With SmartVault document management, you get a cloud drive to store and access files online, a secure client portal to share documents, and seamless integration with QuickBooks^® to attach source files to entries in QuickBooks^® or QuickBooks^® Online. Go paperless and stay audit ready by attaching source files to entries in QuickBooks^® and QuickBooks^® Online, including: bills, invoices, vendors, customer records – even transactions and list items! Scan, browse or just drag and drop files into the SmartVault Toolbar. Once stored in SmartVault, files are available from QuickBooks^® or right from your browser or mobile device.

Automatically converts and imports your statements, bills, receipts into digital data you can use. No more data entry, no more filing; no more chasing down missing pieces of paper. Synchronize all your external accounts with your QuickBooks accounting and other third party software integrations (like SmartVault). Your data is organized and securely stored in The Cloud.

Receipt Bank makes it simple to capture, process and share your key business transactions with no data entry, thanks to its outstanding automatic OCR technology. No more data entry, no more lost receipts ... hello fast and easy capture, combined with no-worry cloud storage. You can conveniently capture your receipting, invoices, billing and effortlessly classify them in your QuickBooks Online software and match them up with your banking information. Use the mobile app for instant receipt scanning and data extraction. An excellent productivity tool to help transform your business workflows.

Allows you to extract key information from scanned receipts and other documents, integrating easily with your accounting and business software. Neat automatically grabs key information from documents you scan, eliminating data entry and simplifying workflows. With the mobile app, you can scan on-the-go with your smartphone wherever you have internet access. Capture receipts and documents, and organize them in a way that makes sense for you. Use a Neat Scanner or your existing compatible scanning device.

A very popular tool with QuickBooks^® users and ProAdvisors alike. Providing you with capability and flexibility well beyond the limited QuickBooks^® functionality, you can easily import and export many list and transaction types from any text, Excel, Access or ODBC compliant file. Handle hundreds, even thousands of line items easily and efficiently. No need for complicated templates with the use of easily defined field mappings, flexible value definitions, validation of data pre-import/export and log files post process. Import/Export headaches gone!

Fathom is a financial analysis, management reporting, and consolidations tool that helps you to dynamically assess business performance, monitor trends and identify improvement opportunities. Fathom provides a suite of in-depth analysis tools and metrics helping you understand exactly how well your business is performing ... and where you need to focus for growth. These tools and metrics help to assess profitability, cash flow, growth and other key performance indicators (KPIs). Fathom seamlessly integrates with either QuickBooks Desktop or QuickBooks Online, transforming your company file data into actionable business intelligence and visual performance reports.

Qvinci software is excellent for multi-unit franchisers, multi-business enterprises, or other small to mid-size business and non-profit organizations where there is a need to combine financial data from more than one QuickBooks^® file or other system-of-record sources. Qvinci is a powerful, web-based financial reporting tool that is capable of quickly consolidating and analyzing financial files for literally thousands of locations, and encompassing multiple file types. The software offers an intuitive dashboard, filtering by non-financial properties, multiple currency conversion, Excel exports, and more.

Linking directly with your QuickBooks^® file, desktop or online, Finagraph unlocks your company data details and instantly displays visual insights that can assist you in analyzing your business performance and health. Finagraph not only presents you with relevant financial performance metrics, it also provides helpful metric definitions and explanations, along with recommendations for financial improvements where beneficial for your business.

Enjoy the most powerful and flexible data warehouse tool for the QuickBooks^® Desktop user. You can create reports and helpful business analytics in minutes ... the best solution available for getting your QuickBooks^® data out in an accessible and clear format into Excel, Access, Power BI, Crystal Reports, Tableau and more.

Power BI, a Microsoft product, is a suite of business analytics tools delivering business insights through multiple data source connection and simplified data preparation. Create rich, interactive reports with insightful visual analytics that can be published and shared on the web and across multiple devices. It scales across your enterprise and with your business growth, with governance and security built-in. For use with QuickBooks^® data, Power BI integrates best in desktop versions with QQube and directly with QuickBooks^® Online (Beta development).

An excellent tool from Fiscal Advantage providing performance analytics designed to help SMB's better understand the financial health of their business. Using a top-level analysis of a company's financial data, it provides easy-to-understand charts and graphs that include recommendations for improvements and estimated company valuation. Gives insights on where your business stands in relation to seven fundamental cash flow drivers.

