Quickbooks (Desktop) Beta

Posted by Daniel Barnett Thu, 17 Nov '11 @ 4:07 PM | permalink

Early next week we'll be making available the WORKetc Add-in for Quickbooks Desktop (beta!).

This will be a QuickBooks plug-in that installs itself under QuickBooks menu items with support for Windows Vista/Windows 7 and Quickbooks USA 2005 and above.

The first release of the plugin will grab invoices, expenses and payments from WORKetc and make them available to Quickbooks, from inside Quickbooks. No more tedious CSV file export, download and import (I hate that whole process too!)

The use-case we have followed for this beta is:

Your team uses WORKetc to create billable items (ie timesheets, project milestones, product sales)
A manager then creates invoices from billable items within WORKetc and sends out invoices from WORKetc
A book-keeper then uses Quickbooks, with the WORKetc add-in installed (of course!) to pull down invoices, expenses and payments directly into Quickbooks.

This is a pretty straight forward use-case that would be relevant to a big chunk of WORKetc customers that are on board with Quickbooks.

After we are fairly comfortable with the beta, we'll move to develop a Quickbooks Online integration, include contacts and products, and work toward 2-way synch.

We need some beta testers...!

Please throw your WORKetc account name (ie yourbusiness) in the comments below if you are interested in testing out the Add-in. Obviously remember that the add-in is a beta and things may go wrong for you, but we're hoping not.

Good news for Xero users - we'll be making a similar beta announcement in around 10 working days.

Here are a few screen snaps of the Quickbooks Addin, in action...

Select invoices to import based on date range

Comments

Hadi Farnoud - Thursday 17, November 2011 12:09 PM

How about import from other softwares?

Nathan - Thursday 17, November 2011 4:12 PM

Was just starting to work on QuickBooks integration. Would love to help beta test.

enots is the company name

Adi Khanna - Thursday 17, November 2011 7:56 PM

Crunchy Logistics is interested in the beta

gary q - Thursday 17, November 2011 10:05 PM

how about Kashoo integration? Its about 1/3 the price of Xero.

Michael - Friday 18, November 2011 10:56 PM

Beta tester volunteer, michael at mehrcpa dot com

Thanks!

John - Sunday 20, November 2011 3:51 PM

Looking for Quickbooks Online integration here.

Dan @ WORKetc - Sunday 20, November 2011 8:05 PM

@ Gary - Price is irrelevant given we most likely don't have any customers using Kashoo.

@ John - we'll be working on QB Live as we progress QB Desktop out of Beta.

karen@notificationmaps.com - Monday 21, November 2011 6:37 PM

We are working with both worketc. and quickbooks and would like to voluteer as a beta tester.... Geoff has been working with us for training.

Karen
notificationmaps.com

Eunice Nyandat - Tuesday 22, November 2011 6:05 AM

Company: The Errand Managers, LLc
We are interested in the QuickBook Beta testing.
Thanks
Eunice

Aprotocall LLC - Tuesday 22, November 2011 2:05 PM

Very, very interested in testing!!

Sam - Wednesday 23, November 2011 4:10 AM

Wondering if this can work the other way around as well, so we can push quickbooks data in to worketc as well.

Thanks

Brian Caisse - Saturday 26, November 2011 11:08 PM

I too would like to be a beta tester. Been waiting for this a long time . . .

Brett Gilmour - Monday 28, November 2011 3:49 AM

I'm also interested in pushing data from QB into WORKetc.

Steven Holland - Monday 28, November 2011 10:03 AM

Just-Inspire Ltd,

Hi guys I would love to try out the Beta version of this link between Quickbooks and Worketc. This will make my life easy if it works.

Thankyou

Dave - Monday 28, November 2011 2:45 PM

How about wave accounting, it's free.

Jim - Tuesday 29, November 2011 12:32 AM

Will this also integrate with Quickbooks for Mac?

Dan @ WORKetc - Tuesday 29, November 2011 3:23 AM

@ Jim - unfortunately not and straight up we have no plans to build for Mac QB.

@ Dave - we don't have any customers using Wave (that I know of) so not a lot of point putting resources into building an integration!

Pete - Tuesday 29, November 2011 4:23 PM

Will this integration work with QuickBooks Pro UK version

Ara - Tuesday 29, November 2011 9:58 PM

cadent is interested in becoming a beta tester.

PETE - Tuesday 29, November 2011 11:00 PM

Midwest Technology would love to become a beta tester.

Ecoease - Wednesday 30, November 2011 10:19 AM

Hi,

I think a quickbooks plug in would be great. In Australia we have a tax called GST which needs to be accounted for (for most) and paid quartely so we need to have ability for an external accountant/bookkeeper to generate reports and upload to or otherwise update the finances.

Jessica - Wednesday 30, November 2011 9:37 PM

We would love to beta test the quickbooks plugin -- ubergeekgirl.

Rick - Friday 2, December 2011 12:47 AM

If you need one for Windows XP, QB 2010, count me in!

Travis - Tuesday 6, December 2011 5:15 PM

We really need to find a way to get our contacts and other info into WorkEtc, I would be happy to beta test this for you.

Shawn Keller - Friday 9, December 2011 3:46 PM

Would love to Beta test this.
ID: Itfixmiami

Mark Lampard - Friday 16, December 2011 6:27 AM

corsairsolutions

Brad - Monday 19, December 2011 6:28 AM

We would like to try this feature SMB IT Support
smbit.worketc.com

Kathryn - Thursday 22, December 2011 3:34 PM

too bad no intentions for a mac QB integration!!

Travis - Thursday 22, December 2011 6:46 PM

I would really like to get this tested before the end of the year! Please contact about beta testing ASAP!

Adi Khanna - Monday 26, December 2011 11:28 PM

Any update to when this beta is going to be ready? This was posted over a month ago?

Michael - Wednesday 4, January 2012 9:09 AM

A month and a half later and no news??? Don't tease us, announce stuff when it's ready.

Dan @ WORKetc - Wednesday 4, January 2012 9:39 AM

Update coming sometime this week. We had Christmas, New Year and stupid problem with the installer on Windows XP that was completely unexpected and fatal for the timeline.

Veronica Kirchoff - Thursday 12, January 2012 4:21 AM

Company Name: VPTS

I would love to help beta test this add-on for Windows XP Pro (when the installer is un-fatalized). This will be a dream come true for me if it works as described. I will love you for ever and ever.

Chris Moriarty - Saturday 21, January 2012 3:52 AM

RGA Advisors would like to get involved in the Beta testing if still looking for testers.

Adi Khanna - Monday 23, January 2012 6:40 PM

Crunchy Logistics would like to be a beta tester. Is there any update to the release?

Geco - Tuesday 24, January 2012 3:58 AM

Can you tell me if you have a Quickbooks plug in that works in Canada with the Canadian version of Quickbooks?
Thank you in advance

Curt - Thursday 2, February 2012 6:36 PM

Any update to the Quickbooks plugin? How about with QuickBooks Online?

Carl - Tuesday 7, February 2012 12:27 PM

how do I get to test the plug in beta

WORKetc Web App Blog

Quickbooks (Desktop) Beta

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