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QuickBooks integrations level up Intuit’s small business accounting software and the way small business owners handle not only their books, but other areas of their business, too. When everything can work together smoothly, productivity increases and workflows smooth out in so many areas—from payroll to payments to invoicing and expenses and beyond.
So, longtime fans and new QuickBooks users, here are the top integrations on the market that’ll make small business owner life that much easier.
Ways QuickBooks integrations help small business workflows.
- Easier data transfer between your tools.
- Lower chances of there being a mistake thanks to taking manual data entry out of the equation.
- Better client and project management because the information flows between systems.
- Easier to get a sense of the bigger picture for your small business when things are synced.
QuickBooks integrations to simplify small business tasks.
1. Wagepoint
Wagepoint is a cloud-based payroll software that helps Canadian small businesses handle paying their employees, calculate and pay payroll taxes, and deal with employee forms like Records of Employment (ROEs) and year-end forms like T4s and T4As.
How the QuickBooks integration works
Wagepoint’s QuickBooks Online integration lets small businesses sync their payroll and accounting into a single dashboard without any manual entry from one into the other.
With this integration, all payroll-related information, such as wages, deductions, and tax withholdings, effortlessly flow into your QuickBooks Online account.
The integration lets you generate detailed financial reports, analyze payroll costs and comprehensively view your business’s financial information and performance.
For instance, you can map your chart of accounts to make sure all payroll transactions are correctly categorized in QuickBooks. This means more accuracy, eliminates duplication of efforts and provides a holistic approach to financial management for your company.
“The QuickBooks integration in Wagepoint is wonderful because it helps me keep track of payroll transactions automatically. I love it and so does my accountant.”
— Karen Gendron, CEO and Founder, Stickernut and TaphandlesToGo.com
Pricing
Free trial: 14 days
Solo: CAD $20/month + $4 per employee/contractor
Unlimited: CAD $40/month + $5 per employee/contractor
2. Time by Wagepoint
Time by Wagepoint is another tool in the Wagepoint ecosystem, this one with a specific focus on tracking and scheduling employee time. It has features like calendars, location setup, geofencing capabilities, and paid time off tracking so that small business owners can ditch spreadsheet time tracking once and for all.
How the QuickBooks integration works
Time by Wagepoint’s connection to QuickBooks Online lets you take your timesheet information and sync it with QuickBooks Payroll. Details like name, time worked, job titles, location, and more are imported in so you don’t have to do the manual lift.
The setup is super simple too, and the integration will flag duplicates or missing details during that process so you don’t have a cleanup to deal with after.
Pricing
0-5 users: CAD $20/month (flat fee)
6+ users: CAD $4/month/active user
3. Plooto
Plooto is an online payment platform designed to streamline sending and receiving payments for businesses. It’s commonly used by small and midsize enterprises (SMEs) in Canada and the US.
With this handy app, small businesses can make payments directly from their bank accounts, such as vendor bills and employee salaries. The platform also supports electronic fund transfers (EFTs), giving users the option to send payments conveniently and efficiently.
How the QuickBooks integration works
Image: Plooto
This integration takes Plooto’s features and automates workflows for invoice and payment management. No more stressing about reconciliations, approvals, or audits because the integration has it handled.
In a nutshell, all payments made via the app are automatically reconciled in whatever version of QuickBooks you’re using, whether that’s QuickBooks Online or QuickBooks Desktop. Plus, the integration supports multi-user collaboration to maintain payment processing transparency.
Here’s a breakdown of the process:
- Bills import into Plooto
- Plooto emails whoever’s responsible to approve it
- The approver gives the go-ahead on the payment
- Plooto finalizes the payment
- Plooto records payment
- The important details are automatically reconciled in QuickBooks
Pricing
Go: CAD $9/month
Grow: CAD $32/month
Pro: Contact sales
4. Method
Method is a customer relationship management (CRM) software. It offers a variety of tools to streamline customer interactions, sales processes, and business operations.
How the QuickBooks integration works
Image: Method
One of the interesting things about Method is they say they’re the first CRM to have integrated with QuickBooks—and that integration is still going strong. It works with either QuickBooks Desktop or QuickBooks Online.
Your sales team no longer needs direct access to your QuickBooks account. They can easily create invoices and sales receipts in Method, and the data syncs in real time with QuickBooks. Also, key data such as customers and payments are synced between Method and QuickBooks.
It doesn’t just stop at invoices and receipts though. This integration can also help you manage leads, get to know your customers by making sure their information is up-to-date, and even has a portal where your customers can update that information themselves. Plus, they’ll be able to see estimates and view and make payments.
Pricing
Contact Management: CAD $25/user/month
CRM Pro: CAD $44/user/month
CRM Enterprise: CAD $74/user/month
5. Lightspeed
Lightspeed is a cloud-based point-of-sale (POS) and e-commerce platform designed to empower businesses in retail, restaurants, and golf industries. This tool offers inventory management, employee management, sales reporting, and customer loyalty programs.
It gives business owners the tools to process transactions seamlessly, whether in-store, online or both.
How the QuickBooks integration works
Image: Lightspeed
The Lightspeed and QuickBooks integration eliminates the tedious task of juggling between your POS system and accounting software. For example, this integration automatically reconciles money in or out, tips, revenue, gift cards, and more directly to QuickBooks. No more manual headaches!
