Simplify your recordkeeping needs and make your office more efficient
using QuickBooks Add On Software which will enhance the power of QuickBooks.
These products integrate with QuickBooks as add-on / add-in software. Remember to
ask for references from other QuickBooks users before purchasing.
Intuit publishes a listing by category of some of the software currently on the market.
Quickbooks Employee Organizer
puts employee information, compliance guidance,
and critical reports right at your fingertips. This service is
included when you sign up for QuickBooks Assisted Advantage Payroll
- call 800-216-0763 for a quote (price is dependent on number of
employees. Or when you purchase
QuickBooks Enterprise, the organizer is included for no extra
cost. Also see
Payroll Knowledgebase for free payroll answers on the web
Never lose a telephone message again plus share
your scheduling calendar with your co-workers. Simple set-up and
easy to use office communication software. While not a
QuickBooks add-on, we have found this product to be simply indispensable. PHONEslips
is an easy to use messaging and office information management system
for small businesses. From the convenience of the computer in your
own office, you can instantly send and share phone messages, memos,
e-mails, key contact telephone/address list, and with the
add-on PHONEslips Group Scheduler, co-workers can share
schedules and to-do lists with other staff. Its simplicity makes
this a great office efficiency application. For a 2 user PHONEslips
license $199 (additional licenses available) and $149 for the
PHONEslips Group Scheduler for up to 5 users (additional licenses
E-mail reports from QuickBooks
For QuickBooks users create a PDF
document/report from QuickBooks, Work or any software you are using: Email a Quickbooks report by creating a PDF file .
Win2PDFfamily of products creates PDF files from any Windows NT, Windows
2000, or Windows XP application. They install as print drivers, so
you just select "print" from your application to create the PDF
file. There is an option at the print screen to send as an E-mail. Cost: Basic version is Free., the Pro version which
allows for password protection of documents is $69
Another site offers free file conversion to PDF format is
The free version is supported by sponsor links.
CutePDFWriter is a freeware that will create PDFs free
without sponsored links.
QuickBooks Pro and QuickBooks Premier- capable of e-mailing all forms, creating PDFs of all forms
and creating or e-mailing reports in PDF format.
Click here to upgrade.
QuickBooks offers a free basic Online Billing service, which you can
use to e-mail invoices, statements and estimates , the
Billing, ($14.95 per month) offers additional features for
managing your billing and accounts receivable Both of these
services requires registration of your e-mail. Click on the
email icon > click on send > click on send now. The first time
you will be taken to a page on QuickBooks website to register your
e-mail address- don't forget to connect to the internet.
Copy Transactions / Import
Transactions from one
QuickBooks file to another.
Transaction Pro import wizard by
Bay State Consulting makes easy work of
importing formatted transactions in excel. We use it here and vote
it an awesome add-on! $199.95
Big Red Consulting: Transaction Copierfor QuickBooks allows
you to copy transactions and lists from one QuickBooks company to
another. It is intended for use where transactions and
list items are entered into one QuickBooks file and then need to be
moved to another file. Examples include accountants doing
monthly review for their clients and data entry in a temporary copy
of the company file. A QuickBooks Add On priced at $99. The
same company offers a QIF to IIF converter tool that will imports
QIF files into Excel & creates IIF files from Excel. This allows you
to download standard QIF files from over 2500 banks that support
Quicken integration and to convert QIF files exported from Quicken
and MS Money to QuickBooks. 3 Top
You can import any transaction into QuickBooks
from another software package using an .iif file. An .iif
is basically a tab-delimited txt file with an iif file
extension. Follow the link to QuickBooks.com for sample
You can open the sample iif file in Excel. You need to map your
exported txt data to the format in the sample file. View the
help topic (pdf file) on
importing transactions on a pdf
Importing just got simpler! QuickBooks Pro and Premier makes the job easier by allowing an
import directly from excel by assigning each excel column to a
QuickBooks field such as customer name, address, phone number, price.
Map the columns to the right fields and save the mapping as a
template for future imports!
Click here to upgrade .
Cash Back on credit card purchases, plus download all purchase
transactions into QuickBooks
Get money back and save time with transaction entry to boot!
