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We’re yet to meet a small business owner who leaps for joy at the thought of taxes, payroll, and all the mind-numbing accounting tasks. Fortunately, Intuit QuickBooks is a handy tool you can rely on for all your accounting needs.
The best part?
QuickBooks isn’t just any ordinary accounting assistant. It’s an essential sidekick with incredible integrations that can level up its powers.
Read this article to discover 10 QuickBooks integrations that will transform your small business game.
Wagepoint is a cloud-based payroll software that helps Canadian small businesses seamlessly handle payroll. Wagepoint’s integration with QuickBooks Online allows small businesses to sync their payroll and accounting into a single dashboard.
Wagepoint + QuickBooks Online integration works for QuickBooks Essential and Plus plans. With this integration, all payroll-related information, such as wages, deductions, and tax withholdings, effortlessly flows 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 effortlessly to ensure all payroll transactions are correctly categorized in QuickBooks. Doing so ensures accuracy, eliminates duplication of efforts and provides a holistic approach to managing your company’s financials.
Get insight on this integration from a real user in this case study.
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, giving users the option to send payments conveniently and efficiently.
Plooto’s integration with QuickBooks ensures that all payments made via the app are automatically reconciled in QuickBooks. The integration works with QuickBooks Desktop, Online and Enterprise.
In addition, the integration supports multi-user collaboration to maintain transparency in payment processing. Here’s a quick overview of how Plooto’s and QuickBook’s integration works.
Bills import into Plooto include:
- Plooto emails the person(s) responsible for approval
- The approver gives the go-ahead on the payment
- Plooto finalizes the payment
- Plooto records payment
- Every pertinent detail is automatically reconciled in QuickBooks
Method is a customer relationship management (CRM) software that integrates with QuickBooks. It offers comprehensive tools to streamline customer interactions, sales processes, and business operations.
Your sales team no longer needs direct access to your QuickBooks account. They can easily create invoices and sales receipts within Method, and the data syncs in real time with QuickBooks.
Also, key data such as customers, invoices, and payments are synced flawlessly between Method and QuickBooks. This CRM integrates with all versions of QuickBooks.
Here are more benefits of this integration:
- Tracking opportunities, creating estimates, and converting leads into QuickBooks. Customers are now just a click away with Method integration.
- All customer purchases, preferences and interactions are conveniently consolidated in one place.
- Method CRM grants customers 24/7 access to update their information, view estimates and make payments. Here’s the best part — all details and payments sync instantly with QuickBooks, keeping your financial records up-to-date without having to manually enter data.
Lightspeed is a cloud-based point-of-sale (POS) and e-commerce platform designed to empower businesses in the retail and hospitality industries. This tool offers inventory management, employee management, sales reporting and customer loyalty programs.
It allows business owners to process transactions seamlessly, whether in-store, online or both. 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!
It doesn’t end there — with Lightspeed POS and QuickBooks in sync, invoices can be paid seamlessly in either system and updates are automatically reflected on both ends. It’s a real-time, two-way street for your invoicing!
The integration also features an extensive records dashboard allowing you to verify every transaction without breaking a sweat.
Mailchimp is an all-in-one email marketing platform that empowers businesses to create, manage and execute campaigns that make an impact. With this tool, you can engage with your audience, generate leads and grow your customer base.
But that’s not all. Integrating Mailchimp and QuickBooks takes your marketing game to the next level. This integration 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 behavior. Want to target high-spending customers with a special promotion? No problem! With this integration, you can easily segment new and existing customers based on their revenue, allowing for more personalized and targeted marketing campaigns.
You can also say goodbye to manual contact and purchase data entry. The Mailchimp and QuickBooks integration eliminates the need for tedious manual tasks. Contact profiles and purchase data sync automatically, saving you time and effort.
In addition, the integration lets you seamlessly create and send invoices to your customers right within Mailchimp. And the cherry on top? Your customers can pay instantaneously online, making the payment process smooth and hassle-free.
7shifts is a cloud-based employee scheduling and labour management platform. It’s designed specifically for the restaurant and hospitality industries. This tool provides businesses an efficient and user-friendly solution to manage staff schedules, track attendance, and control labor costs.
The QuickBooks Online and 7Shifts integration lets you sync employee data directly from 7shifts to QuickBooks, including hours worked. This eliminates the need for manual data entry and saves valuable time for restaurant owners and managers.
All labour-related costs, such as wages and overtime, will be accurately recorded in QuickBooks. In turn, your restaurant will have a detailed view of labor expenses.
Shopify is a Canadian-based e-commerce platform that empowers businesses to create, manage, and grow online stores. The platform also integrates seamlessly with QuickBooks to simplify your online store’s accounting records.
The Commerce Connector connects Shopify with QuickBooks Online. Moreover, this integration lets you view orders and payouts, income and expenses in one place.
QuickBooks automatically separates revenue, taxes and fees and maps them to the right accounts. Matching transactions to bank deposits is also a breeze with this integration. It’ll only take a few simple steps, and, just like that, all your accounting records are up-to-date.
Overall, the Commerce Connector helps you stay on top of your Shopify store’s cash flow, profitability and expenses.
HubSpot is one of the most popular CRMs among small businesses in Canada. This comprehensive tool features several capabilities, including marketing, lead generation and customer service.
HubSpot’s integration with QuickBooks creates seamless and 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 offers customizable sync settings and rules for contacts, products and invoices. That means better control over your data sync process.
Additionally, you can review synced records and resolve any sync errors. This promotes accuracy and efficiency in your sales and accounting processes.
However, this integration is only available for users with Sales Hub Professional or Enterprise in HubSpot and QuickBooks Online Advanced.
WooCommerce is a customizable ecommerce platform built as a WordPress plugin. It enables businesses of all sizes to create and manage online stores easily.
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 as quickly as every five minutes. Enjoy the convenience of automatically syncing payments and refunds while also having the freedom to customize settings according to your preferences.
Whether you use QuickBooks Online or Desktop, this integration works flawlessly to maintain data accuracy and consistency.
Moreover, you can connect multiple sales channels to QuickBooks Online, ensuring your stock levels are always up-to-date across all platforms.
Zoho is a cloud-based, all-in-one business suite with features cutting across CRM, finance, project management, marketing, and human resource management. This business suite also offers integration with QuickBooks for several business functions, as shown below.
- Zoho Analytics + QuickBooks: Analyze QuickBooks data using 50+ pre-built reports and rich visualization options. Fine-grained access controls ensure secure sharing of reports and dashboards with co-workers and clients.
- Zoho People + QuickBooks: Integrate the Time Tracker feature to push approved timesheets as Time Activity or Time Charge in QuickBooks. Pay employees based on approved time logs and push Zoho People bills as Invoices into QuickBooks.
- Zoho Expense + QuickBooks: Streamline pre-accounting with this integration’s automatic import of expense data. All your approved expenses are updated on QuickBooks Online, complete with relevant receipts. Save time and ensure every cent spent on expenses is accounted for.
As you can see, there’s no shortage of QuickBooks integrations for small business owners to level-up your workflow and give you insights into the bigger picture of your business.
However, one must-have integration is a QuickBooks payroll integration. And you don’t have to search further — the Wagepoint + QuickBooks integration has all the features to streamline payroll processes and ensure accurate and up-to-date financial records. Think of it as managing payroll the easy way.
Ready to experience the ultimate power of QuickBooks and Wagepoint? Sign up today to discover Wagepoint’s seamless integration with QuickBooks Online and simplify how you manage your small business’s finances.