Lightspeed lists its key benefits of the QuickBooks Online integration as
- Simplifying closing registers at the end of the day
- Managing and accounting for store credits
- Managing gift cards to stay on top of liability
The integration also features an extensive records dashboard so you can verify every transaction without breaking a sweat.
Pricing
Pricing varies per supported industry.
6. Mailchimp
When you think Mailchimp, you probably think of its newsletter and emailing feature. Over the years, the software has grown into an all-in-one marketing platform for creating impactful email campaigns as well as websites, a social media presence, and overall taking care of your audience. Intuit actually acquired Mailchimp in 2021.
How the QuickBooks integration works
Image: Mailchimp
Integrating Mailchimp and QuickBooks brings your email marketing tools and financial data into one place.
By syncing revenue data from QuickBooks Online to Mailchimp, you gain the power to segment your customers based on their purchasing behaviour. Want to target high-spending customers with a special promotion? No problem! With this integration, you can segment new and existing customers based on their revenue for a more personalized and targeted approach to your marketing campaigns.
You can also say goodbye to manual contact and purchase data entry. Contact profiles and purchase data sync automatically, saving you time and effort.
Pricing
Free trial: 1 month
Essentials: USD $13/month for 500 contacts
Standard: USD $20/month for 500 contacts
Premium: USD $350/month for 10,000 contacts
7. HubSpot
HubSpot is one of the most popular CRMs among small businesses in Canada. It has a number of tools to take your business to the next level, including marketing, lead generation, and customer service. It is on the pricier side and may be a bit much for small businesses just getting started, but if you’re ready and able, Hubspot can be a great asset for your business.
How the QuickBooks integration works
Image: Hubspot
HubSpot’s integration with QuickBooks creates bidirectional synchronization between the two systems. In other words, you can create invoices directly in HubSpot and both platforms update with this new information.
You can view invoices within HubSpot and manage the sync of invoices and contacts in QuickBooks. The integration also has customizable sync settings and rules for contacts, products, and invoices. That means better control over your data sync process.
Plus, you can review synced records and resolve any sync errors. Hello more accuracy and efficiency in your sales and accounting processes.
Pricing
Pricing varies depending on Hubspot product offering.
8. WooCommerce
WooCommerce is a customizable ecommerce platform built as a WordPress plugin. This open-source solution enables businesses of all sizes to create and manage online stores easily right through WordPress.
How the QuickBooks integration works
Image: WooCommerce
WooCommerce and QuickBooks integrate to form a powerful tool that brings ecommerce and financial data under one dashboard. Keep your orders, inventory, payments, taxes, and more in sync with a robust two-way integration that updates data quickly. Enjoy automatic syncing of payments and refunds while also having the freedom to customize settings.
Whether you use QuickBooks Online or Desktop, this integration aims to maintain data accuracy and consistency.
You can also connect multiple sales channels to QuickBooks Online, ensuring your stock levels are always up-to-date across all platforms.
Pricing
Pricing varies by what services you need.
9. Zapier
Zapier is all about taking workflow automation into your own hands without needing IT or developers to build connections between the tools you want to automate. The way it works is it connects two or more apps together so that you can work more effortlessly between them. It offers a number of solutions for various areas of business, like marketing, IT, sales, customer support, and more.
How the QuickBooks Integration works
Image: Zapier
This is flagged as “Premium” integration in Zapier’s stack of connections, meaning it’s only available on a paid Zapier plan. With Zapier, you can connect QuickBooks Online to other apps in your tech stack to simplify tasks like dealing with invoices, expenses, customers, and so on.
Apart from that, it can also be used to connect to other tools, like Stripe, Google Sheets, Slack, and so much more to QuickBooks.
Pricing
Free version
Professional: CAD $42.39/month
Team: CAD $146.31/month
Enterprise: Contact sales
10. Financial Cents
For small business owners who are bookkeepers or accountants, Financial Cents is an easy to use practice management software for small to medium sized firms. This software solution lets firm owners track client projects, automate their accounting workflows, and manage staff and clients.
How the QuickBooks integration works
Image: Financial Cents
Financial Cents’ integration with QuickBooks lets accounting and bookkeeping firm owners to easily import and auto-sync clients from QuickBooks to Financial Cents in seconds, sync time tracked in Financial Cents with QuickBooks Online for invoicing, and add QuickBooks Online service items to Financial Cents for invoicing and reporting.
When you add new clients to your QBO account, it also automatically gets added to Financial Cents, and changes you make to existing clients in QBO automatically update in Financial Cents using this integration.
Pricing
Solo Plan: USD $19/month
Team Plan: USD $49/month/user
Scale Plan: USD $69/month/user
Final thoughts on QuickBooks integrations to optimize workflows.
As you can see, there’s no shortage of Intuit QuickBooks integrations for small business owners of all kinds to level up workflows and give insights into the bigger picture their companies. Meaning business growth, and who doesn’t want that?
Integrating QuickBooks and Wagepoint
One must-have integration is a QuickBooks integration for payroll. And you don’t have to search further with Wagepoint. Think of it as managing payroll the easy way.
Ready to experience the ultimate power of QuickBooks and Wagepoint? Get started today to simplify how you work with payroll and your other small business bookkeeping.
