BLOG. SMART PRACTICAL BUSINESS ADVICE

Quickbooks (Desktop) Beta

Early next week we’ll be making available the WORK[etc] 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 WORK[etc] 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 WORK[etc] to create billable items (ie timesheets, project milestones, product sales)
  • A manager then creates invoices from billable items within WORK[etc] and sends out invoices from WORK[etc]
  • A book-keeper then uses Quickbooks, with the WORK[etc] 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 WORK[etc] 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 WORK[etc] 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…

User details & Settings

Select invoices to import based on date range
See all

Featured Posts

Multitasking is Killing Your Productivity. Here’s How to Save It

Just like every other small business owner, I juggle a lot of tasks as the owner and founder of WORKetc. One minute I’m overseeing development on our web app, and the next I’m on a sales call with a potential customer. Sales, support, projects, finance—I’m basically both leader and member of these very different departments […]

4 More Tried and Tested WORKetc Tips from Real Users

Efficiency and productivity aren’t just buzzwords when it comes to running a small business. They could make the difference between you leading the pack and being dead last. This is particularly critical in an economic climate where profit margins are tighter than spandex. The only way to stay afloat is to make sure your entire […]

Top New Apps to Automate, Manage, & Grow Your Small Business in 2018

Ever tried unscrewing a screw using a coin? It can be done, but it takes much more time and effort than if you just use a screwdriver. It’s the same with apps. There’s a glut of them out there, and finding the right ones to automate, manage, and grow your small business can make the […]

Real Users Reveal How They Save Time with WORKetc’s Mobile Apps

Up until around eight or nine years ago, I always kept a small notebook with me wherever I went. I was already knee-deep into my entrepreneurial ventures back then, and that notebook was pretty much my database for everything related to my businesses. Contacts, sales leads, project info, ideas both practical and slightly mad—I kept […]

Top 4 WORKetc App Integrations, As Picked by Real Users

There’s not a lot WORKetc can’t do when it comes to managing a small business, what with its built-in CRM, project management, billing, timesheets, and customer support modules. It’s an entire business management ecosystem unto itself without even plugging in any additional third-party apps. We do recognize, however, that some businesses have their own app […]

How to Win That Elusive “Yes” for Your Sales Quotes and Proposals

If first contact with a sales lead is like a first date, then sending out a sales quote would be the equivalent of getting down on one knee and proposing. Now, putting your best foot forward on that first date is just the start. If you want to get a “yes”, you better be ready […]