discuss the benefits of QuickBooks add-ons before we move on to other topics.
Advantages of Using QuickBooks Integration Tools
Here are some benefits of using add-ons in QuickBooks, which can also be considered basic requirements in this fast-evolving business era:
- Extends QuickBooks Functionality: You can use additional features by integrating add-ons that QuickBooks doesn’t provide by default. Instead of putting in manual efforts, you can direct an app or add-on to perform the task for you automatically.
- Provides customized solutions: You can modify QuickBooks apps and add-ons to utilize them specifically according to your business requirements.
- Allows inter-software integration: QuickBooks add-ons ensure you have the best tools to deal with daily accounting tasks. Using dedicated apps and add-ons facilitates a data flow through various platforms, increasing its credibility and reducing the chances of errors.
- Ensures cost-effective data management: Data management becomes really simple with specialized tools, which helps you to focus on other critical aspects of your business. Most of the add-ons are free of charge, but you might have to pay for some extensive features, which is still more cost-effective than other options.
- Provides improved insights and tracking: You can have data visualization add-ons to generate more detailed insights into your business performance. Some of the apps can analyze data and track metrics that are far beyond QB’s standard operation capacity.
- Boosts efficiency: The third-party QB add-ons are the best in their respective operations, and there’s no need to talk about add-ons designed by the QB developer team (best-in class). The one and only aim of all QuickBooks integration apps is to ensure better inventory management, time tracking, analytics, and reporting.
Now let’s check some of the most common and useful add-ons along with their whereabouts.
Best QuickBooks add-ons You Should Start Using Now
In this section, we will discuss some common QuickBooks add-ons that you might be already using independently. You’ll find out how they can be integrated with QuickBooks to automate data entry, reporting, analytics, sales, payroll, and other accounting tasks.
We have categorized the QuickBooks apps for you to have a better understanding:
Top QuickBooks Desktop add-ons (Pro, Premier, and Enterprise):
Intuit Data Protect, commonly known as IDP, helps you secure your financial data by creating regular backups on an online location. Backups of all the financial records and business documents are created on a daily basis and stored online, which also serves as a data recovery option.
Tip: To know more about IDP installation and updates, go through this detailed article on Intuit Data Protect.
Preferred by retail store owners and people involved in daily sales, QuickBooks Desktop POS stands as an optimal software to process credit card payments, manage inventory, create/analyze customer profiles to build relations, set discount rates, and handle all the other tasks required in a day-to-day sales operation.
QuickBooks Desktop field service management becomes really easy by integrating Lexul Field Service. It is best for businesses that have field workers (technicians, workers, etc.) or service personnel who work on-site with customers.
It is a cloud-based solution for maintaining work order, product dispatching, GPS, payroll integration, and invoicing in both QuickBooks Desktop and QuickBooks Online. Most effective for managing repair workers (HVAC, plumbing, electrical, etc.) and is compatible with only U.S. versions of QuickBooks Desktop and QuickBooks Online.
QuickBooks Time helps you track, monitor, and schedule your workforce to manage projects efficiently. You get access to the hourly timesheets, customized reports, etc. to simplify job costing, payroll, and invoicing.
You can automatically import Square into QuickBooks Desktop using the Connect to Square app. The import is absolutely free of charge, and you get automatically created sales receipts without manually entering the data.
Method (For QuickBooks Premier Plus and Enterprise)
Method CRM for QuickBooks is used for workflow automation, online portals, sales estimates, etc. You can modify the software according to your requirements and increase the sales by turning leads into customers. All the changes made in the data or new transactions get synced with QB in real-time.
Top QuickBooks Online add-ons
Premium and popular apps for QuickBooks Online Advanced users
QuickBooks Online can integrate with BILL to sync your account info and manage Accounts Payable & Accounts Recievable. You can also create payment schedules, automate approvals, set reminders, etc. after syncing your book balance, customers, vendors, and accounts.
As the name suggests, DocuSign helps you manage signatures from clients, customers, employees, and other people. All your digital documents can be signed, shared, and managed efficiently by integrating QuickBooks Online Advanced with DocuSign.
It is a recommended integration for law firms and legal businesses, as LeanLaw ensures your monetary calculations are compliant with state/federal regulations and helps track client reports, billable hours, trust accounting, etc.
This is an Intuit-owned app that comes by default in QuickBooks Online. You can easily manage your employee records, payroll, taxes, health benefits, direct deposits, etc. Auto-payroll is also a distinctive feature that allows you to automatically pay your employees on the assigned day.
Fathom helps you project cash flow, profitability and monitor other performance parameters to analyze the business health. It is referred to as the best QuickBooks forecasting software to make informed decisions in the future by analyzing the data in present. It still serves as one of the best QuickBooks online reporting apps.
