Top 6 QuickBooks Online Integrations in 2024

QuickBooks is a powerhouse. But it’s not an island. Smart integrations transform it into a financial ecosystem. They supercharge your workflows. They sharpen your insights. They drive better decisions.

In 2024, these top 6 QuickBooks integrations are game-changers. They’re not just add-ons. They’re rocket fuel for your financial management. Let’s dive in.

Why the Right QuickBook Integrations Matter

QuickBooks is a versatile accounting tool, but the right add-ons can take it to the next level. Here’s why good integrations matter:

  • Fewer Errors, Less Hassle: QuickBooks integrations can automate repetitive tasks like expense tracking and data entry. This means less time spent on mind-numbing data input and fewer mistakes creeping into your books. For example, a point-of-sale integration could automatically record each sale in QuickBooks, eliminating manual entry entirely.
  • See the Whole Picture: By connecting QuickBooks to other systems you use (like your e-commerce platform or project management tool), you get a more complete view of your finances. This makes it easier to understand how different parts of your business affect your bottom line, helping you make smarter financial decisions.
  • Grow Without Growing Pains: As your business expands, your accounting needs will change. The right integrations let you add new features to QuickBooks as you need them, whether that’s more detailed reporting or tools to handle a higher volume of transactions. This way, your accounting can keep pace with your business without major disruptions.

With so many QuickBooks add-ons out there, it’s important to choose ones that actually solve your problems and fit your workflow.

QuickBooks Integration Feature Comparison Table

Integration

Primary Function

Key Feature

Pricing

Best For

Coefficient

Data Integration & Reporting

Real-time data sync from 50+ sources

Free tier available. Paid starts at $49/month

Businesses needing advanced reporting and data integration

Bill.com

Accounts Payable & Receivable

Automated bill payment and invoicing

Starts at $45/user/month

Businesses looking to streamline AP/AR processes

Shopify Connector

E-commerce Integration

Automatic sync of orders, products, and customers

Free with QuickBooks Online

Online retailers using Shopify and QuickBooks

QuickBooks Time

Time Tracking

GPS tracking and real-time reports

From $20/month + $8/user/month

Businesses with mobile workforce or project-based billing

Expensify

Expense Management

Receipt scanning and automatic categorization

From $5/user/month

Companies seeking to simplify expense reporting and reimbursement

HubSpot

CRM & Marketing

Bi-directional sync of customer data

Free integration. HubSpot CRM starts free, paid plans from $45/month

Businesses looking to align sales, marketing, and financial data

1. Coefficient – Best for Data Integration and Live Reporting

Coefficient connects QuickBooks and 50+ business systems to Excel and Google Sheets. It enables real-time data analysis across multiple platforms.

  • Syncs data from CRMs, marketing tools, and databases to spreadsheets.
  • Automates report creation using multiple data sources.
  • Pushes updated data back to source systems.
  • Sends custom alerts for specific data changes.

Pros

Cons

  • Requires initial time investment for setup.
  • Has a learning curve for utilizing multiple data sources.
  • Needs strategic planning for optimal data integration.

Pricing

  • Free Plan: Includes basic features such as data imports for up to 5,000 rows and 10,000 OpenAI API calls
  • Starter Plan: $49 per user per month, with features like daily automatic refreshes and limited bulk write-backs
  • Pro Plan: $99 per user per month, offering unlimited import size, hourly refreshes, and unlimited bulk write-backs
  • Enterprise Plan: Custom pricing based on specific needs

User Reviews

“This tool has changed my team’s productivity tenfold. So much functionality and flexibility has helped attack siloed data at every level of my organization.”

I must say, I am thoroughly impressed. From start to finish, the experience was seamless and efficient. The user-friendly interface of Coefficient Connector made the setup process a breeze.

Customer Support

  • Email support and chat for all users
  • Knowledge base with comprehensive documentation and tutorials
  • Dedicated account managers, Slack for enterprise clients

2. Bill.com – Top Choice for Accounts Payable Automation

Bill.com streamlines accounts payable processes. It syncs payment data with QuickBooks for accurate financial records.

  • Captures invoice data using AI.
  • Enables custom approval workflows.
  • Processes international payments in multiple currencies.
  • Manages vendor credits and reconciliation.

Pros

  • Accelerates bill payment cycles.
  • Minimizes data entry errors.
  • Enhances cash flow management.

Cons

  • Complex setup for advanced workflows.
  • Potentially costly for low invoice volumes.
  • Occasional sync delays with QuickBooks.

Pricing

  • Essentials Plan: $39 per user per month.
  • Team Plan: $49 per user per month.
  • Corporate Plan: $69 per user per month.
  • Enterprise Plan: Custom pricing.

What Users Are Saying

“While the integration between Bill.com and QuickBooks Online is generally smooth, we have encountered occasional syncing issues that cause delays and discrepancies in our financial records. The customer support is responsive but can be slow to resolve these technical problems. Additionally, the pricing can be quite expensive for small businesses with limited budgets.”

