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

Tools of the Trade: What Makes a Good Business Management Platform?

When I started my first content marketing business I had a very basic idea of what I needed to do: find a customer, do work for them, get paid. That was it. Once I was busy and in business, I realized that I had missed a few important steps. I had to come to grips […]

4 Time-Saving WORKetc Tricks for Power Users

Every minute and second you save, every dollar and cent that you bill—everything counts when you’re running a small business. This is a lesson every entrepreneur needs to learn quickly if they want to stay in business. WORKetc already helps streamline business processes and workflows by integrating CRM, projects, billing, support, and more into one […]

CRM with Billing: Big Efficiencies That Mean Money

The growing use of customer relationship management (CRM) tools by businesses big and small has created a cliche for the digital age: if you want your business to succeed, you’re going to need a CRM. As banal as it is, that statement rings true. Relationships with your customers are crucial, and the tool you use […]

Managing the Messes and Insanity of IT Support

Randy Bryan isn’t your typical IT person. Sure, he’s a tech-head through and through, but the journey he took to become who he is now—the big boss at San Marcos, Texas-based IT firm tekRESCUE—isn’t as straightforward as the average IT guy’s. “I’ve always been a tech person for as long as I can remember,” he […]

Writing Emails That Get You Paid on Time

There are two things every small business owner wants: Provide great products and services to their customers. Get paid on time. You can do both with WORKetc. We’ve even covered how to design an invoice that helps you do the latter, and today we’re going over a few of those tips again. Not in the […]

Running Four Brands on One Business Management App? Here’s How

Entrepreneur, consultant, speaker, podcast host—Donna Grindle wears many hats in her day to day life. Add to that the fact that she owns and runs multiple brands and you have one busy business owner. “I’m a serial entrepreneur,” she proudly proclaims. “I just can’t help myself.” She traces the origins of her entrepreneurial streak to […]