BLOG. SMART PRACTICAL BUSINESS ADVICE

QuickBooks Online – Now taking registrations for beta 2

Less than 50 spots now available for the second (and final) Quickbooks Online Beta.  Get your registration in fast.

QuickBooks Online and WORK[etc] Integration

QuickBooks Online and WORK[etc] Integration

We’re pleased, well actually very relieved to get our to a second beta release.

*UPDATED* Hi everyone that participated in the comments. Good news, this is now turned on for your accounts. Simply go into Settings -> Apps & Integrations and you’ll find the link-through there.

Whilst we’ve always had basic CSV and Qif import/export integration with Quickbooks CRM, this deep integration means no annoying download and uploading of files.  Both applications just talk to each other to share data directly.  To be honest with everyone, the entire process took four times longer than it ever should and at times we were all just banging our heads against the wall.  But it’s done now and a core group of people have been using the original beta for well over 6 months.  So…. let’s get on with the job of getting the full release across the line now!

Quickbooks Online plus WORK[etc]

This integration lets you electronically pass invoices and contacts created in WORK[etc] across to Quickbooks.  The video below best describes the integration:

QuickBooks Integration Video

[+] Click to watch video

With the original beta it was “uncertified” by Intuit meaning it was in development-only and as such  we could only ever allow 10 companies onto the beta.  A few of these accounts dropped off the program and we quickly replaced them with the next company in the queue.   What we are working toward now on the Intuit Partner Platform (IPP) is our listing on the Intuit App Center which once published makes the integration available to everyone.

Want in on the beta?

So, with this second release we’re now properly certified, having passed all Intuits security and functionality reviews.  This means we have room for another 50 accounts to join the beta.

To get your Quickbooks beta invite follow these 2 steps:

  1. Post either a Tweet, a Linkedin share, Google-plus or Facebook Like…
  2. And finally leave a quick comment below and I’ll be sending you the activation form.

Oh and sorry free-trialers, this is for current customers only!

  • Keith

    We are current Worketc customers and would like to be part of the QB Online beta

  • SargentSolutions Inc

    We are definitely interested.

  • Stephanie Fiteni

    right so I liked this – how do I get my activcation form please. I am already a worketc (happy) client and love quickbooks’ reporting functionality so this is exciting!

  • SurveyVitals

    Great news, we would love to be part of the second beta.

  • Marc Cathomen

    hi Daniel
    we would like to see how this beta works
    thanks for sendig the activation form
    Marc Cathomen
    Panotour.ch

  • Scott M. Williamson

    Shared!
    pss.worketc.com , you people rock. Beta me!

  • Jaime Sada

    Sign us up ! Thanks 🙂

  • Brady Behrman

    add punchout2go to list please

  • Amitaf

    Count us in…

  • Added you and shared in Google-plus, Tweeted and then “Liked” your Fanpage on Facebook. I have been using Quickbooks online for as long as they have had the Canadian version and I am very interested in being a part of this integration.

  • Mia Lott

    Excited about the new integration!

  • William Mullane

    Daniel, this looks quite interesting to us. We’d like to give it a go. Bill

  • christal Buchanan

    please send me the form very interested

  • Pete Cuff

    Would definitely like to be involved in the second wave beta please; we moved to QBO in April and are now ready to push the integration (and capabilities) of our cloud based IT services further

  • Dorothy

    Would love the form. Thanks.

  • Nisa Berzeg

    Greets and congrats on the integration. Would love an activation form.

    Thanks!

  • Neil Schmitz

    Definitely want the QB Online integration – glad you made it happen!

  • Ken Allwright

    Woild love to be in on the beta for this important extension to Work Etc

  • Ryan Barron

    Integration with QBO and Work[etc] can only be a good thing. We would love to try it.

  • *UPDATED* Hi everyone that participated in the comments. Good news, this is now turned on for your accounts. Simply go into Settings -> Apps & Integrations and you’ll find the link-through there.

See all

Featured Posts

Don’t Use a Driver When You’re in a Sand Trap: Boosting Growth with Automated Tags

Small business marketing is a bit like golf. You don’t use a driver for every single stroke. Yeah, you might luck out and get a hole in one, but it’s more likely you’ll end up spending way too much effort for too little return. What matters is that you identify exactly which club best fits […]

The Underperforming 10% of Your Team Can Burn Your Small Business

WORKetc is a small business. Tiny, really, compared to others in the CRM industry. But still—we’re able to provide our services to over a thousand companies, big and small, all over the world. How? Well, by using a complete business management solution to run day-to-day operations, for one, but also by obsessively making sure that […]

Unlock Your Site’s Potential With Automated CRM Web Forms

Don’t believe what the “gurus” tell you: lead generation is hard. It costs money, time, and a whole lot of effort. So it stands to reason that business should do everything they can to at least make the process of actually capturing the leads they generate be much smoother and easier. That’s where WORKetc’s web […]

Still Using Spreadsheets? Here’s Why It’s Time to Graduate to a CRM

One of the most mind-blowing conversations I’ve ever had was with a potential client whose support team used spreadsheets to track everything. They had one guy list down every support ticket and conversation he had during the day, and then another person would add those daily lists to one big spreadsheet. That left me speechless […]

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 […]