  • Source: G2

“Bill.com has been a game-changer for managing our accounts payable. It seamlessly integrates with QuickBooks Online, automatically syncing bills and payments, eliminating manual data entry, and saving us countless hours each month. The approval workflows are customizable, and the ability to pay bills electronically is incredibly convenient. Overall, Bill.com has streamlined our AP process and improved our efficiency significantly.”

  • Source: G2

Customer Support

  • Phone and email support.
  • Online knowledge base.
  • User community forums.

3. Shopify Connector – Best for E-commerce Integration

Shopify Connector links your Shopify store with QuickBooks. It streamlines e-commerce accounting and inventory management.

  • Imports orders, refunds, and payout data to QuickBooks.
  • Updates product quantities across platforms.
  • Consolidates sales data from multiple channels.
  • Reconciles Shopify Payments with QuickBooks entries.

Pros

  • Automates e-commerce bookkeeping tasks.
  • Maintains accurate inventory across platforms.
  • Simplifies sales tax reporting for online transactions.

Cons

  • Requires additional setup for complex tax scenarios.
  • May experience delays during high-volume periods.
  • Offers limited customization for unique business models.

Pricing

  • Included with Shopify subscription.

What Users Are Saying

“While the Shopify integration with QuickBooks Online has potential, we’ve experienced significant issues with duplicate transactions and data syncing errors. This has created a lot of extra work for us to manually reconcile our books. We’ve reached out to support, but the solutions they’ve offered haven’t been effective. We hope these issues will be resolved soon as it’s impacting our accounting workflow.”

“The Shopify integration with QuickBooks Online has been a lifesaver for our business. It automatically syncs orders, payments, and fees, saving us hours of manual data entry each week. The setup was straightforward, and the support team has been responsive to our questions. We highly recommend this integration for any Shopify store owner using QuickBooks Online.”

Customer Support

  • Shopify help center access.
  • Email support.
  • User community forums.

4. QuickBooks Time – Top Time Tracking Integration

QuickBooks Time (formerly TSheets) enhances time tracking and project management. It integrates seamlessly with QuickBooks payroll.

  • Tracks time via GPS-enabled mobile app.
  • Analyzes job costs and project profitability.
  • Provides team scheduling tools.
  • Generates custom payroll reports.

Pros

  • Improves accuracy of billable hours.
  • Streamlines payroll for hourly workers.
  • Offers insights into project profitability.

Cons

  • Some employees resist detailed tracking.
  • Unnecessary for fixed-salary teams.
  • GPS tracking raises privacy concerns.

Pricing

  • $20/month plus $8/user/month.

What Users Are Saying

“While QuickBooks Time has some great features, the customer support has been a major disappointment. We’ve experienced technical issues and billing errors, and it’s been difficult to get timely and helpful assistance from their support team. The pricing is also quite high compared to other time tracking solutions on the market.”

“QuickBooks Time is a game-changer for managing employee time and attendance. It seamlessly integrates with QuickBooks Online, making payroll a breeze. The mobile app is user-friendly, and the GPS tracking feature ensures accurate time tracking for our field employees. We’ve seen a significant improvement in our payroll accuracy and efficiency since implementing QuickBooks Time.”

Customer Support

  • Phone and email assistance.
  • Online resource center.
  • Video tutorials.

5. Expensify – Best for Expense Management

Expensify simplifies expense reporting and reimbursement. It integrates with QuickBooks for seamless accounting.

  • Scans and extracts data from receipts.
  • Generates expense reports automatically.
  • Reconciles corporate card transactions.
  • Enforces expense policies with approval workflows.

Pros

  • Accelerates expense reporting and reimbursement.
  • Reduces errors in expense categorization.
  • Improves policy compliance and spend visibility.

Cons

  • OCR occasionally misreads complex receipts.
  • Costly for large teams with infrequent expenses.
  • Requires complex setup for advanced approval flows.

Pricing

  • From $5/user/month.

What Users Are Saying

“While Expensify has its strengths, the customer support has been a major letdown. We’ve encountered technical issues and had difficulty getting timely and helpful responses from their support team. The pricing can also be quite expensive for small businesses with limited budgets. Additionally, the reporting features could be more robust and customizable.”

“Expensify has revolutionized the way we handle expense reports. The integration with QuickBooks Online is seamless, eliminating the need for manual data entry and saving us valuable time. The mobile app is intuitive, making it easy for employees to snap photos of receipts and submit expenses on the go. The SmartScan feature is incredibly accurate, and the approval process is streamlined. We couldn’t be happier with Expensify.”

Customer Support

  • Email support.
  • Comprehensive help guides.
  • User community forum.

6. HubSpot – Ideal for Marketing and Sales Integration

HubSpot connects marketing and sales data with QuickBooks. It provides a comprehensive view of customer interactions and financial impact.

  • Syncs customer and deal data bi-directionally.
  • Generates invoices from HubSpot deals.
  • Attributes revenue to marketing campaigns.
  • Creates custom reports on sales and financial metrics.

Pros

  • Links marketing efforts to financial outcomes.
  • Improves visibility of lead-to-cash process.
  • Enhances customer lifecycle tracking.

