As an accountant, you hold the power to transform a business. By guiding your clients in selecting apps for their QuickBooks Online account, you can help increase their productivity and supercharge their workflow and business operations. When you help clients connect to useful apps for QuickBooks, they will spend less time completing tasks that can be automated by an app integration.
In this article, we will explore:
Helping clients customize their QuickBooks Online account by connecting to apps that streamline and automate their daily business and accounting tasks will show your clients your dedication to helping them achieve success by providing solutions for their unique pain points.
Adding app advisory to your services is likely to help increase your client’s satisfaction with your services. Advising on the best apps for QuickBooks clients could also help increase your client referrals and attract new customers to your accounting firm.
QuickBooks Online can connect to a wide range of apps to suit business needs across various industries and verticals. QuickBooks integrates with over 500 apps that business owners may already use to streamline various business processes.
You should consider your client’s industry, their business needs, and the pain points they face in order to recommend apps that will provide a tailored solution to the challenges they may be facing. Assessing your client’s key pain points and business bottlenecks will help you advise your clients on the apps that will provide the greatest benefit to their business.
Consider these benefits of integrating QuickBooks with apps when assessing your client’s pain points:
Let’s look at how you can advise your retail clients on some of the most popular apps for QuickBooks Online.
Retail businesses buy and sell products, and they’re often the most common type of business client you may advise. Examples of retail businesses include retail stores, wholesalers, and e-commerce businesses.
The pain points of retail businesses often center on tracking and managing inventory and making sure there is sufficient stock to fulfill purchase orders. E-commerce retailers may also face challenges managing their customer lists.
Retail clients who sell products, in particular e-commerce retailers, may benefit from connecting to an inventory app to sync their products and inventory levels and manage order fulfillment all in one place.
Consider the following apps to integrate with QuickBooks Online and address your client’s pain points:
If your clients run an e-commerce store, here is a list of other popular e-commerce apps that can connect to QuickBooks:
Let’s look at how you can advise your professional services clients on apps they can integrate into QuickBooks Online.
Professional services clients are trained in specialized knowledge and skills in a particular industry. Examples of clients in professional services include lawyers, marketing professionals, and consultants.
The main pain points of these clients center around tracking time when working remotely, reporting on the status of projects, managing projects and tasks, and managing their customer lists.
When choosing one of these apps, clients can connect to QuickBooks Online and address relevant pain points:
Let’s look at how you can advise your field services clients on apps they can integrate into QuickBooks Online
Businesses classified as field services go out to their customers’ workplaces or homes to perform a variety of tasks. Typical examples of field services include construction businesses, plumbers, electricians, and landscapers.
Pain points of field service businesses involve tracking materials and expense management. Other challenges include job costing, remote time tracking, and scheduling further visits to a customer.
Integrate your clients' QuickBooks Online account with expense management apps to further help them keep track of expenses. Here are some of the most popular expense management apps for QuickBooks Online:
Connect your apps to QuickBooks in 3 simple steps:
Look out for new QuickBooks apps that may benefit your clients and help improve their productivity. Sign up to QuickBooks Online Accountant for free today to empower your accounting firm to better manage your clients' books.