Amazon Business Purchases helps improve your expense management and avoid manual data entry by syncing Amazon Business Purchase transactions into QuickBooks. You can also find product info, item costs, and payment breakdowns for each transaction using the app.
It is a tool that directly connects with data from MS Excel in real time. It lets you use MS Excel to read, write, and update QB documents like transactions, invoices, sales receipts, etc. Excel-based data analysis also becomes really easy using the tool.
‘How does Expensify work with QuickBooks?’ We come across this question frequently. Using Expensify, you can scan a receipt to retrieve info like Merchant’s name, address, expense amount, etc. and import that data into QuickBooks. It works best for employees to get their expenses approved without a trail of paperwork.
Magento helps to streamline inventory management by syncing your sales and saves you from hectic data entry. QuickBooks Online creates an invoice when an order is created in Magento or a new item when a product is created in Magento. Basically, you develop multiple sales channels for QuickBooks Online by integrating Magento. It is one of the leading invoicing software that syncs with QuickBooks.
QuickBooks Online CRM Add-Ons
Hubdoc is considered one of the best QuickBooks Online integrations to manage leads and customers. The Hubdoc integration helps your sales and finance teams to collaborate better, which eventually boosts up the sales cycle.
Salesforce helps you connect accounting and CRM for QBO to analyze your business performance and take necessary actions. After installing the Salesforce Connector by QuickBooks on your system, you can share customer info, sales orders, invoices, and expenses between your Finance & Sales teams. This ensures you have consistent information about the cash flow and more control over the business operations.
QuickBooks Enterprise add-ons:
QuickBooks Desktop Enterprise offers the following add-ons:
- AvlaraAva Tax for QuickBooks
- E2 Shop System
- Invoiced
- QXchange
Here are some QuickBooks Enterprise Human Resources add-ons:
- HRweb
- Qcommission
- Instaff
How to Initiate QuickBooks add-ons Free Download?
All the QuickBooks apps and add-ons can be directly downloaded from the official websites. You can search for all the apps in the two separate links given below and integrate them with your QuickBooks. Here are the QuickBooks links:
- QuickBooks App Store for QuickBooks Online add-ons download.
- QuickBooks Marketplace for QuickBooks Desktop add-ons download.
List of Popular QuickBooks add-ons
| Industry/Category | QuickBooks Desktop add-ons | QuickBooks Online add-ons |
| QuickBooks add-ons for construction |
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| QuickBooks add-ons for manufacturing |
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| QuickBooks work order addon |
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| QuickBooks add-ons for Inventory |
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| QuickBooks contract signing |
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| QuickBooks apps for contractors |
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| QuickBooks Budget app |
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NOTE: These are only some of the QuickBooks add-ons. You can have access to a lot more add-ons from the QuickBooks App Store or QuickBooks Marketplace.
Conclusion
We created this guide to help you better understand QuickBooks add-ons and how to integrate them with the bookkeeping software. By now, we hope you understand the significance of staying ahead of the curve by adapting to the powerful tools available for integration with QuickBooks. Having proper knowledge of QuickBooks Integration Tools not only helps you automate data entry and reduce manual errors, it also empowers your business to adapt to changing needs.
FAQS
Where are the feature add-ons located in QuickBooks Desktop?
Open your data file in QuickBooks and click the Edit option. Select Preferences in the options list and click Integrated Applications. Check the add-ons section to find all the QuickBooks add-ons you currently have.
How can I troubleshoot synchronization errors between QuickBooks add-ons and the main software?
First of all, check that your internet connection is delivering the required download and upload speed. Then, configure firewall ports for QB and make sure it isn’t blocked by antiviruses. At last, run your QuickBooks in admin mode to avoid facing sync issues.
How can I optimize performance when running multiple add-ons in QuickBooks simultaneously?
You must always keep your QuickBooks updated to begin with. Other measures involve limiting system resources to QuickBooks only and avoiding running other background tasks. All the add-ons that aren’t in use must be turned off. Also, make sure that none of the PC applications is running in the background, which can consume system RAM required for QuickBooks
What are the system requirements for QuickBooks add-ons, and how can I verify compatibility with my QuickBooks version?
There aren’t any specific system requirements for QuickBooks add-ons. However, some add-ons are only compatible with specified QB products. You can find their requirements in the official page of the add-on provider.
Run a search for ‘system’ and open its window in the Control Panel. Check out the About section to see your system specifications and compare them with minimum QuickBooks requirements and upgrade your PC if necessary.
What steps should I follow to update a QuickBooks add on for improved functionality and security?
QuickBooks add-ons can be updated by visiting the official website of the provider. In case you see a prompt to update an add on, follow the instructions to incorporate security patches and other updates. If it doesn’t work, remove the add on completely and integrate it again to get the updated version.