Cons

  • Complex setup for full CRM and financial integration.
  • Requires extensive HubSpot adoption for maximum benefit.
  • Higher tiers with advanced features can be costly.

Pricing

  • Starter Plan: $50 per month.
  • Professional Plan: $800 per month.
  • Enterprise Plan: $3,200 per month.

What Users Are Saying

“While the HubSpot integration with QuickBooks Online has potential, we’ve experienced significant challenges with the setup and configuration. The documentation is not very clear, and the support team has been slow to respond to our inquiries. Additionally, the integration doesn’t seem to handle complex workflows very well, leading to data inconsistencies and errors.”

Source: Reddit

“The HubSpot integration with QuickBooks Online has been a game-changer for our sales and accounting teams. It seamlessly syncs customer data, deals, and invoices, eliminating manual data entry and ensuring accuracy. The real-time updates keep both systems in sync, giving us a comprehensive view of our customer interactions and financial transactions.”

Source:HubSpot Marketplace

Customer Support

  • Email and chat assistance.
  • Extensive knowledge base.
  • Active user community.

Elevate Your QuickBooks Experience

QuickBooks integrations can transform financial workflows, reducing manual work and providing clearer insights. Coefficient connects QuickBooks with other business tools for comprehensive financial analysis.

Focus on integrations that address specific pain points, and use free trials to find the best fit. The right add-ons can turn QuickBooks into a powerful, adaptable financial management system.

Ready to transform your QuickBooks experience? Get started with Coefficient today and watch your financial processes soar to new levels of efficiency and insight.

QuickBooks vs Xero: Which is Best in 2024?

Are you torn between QuickBooks and Xero for your business accounting needs? You’re not alone. These two powerhouses dominate the accounting software market, each with its own strengths. 

Let’s dive into a detailed comparison to help you make the right choice for your company.

QuickBooks and Xero at a Glance

Before we pit these two against each other, let’s get to know our contenders.

What is QuickBooks?

QuickBooks is known for its user-friendly interface and wide range of features, making it a good fit for small businesses and those new to accounting. It boasts robust reporting capabilities and strong integrations with other business tools.

What is Xero?

Xero is a cloud-based accounting platform designed with accountants and bookkeepers in mind. Xero is recognized for its intuitive dashboard, focus on collaboration and powerful features like project tracking and multi-currency support, and more!

CategoryQuickBooksXero
Pricing• Simple Start: $30/month
• Essentials: $55/month
• Plus: $85/month
• Advanced: $200/month
• Early: $12/month
• Growing: $34/month
• Established: $65/month
User Interface• Feature-rich but can be complex
• Steeper learning curv
e• Customizable dashboard
• Clean and intuitive
• User-friendly for beginners
• Modern, streamlined design
Core Accounting Features• 40 active tracking categories
• Advanced inventory management
• Detailed financial reporting
• Strong project profitability tracking
• 2 active tracking categories
• Excellent bank reconciliation
• Built-in fixed asset management
• Strong multi-currency support
Integrations• Extensive ecosystem of integrations
• Wide range of industry-specific add-ons
• Strong e-commerce integrations
• Growing list of integrations
• Focus on modern, cloud-based solutions
• Strong API for custom integrations
User Limits• 1-25+ users depending on plan
• Additional fees for extra users
• Unlimited users on all plans

Feature Face-Off: QuickBooks vs Xero

Now, let’s see how these two stack up in key areas that matter most to small businesses.

User Experience: Simplicity vs Depth

Xero takes the lead with its intuitive interface. New users often find it easier to navigate and start using effectively. The clean design and logical layout make daily tasks a breeze.

QuickBooks, while powerful, comes with a steeper learning curve. Its interface is more complex, reflecting its broader range of features. However, once mastered, it offers deeper functionality.

Crunching Numbers: Core Accounting Capabilities

Both platforms excel in essential accounting features:

  • Invoicing: Create and send professional invoices
  • Expense Tracking: Monitor and categorize business expenses
  • Financial Reporting: Generate detailed reports for business insights

QuickBooks edges out Xero in the depth of its reporting capabilities. It offers more customization options and a wider variety of reports. However, Xero’s reports are often praised for their clarity and visual appeal.

A notable difference lies in tracking categories. QuickBooks Online allows for 40 active tracking categories, while Xero limits users to just 2. This can be a significant factor for businesses needing detailed cost center analysis.

Playing Well with Others: Integrations and Add-ons

In today’s interconnected business world, the ability to integrate with other software is crucial.

QuickBooks boasts a vast ecosystem of integrations, covering everything from payroll to inventory management. Its long-standing market presence has allowed it to build partnerships with a wide range of software providers.

Xero, while having fewer integrations overall, focuses on quality over quantity. Its add-ons are often praised for their seamless integration and user-friendly nature.

[Insert visual: Infographic illustrating the pros and cons of each platform]

Dollars and Sense: Pricing and Value

When it comes to choosing accounting software, cost is often a deciding factor. Let’s break down the pricing structures and value propositions of both platforms.

