Apps That Integrate with QuickBooks to Simplify Your Workflow
Running a small business means juggling a lot of moving parts: operations, marketing, customer service, finances, and everything in between. When your financial systems are scattered across apps, spreadsheets, and emails, even simple tasks can turn into time-consuming headaches. That is where the right technology can make all the difference.
At Eddington Financial Solutions, QuickBooks Online is at the heart of everything we do. But what makes QuickBooks truly powerful is how it connects seamlessly with other business apps. These integrations help you build an efficient, automated workflow that gives you accurate numbers and more time to focus on what matters most: growing your business.
Below, we are breaking down some of the top app integrations small business owners can use to simplify daily tasks, eliminate manual entry, and gain clearer insights into their financial health.
1. Receipt and Expense Management Apps: Snap, Sync, and Simplify
One of the biggest time-wasters for small business owners is tracking down receipts. They hide in glove compartments, pockets, and junk drawers until tax season comes around. With tools like Dext and Expensify, you can snap a picture of a receipt, and the app automatically extracts the data and sends it straight into QuickBooks.
Why it matters:
No more manual entry
Eliminates lost receipts
Saves hours every month
Keeps books accurate in real time
If you have ever dug through a stack of crumpled receipts with frustration bubbling up, this integration will feel like pure relief.
2. Payment Processing Apps: Get Paid Faster and Track Payments Automatically
Cash flow is the lifeblood of every small business. Tools like Square, PayPal, and Stripe integrate directly with QuickBooks to record transactions automatically, categorize income, and reconcile payments with your bank.
What this means for your business:
Faster payments
Fewer errors
Real-time income tracking
Smoother month-end reconciliation
If your business relies heavily on customer invoices, QuickBooks Payments also integrates seamlessly and includes features like recurring billing and automated reminders.
3. Time Tracking and Payroll Apps: Stop Guessing and Start Automating
If your business involves hourly team members, contractors, or project-based billing, time tracking apps like TSheets by QuickBooks or Hubstaff can be game changers.
How it helps:
Employees track time digitally from a phone or computer
Hours sync directly into QuickBooks payroll
Reduces payroll errors
Helps ensure labor compliance
For many business owners, the shift from handwritten timesheets to automated tracking feels like night and day. What used to take an entire afternoon now takes a few clicks.
4. Inventory Management Apps: Keep Stock Levels Accurate Every Time
Product-based businesses often struggle to track inventory accurately. Apps like SOS Inventory, Cin7, or TradeGecko integrate with QuickBooks to sync sales, orders, stock levels, and purchase orders automatically.
Benefits:
Fewer stockouts
Less waste
Better forecasting
Real-time cost of goods sold (COGS)
When your inventory is accurate, your financials are accurate. And when your financials are accurate, you make smarter decisions.
5. Customer Relationship Management (CRM) Apps: Bring Sales and Finance Together
If your sales team works in one system and your finances are tracked in another, things can get inefficient fast. CRMs like HubSpot, Method CRM, and Zoho CRM integrate with QuickBooks so customer data, invoices, and payments flow smoothly through your system.
This gives you:
A clearer picture of customer value
Automated invoicing
Faster onboarding and billing
Improved customer experience
Integrating your CRM with your bookkeeping can eliminate a surprising number of back-and-forth emails, spreadsheets, and manual updates.
6. Project Management Apps: Plan, Track, and Analyze Profitability
Project-driven businesses like contractors, designers, and consultants often struggle to measure project profitability. Tools like Trello, Asana, and ClickUp can integrate with QuickBooks using connector apps like Zapier or Make.
This gives you a clearer picture of:
Project-related expenses
Billable hours
Budget progress
Profit margins
Understanding which projects are profitable (and which are not) is one of the best ways to improve your bottom line.
Bringing It All Together: Your Workflow Should Work For You
Apps are meant to simplify your operations, not make them more complicated. The right QuickBooks integrations create a streamlined workflow where data moves automatically, accuracy improves, and decision-making becomes easier.
At Eddington Financial Solutions, we help small business owners choose the right technology stack, implement integrations, and maintain a smooth financial system. If you ever feel like you are drowning in paperwork and manual entry, it may be time to upgrade your workflow with tools that save time and boost profitability.
Want personalized recommendations for your business?
Reach out anytime at www.EddingtonFinancialSolutions.com.