Small business owners need their software platforms to bring organization and efficiency to their operations. Although out-of-the-box systems like Quickbooks present several great features, customization can advance how effective software solutions are for an organization. The QuickBase platform makes it easy to develop custom applications.
Key Takeaways:
- Quickbooks provides accounting features for freelancers and small business owners.
- Integrating QuickBase and Quickbooks makes both programs more effective and brings additional benefits to a business.
- With the right process in place, integration efforts quickly produce an efficient, accurate exchange of data between the two programs.
When you automate bookkeeping tasks, you make it easier for your employees to spend time on important, value-based tasks. While integrating these two programs isn’t difficult, you ensure the best use of resources and the greatest efficiency by working with Watkyn on your customization of QuickBase applications.
The Benefit of a QuickBase Quickbooks Online Integration
To remain competitive in today’s business environment, you need to operate as cost-effectively and efficiently as possible. Digital platforms provide a way to conserve resources, as you can use automation to save labor costs without compromising on quality or accuracy.
Both Quickbooks and QuickBase offer several benefits to an organization on their own, but combining these solutions in online integration has a stronger impact on the company. To understand why, here’s a quick overview of these platforms.
An Overview of QuickBase
QuickBase is a cloud platform used for application development. As a low-code database, users can access a common data repository as they create reports, build forms, create workflows, and look to automate processes. Because of the low-code capability of the system, non-developers or those without significant coding experience can build custom applications.
QuickBase has multiple uses for a business, offering the capability to integrate a wide range of applications. Some of the more popular uses are for customer relationship management and task management software.
Uses for QuickBase
With QuickBase, you can reduce waste, help mitigate risks, and scale back unexpected costs. Using automated workflows and establishing granular permissions connects the right people to the right tasks and information to get the job done.
An Overview of Quickbooks
With a QuickBase Quickbooks Online Integration, you increase the functionality that comes from either software solution. Quickbooks is a favorite among small business owners for its accounting services. The program can track expenses and income for the company and create reports or bills, as well as process payroll. It’s useful for streamlining accounting processes. Additional features include inventory management and tax preparation, and it can integrate with your tax prep software to make record-keeping and filing easier. Many business owners like the convenience of integrating Quickbooks with Excel, but there is much more to gain from customizing an online application.The Options With QuickBase Quickbooks Online Integration
When these two programs work together, your business experiences improved efficiency, greater data accuracy, and better decision-making. Here are some of the ways your team can capitalize on an integration:- Your team can use QuickBase to send an estimate to a customer. Once the job is approved and after the sale, QuickBooks can then issue a purchase order to a vendor.
- Your sales team can use QuickBase to look for opportunities or to take action with a contract, while Quickbooks creates and sends an invoice after your team closes the deal or makes the sale.
- Your team can create a price list in Quickbooks that automatically updates in QuickBase to make it easier to accurately craft contract estimates or send invoices.
- Your project managers or sales team can work effectively when payments received in Quickbooks are automatically synced to Quickbase.
- Your project manager can accurately track and manage labor when team members log their time in Quickbase and Quickbooks generates payroll after automated syncing.
- Easily manage your vendors with a QuickBase Quickbooks Online Integration, as new entries and related data entered into QuickBase merge with QuickBooks once approval for the vendor occurs.
The Pros and Cons of QuickBase Quickbooks Online Integration
Before making the change to a particular software solution, you should evaluate how it will impact your company. This means taking a look at the advantages and disadvantages.
Advantages
Many small business owners choose to work with QuickBase for its useability. Users don’t need to be programmers in order to effectively develop tools to support their operations. Though there are a number of other database solutions available, individuals need some knowledge of structured query language to build or manipulate applications.
QuickBase is also highly useful for project management or tasks requiring collaboration. In addition to the centralized storage of data, everyone with access gets the most current version of the information. Common applications allow individuals to retrieve data, report on it and make comments for others to view.
QuickBase also works on triggers, which means a specific action automatically launches a response to complete a secondary task. This automation eliminates manual involvement in repetitive tasks or avoids accidentally overlooking important tasks.
Disadvantages
By making an online integration, you increase the efficiency of data transmission by automating the syncing process. In order to connect to Quickbooks Online, the system requires that you are an Online administrator. However, there is only one active connection allowed for each company.
Additionally, while there are plenty of users who have no problem performing an online integration, many do not have success with the process on their own. To avoid wasting your time or the risk of inaccurate data merging, it’s best to work with a software support partner with experience in QuickBase development and application merging.
Your Partner for QuickBase Quickbooks Online Integration
Watkyn specializes in customizing software applications for organizations of all sizes. As a QuickBase solutions provider, our team can help you achieve a quick QuickBase Quickbooks Online Integration that supports your accounting needs and business goals. Contact us for more information.
