QuickBooks Tip: Connecting Apps You Love with QuickBooks Online

Innovation abounds, and your business needs to keep up. One way to benefit from continually improving technology is through the use of QuickBooks Online applications. These third-party tools sync with QuickBooks Online to integrate data instantly and accurately. Paypal, Square, Bill.com, and Expensify are some of the most popular apps in the QuickBooks Online ecosystem. Here are time-saving features you can take advantage of in each app.

Paypal

Paypal has become one of the world’s leading online payment systems by offering an instant way to make electronic money transfers. In addition to sending and receiving payments, the mobile app can generate customer invoices and sync with QuickBooks, saving you time by reducing the need for manual data entry. Customers are sent electronic statements and are presented with a ‘pay now’ link to settle invoices with their own Paypal account immediately upon receipt. Intuit customer data shows that your business can get paid up to two times faster using Accept Payments from Paypal.

Square

Square is a tiny device that plugs into any smartphone or tablet allowing for instant credit card transactions anywhere, anytime. Its popularity is increasing as an accessible mobile payment service. The Square mobile app works with QuickBooks Online to generate invoices with full product details, import sales data, and match these sales with your bank statement for clean reconciliations. The tool comes with customized reports to track these mobile sales.

Bill.com

Bill.com digitizes the accounts receivable and accounts payable process by managing all invoices sent to customers and bills received from vendors. The app acts as a secure document storage center and advocates for increased internal controls by allowing users to create a multi-step approval process with multiple designees. Once the approved payments are made, data from Bill.com is imported directly into your QuickBooks file, therefore eliminating the need for double entry. Bill.com also aids in collections by automatically pursuing customer balances for you via escalating reminders. Kaufman Rossin’s own outsourced services team is especially well-versed in the benefits of Bill.com. The team uses this tool with all clients to help manage cash flow and facilitate bill payments and customer invoices.

Expensify

Expensify has transformed the expense reimbursement process by offering accessible features to track receipts and submit travel expenses from a smart device. With the Expensify mobile app, employees can snap photos of receipts and instantly submit expense reports. Upon approval, Expensify deposits reimbursements directly to employees’ bank accounts. The program also offers a GPS feature for industries that require billable travel. Employees or contractors can track mileage, electronically submit their expenses for reimbursement, and have the data pushed to QuickBooks and linked to a customer or job for seamless project cost invoicing. Kaufman Rossin uses Expensify internally, and our professionals can help you leverage the software’s features to manage the expense reimbursement process.

How to connect these apps to QuickBooks Online

To get started with these mobile apps in your QuickBooks Online account, select Apps on the left-hand side of the home page. Search for those you want to integrate with your business and follow the steps to authorize QuickBooks access. Your Kaufman Rossin team is here to help evaluate which business solutions are the right fit for your company.

Today’s advanced technology allows us to run our businesses on the go. Bridging mobile apps with QuickBooks Online can help streamline your business processes, increase accuracy, and provide more readily available financial data, giving you greater flexibility as a business owner and more insights into boosting your bottom line.