What do you do when an application you’re using stops meeting your growing needs in a specific area? You can: a.) find a workaround, b.) switch to different software, or, c.) resign yourself to living without that feature.
QuickBooks offers a fourth option: d.) find an integrated add-on app that will work for you. There are hundreds of them available, so it’s likely you’ll find one that will do just what’s needed. They fall into several categories, ranging from billing and invoicing to Customer Relationship Management (CRM) to inventory management to time-tracking. They have special versions designed to work with QuickBooks. Here are three examples.
If you’ve never worked with integrated applications before (and even if you have), we recommend that you let us help get these set up and running for you since their operations can be confusing at first. Schedule Now!
Veem is a payment system that connects with QuickBooks Online allowing you to pay contractors and suppliers worldwide. Veem is very low cost and payments are processed quickly. This system provides customer support in local languages and transparent tracking with email and SMS notification. Because of Veem connecting with your QuickBooks, it also allows you to pay bills that were issued within QBO.
Circulus is a Bill Pay system that integrates directly with QuickBooks Online that allows flexible bill pay options and can organize your companies accounts payable workflow. Circulus allows you to schedule the processing date and choose to pay via ACH or check. Payments will be executed and synced automatically with the companies QBO file. Overall, Circulus is a secure bill pay option that allows you to keep the entire A/P process in one system that will sync with QBO.
If you only process a couple dozen bills and invoices every month, QuickBooks may be all you need. But if you have complex, transaction-heavy accounts receivables and payables that are difficult to track, you might want to consider Receipt Bank. A web-based application that integrates very well with QuickBooks, Receipt Bank is all about automation. Receipt Bank is a software that provides automated bookkeeping services. The number one rule in accounting is to have documentation for EVERYTHING! Which means saving those pesky receipts. With Receipt Bank, you are now able to take a picture of the receipt as soon as you acquire it and it automatically populates the information needed.
There are hundreds of others, in more targeted areas like human resources, reporting, shipping, and e-commerce. Ask us about what options might work best for you by scheduling a QuickBooks Assessment with one of our Advanced QuickBooks ProAdvisors.
If the integrated apps we described here sound too complicated for you, you may not need them. Or perhaps you do need them but you’re not sure you could master them easily. That’s where we come in. We would first determine whether you’re using all of QuickBooks’ own tools in the problem areas you’ve identified. Then we’d introduce you to your options in that category and help you get up and running. Schedule a meeting with a ProAdvisor Now.
QuickBooks was designed for small businesspeople, but that doesn’t mean that you’re going to understand all of its parts and how they work together instantly. So, contact us if you need assistance. We want your business to thrive, and having a clear understanding of your financials is essential to that success.