Show Me the Money: Cost Comparison

[Insert visual: Pricing chart showing different plans for both software]

QuickBooks Online offers several tiers:

  1. Simple Start: $30/month
  2. Essentials: $55/month
  3. Plus: $85/month
  4. Advanced: $200/month

Xero provides three main plans:

  1. Early: $13/month
  2. Growing: $37/month
  3. Established: $70/month

At first glance, Xero appears more budget-friendly. However, it’s essential to consider what features are included at each price point and any potential hidden costs.

Bang for Your Buck: Value Analysis

When assessing value, consider:

  • Feature set at each price tier
  • User limits (QuickBooks restricts the number of users for lower-tier plans)
  • Scalability as your business grows

Xero often comes out ahead in terms of value, especially for small to medium-sized businesses. Its unlimited user policy at all levels is a significant advantage. However, QuickBooks’ advanced features may justify the higher cost for larger or more complex businesses.

The Good, the Bad, and the Bookkeeping: Pros and Cons

Every software has its strengths and weaknesses. Let’s sum up the main advantages and disadvantages of each platform.

QuickBooks: Powerhouse with a Learning Curve

Pros:

  • Comprehensive feature set
  • Excellent reporting capabilities
  • Wide range of integrations
  • Strong presence in the US market

Cons:

  • Steeper learning curve
  • Higher pricing, especially for advanced features
  • User limits on lower-tier plans

Xero: User-Friendly with Room to Grow

Pros:

  • Intuitive, user-friendly interface
  • Unlimited users on all plans
  • Competitive pricing
  • Popular among accountants and bookkeepers

Cons:

  • Fewer advanced features compared to QuickBooks
  • Limited tracking categories
  • Smaller ecosystem of integrations

The Verdict: Industry Preferences and User Opinions

Understanding how these platforms are perceived by professionals and users can provide valuable insights.

What the Pros Say: Accountant and Bookkeeper Preferences

Interestingly, many accountants and bookkeepers lean towards Xero. This preference stems from:

  • Xero’s clean, easy-to-navigate interface
  • The ability to collaborate with clients more easily
  • Robust bank reconciliation features

The implication for businesses? If you work closely with an accountant, they might prefer you use Xero, potentially streamlining your collaboration.

Making the Call: Choosing the Right Software for Your Business

With all this information, how do you decide which platform is right for you? Consider these key factors:

  1. Business Size and Complexity: Larger businesses with complex needs might benefit more from QuickBooks’ advanced features.
  2. Budget: If cost is a primary concern, Xero’s competitive pricing might be more attractive.
  3. User-Friendliness: For those new to accounting software, Xero’s intuitive interface could be a deciding factor.
  4. Scalability: Consider which platform will grow best with your business over time.
  5. Integrations: Evaluate which software integrates better with your existing business tools.

Best Fits: Matching Software to Business Types

While every business is unique, here are some general guidelines:

  • Solopreneurs and Micro-businesses: Xero’s Early plan or QuickBooks Simple Start
  • Small to Medium Businesses: Xero Growing or QuickBooks Essentials/Plus
  • Larger Small Businesses or Those with Complex Needs: QuickBooks Advanced or Xero Established

The Bottom Line: Your Business, Your Choice

Both QuickBooks and Xero are solid choices for small business accounting. QuickBooks offers depth and customization, while Xero brings user-friendliness and collaboration to the table.

Your choice depends on your specific needs, budget, and how you like to work. Remember, the best accounting software is the one you’ll actually use consistently.

Whichever platform you choose, remember that the true power of your accounting software can be amplified by integrating with tools like Coefficient. By syncing your financial data directly into spreadsheets, you can unlock even more powerful reporting and analysis capabilities.

Ready to take your financial reporting to the next level? Get started with Coefficient today and see how real-time data integration can transform your financial processes.

How to Connect Quickbooks to Salesforce?

Integrating your accounting and customer relationship management systems is crucial in this era of efficiency and growth. 

This is why we’re going to discuss how to integrate QuickBooks and Salesforce, two powerhouse platforms.

In this guide, we’ll explore the integration between Quickbooks and Salesforce, focusing on Quickbooks’ functionality and how it can enhance your Salesforce experience. 

Let’s start!

Benefits of Connecting Quickbooks to Salesforce

  1. Unified Financial and Sales Data: By integrating these platforms, finance and sales teams can access a unified view of financial data, customer interactions, invoices, and sales transactions across both systems. This unified approach streamlines workflows, eliminates duplicate data entry, and ensures financial and sales management consistency.
  2. Automated Data Synchronization: By automating data synchronization between QuickBooks and Salesforce, businesses can eliminate manual data entry errors and ensure that critical financial information, such as invoices, payments, and sales transactions, remains up-to-date on both platforms.
  3. Comprehensive Reporting and Analysis: By combining data from both platforms, businesses can generate comprehensive reports, analyze financial trends, and identify areas for improvement. This data-driven approach enables finance and sales teams to make informed decisions, optimize financial strategies, and drive revenue growth.

