Are you using QuickBooks but feel like there might be a way to make it even better? You’re not alone!
QuickBooks is great on its own, but with the right integrations, you can really streamline your business processes.
Whether you want to automate invoicing, manage inventory more efficiently, or track your team’s time, these integrations can help you save time and simplify your daily tasks.
Curious about what works best? We’ve tested a bunch and narrowed it down to the top five QuickBooks integrations for 2024 that will help your business run more smoothly.
Here are our picks:
Uncat
If you’re running a small business, keeping track of your expenses and making sure everything is categorized correctly in QuickBooks can be a real hassle. That’s where Uncat comes in—it helps you automatically sort and fix any transactions that don’t have the right details.
What does it do?
Uncat takes those “uncategorized” expenses in QuickBooks—where you might be missing a receipt or don’t know what category something belongs in—and makes it easy to update.
If you need more information, Uncat lets you send quick requests to your team or customers directly from the app. When you get a response, it’s quick and easy to update.
Why do you need it?
Without Uncat, you’d be manually tracking down missing receipts or sorting through unclear transactions, wasting valuable time.
With Uncat, you get things organized faster, so you can focus on running your business. It also ensures your financial records are accurate, helping you avoid errors that could lead to tax issues or oversights later.
Bill.com
Managing bills, invoices, and payments can take up a lot of your time as a small business owner. Bill.com helps automate those tasks, making it easier to stay on top of your financials without all the manual work.
What does it do?
Bill.com simplifies how you handle your accounts payable and receivable. It automates the entire process of sending, approving, and paying bills, as well as sending out invoices to clients. You can track everything in one place, and it syncs directly with QuickBooks. Instead of writing checks or manually entering payment details, Bill.com lets you manage payments with just a few clicks.
Why do you need it?
One of the key advantages of Bill.com is that it streamlines the approval process for payments. As an internal control, it ensures that someone must review and approve bills before they’re paid, which adds an extra layer of accountability and helps prevent mistakes or unauthorized payments.
You can approve payments from anywhere—whether you’re in the office or on the go—and everything is stored securely. It’s especially helpful for small businesses looking to manage cash flow efficiently, reduce human error, and get paid faster.
SOS Inventory
Managing inventory can be tricky, especially if your business operates in multiple locations. SOS Inventory helps make it easier by adding extra features to QuickBooks’ basic inventory tools.
What does it do?
SOS Inventory helps you track your stock across different locations, manage orders from start to finish, and even handle manufacturing processes. It keeps everything updated in real-time, so you always know exactly what you have on hand. This means no more guessing or running out of stock when you need it most.
If you’ve ever found yourself spending hours managing invoices, payments, or approvals, Bill.com saves you a ton of time by automating those tasks.
Why do you need it?
If you’re spending too much time trying to manually track your inventory, SOS Inventory can streamline the process. It helps you avoid costly mistakes by ensuring your stock levels are always accurate, and it works seamlessly with QuickBooks.
With better control over your inventory, you’ll save time, reduce errors, and improve your overall efficiency—leading to better profits.
A2X
If your business sells online through platforms like Amazon, eBay, or Shopify, A2X is a game-changer for keeping your financials organized. Over 12,000 e-commerce businesses rely on A2X to simplify their accounting, and for good reason.
What does it do?
A2X automatically organizes your sales, fees, refunds, and other transactions, so you don’t have to. It breaks everything down in a way that’s easy to understand and keeps your books accurate. A2X also makes reconciling your accounts in QuickBooks a breeze, helping you track your e-commerce earnings and calculate sales taxes correctly.
Why do you need it?
If you’re selling online, keeping up with all the transactions can get messy—especially when it comes to fees. A2X saves you time by making sure all of your random e-commerce fees are captured so you can track them overtime, and make sure they’re recorded correctly.
Fathom
If analyzing long financial reports isn’t your thing, Fathom is the perfect tool to simplify your financial insights. It integrates with QuickBooks and provides clear, easy-to-understand reports that help you track your business’s financial health.
What does it do?
Fathom takes all the financial data in QuickBooks and turns it into visual reports, making it easy to see key metrics like cash flow, profit margins, and other vital numbers.
It’s great for monitoring performance, comparing different areas of your business, and even consolidating financials from multiple locations.
Why do you need it?
For business owners who don’t have the time (or patience) to dig through pages of numbers, Fathom provides a quick, clear view of your business’s financial health. It helps you make better decisions by giving you insights at a glance—whether it’s improving cash flow, forecasting, or keeping track of multiple entities.
Final Thoughts
As a business owner, you can make QuickBooks work even better for you by integrating the right tools.
Our top five picks will help you save time, reduce errors, and keep your finances in order—all without extra hassle.
If you need more help integrating QuickBooks Online into your business or organizing your finances, we’re here to help.
At Mahoney CPA, we specialize in helping business owners streamline their finances.
Whether you need extra help with financial reporting, cash flow management, forecasting, or any other financial task, feel free to reach out.
Simply use our quick calendar to book your introductory call.
Until next time!