Download into QuickBooks your daily purchases to
maintain better control on how, where, and why the purchases were
American Express offers several "cash back deals" as follows: American Express Blue
No annual membership fee applies. The rebate is an annual rebate
equal to the following percentages of your annual level of
purchases: .50% on everyday purchases and 0.25% on other purchases
for the first few thousand (check fine print) 1% on everyday purchases and 0.5% on other
purchases for the next $4,000, and 3% on everyday purchases and 1.0%
on other purchases for purchases in excess of $6,000.
Everyday purchases include purchases at stand-alone U.S.
supermarkets, gas stations, drugstores, and home improvement stores.
Stand-alone locations do not include the departments of superstores
or warehouse clubs where the standard rebate of up to 1.0% applies
Buy blank check stock, a separate MICR toner
cartridge (about $75) and you can save lots of money by printing your own
BossExpress (can print a signature on
the check and contains security features) will print the bank
information from within QuickBooks. Requires a HP printer and before
purchasing, decide if you want to dedicate 1 printer to checkwriting, or,
change the toner each time you print checks . Or for a
less expensive solution, preprint from blank check stock first with Versa Checkor
Look for check stock that chemically bonds the laser toner to the
paper so that any modification of characters printed on the paper requires
the actual paper fibers to be ripped away.
Electronic payment from customers
How much time does your assistant spend chasing down
money from customers? What is the cost to you in interest?
There is a solution that makes very good money sense. Set a new policy. Still
offer 30 day terms. But now, have all new customers provide their bank
information which you will set-up to automatically withdraw your money on the due date.
No more statements, telephone calls, collection agencies.
And much cheaper than taking credit card payments which can be up to 3.5%
of the sales price! One low monthly fee and a per transaction
fee of under $1.00
Call us (QBalance) at 800-216-0763. We can provide you with a
complete list of details and sign you up! Might be a very good alternative for service industries. Top
will create a purchase order from a sales order.
OK, an APP that integrates with QuickBooks!
Gives you the intelligence to decide how you
would like to generate your purchase orders. Automate by products for a
specific vendor based on reorder points. Software will recommend a reorder
points which you can use to update the item in QuickBooks.
Whats an APP? its a "CLOUD" software application that integrate with
Whats an APP?
Its a "CLOUD" software application that integrates with your QuickBooks
Desktop Edition. What does it do! A whole lot of amazing
things for very low monthly fees.
And they are all at your fingertips, just click on the orange star
on your icon bar
This link provides a full of APPs currently available for your
You have a 5 user license but 7 users need access to
QuickBooks throughout the day. Think about upgrading to QuickBooks
Enterprise - call 800-216-0763 for pricing. Enterprise can have up
to 30 users logged into any one company file at a time.
An alternative would be to purchase AUTOCLOSE, a program that will the close
QuickBooks on the most idle
user automatically without the administrator's intervention . A
QuickBooks Add On priced at $495
Orders coming in via e-mail? Save data entry time.
Address Grabber enables companies that do business over the web and email
to get more work done with fewer people $130.
Email large data files.
Free accounts: When you transfer a large file using SendThisFile®, the
file is stored on their server for a 3 day pick up period. They send
the recipient an email with a link to the file. The recipient clicks on
the link to download the file. This avoids problems with email attachment
size limits, proxy servers and FTP servers.
Paid Accounts have a longer Pick up period, ability to load more
than one file and more
Choose who you want to send a file to. It can be anyone with an email
address. You can specify multiple email addresses separated by commas.
Select a file to send. You can send photos, audio, documents or anything
else. Your file will be stored by YouSendIt without ever filling up your
Click on the Send button. YouSendIt will automatically email your
recipient a link to your file stored on our server. Your file will be
deleted after 7 days or 25 downloads, whichever occurs first.
Avalara, provides sales tax
management services, offers a broad range of
calculation and compliance solutions that removes the
tedious work and complexities involved
with calculating, reporting, returning, and remitting
transactional tax. AvaTax, fully integrated with
Intuit QuickBooks as a Silver Developer, is a SMB
market-leading, web-based, fully automated
sales tax management and compliance solution offered as
“Software-as-a-Service’ via the web.