Fishbowl takes your QuickBooks^® Enterprise already powerful inventory capabilities to a whole new level. For those businesses with more complex inventory management and accounting processes, Fishbowl can help save you time and money with better automation through integration. The software is intuitive, user-friendly and seamlessly integrates with QuickBooks^® Enterprise or QuickBooks^® Online, helping you extend its power and use for better inventory, warehouse, purchase order and sales order management.

SOS was designed to specifically work and tightly integrate with QuickBooks Online. This software is an excellent and powerful extension for your QuickBooks^® Online financial software platform. It handles sales orders, assemblies, serial inventory, multiple locations and more with the same functional excellence as other manufacturing systems, but at a fraction of the cost. If you love using QuickBooks^® Online, and need to up your inventory management game, here's the tool.

Powerful, simple and affordable, Acctivate allows your business to extend its QuickBooks^® inventory capability to new heights. You start with powerful core functionality inclusive of features required by nearly all manufacturing or inventory intensive businesses. Then, depending on your business complexities, you can take advantage of a series of optional feature modules - like mobile inventory & warehousing capabilities, E-Commerce integration, EDI integration, Custom Manufacturing, International Import/Export capabilities (landed costs and multi-currency support), and much more. Acctivate is a Windows desktop software application, and is available for integration with your QuickBooks^® desktop financial software, with functional accessibility in The Cloud.

A one-stop inventory system that syncs beautifully with QuickBooks^® Online for effective cloud inventory management. The solution covers the entire business cycle in inventory management - manage your stock, order placement, invoicing, sales, sales channels, and more. Effectively and cleanly links with eCommerce sales channels like Shopify, Woocommerce, Amazon, Ebay, Etsy and more.

A CRM designed specifically for QuickBooks^® users, Method:CRM enables you and your team to build relationships on every side of the business, streamline your sales pipeline processes, and close more deals with less time and effort. Deep and smooth QuickBooks^® integration and syncing for either desktop or online versions, ensuring you bypass the hassles of dual data entry and manage your sales pipeline activities effectively from lead to customer creation and beyond.

Accept online donations and keep your donor follow-ups all in one place. Have your donors history at your fingertips, with activity automation that makes creating and cultivating your donor relationships a breeze. And, with deep and streamlined QuickBooks^® integration and syncing, you eliminate duplicate data entry.

Helping small to mid-size businesses deal effectively with management of vital customer relationship tasks - contacts, organizations, partners, vendors and suppliers. Combines CRM and project management to stay on top of your customer project milestones, as well as gain single operational and financial views of your customers and manage lead pipeline activities. Smoothly integrates with QuickBooks^® Online to ensure you never have to duplicate data entry.

The first CRM that intelligently works wherever you're engaging customers and potential customers.Take advantage of a Smart Contacts app that provides the context you need to connect and take action from any social site and business application. Easily identify key contacts and turn connections into conversations, and relationships into revenue. Automatically updates itself with relevant prospect and customer information from a variety of data sources.

Reach out to prospects at the right moment, engaging them across every channel and closing deals smarter and faster. From contact to close, cut the energy it takes to move leads through your pipeline with secure, stable and feature-rich sales productivity tools. Integrates smoothly and effortlessly with QuickBooks^® Online.

Create a great looking store and brand showcase, with the ability to handle a variety of selling channels - sell online, on social media, in store or wherever. Shopify's got you covered to handle everything in one place with a unified platform. Connect Shopify and QuickBooks^® Online to automate your accounting and avoid manual or duplicate entry of invoicing, customers and products.

Track all your online orders, inventory and shipping across multiple eCommerce channels in one unified app. Automatically post data from all your stores and marketplaces - including orders, revenue, expenses, fees, and customer information. Integrates with more than 100 eCommerce platforms, marketplaces and business systems. Automatically post your business data to QuickBooks^® (Desktop, Online or Point of Sale).

WooCommerce is an open-source, completely customizable eCommerce platform. Go beyond the confines of traditional platforms to create your own unique store and brand by tapping into thousands of store designs for use on your WordPress website (free Wordpress plugin). Complete control over your store data ... unlimited products, users and orders. Integration sync with either QuickBooks^® Desktop or Online.

Powerful eCommerce software that grows with your business. BigCommerce is a powerful, easy-to-use ecommerce platform that includes all the tools to build, manage and grow a successful online business. Build the ultimate shopping experience, increase sales with best-in-class marketing and conversion tools, great site performance and cost effectiveness. It's QuickBooks^® Online integration will save time, effort and eliminate the errors of manual bookkeeping. Integration automatically and accurately records sales income, tax, refunds, discounts and shipping.