Use Cases of Connecting Quickbooks to Salesforce 

Connecting Quickbooks and Salesforce is crucial for businesses looking to streamline financial data management and ensure accurate reporting. There are several solutions available, each catering to different needs and use cases, from no-code automation to native integrations.

SolutionIdeal Application
CoefficientFinance teams that need to sync financial data from Quickbooks to Salesforce for comprehensive analysis and reporting, allowing users to import Quickbooks data into Google Sheets, combine it with Salesforce data, and push updates back to Salesforce without coding.
ZapierBusinesses that want to automate financial workflows between Quickbooks and Salesforce, such as automatically creating new records in Salesforce when a payment is received in Quickbooks, streamlining the financial data management process.
Quickbooks Native IntegrationCompanies seeking a direct, native integration between Quickbooks and Salesforce for simple accounting tasks

3 Methods to Connect Quickbooks to Salesforce  

Here’s a more comprehensive breakdown of how each method works so you can make an informed decision:

1. Coefficient 

Coefficient facilitates data transfer, formatting, storage, and analysis using a no-code approach and spreadsheets as the bridge between two platforms. It’s the perfect solution for businesses of all sizes looking to streamline their financial and sales operations. 

With Coefficient, you can effortlessly synchronize financial data between QuickBooks and Salesforce, ensuring data accuracy and consistency and full control over managing, reviewing, editing, and transforming the data between these two software to make the best possible use before importing/ exporting.

Pros:

  • No-code setup
  • No learning curve compared to complex software
  • Real-time data sync
  • Full control over data management 
  • Automatic data updates
  • Team collaboration features
  • Free plugin installation and affordable plans

Cons:

  • Some features require an additional payment
  • It uses a medium and does not directly integrate both platforms 

Here’s how you connect Quickbooks to Salesforce using Coefficient:

  1. For the first phase of integration, you need to install Coefficient. 

Open Google Sheets and navigate to the toolbar and Extensions > Add-on > Get Add-ons

You will be redirected to Google Workspace Marketplace. Search Coefficient in the search and Install by following the prompts and signing up for the account for free with your Google or work email.

  1. To Launch the extension, go back to the Extensions menu on the toolbar and you’ll find Coefficient in Add-ons menu. Coefficient will launch as an extension on the sidebar.
  1. Now, start importing data from Pipedrive to Google Sheets. If you’re connecting for the first time, authorize access to Pipedrive. 

Open Coefficient Sidebar and Click on the Menu icon

In the menu, Select “Import From…” and Select “Connected Sources.”

Select “Add Connection” at the bottom of the “Connected Sources” list and select QuickBooks.

  1. Click on Connect. In the next window, you will be asked to authorize QuickBooks by providing your log in details and allowing data exchange to connect the Coefficient with the platform.
  1. Open the Coefficient Sidebar and click the “Import from…” button to start the import. Choose “QuickBooks” from the provided list, and select  “From QuickBooks Report“.
  1. Pick the specific QuickBooks report you wish to import from your account (e.g., Profit and Loss).
  1. Personalize your import settings by selecting options for “Display Columns By, “”Report Period,” “Accounting Method,” and the necessary fields for this import.

Note: When adjusting your import settings, click “Refresh Preview” to see the updated sample data. The data will be sorted automatically based on the columns shown. For instance, “Customers” will appear alphabetically.

Click on Import in the top right corner, and you will have a spreadsheet synced with your QuickBooks!

You can preview and further change your Quickbooks dataset in Google Sheets or any other spreadsheet platform you use to manage your data. 

Then, you can set up a regular update that fetches data from Quickbooks and sends it to your Google Sheets spreadsheet.

  1. To begin the next phase, export data from your Pipedrive Google Sheet to Salesforce. Follow the same steps outlined above to authorize Salesforce with Coefficient.

Start by accessing the Coefficient Menu and selecting Salesforce. Then, navigate to “Export From…” and choose Salesforce from the provided options.

  1. Ensure you select the appropriate tab and header row in your spreadsheet. Always begin with Row 2, as Row 1 is reserved for Coefficient headers in imported spreadsheets.

For Destination Settings, specify the Salesforce Object where you want to place the data (e.g., Opportunities, Leads) and select an Action from the dropdown menu.

  1. You will proceed to the next step, where you will map fields, configure additional settings, and establish an automated export schedule for this spreadsheet. Click “Export” to proceed.

You can export all data or specify a particular set of cells to Salesforce. Once you’ve saved your field maps, you can configure an auto-update feature to refresh Salesforce data whenever edits are made in the Google Sheet, creating a seamless automated data exchange between Pipedrive and Salesforce.

Ensure a thorough review of all data before proceeding with the export, as this action cannot be undone. Any unnecessary information exported to Salesforce will need to be manually deleted.

  1. After reviewing, click “Next” to finalize and initiate the export process, and you’re done!

This way, you’ll have a complete loop of automated Data exchange between Quickbooks and Salesforce.