AvaTax accurately provides detailed, real-time reporting
and automatically generates prepopulated
sales tax returns. The transaction-based service model
and seamless integration into
any financial application provides access to all
jurisdiction assignments and real-time sales tax
calculations. Avalara products currently serve more than
21,000 individual users in the U.S. and
Canada and accurately calculate sales tax for clients in
any of the more than 12,500 tax regions
in North America. For more information on AvaTax’s
integration with Intuit QuickBooks or any
other of our transactional tax solutions, email
Now ECommerce orders show up in
QuickBooks without double entry! Change a price in
QuickBooks and have it automatically show up on your
website. IA Modules has made available to
QuickBooks users ECommerce technology at a very
very affordable price including training on how to use
it. Need something fancy to happen as well? They
do that too!
Dun & Bradstreet wants to know if
your customers are paying timely and they are willing to
Barter with you. Participants get one free Business
Information Report (D&B's most popular risk management
product, retail value $119) each month they send data.
Monthly you can click to "send A/R data" when prompted
on the first of each month or by manually selecting the
“D&B Trade Exchange” option in the file menu. You can
review the outstanding A/R details before sending D&B
the monthly report to remove clients who show up as past
due because you have extended their terms. D&B
also offers participants free invoice stickers,
available physically and digitally. By leveraging the
D&B brand with free invoice stickers, participants can
let their customers know they "report to D&B to better
serve the credit community" and get their invoices paid
faster. Some companies use this as a competitive
advantage, taking the approach of "Do business with me
and pay on time, and you'll also boost your business
If your requires an invoice to calculate a preliminary
Quantity total, this QuickBooks answer is for you. FormCalc gives you the
flexibility to define where and how calculations are done, and where the
results are displayed on your QuickBooks forms. A QuickBooks Add On priced
Get expense reports from the field in a format for
immediate import into QuickBooks. Encourages timely submissions,
control over costs, and timely chargebacks to customers (when appropriate)
A QuickBooks Add On priced at $69 per license.
QuickBooks Enterprise 2013 now offers advanced
inventory - multi-location inventory tracking with serial number OR
lot number tracking. Even FIFO! Plus 750 prices
levels! Call us 800-216-0763 for a demonstration.
We have found this Inventory software to be so
user friendly with the reports you need to manage your business at
an affordable price, that we now sell this software. If you are a
manufacturer or a wholesaler and are searching for a solution, let
us set up a free demo with a complete review of the benefits
and how it adds functionality to QuickBooks. 800-216-0763
ERPlite offers a truly complete and integrated manufacturing inventory
software for small and medium size manufacturers.
Multiple Inventory Locations, Low getting started cost inventory
software, Serial/Lot number Tracking, Different Units of Measure for
Purchasing and Inventory, Work Orders, and much more. A
Work Orders™ - an innovative QuickBooks®
companion program for manufacturers that handle inventory and/or
Learn how (pdf file)
Work Orders interacts with QuickBooks for better controls
and efficiency in the inventory and manufacturing process
Work Orders™ features include:
Extensive inventory and component management
Works orders and order tracking
Bill or Materials, product cost and margin analysis
A significant enhancement to QuickBooks Assemblies.
A QuickBooks Add On priced at $249
You need Adobe Acrobat Reader software view and download this
document. If you do not have Acrobat Reader installed, click
here to access the software from Adobe. Top
pc/MRP is a fully integrated Material
Requirements Planning , Accounting, and Inventory program. pc/MRP
comes complete with ten integrated modules: Address Book, Inventory,
Purchasing, Receiving, Sales, Invoicing, Bills of Materials, Stock
Room, and Accounting (GL, AP, AR). All of the modules can be
accessed through the pc/MRP Main Menu shown above. Modules can be
used on a stand alone or integrated basis with QuickBooks. Ideal
solution for Manufacturing companies with multi-level assemblies.
The major objectives of an MRP system are to simultaneously ensure
the availability of materials, components, and products for planned
production and for customer delivery. Plus maintain the lowest
possible level of inventory, plan manufacturing activities,
delivery schedules, and purchases activities.
pc/MRP provides the technology and ease of use to meet these goals
for as low as $730 for a single user. Top
For the light manufacturer, custom job shop, Visual
Job Shop software integrates with QuickBooks and includes the following functionality: Estimating,
Engineering, Sales, Inventory Control, Purchasing, Planning, Infinite
Scheduling, Shop Floor Control, Shipping and Job Costing.
Price each item by the customer
QuickBooks premier . Set “Per
Item” price levels to match the right price to the right customer.
Click here to upgrade .
Flexible price levels enable your clients to set the exact prices
they want to charge each customer for each item they sell.
