When businesses integrate QuickBase with QuickBooks they can derive several important benefits from moving data between the platform and the accounting software.
QuickBase is a low code database application development platform that is used by different industries for a variety of purposes to increase productivity.
QuickBase helps businesses in a variety of use cases due to its customizable capability. QuickBase can be used for building customizable applications on cloud based on unique business needs which are secure.
This easy to use platform has several applications that helps automate business processes according to each business requirement. Through QuickBase, workflow processes, report set up and forms can be created, and it helps teams work more productively.
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The integration of QuickBase with QuickBooks can help gain more accuracy and avoid errors when copying data. Your company will achieve smoother and uninterrupted workflow and streamlined CRM and sales processes.
Integration of QuickBase with QuickBooks can help businesses to streamline workflows and work more productively.
What is QuickBase?
QuickBase is a cloud database platform that helps to develop unique apps to address businesses with their problem. Users of the platform can develop their apps to suit their requirements. The great thing about Quick Base is that it also has hundreds of pre-made apps that can be used for common business problems.
QuickBase helps with things like projects, CRM, Task Management, and document management, QuickBase is similar to other programs like Podio and Airtable which also, help businesses to manage their database and tables more efficiently.
What is QuickBooks?
QuickBooks is the most popular software for accounting and managing expenses or keeping track of daily health. In this, you can prepare invoices for customers, and pay bills, reports, and taxes. Multiple solutions are available to support a variety of business requirements, including in QuickBooks Product List: QuickBooks Online, QuickBooks Desktop, QuickBooks Payroll, QuickBooks Time, or QuickBooks Checking.
Advantages of QuickBase QuickBooks Integration
QuickBooks can help bookkeeping and for maintaining system of record, but it cannot implement team collaborative workflows or processes.
Integration between QuickBase and QuickBooks helps in the following ways:
- Build a bridge between the two
- Business processes are combined with best accounting practices
- Sales teams can manage product sales and invoices
- Purchase orders can be released once deals are finalized
- Tracking is enabled of time allocation according to budgets
- Vendor details can be maintained
- Project details and cash flow can be combined seamlessly
- Estimates, invoices, pricing and other details can be listed
- Data can be entered and accessed without duplication
- Workflow management is improved, and errors can be avoided
Through QuickBase QuickBooks integration businesses can increase and speed up productivity and automate workflow processes which results in business growth and efficiency.
Supported Triggers and Actions
Triggers
| New Record Triggers when a new record is created. | |
| New Account Triggered when you add a new account. | New Bill Triggers when a new bill is added. |
| New Customer Triggered when you add a new customer. | New Estimate Triggered when you add a new estimate. |
| New Expense Triggers when a new expense is added. | New Invoice Triggered when you add a new invoice. |
| New Invoice Triggered when you add a new invoice (with line item support). | New Sales Receipt Triggered when a new sales receipt is added (with line item support). |
| New Payment Triggered when a payment is received (with line item support). | New Purchase Order Triggers when a new purchase order is added. |
| New Sales Receipt Triggered when a new sales receipt is added. | Updated Customer Triggered when an existing customer is updated. |
| New Vendor Triggered when a new vendor is added. |
Actions
| Create Record Creates a new record in a Quick Base table. | Update Record Updates a record in a Quick Base table. |
| Create / Update Records From Array Creates or updates records in a Quick Base table based off a provided merge field. Be aware all mapped fields will be over written with values | Create Record Creates a new record in a Quick Base table. |
| Find or Create Record Finds an existing record. | Find Record Finds an existing record. |
| Create Bill (Item Based) Create a new bill, optionally tied to a customer. | Create Bill (Account Based) Create a new bill, optionally tied to a customer (with line item support). |
| Create Bill (Item Based) Create a new bill, optionally tied to a customer (with line item support). | Create Credit Memo Creates a new credit memo. |
| Create Customer Adds a new customer. | Create Estimate Create a new estimate (with line item support). |
| Create Expense Creates a new expense using check, cash, or credit card. | Create Product/Service Creates a new product or service. |
| Create Journal Entry Creates a new journal entry. | Create Invoice Adds a new invoice (with line item support). |
| Create Sales Receipt Adds a new sales receipt (with line item support). | Create Payment Creates a new payment, optionally linked to an invoice. |
| Create Purchase Order Creates a new purchase order. | Create Refund Receipt Creates a new refund receipt. |
| Send Invoice Send an existing invoice. | Send Sales Receipt Send an existing sales receipt. |
| Create Time Activity Creates a new single time activity. | Update Customer Updates an existing customer. |
| Update Invoice Updates an existing invoice (with line item support). | Create Vendor Adds a new vendor. |
| Find Account Find an account by name. | Find Customer Find a customer by name or email address. |
| Find Invoice Find an invoice by number. | Find Product(s) Find a product by name (with line item support) |
| Find Vendor Find a vendor by name. | Find or Create Customer Finds or creates a specific customer v2. |
| Find or Create Vendor Finds or creates a specific vendor. |
Comparison Between QuickBase and QuickBooks
Below are mentioned Comparison Between QuickBase and QuickBooks:
| Features | QuickBase | QuickBooks |
|---|---|---|
| Platforms supported 1. Web-based 2. iPhone app 3. Android app 4. Windows Phone app | ✅ ✅ ✅ ❎ | ✅ ✅ ✅ ❎ |
| Typical customers 1. Freelancers 2. Small businesses 3. Mid size businesses 4. Large enterprises | ❎ ✅ ✅ ✅ | ✅ ✅ ✅ ✅ |
| Customer support 1. Phone 2. Online 3. Knowledge base 4. Video tutorials | ✅ ✅ ✅ ✅ | ✅ ✅ ✅ ✅ |
QuickBase and QuickBooks Integration Process
Here are mentioned process steps to integrate QuickBase and QuickBooks:
- The sales team manages opportunities and activities in QuickBase: In QuickBooks creates an invoice each time a fresh opportunity or product is sold.
- Estimators build complex quotes in QuickBase: The estimate is given to the customer via QuickBase after going through an approval procedure. Purchase orders to suppliers are created in QuickBooks when the task is sold.
- New vendors are onboarded through QuickBase: A vendor gets added to QuickBooks together with all of its details stored in QuickBase(like contracts, paperwork, price, etc). Once it has been approved.
- The QuickBase team enters their times in opposition to a project budget: Time is synced with QuickBooks because payroll can be run .
- Payments received on a job in QuickBooks are synced to QuickBase: Project managers and the sales team are now able to ensure on-time payment.
- The General Ledger in QuickBase and QuickBooks are in sync: Real-time connections exist between cash flow reports and projections. Price lists from QuickBooks can be imported into QuickBase. It enables accurate estimates or billing.
How QuickBase Work With QuickBooks?
- Authenticate Quick Base and QuickBooks Online.
- Pick one of the apps as a trigger, which will kick off your automation.
- Choose a resulting action from the other app.
- Select the data you want to send from one app to the other.
Technical Expertise for QuickBase and QuickBooks Integration
Do you want your business to benefit through QuickBase QuickBooks integration? It may be necessary to seek help from technical professionals to set up the integration through a specific software. Let us help you through the integration process as we have the required software and knowhow to ensure that everything works seamlessly and according to your specific business needs.
Contact us for personalized services for QuickBase and QuickBooks integration. If you face any issues Contact us at toll free Number smbaccountants.com.
Get the Instant Solution with Live Chat Experts
Are you still not able to resolve your QuickBooks Integration issue? We have a team of QuickBooks Integration experts with years of experience in resolving errors and issues. If you need any help asap, CHAT NOW with our experts.