2. Zapier

Zapier connects QuickBooks to Salesforce and hundreds of other apps, allowing you to automate financial tasks and streamline processes. You can create customized workflows and rules to automate financial data management and notifications in Salesforce.

These ‘zaps’ created using Zapier as a bridge between the two software can be specific and manually set up or adjusted for any action/ trigger. This makes it the best option for teams that want only certain features connected in both platforms and not all the data.

Pros:

  • Wide range of integrations
  • Customizable workflows and rules
  • User-friendly interface
  • Specific setup and connections between platforms

Cons: 

  • Limited support for complex workflows
  • No automation for all data to be consolidated into Salesforce 
  • Expensive tool with overhead costs  

Here’s how creating integration zaps with Zapier works:

  1. Sign up for a Zapier account and choose QuickBooks as the trigger app and Salesforce as the action app.
  2. Configure the trigger event, such as “New Bill in QuickBooks,” and the corresponding action in Salesforce to “Create Record.” 
  1. Map the data fields between QuickBooks and Salesforce to ensure accurate data transfer.
  2. Test the Zap and activate it to start automating financial tasks and syncing data between the two platforms.

3. Quickbooks Online 

QuickBooks Online offers native integration with Salesforce, providing businesses seamless connectivity between financial and sales processes. 

With QuickBooks Online, businesses can access financial data directly within Salesforce, enabling finance and sales teams to make informed decisions and streamline financial operations.

Pros:

  • Native integration with Salesforce
  • Direct connectivity between QuickBooks and Salesforce
  • Simple setup and functionality
  • Free to use

Cons:

  • Limited customization options compared to third-party integrations
  • No advanced functionality
  • It doesn’t support real-time sync between two platforms
  • No auto-updates
  • Bidirectional data sharing only

Here’s how you can integrate QuickBooks and Salesforce using this plug-in:

  1. Navigate to the App Exchange and locate QuickBooks Online integration by DBSync.
  2. Log in with your Trailblazer.me account.
  3. Click “Get it Now” and launch this plugin in your Salesforce system.
  4. Choose the QuickBooks Online version you wish to integrate with Salesforce.
  5. Navigate back to Salesforce and select ‘Setup’ in the navigation bar. 
  1. Follow the prompts to authorize access and set up workflows. Then click “Save,” and you can run the integration.

Conclusion

Integrating Quickbooks with Salesforce is a game-changer for businesses as it promotes accurate financial insights, happier customers, and automated revenue tracking.

With options like Coefficient, Zapier, and QuickBooks Online, syncing client data between Quickbooks and Salesforce is quick and easy, bringing more possibilities to your business.

Want the most advanced, automated, and affordable way to get started and keep your data in check? 

Install Coefficient for free to export your customer data into spreadsheets and connect them to Salesforce with a few clicks and no extra costs!

How to Sync Stripe with QuickBooks?

Want to sync Stripe with QuickBooks? This guide will show you how to connect these platforms, streamline your financial reporting, and simplify reconciliation. You’ll learn three effective methods to link Stripe and QuickBooks, with step-by-step instructions for each approach.

Advantages of Connecting Stripe to QuickBooks

Connecting Stripe to QuickBooks offers several benefits for businesses:

Analyzing Stripe and QuickBooks data together offers several benefits for businesses:

  1. Comprehensive financial analysis: By combining Stripe transaction data with QuickBooks records, you can perform more in-depth financial analysis. This approach provides a fuller picture of your business’s financial health.
  2. Improved data-driven decisions: Comparing Stripe payments with QuickBooks entries allows for better insights into revenue patterns and financial trends. This information helps in making more informed business decisions.
  3. Detailed revenue tracking: Gain a more nuanced view of your income by analyzing Stripe revenue data alongside QuickBooks financial records. This combined perspective enables better financial planning and forecasting.

Top 3 Methods to Connect Stripe to QuickBooks

Here’s a comparison of the three main methods to connect Stripe to QuickBooks:

SolutionBest For
CoefficientUsers who want to analyze Stripe and QuickBooks data using Google Sheets or Excel, allowing for custom data transformation and in-depth analysis
Commerce SyncSmall to medium-sized businesses seeking automated data syncing between Stripe and QuickBooks for easier comparison and analysis
ZapierUsers who need a flexible, no-code solution to create custom workflows for transferring and comparing data between Stripe and QuickBooks

Let’s explore each method in detail:

Method 1: Coefficient

A screenshot of Coefficient's homepage.

Coefficient is a spreadsheet add-on that allows you to sync data from various sources, including Stripe and QuickBooks, into Google Sheets or Excel. This method is particularly useful for users who want to analyze or transform their data before syncing it to QuickBooks.

Step 1. Install Coefficient

For Google Sheets

  • Open a new or existing Google Sheet, navigate to the Extensions tab, and select Add-ons > Get add-ons.
  • In the Google Workspace Marketplace, search for “Coefficient.”
  • Follow the prompts to grant necessary permissions.
  • Launch Coefficient from Extensions > Coefficient > Launch.
  • Coefficient will open on the right-hand side of your spreadsheet.
A screenshot of Coefficient open on the right-side panel.

