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Best Quickbooks Integrations (for Connectivity and Reporting)


Quickbooks Integrations for Better Connectivity and Reporting


Right now, around 26.56 million businesses in the US use QuickBooks Desktop, while 5.3 million opt for QuickBooks Online (QBO). QuickBooks Online, the cloud-based version, really shines for many reasons and is popular with small business owners.


It's way easier to use than the desktop one. What really sets it apart for a lot of companies is the amount of integrations available. These let you link up your accounting and finance software with all the top business apps out there.


QuickBooks Online Overview


QuickBooks Online is an accounting software that lets companies, big or small, handle finances from anywhere with an internet connection. Also, the subscription service comes with cool features such as follows:


  • Keeping tabs on inventory

  • Sorting out your books

  • Sending out invoices smoothly

  • Managing payroll

  • Dishing out financial reports

  • Linking up with other apps for a seamless workflow


Plus, you can share access with different permissions for your team. And because it's cloud-based, it's a hit with remote teams worldwide!


What are QuickBooks Integrations?


QuickBooks integrations are all about linking QuickBooks Online with other apps or systems. The aim is to make data exchange smoother, cut down on manual entry, boost accuracy, and save time.


Syncing QuickBooks with other apps streamlines workflows and keeps data current everywhere. Integration steps up reporting by bringing data from various sources together and minimizes errors.


QuickBooks Online works with many apps, like:


  • Payment processing software

  • E-commerce platforms

  • Inventory management systems

  • Customer relationship management (CRM)

  • Project management tools


Integrating QuickBooks can be done through APIs (Application Programming Interfaces), custom-built integrations, or middleware.


5 Best QuickBooks Integrations for Better Connectivity and Reporting


Today, there are over 750 QuickBooks integrations to choose from, which can make picking the right ones feel overwhelming. Integrations are meant to simplify your life, not complicate it.


So, how do you figure out which integrations are the best fit? Here's a hint: using automation can really make the most of your QuickBooks investment.


Check out these QuickBooks Online integrations available right now that could boost your company's connectivity and reporting.


Note: While this list covers specifically connectivity and reporting integrations, here is a list of the overall 10 best QuickBooks integrations.


1. Datarails Connect




Datarails Connect is a ground-breaking solution from Datarails, which was recognized as the 90th fastest growing company in North America from the 2023 "Fast 500 companies" by Deloitte. This new product is causing a stir by smoothly blending all finance department operations into the familiar world of a Microsoft Excel plugin. This not only transforms financial tasks like reporting, budgeting, and forecasting but also lightens the load for the IT, Compliance, Payroll, or Operations departments.


It is a real-time connectivity solution for your ERP, CRM, and Excel. All from within Excel, Connect equips users to import live data from all ERP systems, effortlessly construct reports, and access all ERP data from your spreadsheets.


While QuickBooks is one of the most popular integrations for Connect, it also integrates with Xero, Salesforce, NetSuite, or any ERPs or CRMs, making it the one stop shop for connectivity and reporting tools.


Key Features:


  • Native Excel plugin means you don't need to spend any time learning a new system or leaving the familiarity of Excel.

  • It has real-time automated reporting to get all of your P&L, Balance sheet, Cash flow, budget, and forecast data in a simplified and efficient manner.

  • Connect all your systems and integrations like Quickbooks to Excel to integrate and synchronize with all your systems for instant and accurate data connectivity.

  • Datarails CONNECT allows all end users to independently work with data without the need for external or IT help.

  • Covers all aspects of finance such as analysis, reporting, SEC filings, audits, etc.


Pricing:


  • Connect by Datarails did not publish pricing on its website, but you can always request a demo from their Sales Team and tailor-fit your quote.


2. Spreadsheet Server by Insightsoftware





Insightsoftware offers all-in-one solutions for the Office of the CFO. They think a solid business plan starts and finishes with easy-to-reach financial data. Covering FP&A, accounting, and operations, this program changes how teams work, helping leaders make swift decisions. With data as the core, insightsoftware automates processes, gives reliable insights, enhances predictability, and boosts productivity.


Key Features:


  • It has automated consolidation features which accelerate the close process by automating all the manual data collection.

  • Handles complex consolidation scenarios, multiple sources, currencies, and entities.

  • With pre-built compliance safeguarding and meeting accounting standards including audit trials and access controls.


Pricing:


  • They haven't posted their price on the website, but provide custom quotes.


3. Zapier





Zapier is a super handy tool that lets you link up various apps to create automated workflows. Just pick your Trigger, Action, and the data you want to move from one app to another.


Key Features:


  • Zapier offers a plethora of integrations for automation tasks effortlessly.

  • Zapier dubs its workflows as Zaps - these are nifty automated sequences triggered by events on your integrations. You're in control - craft your custom Zap with triggers and actions of your choice, or pick from Zap templates for a quick setup.


Pricing:


Free

  • Automate basic workflows with 100 tasks per month.

  • Zapier automation platform

  • Unlimited Zaps

  • Two-step Zaps

  • AI power-ups


Professional

  • $19.99/mo Billed annually

  • Everything is Free, plus:

  • Multi-step Zaps

  • Unlimited Premium apps

  • Webhooks

  • Email support


Team

  • $69/mo Billed annually

  • Everything in Professional, plus:

  • Unlimited users

  • Shared workspaces

  • Shared app connections

  • Premier Support

  • SSO add-on


Enterprise

  • Customized pricing

  • Advanced admin permissions and app controls

  • Annual task limits

  • Observability

  • SAML SSO

  • Designated Technical Support


4. Link My Books







Link My Books seems to be the go-to option for online sellers. It hooks up your Quickbooks Online to your selling platform, smoothly moving your sales data to Quickbooks.


Key Features:


  • Summary invoices

  • Tax calculations

  • Integrations

  • One-on-one onboarding


Pricing:


Lite

$17/ month with a Free 2-month subscription on an annual plan


Pro

$29/ month with a Free 2-month subscription on an annual plan


Premium

$56/ month with a Free 2-month subscription on an annual plan


5. Insightly





Insightly rocks at handling customer relationships and growing your business with this customer relationship management software. With tons of features, you can create sales pipelines to spot those top leads and assign tasks to your team. Plus, Insightly CRM syncs up smoothly with Quickbooks Online for all your data needs.


Key Features:


  • Get valuable insights into your leads using Insightly's lead-tracking tools.

  • Insightly offers a project management tool that keeps all your project documents in a single place.

  • Create your KPIs and metrics, and view performance data on your dashboard. Easily generate visually appealing charts and graphics for clear data interpretation.


Pricing:


Free Plan

Access Insightly CRM for free for up to 2 users forever.


Plus

$29 per user /month billed annually with a free trial


Professional

$49 per user /month billed annually with a free trial


Enterprise

$99 per user /month billed annually


Final Thoughts


Getting a QuickBooks integration up and running is pretty straightforward, especially if you're using their API. The setup allows you to tailor your ideal solution and tweak the tool to fit your business like a glove.


You have to carefully pick the right integration option, securely link both systems, set everything up just right, test it out thoroughly, and keep an eye on how it's going. When you nail the setup and upkeep, QuickBooks Online integrations can really boost your business, giving you more time, and a shot at some serious growth.


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