Smart Reports tool is an Add-in that integrates into Excel and works with
QuickBooks reports. It updates QuickBooks
financial reports for presentation purposes. It
allows you to quickly produce highly customized monthly
reports, picking up where QuickBooks leaves off. Merge two or
more similar QuickBooks reports; Ability to move rows, merge
rows, and delete row subtotals on a report; Forced-balance
Balance Sheet - With this feature you can designate which
equity account should be used for the rounding difference;
Re-label report rows and columns; Manage report headers and
footers; Memorize specific instructions in Profiles; so
different settings can be applied to different report types or
similar reports from different companies. A QuickBooks Add On
priced at $179.
Accountants Edition Intuit has add on - Intuit Statement
writer preparing professional financial statements and working trial balance that is easy to use Tour
of: Financial Statement reporting
Regularly printing reports
Do you run series of reports or memorized reports daily,
weekly, monthly? Do they take time to format and generate? Do you
forget to change the dates? Do you forget to look at the reports?
For $95 there is a QuickBooks Add On software called Auto Reporter that will solve
will reach into the QuickBooks database and select by field what
information you want the employee to see by creating custom Reports $99
PlanGuru when you need to budget in more detail and
create an unlimited number of tiers in your budget analysis (division,
department, subsidiary). Import up to 5 years of historical data
Heard of Citrix? Terminal Services? Real Time
Accounting, LLC has employed similar technology that will give you
the same benefits without the cost of IT professionals and expensive
software! What is it? This technology
allows each user to access applications (like QuickBooks) from a
remote computer over a network connection. Its fast, its
convenient and its accessible from anywhere there is a high speed
connection. How it works? Instead of storing the data on
your server, you rent space ($25/user/month) on the secured Real
Time Accounting's server. (Free trial is available). They back
up, they maintain the always on connection, they make it easy!
Benefits? You can now employ a bookkeeper who works from home,
or, outsource your bookkeeping tasks to Real Time Accounting's
bookkeeper affiliates who will handle your data entry needs for as
low as .50 per transaction or $10/hour. There are positive
side effects to outsourcing your bookkeeping to Real Time
Accounting's bookkeeper's. All your accounting records and
papers are securely stored in .pdf files in an searchable document
manager database. So free up valuable office space now
dedicated to file cabinets and admin staff for revenue generating
activities. This is giant step forward in lowering your
administration costs, increasing accessibility and towards a
Premier and all of the flavors of premier
including, Premier Contractor, Non Profit, Retailers,
Wholesale & Distribution, &
Accountant's edition include remote access capabilities.
The free access (for the first year) will give you a taste of how
convenient it is to access your books and records no matter where
you are and what the circumstance. QuickBooks offers
this service using WebEx services, a leader in remote access
technology. Support for remote access may be obtained by
e-mail by contacting WebEx at
Learn more about the added features
travel and Inviting others to partcipate in a collaboration or a
demonstration of your product or service. Hook up one PC for
only $15 per month on an annual plan. Only the host computer
requires the service, not the remote computer on which you are
working. Free Trial! GoToMyPC Personal allows you to remotely access your
computer from any other Internet-connected computer in the world
with almost any operating system through a secure, private
connection. Named to list of Top 50 Web Sites by Time
Magazine, April 2002. A QuickBooks Add On priced at $19.95 per month
We have been using VNC Free
Remote access successfully for several
months within our offices. Now when we want to "work through a
problem with a colleague" we just tap into each others computers and
have a 'joint session' on the one computer from our respective
offices. Saves time, cuts down on chit chat and offers less
disruptions to your workday. Works remotely as well, but we use the
webex service through QuickBooks Premier as our means of connection
so we cannot offer a comment as to its ease of use.
think Log me In - Free Remote access
is a terrific service. This service is very similar to the services provided by webex
through Intuit's remote access plans. But, there is a charge
if you require printing and file transfer.
Do you have more than one location using the same
Transfer Utility allows QuickBooks users to quickly and
easily transfer (merge) list and transaction data from one
QuickBooks file to another QuickBooks file without erasing or
overwriting existing data. A solution to non networked
computers needing access to the QuickBooks file.
One person, one QuickBooks, 2 computers?
