QuickBooks online connected apps

Supercure · ‎June 08, 2021

Hello QuickBookians,

Small translation busness in the UK here.

We deal with small projects (typically £30 to £3,000). Due to growth, we start to generating quite some project admin.

Typically, we email the client a quote for every project - yep, even the small ones ;-(.

Client confirms by return of email, project becomes live, we gather all the details (name of file, planned delivery date, name of linguist in charge, cost, plus a couple of text fields) on a shared Google Spreadsheet (that the project manager, the client and myself can access at any time).

We invoice each month, copying manually the infos from the Googel Spreadsheet into QuickBooks online. Urgh. All very 19th century.

We are looking for a 3rd party app that:

1./ would not cost a bomb and require a PhD in applied IT to run
2/ could "keep everything under the same roof (e.g. we enter the w quote, it gets emailed to client, client click a link for acceptance, we get notified, process the project, mark project as good to invoice on teh app and end of the month, the app gather all monthly projects, sends them direct to QBonline so we can raise the invoice).

We looked at Quotient, feels like this app does "so much more – but not quite what we are after. Any ideas?

Thank you.

SarahannC · ‎June 08, 2021

Hello there, @Supercure. Thank you for posting here.

I can see the need of using a third-party application for your business needs.

As much I want to go further and help you, we’re unable to provide recommendations on which app to use, but I suggest visiting QuickBooks Apps to find one that will suit your business needs.

This is a place where you’ll find third-party applications that integrates with the online program. To expedite the process, type a keyword in the search box.

You can also check the customers’ reviews to get a better comparison of each app. Then choose the one that best suits your need the most.

If you have additional questions that I can help you with, click on the Reply button and enter your comment. I'll jump right back in to assist you.

View solution in original post

SarahannC · ‎June 08, 2021

Hello there, @Supercure. Thank you for posting here.

I can see the need of using a third-party application for your business needs.

As much I want to go further and help you, we’re unable to provide recommendations on which app to use, but I suggest visiting QuickBooks Apps to find one that will suit your business needs.

This is a place where you’ll find third-party applications that integrates with the online program. To expedite the process, type a keyword in the search box.

You can also check the customers’ reviews to get a better comparison of each app. Then choose the one that best suits your need the most.

If you have additional questions that I can help you with, click on the Reply button and enter your comment. I'll jump right back in to assist you.

Fiat Lux - ASIA · ‎June 09, 2021

@Supercure

What kind of business do you run? a field service?

Supercure · ‎June 09, 2021

Cheers. Done exactly this, but it is hard to tell, just from the short app description given on Intuit -or even on the developper sire – what are the possible candidates for us. Can't spend too long testing tens of products, hence asking the community. Kind regards

Supercure · ‎June 09, 2021

Hello

Thx for your reply. No field work, just trying to a void duplicating/rewriting info from "quote by email" to "on-line (googe) follow-up spreadsheet" to "quickbooks onlinefor invoicing".

Kind regards

Fiat Lux - ASIA · ‎June 09, 2021

@Supercure

Explore this app

https://paymo.grsm.io/quickbooks

Supercure · ‎June 09, 2021

Really interesting, at first sight. Will check it out. Big thanks for pointing me towards this

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