Explore the top 7 ways you can solve common Quickbooks problems with automation.
QuickBooks is an intuitive accounting software platform for finance professionals and bookkeepers who need a simple solution. Intuit QuickBooks is mainly geared toward small businesses, startups, and small business owners. QuickBooks Online has cloud-based capabilities, whereas QuickBooks Desktop is on-premises with optional remote hosting.
In addition to its various finance functions, the platform has a QuickBooks App Store that offers a multitude of add-ons to suit every business need.
The Top Quickbooks Add-Ons in 2024
- Tipalti
- Dext (fka Receipt Bank)
- Transaction Pro Importer
- EBizCharge
- Relationship Quotient
- Insightly CRM
- SOS Inventory
- Fishbowl Inventory
- QuickBooks Time (fka TSheets)
- Count Me In
- Shopify
- BILL
- Bill & Pay
- Avalara AvaTax
Let’s Break Down Each QuickBooks Add-on by Utility:
1. Tipalti
Purpose: Finance and AP automation for time-saving, better spend management, and forecasting cash flow requirements
Tipalti AP automation is a top QuickBooks add-on solution that helps your company streamline and automate its accounts payable and invoice processing business processes. With Tipalti, your AP team eliminates time-consuming manual data entry by using Tipalti’s AI-driven digitization. You can pay suppliers with their preferred payment method in 196 countries using 120 currencies.
Tipalti provides self-service supplier onboarding, validates suppliers, and simplifies tax compliance. It uses 26,000+ payment rules to detect errors during invoice processing. Tipalti’s optional employee expense management and reimbursement software, Expenses, combines with Tipalit AP automation and enables mobile app expense claims creation and approvals.
Tipalti AP automation has a pre-built API integration with QuickBooks Online to make QBO integration simple. Tipalti is a QBO Verified Partner. Tipalti AP automation software can also be integrated with QuickBooks Desktop.
2. Dext (fka Receipt Bank)
Purpose: Time-saving
An easy way to get your data into QuickBooks Online is through Dext (formerly Receipt Bank). It’s one of the world’s top paperless bookkeeping programs that connects accountants, bookkeepers, and small businesses. With this app, there is never any data entry. You can relax those fingers!
3. Transaction Pro Importer
Purpose: Time-saving
Excel and .csv files are two of the most common types of files you need outside of QuickBooks. Transaction Pro Importer from Rightworks allows you to conveniently transfer data between all three channels, keeping a carefully validated record to ensure the information is error-free. It’s as simple as dropping the import file into the app and mapping the destination fields. It’s an effective time-saving tool that’s quick to integrate.
Your company needs the best AP automation add-on to QuickBooks.
Complete QuickBooks with Tipalti AP automation to gain efficiency with touchless invoice processing through payments and automatic reconciliation.
4. EBizCharge
Purpose: Billing and Payment Processing
Watching those payment processing costs rack up can be troublesome. Luckily, EBizCharge is a great alternative to the native QuickBooks payments module and can significantly reduce your costs. With it, you can run credit, debit, and eCheck transactions directly in QuickBooks. Additionally, the EBizCharge payment plugin comes standard with all the payment features you’d find with QuickBooks payments, such as;
- Email Payment Links
- Customer Payment Portal
- Mobile Payments
- Recurring Billing
- PCI-compliant
- And many more
EBizCharge will provide its customers with unlimited support and can even help you manage chargebacks when they occur – making it a top recommendation for QuickBooks users.
5. Relationship Quotient
Purpose: Relationship Management
The intuitive and adaptive Relationship Quotient platform is built for online quoting and proposals. Use work orders to create, manage, and send quotes in a simple process and manage customer information. When accepted, the quotes will instantly appear as invoices in the system.
6. Insightly CRM
Purpose: Relationship Management
Insightly CRM is a superb customer relationship management tool that integrates perfectly with the QuickBooks environment. They offer a useful mix of customer-centric features and project management functions. The program allows you to track:
- Sales
- Opportunities
- Invoices and payments
- Projects and tasks
- Customer communications
This data enables a business to create an in-depth user profile that you can use to nurture consumer relationships.