For Microsoft Excel

  • Open Excel from your desktop or in Office Online. Click ‘File’ > ‘Get Add-ins’ > ‘More Add-Ins.’
  • Type “Coefficient” in the search bar and click ‘Add.’
  • Follow the prompts in the pop-up to complete the installation.
  • Once finished, you will see a “Coefficient” tab in the top navigation bar. Click ‘Open Sidebar’ to launch Coefficient.
A screenshot of Coefficient open in Excel.

Step 2: Connect and Import Data from Stripe

  • Open Coefficient Sidebar: In Google Sheets, go to Extensions > Coefficient > Launch.
  • Connect Stripe: Click Import Data from the Coefficient sidebar, then select Stripe.
  • Authenticate: Select the Stripe account you want to connect and click Connect.
  • Select Data: Choose the object fields you want to import by clicking Select Fields. Configure any necessary filters and click Import.
Authorizing Coefficient to connect Stripe
A screenshot of the import preview menu

Step 3. Export Data to QuickBooks

Pros:

  • The user-friendly interface makes it easy for non-technical users to set up and manage the integration.
  • Flexible data transformation options allow for customized reporting and analysis.
  • Coefficient works with both Google Sheets and Excel, providing flexibility in your choice of spreadsheet software.

Cons:

  • This method requires a spreadsheet as an intermediary, which may not be ideal for all users.
  • There may be limitations for very large data sets, depending on the spreadsheet’s capacity.

Learn more about connecting QuickBooks to Google Sheets

Method 2: Commerce Sync

A screenshot of Commercesync homepage

Commerce Sync is a popular app that automates the transfer of Stripe sales activity into QuickBooks. This method provides a direct integration between the two platforms.

Step 1: Install Commerce Sync from the QuickBooks App Store.

  • Log in to your QuickBooks Online account.
  • Navigate to the App Store and search for “Commerce Sync.”
  • Click “Get App Now” and follow the installation prompts.

Step 2: Connect your Stripe account.

  • In the Commerce Sync setup wizard, select Stripe as your payment processor.
  • Follow the authentication process to link your Stripe account.

Step 3: Configure sync settings.

  • Choose which Stripe data you want to sync (e.g., sales, fees, refunds).
  • Map Stripe data fields to the corresponding QuickBooks categories.

Step 4: Set up automatic daily syncs.

  • In the Commerce Sync settings, enable automatic daily syncs.
  • Choose a preferred time for the sync to occur each day.

Step 5: Review and reconcile transactions in QuickBooks.

  • After the first sync, check your QuickBooks account to ensure the Stripe data has been imported correctly.
  • Reconcile the transactions as needed.

Pros:

  • Direct integration with QuickBooks eliminates the need for intermediary software.
  • Automated daily syncs keep your financial data up-to-date with minimal effort.
  • Commerce Sync handles complex transaction types, including refunds and fees.

Cons:

  • Limited customization options compared to more flexible solutions like Coefficient or Zapier.
  • May require a paid subscription for advanced features or higher transaction volumes.

Method 3: Zapier

A screenshot of Zapier's homepage.

Zapier is a no-code automation platform that allows you to create custom integrations between Stripe and QuickBooks. This method offers the most flexibility in terms of customizing your integration.

Step 1: Sign up for a Zapier account.

  • Visit the Zapier website and create a new account.
  • Choose a plan that suits your integration needs.

Step 2: Create a new Zap.

  • In your Zapier dashboard, click “+ Create.”
A screenshot of selecting + Create Zap.
  • This will start the process of setting up your custom integration.

Step 3: Choose Stripe as the trigger app.

  • Search for Stripe in the trigger app selection.
  • Select the specific Stripe event that will trigger the integration (e.g., “New Charge” or “New Invoice”).
A screenshot of selecting a trigger in Zapier.

Step 4: Select QuickBooks as the action app.

  • Search for QuickBooks in the action app selection.
  • Choose the action you want to occur in QuickBooks (e.g., “Create Invoice” or “Create Journal Entry”).
A screenshot of selecting an action in Zapier.

Step 5: Configure the data mapping.

  • Map the Stripe data fields to the corresponding QuickBooks fields.
  • Use Zapier’s built-in functions to transform data if needed (e.g., formatting dates or calculating totals).

Step 6: Test and activate your Zap.

  • Run a test to ensure the integration works as expected.
  • If successful, turn on your Zap to start the automated integration.

Pros:

  • Highly customizable workflows allow for complex integrations tailored to your specific needs.
  • Supports multiple trigger events, enabling various automation scenarios.
  • Can integrate with other apps beyond Stripe and QuickBooks for more comprehensive automation.

Cons:

  • May require some technical knowledge for setting up complex integrations.
  • Can become costly for high-volume integrations, as Zapier pricing is based on the number of tasks performed.

Streamline Your Stripe and QuickBooks Integration Today

Connecting Stripe to QuickBooks is crucial for maintaining accurate financial records and simplifying your accounting processes. While there are several methods available, Coefficient offers a unique approach that leverages the power of spreadsheets for data transformation and analysis. By using Coefficient, you can ensure that your Stripe data is accurately synced with QuickBooks while gaining valuable insights along the way.

