Top 5 QuickBooks Add-Ons
We’ve searched high and low to bring you the top 5 QuickBooks add-ons available! Designed to help you and your business, these apps will keep you on top of your finances.
AutoEntry – Automated Data Entry
AutoEntry is an app designed to take away the pain and hassle of manual data entry to your accounting software for your invoices, receipts and bank statements. Simply take a photograph, scan or email the documents to the app and let it do the data entry work for you. Once your data is uploaded you can then categorise the documents available within AutoEntry however you like and then publish the results straight to your QuickBooks account. You can even teach AutoEntry ‘rules’ so you don’t have to do the process twice! Very smart.
AutoEntry allows you to easily share data with your accountant and removes the time (and trees!) spent on processing paper documents. You upload your information, and as soon as you’ve categorised and published it, the data will be instantly available for your accountant to see in your accounting software.
By spending less time on data entry and chasing physical documents, you can have more time back to focus on running and building your business.
Expensify – Expense Management
Expensify sounds like something you’d learn at Hogwarts and it is pretty magical. An all-in-one receipt and real-time report system, Expensify works by simplifying the expense process for admins and employees alike. Expensify will allow your wallet to have fewer receipts and more cash.
You and your business can get paid on time with easy and fast receipt management technology. With Expensify, you simply take a photo of your receipt and upload it to get paid with zero hassle. Expensify is the only expense management partner of the AICPA and CPA.com. Having all of your receipts available in one place, at the touch of a button, will change the way you handle your expense management systems all in one go. Expensify keeps track of your finances so you can take care of business.
Float – Cash Flow Forecasting
An award-winning cash flow forecasting app, Float produces visual and accurate reports for your business present, and future. Float integrates seamlessly with QuickBooks in order to keep you and your finances on track. By filling up your budgets with invoices and bills pulled from your accounting software you can look to the future rather than remaining stuck in the never-ending game of keeping on top of your finances.
With only 5 star reviews on the QuickBooks app marketplace, Float certainly is one of the best apps of 2018. The integration with QuickBooks cuts out the need for manual data entry, resulting in increased accuracy, an always up-to-date forecast, and an average of 8 hours per month in saved time for its customers. Float offers cash flow forecasting software that is simple to set-up and easy to understand.
The beauty of Float lies in the fact that it pulls in amounts and expected dates from bills and invoices from QuickBooks, and uses them to populate your forecast. This means that your forecast is extremely accurate in the short to medium term, giving you insight into exactly when money is leaving and entering your business. Don’t drown in data; jump in at the deep end with Float.
To find out more about how Float can make you a cash flow champion you can sign up for one of their free webinars!
Aero Workflow – Workflow Management
Aero Workflow is a workflow system designed by accountants, for accountants. It gives you a bird’s-eye view of your firm’s resources so you know exactly what’s happening, when it’s happening, and who’s making it happen. You can see the current status of client work and make sure your deadlines are being met so you can be confident that no client work is slipping through the net.
The main draw for Aero Workflow is that it can enable your firm to become more efficient, scalable and ultimately more profitable. It helps you streamline your firm’s current processes and knowledge capital so you can roll out profitable value-based billing. It also gives you access to their unique ‘library’ of industry knowledge to help you explore adding new client services.
With Aero Workflow, all of your projects and recurring tasks are integrated into concise lists so that you, and your team, know exactly what work is done, what’s in progress and more importantly, what’s about to become overdue. It has integrated time-tracking and management reports so you can track metrics like team performance or project job costing. You can choose to have your time information automatically synced to QuickBooks online or export it to a CSV file.
No more reactive situations or surprise deadlines, Aero Workflow gives you the tools you need to effectively and efficiently run your business.
Practice Ignition – Practice Management
Labelled the number 1 tool for the modern accounting practice, Practice Ignition certainly is one of the top QuickBooks add-ons of 2018. This add-on enables automated accounting client on-boarding, recurring invoices, and workflow deployment. Streamlining the processes of creating well-written and engaging content to secure new clients, Practice Ignition saves you time. Integrating with QuickBooks, Practice Ignition makes it easy to onboard clients, send invoices, and collect money upfront. Also providing a business insights dashboard, Practice Ignition makes it easier than ever to see exactly where your business stands. With only 5 star reviews on the QuickBooks app marketplace, this is an app that provides excellent service and even better results.
Sign up for a free trial of Float today!
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