QuickBooks, without the copy and paste.
QuickBooks is where the money is recorded. The work around it - matching customers, updating trackers, answering client questions about invoices - is where your team's hours go. We build the tools that do the matching and the updating, and keep them running.
What we typically build with QuickBooks
Invoice status where the team works
Priya stops checking QuickBooks every morning to see who has paid. Payment status updates in the tracker your team already uses.
New client set up once
When a client signs, their customer record is created once and shared out - instead of being typed into QuickBooks, the CRM and the practice app separately.
A clear view for each client
Clients see their invoices and balances in their own portal, so your team spends less time resending PDFs.
Common QuickBooks sync problems - and how we handle them
Online and Desktop are different products
QuickBooks Online can be connected to other apps directly. QuickBooks Desktop lives on a computer in your office and connects in a much more limited way. We'll tell you plainly which you have and what's possible before anything is built.
Request limits per company
QuickBooks Online limits how many requests an app can make per company file in a short window. We pace syncs and only fetch what's changed, so big files don't hit the ceiling.
Connections need refreshing
A QuickBooks connection has to be renewed regularly, and lapses if left unused for too long. We monitor it and flag it early.
Customers and sub-customers
QuickBooks lets you nest jobs under customers, and firms use that differently. We map it to how your firm actually works rather than assuming.
QuickBooks questions
Do you work with QuickBooks Desktop?
Sometimes, but it's more limited than QuickBooks Online because Desktop runs on a local computer. We'll check your setup in the ops audit and tell you honestly what's realistic.
Will you write to our books?
Only where you've agreed it, and anything sensitive stays as a draft for a person to approve. Most tools we build only read from QuickBooks.
Who owns the connection and the tool?
You do. The tools we build run on your own accounts, and each app is connected with its own sign-in, limited to what the tool needs. You can switch access off at any time from inside the app itself.
Builds and firms like yours
Find the hours your team loses around QuickBooks.
A 2-week ops audit finds the hours your team loses between apps: $2,500 / £2,000, credited to your first month.