Have QuickBooks installed on your laptop and on
your desktop? Then you may also have other files that you use as
well. Here is a how-to links to a relatively unknown
feature of windows called "
A solution for reporting Certified Payroll Reports, EEOC/Work
Utilization tracking reports, Benefit Reporting, AIA format billing,
and the generation of various contract documents.
Nice slide show demonstrates what the AIA billing
software can do
A solution for the project / construction manager
who spends little time in the office but is expected to confirm job
information for the bookkeeper and other colleagues. You will
need a pocket PC and Solstice a $249 software to give you the
freedom to enter time cards, notes, purchase orders, bill
transactions by items, change orders- all as they occur. Look
up customer, vendor & employee data. When you return to the
office, an easy sync procedure will update the
QuickBooks file in your office
Easy to use online timesheets with components for
expense reporting, hr, purchasing, contracting, invoicing and project
management. Integrated with MS Project and Quickbooks with a one click
synchronizer. Monthly fee based on features needed (10-99 users)
ranges from $ 11.95/mo to $35.26/mo per user.
Plus a tool to design
reports that are not available in QuickBooks
The password and permissions for a new employee seems to
cause a dilemma for many employers.. QuickBooks Pro and Premier
editions includes the ability to preclude users from parts of the
software. Download our
QuickBooks user worksheetthat will help you determine
if you need additional limitation capabilities.
With this add on software, QODBC , you can reach into the QuickBooks
database and select by field what information should appear on the
report for your employee
to see. The software works with Excel and Word.
Be sure to watch the demo's on the developer website for a great
presentation of what can be done For an additional $100, you can
also create transactions and import them into QuickBooks.
Finally, you can restrict employee access to some of the data and
still give them the information needed to perform his/her job
A real plus is a users group moderated on the developer's website. Get
help from those who have become proficient in the software. It
will surely help get over the learning curve hump. For those knowledgeable
in Crystal report writing, the developer sells a viewer product for
$99.00. Restrict use to the crystal report on a computer by computer
basis. Provides an answer to increasing internal controls of the
business. For those companies who do not have the expertise in excel
or crystal, the developer also provides a report writing service.
, the web source of password recovery software for QuickBooks and other
popular software. $45. The software can be downloaded and you are back in
business in minutes and can be reused as often as needed.
BillQuickoffers a dramatically streamlined method for
invoicing, tracking time and expenses, project phasing, billing against
retainers, and meeting the requirements from one-person offices to larger,
network-based organizations. Assign a rate based on a customer, employee,
task or any combination of the these three. In addition each job can have
a different fee schedule assigned to it
QuickBooks Premier added the
capability of assigning a different price per service item per customer.
Click here to upgrade .Top
Affordable at $200/year for unlimited number of
timekeepers. It works great. Its an easy system to learn how to use. You
do need to export/import between the web and QuickBooks but that is a very
easy process (less than 3 minutes tops!) and is fully explained on the
developers website. The developer is very helpful if you have questions
setting up! A very inexpensive alternative when you need to track time on
more than 5 people per year.
Time Q +Plus
time and attendance badge system eliminates the need to buy, prepare, and
calculate employee time cards. Time data imports directly into
QuickBooks. The complete package includes Time Q +Plus Software, one
grey data collection terminal, one supervisor and 50 employee badges, 50
ft. of cable, and a Quick Start Sheet for easy set-up. A QuickBooks
Add-on price of $699.
Magtax software integrates with QuickBooks for printing
and electronically filing 1099 and W2 forms. At a $120 initial
purchase and a small $60 upgrade annual fee, Magtax software will help you
file electronically plus download the fonts necessary to print plain paper
W-2's for your employee's.
Reclaim control over the operations of your business.
Integrate the functions of your service business. Manage routing, scheduling and dispatching of service,
repair and collection personnel. Control revenue (specializes in point of sale
service calls), control inventory, controls costs.
Schedule service employees, track customers including
equipment owned (by serial number), service history, service agreements,
track inventory by warehouse or inventory in service vehicles with
software from ESC - Electronic Service Control. Add-on software for mobile
computing permits technician to
all service information to main computer.
Designed for Fleet Management, complete trucking
software includes Dispatching, Trip Settlement, Freight Billing, Fuel-tax
reports, Driver Settlements, and an accounting interface to handle all
accounting needs. Provides complete freight brokering, maintenance
management and inventory tracking solutions. User friendly, can save
significant administrative costs, especially labor! Top
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