Add Insight

Strategic Bookkeeping and Payroll Services for the Small Business Owner

QuickBooks Apps – Training Tools

What are QuickBooks Apps?

Check out this short video for an explanation. There are far too many apps to outline on our website, but here you will find a curated list of training tools for the apps we are currently using at Add Insight to improve workflow and integration for our clients. Take a tour and learn about each one. Click here for general information about QuickBooks App integrations.

Navigating the App Ecosystem:

Trying to navigate the vast app ecosystem can be overwhelming. That is why we are here to help make sense of all the noise. Add Insight only recommends apps that are beneficial to our client-bookkeeper workflow. If the app reduced data entry or allows for more automation we are all in.  We appreciate how technolgy can improve our lives and are always on the lookout for the next best app.

Here is a helpful visual overview of the app ecosystem provided by Accountex USA:

Accounting_Technology_Ecosystem___Accountex_USA_Add Insight

You can click here to download the full-size guide.

If you are curious about what apps we are using regularly scroll down to learn more.

 

QuickBooks Integrated Apps We Love:

Acuity Scheduling

By Acuity Scheduling Inc.

Acuity_Scheduling___QuickBooks_App_Add Insight

We love Acuity for its intelligent online scheduling for client meetings: Automate your client bookings, cancellations, reminders & payments with one click (and zero frustration), so you can know what sanity feels like today. After all, you’re here to make yourself money, not make yourself crazy. (That’s where we come in.)

Float

By Float

Float___QuickBooks_App_Add Insight

We love Float for its intelligent, real-time cash flow forecasting: How much cash will you have in the bank tomorrow? Next week? Next month? Float integrates seamlessly with QuickBooks to automatically create a cash flow forecast to give you this insight. Faster and simpler than Excel. Plus it never goes out of date!

Gusto Payroll

By Gusto Payroll

Gusto___QuickBooks_App_Add Insight

We love Gusto for its smarter online payroll and benefits processing: Gusto is the easiest way to pay employees and contractors. As a full-service payroll service, we take care of all payroll tax payments and filings on your behalf. Every time you run payroll, total wages and taxes are synced with QuickBooks Online.

HubDoc

By HubDoc, Inc.

Hubdoc___QuickBooks_App_Add Insight

We love HubDoc for its document syncing workflow, assisting us with our client: Your key financial docs (and their data) seamlessly synced with your accounting.

  • No Data Entry, No Filing
  • Stop Chasing Bills and Statements
  • Syncs with Your Accounting
  • Simplify, Go Paperless

MileIQ

By Mobile Data Labs Inc.

MobileIQ_App_Add Insight

We love MileIQ for its mileage tracking app, perfect managing transportation expenses on the go: Automatic drive detection makes it easy to capture every mile you drive. Say goodbye to the headache of manually logging every trip. Goodbye to the heartache of leaving dollars on the table when you forget. Hello to the ease of automatic mileage tracking.

Sync with PayPal

By Intuit

Sync_with_PayPal___QuickBooks_App_Add Insight

We love Sync with PayPal for its automated syncing powers, improving our workflow with clients: The Sync with PayPal free app automatically imports your PayPal sales transactions, fees, taxes, and discounts into QuickBooks.

Sync with Square

By Intuit

Sync_with_Square___QuickBooks_App_Add Insight

We love Sync with Square for its QBO integration improving our workflow with our clients: We are excited to introduce Sync with Square, the latest version of the Square QuickBooks Online Integration from Intuit. With this free app, your Square sales-related transactions are automatically imported into QuickBooks Online.

TSheets Time Tracking

By TSheets

Quickbooks_TSheets_Time Tracking App_Add Insight

We love TSheet for its many user-friendly features and full integration with QuickBooks Online: Get rid of that punch time clock & simplify payroll, invoicing & job costing with automated time tracking right inside QuickBooks. You’ll also get access to mobile time tracking apps, scheduling, GPS, alerts & more. Your #1 tool for hourly employees!

Have a need not met by our list, explore other Intuit vetted apps here.

Explore Intuit Apps

Read more about training tools for QuickBooks Online.

If you would like to know more, please fill out our contact form and we will be in touch.

Photographer/Videographer

Details! Precision! Humor! Could you ask for anything more from a bookkeeper?? Alexa is it! She is a life saver in that she keeps track of everything and helps me make sense of all the numbers. I couldn’t run my business without her. She is the BEST! And a really lovely person to boot. She’s always responsive and quick to answer questions, and she’s incredibly patient with everything. She’s a gem.

Photographer/Videographer

employer 01

Alexa has been the director of finance for our small business for nearly 10 years, so I’m in a good position to say that there is no one more conscientious, detail-oriented, or fastidious about accounting than Alexa Gregory. Alexa produces reports that drive to the most granular level of analysis, providing excellent tools for decision support and management. I’d recommend her wholeheartedly as a ProAdvisor. You’d be lucky to work with her.

Employer

food products company owner

Alexa was extremely proficient and responsive. She asked me specific questions related to my business and helped me to get my daily bookkeeping entries on track. Exceeded my expectations for sure! So happy to have found her.

Owner, Food Products Company

client’s accountant

Alexa provides the bookkeeping services for a mutual client where I’m the CPA. Alexa is attentive to her client’s needs, efficient, accurate, and easy to work with. I’d highly recommend her services to others in need of bookkeeping services.

Accountant

colleague 01

Alexa’s a pleasure to work with! She’s calm, smart, caring, conscientious, full of integrity, and multi-talented — from numbers to operations to websites to group dynamics to HR. I recommend her highly.

Colleague

co-worker

Alexa is a valued professional colleague, expert in her field, a dependable and insightful thought partner who is detail oriented yet sees the big picture. She anticipates needs and finds creative, cost-effective and time-efficient solutions. In crazy deadline projects when everybody else is having tantrums, Alexa is the calm center that just moves things forward.

Professional

non-profit 01

We are a small non-profit and I had lost a years worth of QuickBooks data from my laptop additionally our backups refused to open. Alexa saved us by getting the info transferred to QBO and our books up to date!

Non-Profit Client

Small Business Owner

Alexa is so great! Super organized, patient and calm. I appreciate her attention to detail. I feel like I am a priority. So glad I found her. Thank you Alexa!

Small Business Owner

consultant 01

Alexa helped my small firm get set up in QuickBooks and is keeping up on regular updates. This process went so smoothly and quickly that I wondered why I hadn’t done it sooner. Alexa made it all seem even easier and intuitive which was a huge plus. I highly recommend Alexa as a QuickBooks power user! Plus, she is very patient and supportive. Wonderful improvement for my work.

Consultant