5 Apps We Recommend Using with QuickBooks Online

The CK team recently attended the QuickBooks Connect conference in San Jose, CA. We learned valuable information on how we can better help our clients leverage technology to more efficiently manage their day-to-day accounting. We’re excited to share some of these insights with you below.

The theme of this year’s conference was “Anything Is Possible,” and when you are running a business, this is indeed the case. You may not know what lies on the road ahead but understanding your business’ finances and managing them efficiently can allow you to make things happen that you may not have known were possible. We want to help you cut down on the day-to-day accounting tasks you do as a business owner and spend more time concentrating on what matters so that you have the tools you need to scale your business.

In order to help you take your business to the next level, here are five apps we recommend using with QuickBooks Online for efficiency and productivity:

1. Expensify

Expensify is a top-rated expense reporting system that tracks receipts and mileage with ease. The best part is that it streamlines your process by automatically syncing all your expenses into QuickBooks.

2. Tsheets

Tsheets is the best app for employee management. It allows you to track timesheets, manage your employees’ time and create timesheet reports. The user-friendly interface makes it easy for staff to use and you can even accomplish true job costing with labor using the Tsheets app.

3. SOS Inventory

QuickBooks Online is great at a lot of things, but if there was one thing it could improve it would be its inventory and manufacturing functionality. SOS solves these problems by integrating directly with QuickBooks to save you time and money by reducing duplicate data entry. SOS allows you to do total inventory and manufacturing workflow and management and even integrates with your shipping provider.

4. Hubdoc

Have you ever wished you could have a digital file cabinet for all of your bills, receipts, and bank statements? Hubdoc has the ability to link your online banking and vendor accounts to its system, allowing the program to automatically retrieve and organize new bills and documents as they become available each month. Documents are secured by bank-level protection and bills and statements can be sent directly from the program into QuickBooks Online.

5. Method:CRM

An all-in-one CRM and project management app, Method can help you stay on top of your projects at every stage. Easily track customer payments against project milestones and manage contacts, tasks, projects, events and emails.

For more information on any of these apps or QuickBokos Online, please contact us today.