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

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