So you finally decided that entering data into QuickBooks is a painful activity… Since the day I started using QuickBooks almost 20 years ago, there has always been the thought that “there has to be better way.” QuickBooks has done a good job of automatically importing what data it can from bank feeds and other locations, but there is no substitute for being able to keep QuickBooks data in sync with other data that is required to run your business.
That’s why we created Autofy. To simplify the process of automating your business. Our vision is to make it trivial for a small business to integrate QuickBooks with any other app or data source. Point and click, if you will, to making it less burdensome to run your business. Fewer issues and errors to deal with, all the while keeping QuickBooks in sync with your other data.
What follows are x ways to make QuickBooks integration easy
Start with the basics
Integrating all your QuickBooks data entry is doable, but start the process with just the basics. Getting customers, vendors, and QuickBooks items to sync out of QuickBooks to your CRM or other system is a great start. We call this “master data”. Since so many other apps like Salesforce, Shopify, Amazon, and other CRMs all have the same notion of a customer (or Account) and products, it makes sense to get that data in sync first. Plus, the individual fields like the customer name, address, etc. typically have a place in the other app.
“Start by syncing your master data”
One record at a time
In Autofy, we created a feature called Single Record Sync. It allows you to create a automation workflow and then try it against just one record. Think of it as a test bed to make sure that the data looks just right when it synchronizes. Creating one test record and then synchronizing it over and over again allows you to work out any kinks in the sync and data. It makes sure that addresses and other fields are all lined up correctly.
Synchronizing one record at a time is a great way to test your integration
Transactions are where the money happens
Synchronizing master data is great and all, but the real automation happens when invoices, Bills, and other transactions can be automatically entered into QuickBooks. With the Autofy Salesforce-QuickBooks integration, for example, we automatically create any AR transaction in QuickBooks, but can also send back payment information, invoice numbers, and other info so you can truly see a 360 degree view of your sales transactions. Once the mast data is integrated, transactions become much easier since they always rely on this information. If both apps that are connected to each other have the same item data and customer info, then Autofy knows how to match them together on a transaction.
Never having to hand enter an invoice (or fat finger it) makes your business that much more profitable
Now go nuts!
Once all your data is integrated to other apps that power your business, it’s time to take it to the next level. With Autofy, you can automatically filter your data, map custom fields and data, and sync all kinds of other info in your business. Best of all, it can run seamlessly on a scheduled basis and notify you if there is ever an error.
Automating your business is a great choice for companies that are growing or want to last for the long term.
If you are sick of entering data into QuickBooks or just want to give it a try, sign up for a free trial of Autofy.