Top 7 QuickBooks Integrations Every Small Business Should Consider

In today’s digital age, small businesses have access to an abundance of tools that can streamline operations and help keep finances organized. QuickBooks is already one of the most powerful accounting solutions, but did you know that integrating it with other platforms can significantly enhance your efficiency?

Integrating QuickBooks with other business tools can save time, improve accuracy, and reduce manual tasks. Whether you're looking to manage payroll, track inventory, or automate invoices, the right integrations can help make QuickBooks even more effective for your business. Below are seven of the best QuickBooks integrations every small business should consider.

1. Shopify

If your small business sells products online, Shopify is likely one of your go-to platforms. Integrating Shopify with QuickBooks automates the transfer of sales, refunds, and expenses directly into your accounting software. This eliminates the need for manual data entry, reduces errors, and allows you to see real-time sales reports.

With this integration, QuickBooks automatically syncs your Shopify orders, taxes, shipping, and discounts. Additionally, you can monitor profit margins and have an accurate understanding of your e-commerce financial health.

Key Benefits:

  • Real-time financial reporting on Shopify sales

  • Automated tax and shipping calculations

  • Streamlined order and inventory tracking

2. Trello

Effective project management is essential for small business growth, and Trello is one of the most user-friendly tools for managing tasks, deadlines, and projects. Integrating Trello with QuickBooks enables you to track time spent on projects and sync that data directly with QuickBooks for invoicing and reporting.

Whether you run a service-based business or work on client-specific projects, this integration helps ensure you never miss billing a client for the time spent on their tasks.

Key Benefits:

  • Sync project data with QuickBooks for accurate invoicing

  • Track employee time and expenses by project

  • Improve overall project management and transparency

3. Square

Square is a popular payment processor for small businesses, allowing easy point-of-sale transactions. The QuickBooks integration with Square is vital if you rely on in-person or online card payments. With this integration, sales, taxes, tips, and fees are automatically imported into QuickBooks, ensuring your records are always up to date.

Moreover, you can track Square transactions, connect them to invoices, and reconcile your books in less time. This eliminates the headache of manually entering sales data from multiple payment sources.

Key Benefits:

  • Automatically import sales, fees, and taxes

  • Simplified payment tracking and reconciliation

  • Accurate and real-time financial reporting

4. Bill.com

Managing accounts payable and receivable can be a tedious task. Bill.com makes it easy to automate both invoicing and bill payments, and when integrated with QuickBooks, the process becomes even more seamless.

With this integration, you can streamline your payment processes by sending and receiving invoices, automating payment approvals, and syncing bill payments directly into QuickBooks. It ensures that your accounts payable and receivable are always accurate, helping you avoid late fees or missed payments.

Key Benefits:

  • Automate bill payments and invoicing

  • Real-time synchronization of financial data

  • Reduce manual entry and avoid costly errors

5. Gusto

If you have employees, managing payroll and benefits can become a significant responsibility. Gusto is a payroll and HR platform that simplifies the entire process, from calculating employee salaries to managing benefits and tax withholdings. By integrating Gusto with QuickBooks, payroll data is automatically synced, reducing the need for manual calculations.

This integration ensures that all payroll expenses are accurately recorded in QuickBooks, including employee taxes, benefits deductions, and payroll liabilities. It’s an all-in-one solution for small businesses that need to streamline HR and payroll operations.

Key Benefits:

  • Automate payroll and tax calculations

  • Accurate recording of payroll expenses in QuickBooks

  • Simplified compliance with tax regulations

6. HubSpot

As a CRM tool, HubSpot helps small businesses manage customer relationships, track leads, and streamline sales pipelines. Integrating HubSpot with QuickBooks helps ensure that your sales data syncs automatically with your accounting software. This integration allows for seamless invoicing based on customer interactions, contracts, and sales within HubSpot.

Furthermore, by syncing HubSpot and QuickBooks, you can track the financial side of your customer relationships, giving you a clearer view of sales performance and client profitability.

Key Benefits:

  • Automated invoicing based on customer interactions

  • Streamlined financial reporting for sales and customer data

  • Improved customer relationship management

7. Zapier

Zapier is one of the most versatile integration tools available, allowing QuickBooks to connect with over 2,000 apps. With Zapier, you can create custom workflows and automate repetitive tasks. For example, you can automatically send invoices from QuickBooks when a deal is closed in a CRM system or set up automatic reminders when bills are due.

The beauty of Zapier is that it allows you to automate virtually any process across multiple platforms, significantly reducing manual tasks and freeing up your time to focus on growing your business.

Key Benefits:

  • Automate workflows across multiple platforms

  • Reduce manual entry and streamline operations

  • Connect QuickBooks with thousands of other apps

QuickBooks is a powerful tool on its own, but with the right integrations, it becomes an even more robust system for managing various aspects of your small business. Whether you need to automate payroll, manage sales, or streamline invoicing, these top seven integrations can help you simplify operations and stay on top of your financial health.

If you’re ready to take your business operations to the next level, explore QuickBooks today or visit our QuickBooks partner page to learn more about how you can make the most of your accounting software.

Caleb Roche

Located in Edmond, Oklahoma, Caleb is a Marketing Consultant that helps businesses build better marketing strategies. Combining strategy with implementation, he focuses on building long-term customers through data-driven decision-making. With experience working with both small and large companies, he has the experience to help businesses create strategic marketing plans that focus specifically on each business’s strengths, not just a one size fits all/template-based strategy.

https://www.crocheconsulting.com
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