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.

2 Shares
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!

2 Shares
See all

Featured Posts

This Firm is Fueling Clients’ Success with Strategic HR and WORKetc CRM

Performance HR uses Strategic HR and WORKetc CRM to fuel their clients’ success. So you’ve finally decided to build your own startup company. You’ve got an idea, you’ve got a team, and you’re ready to introduce your product to the world. You want to focus everything you have on that last bit, so you decide […]

6 New Apps to Grow Your Business in 2019

Fill your small business toolkit with the right new apps for growth. Gone are the days when all you needed to run a business was a pen, paper, and maybe a calculator. These days it’s all about your software stack—the apps, cloud or otherwise, that you use to manage everything from contacts and sales leads […]

Manage and Grow Your Business Better With 4 More WORKetc CRM Tips from Real Users

Run, manage, and grow their businesses with these real WORKetc tips from real users. Be it a minute or an hour, $1 or $1,000;every little bit counts when you’re a small business. And what better way to learn more about how you can use WORKetc to boost you and your team’s efficiency and productivity than […]

WORKetc is Shifting Into High Gear with Elasticsearch

Massive speed improvements coming to WORKetc CRM. WORKetc isn’t just a tool for running a business. We built it to help you grow that business. And with growth comes more contacts, leads, projects, timesheets—more and more business-critical data that needs to be created, saved, and tracked. That’s one of the big considerations we had in […]

Don’t Just Survive—Grow Your Business With These 4 WORKetc CRM Tips from Real Users

Help your business grow with these WORKetc CRM tips from real users. Speed, efficiency, productivity. They’re all buzzwords, yeah, but they’re also key components to any small business’ survival. We’ve already rolled out quite a few tips and tricks for increasing efficiency and productivity with WORKetc, but nothing beats those tips whose effectivity have already […]

Get Paid Quicker With the WORKetc iPhone CRM App’s New Invoice Module

Create, edit, and send invoices on the go with the new WORKetc iPhone app. We’ve received a lot of requests form WORKetc users to include an invoicing module in the WORKetc CRM app for iPhone. Today, I’m glad to confirm that those requests are going to be fulfilled. Our iPhone app developers are neck-deep into […]