There’s no doubt that QuickBooks Online is a robust accounting platform, providing a range of business services that go well beyond the ledger. But business needs vary, and sometimes, one requires additional provisions than even QuickBooks currently provides.
That’s why QuickBooks Online was built as an open platform—designed to not only accommodate, but flourish beside other apps. These apps, ranging in function from inventory management to process automation, integrate with QuickBooks to enhance the user experience.
We recently took a look at six best-in-class apps QuickBooks customers love. Many were developed by small businesses, whose owners were looking for a solution to fit an industry-specific need. Check out these innovative tools, perfect for managing documents, inventory and customers.
Manage documents
1. DocuSend Mailing Solution
Created by Mail Technologies, Inc, DocuSend first came to life in 2015 as a response to a client’s request for alterations to a PDF. A few months later, the company’s engineering department invented a process called PdfXtract/Rebuild, allowing them to alter and rebuild targeted areas of PDFs. Mail Technologies then went on to build an on-demand, cloud-based mailroom, eliminating the high transactional costs associated with mailing low volumes.
Now, DocuSend users are able to cut their mailing cost in half, simply by automating their print-to-mail process, no matter their mailing volume. For example, it takes the average business about two hours to print and mail 200 documents internally. Uploading to DocuSend takes less than 2 minutes, and documents are typically mailed the next business day. That makes the process not just less expensive, but more efficient as well.
To keep your documents safe, DocuSend’s cleansing software fixes addresses ahead of time, reducing undeliverable mail. An optional email verification system will also replace attachments with encrypted links and verify when they are opened.
The app works well for both QuickBooks Online and QuickBooks Desktop users. Pay as you go — no minimum volume requirements or monthly fees.
2. JustConsolidate
JustConsolidate was designed especially for accountants and bookkeepers hoping to consolidate and report financials on multiple companies within QuickBooks Online.
As users may be aware, QuickBooks excels at single-company accounting for small and mid-market companies; but multi-entity users lack access to a “consolidation ledger,” like that of traditional accounting platforms.
With JustConsolidate, users can manage and report consolidated and segmented financials from a single QuickBooks Online company (with no change to their existing companies). Users will enjoy increased flexibility to create any journal entries needed for consolidation adjustments like intercompany eliminations or minority interest.
JustConsolidate was designed to enable a GAAP consolidation of foreign currency companies, and there is no requirement for the chart-of-accounts to match across companies. Consolidated financial statements can be segmented by subsidiary companies, adjusting entries and Class IDs.
Try it free for the first month.
Manage inventory
3. Order Time Inventory
Order Time Inventory was developed by NumberCruncher, an Intuit partner and a leading provider of inventory and order management software for the QuickBooks community.
The team at NumberCruncher saw a need for a powerful inventory control and order management platform that seamlessly integrates with accounting software, such as QuickBooks Online and QuickBooks Enterprise. They wanted to create a solution that would help small and medium-sized businesses (SMBs) better maintain stock levels, predict their purchasing needs and streamline their inventory management.
Businesses that struggle with managing their inventory and order processes, leading to stockouts, overstocking, inaccurate forecasting and lost sales, will benefit from this powerful (and affordable) inventory platform. With Order Time, businesses can easily track inventory levels, automate order processing, forecast purchasing needs and connect to multiple marketplaces from one central hub.
With its innovative features and dedicated support team, Order Time Inventory is the go-to solution for SMBs looking to streamline their inventory and order management processes. Try a 30-day trial for free — no credit card required.
4. HandiFox Online
First created fifteen years ago by Tecom Group, Inc., HandiFox is an inventory management app that just might change how your business stays organized.
With the help of barcodes, HandiFox follows, tracks and logs inventory all the way from placing orders with suppliers, through receiving, counting, picking and packing for shipment. Users will save time and minimize careless mistakes.
If it’s data you’re after, HandiFox can help there too. It amasses purchase and sales data, enabling business owners to make more informed decisions. All that and more is done on Android or iOS devices, with a real-time sync back to QuickBooks, connecting and aligning your inventory and your books.
Nervous about signing up for something new? Don’t be. Tech support is one of HandiFox’s greatest strengths. Their customer service is friendly and knowledgeable, and sure you have your team on board in no time.
Check out HandiFox’s free 14-day trial today.
5. Adelie Logistics Inventory Tracker
Unlike other inventory tracking software, Adeli Logistics was specifically designed to solve problems for equipment rental companies.
With Adelie Logistics, sales reps can quickly take orders for future events without fear of overbooking products or services. The app streamlines ordering — all the way from inception to fulfillment — with digital contracts, online payments, rental item pull sheets, routing and deliveries and customer acceptance of items.
Adelie Logistics was designed in 2015 by its founder, Joe Mangum. Having recently started a party and event rental company in Arizona, Joe was operating completely out of QuickBooks Desktop for invoicing, customer management and payroll. He soon realized that while QuickBooks was the answer to many of his company’s needs, a solid rental inventory software wasn’t included. The solution was Adelie Logistics.
After solving the inventory tracking piece of the puzzle, the team at Adelie Logistics LLC continued to enhance the software with additional features to help the company scale. This included rental item preparation reporting, delivery and pickup routing, mobile apps for drivers and warehouse, and more. After testing out their software internally, they decided to package it and offer it as a service to other companies in the industry.
Today, the Adelie Logistics app serves both QuickBooks Desktop and QuickBooks Online customers. Try it free for 14 days.
Manage customers
6. Method: CRM
If you’ve been looking for a way to automate your customer experience, Method:CRM is your best bet.
Method:CRM is often touted as the best process automation tool for QuickBooks users. Its no-code platform is built specifically for businesses that have reached the limits of QuickBooks and need flexible automation to continue growing.
Whether it’s payment collection or obtaining approval with an e-signature, Method gets time-consuming processes out of the way, allowing business owners to focus on more crucial tasks. Start your free trial to experience the benefits of Method for yourself!