Instead, your business can choose to integrate Salesforce with QuickBooks as its CRM.
7. SOS Inventory
Purpose: Inventory Management
This app offers a complete solution for inventory management and order alignment. Save time by tracking work-in-progress throughout the entire lifecycle. Keep an eye on serial numbers, lots, and batches by synching them to QuickBooks Online. If you have multiple locations, the SOS Inventory app allows you to:
- Receive into
- Ship out of
- Transfer stock
- Perform job costing
You can also set unique customer pricing with vendor-specific costs. This includes the ability to add custom fields that track singular data sets and parameters. This means the program can handle workflow of any size.
8. Fishbowl Inventory
Purpose: Inventory Management
This popular app is tailor-made to function alongside QuickBooks. Fishbowl Inventory specializes in manufacturing and warehouse management with useful features for assets. The user interface is simple and easy to navigate but presents some complex functions. If your business centers around manufacturing products, Fishbowl is your most likely solution.
9. QuickBooks Time (formerly TSheets)
Purpose: Employee Management
This is one of the most popular integrations for managing employees. QuickBooks Time gives you powerful access to features like:
- GPS tracking
- Mobile management
- Scheduling software
- Customizable alerts
- Overtime calculation
- Real-time time tracker
QuickBooks Time’s state-of-the-art technology has time clocks with facial recognition to help eliminate the opportunity for time theft. Time tracking and scheduling are combined features for optimized management. The brand offers free, unlimited support via phone, chat, or email. It’s easy to keep your workforce running smoothly with QuickBooks Time.
QuickBooks Time is included in QuickBooks Online Payroll Premium and Elite plans for your QuickBooks account.
10. Count Me In
Purpose: Employee Management
If you find yourself spending a substantial amount of time on payroll, this solution may work best. Count Me In is a QuickBooks add-on that helps track employee hours as time clock software for Apple Mac computers. Accountants and bookkeepers no longer have to feed payroll employee hours manually when they use this app.
11. Shopify
Purpose: E-commerce
Most professionals in business accounting are aware of the e-commerce app, Shopify that lets you create and manage your Shopify online store and syncs with back-office functions. Connected and powered by OneSaaS, you can integrate the platform with QuickBooks software to completely automate your accounting. Shopify has an Orders area for sales orders. Shopify means you never manually enter invoicing for accounts receivable. This can save you up to 106+ hours every month. For e-commerce sales channels, it’s everything you need to know about add-ons for QuickBooks.
12. BILL
Purpose: Finance
An effective QuickBooks Online Intuit app for e-payment is BILL (formerly Bill.com). It ensures secure electronic billing, accepting payments of all types, including:
- ACH
- Credit card
- PayPal
With QuickBooks integration, any billing update can be automated without serious effort. Compare Tipalti vs. BILL.
13. Bill & Pay
Purpose: Finance
Bill & Pay is one of the highest-rated QuickBooks add-ons for multiple finance tasks, like:
- Payment collection
- Invoicing
- Deposits
- Recordkeeping
- Accepts various payments (ACH, credit card, PayPal)
This tool could be ideal for an accountant who requires large payments and cash flow maintenance.
14. Avalara AvaTax
Purpose: Finance
Calculating the sales tax and VAT on items can be challenging. Especially when you are running ecommerce or have contractors in field service. Avalara AvaTax uses a secure connection to automate taxes, including sales tax and VAT calculations.
Once invoice details are entered at the point of sale, it creates a QuickBooks file with validated customer data and applicable tax rates. Avalara then automatically adds tax as the last line item on the invoice.
What Do I Need to Know About QuickBooks Add-ons?
Although QuickBooks is powerful, it doesn’t do everything. Intuit inc. knows this. That’s where add-ons come in. Before you download every app out there, here are a few quick tips on integration:
- Not every app is free but those that cost money generally function better.
- If you don’t see it, ask the software provider or QuickBooks Online support.
The QuickBooks enterprise will continue to expand as long as it is open to important integrations. There are so many great choices when it comes to the best QuickBooks online add-ons. Book a demo for Tipalti AP automation software integrated with QuickBooks as an add-on.