Ready to simplify your Stripe and QuickBooks integration? Get started with Coefficient today and experience the benefits of seamless data synchronization.

For more information on optimizing your QuickBooks workflow, check out our guide on Top QuickBooks Connector Apps.

Frequently Asked Questions

How do I match Stripe payments in QuickBooks?

To match Stripe payments in QuickBooks:

  1. Sign in to your QuickBooks Online account
  2. Go to Banking/Transactions from the left menu
  3. Select the Stripe account and go to the “For review” tab
  4. Choose each transaction and select categorize, match, or record as a transfer

Coefficient can automate this process by syncing Stripe data directly to QuickBooks, reducing manual matching efforts.

How do I sync payments in QuickBooks?

To sync payments in QuickBooks:

  1. Hover your mouse over the invoice or payment
  2. Click “Sync to QB”
  3. If already synced, click the QB icon to open the item directly in QuickBooks Online

With Coefficient, you can set up automatic syncs between Stripe and QuickBooks, ensuring all payments are up-to-date without manual intervention.

How do I add Stripe fees to QuickBooks?

To add Stripe fees to QuickBooks:

  1. Go to Accounting > Chart of Accounts > New on your QuickBooks dashboard
  2. Set Account Type to “Expenses”
  3. Choose Detail Type as “Other Business Expenses” or “Bank Charges”
  4. Name the account “Stripe Merchant Fees” or similar
  5. Click Save and Close

Coefficient can automatically import and categorize Stripe fees in QuickBooks, saving you time and ensuring accuracy.

Further Reading

How to Connect QuickBooks to HubSpot? Top Methods and Tutorials

Are you looking to connect QuickBooks to HubSpot? You’re in the right place.

In this guide, we’ll explore three methods – each suits different skill levels and needs.  By the end, you’ll know which is best for you and how to set it up.

Let’s dive in!

Advantages of Connecting QuickBooks to HubSpot

Integrating QuickBooks with HubSpot offers several key benefits that can transform your business operations:

  1. Eliminate sales commission calculation errors: Connect QuickBooks financial data with HubSpot deal information. Automatically calculate commissions based on actual revenue, reducing overpayments and disputes with sales reps.
  2. Cut billing cycle time: Link HubSpot deals to QuickBooks invoices. Generate invoices automatically when deals close in HubSpot, reducing the lag between service delivery and payment collection.
  3. Decrease overdue payments: Combine QuickBooks payment data with HubSpot communication tools. Send targeted, automatic payment reminders based on invoice status, improving your accounts receivable turnover.

Top 3 Methods to Connect QuickBooks to HubSpot

SolutionBest For
CoefficientOrganizations needing advanced reporting and data analysis. Suitable for finance teams that want to combine HubSpot and QuickBooks data in spreadsheets for custom financial reporting.
HubSpot-QuickBooks native integrationSmall businesses needing basic data sync between HubSpot and QuickBooks. Ideal for those wanting a simple setup without customization.
ZapierCompanies requiring custom workflows between HubSpot and QuickBooks. Best for teams that need to automate specific processes like creating QuickBooks customers from HubSpot contacts.

#1 Coefficient: No-code, Automated

a screenshot of coefficient's homepage

Coefficient syncs live data from various business systems, like QuickBooks, directly into Excel and Google Sheets.

For QuickBooks users, this means you can build real-time financial reports, automate data updates, and streamline your accounting workflows without leaving your familiar spreadsheet environment.

Pros:

Cons:

  • Some advanced features, such as scheduled automations, are only available on paid plans. However, Coefficient’s pricing is still very competitive compared to other solutions.

Step-by-step walkthrough:

Step 1. Install Coefficient for your spreadsheet of choice

For Google Sheets

  • Open a new or existing Google Sheet, navigate to the Extensions tab, and select Add-ons > Get add-ons.
  • In the Google Workspace Marketplace, search for “Coefficient.”
  • Follow the prompts to grant necessary permissions.
  • Launch Coefficient from Extensions > Coefficient > Launch.
  • Coefficient will open on the right-hand side of your spreadsheet.
Opening Coefficient sidebar google sheets

For Microsoft Excel

  • Open Excel from your desktop or in Office Online. Click ‘File’ > ‘Get Add-ins’ > ‘More Add-Ins.’
  • Type “Coefficient” in the search bar and click ‘Add.’
  • Follow the prompts in the pop-up to complete the installation.
  • Once finished, you will see a “Coefficient” tab in the top navigation bar. Click ‘Open Sidebar’ to launch Coefficient.
Opening Coefficient sidebar excel

Step 2. Import QuickBooks Data into Your Spreadsheet

Open Coefficient Sidebar and Click on the Menu icon.

searching for quickbooks

In the menu, Select “Import From…” and Select “Connected Sources.”

selecting connected sources

Select “Add Connection” at the bottom of the “Connected Sources” list and select QuickBooks.

Adding QuickBooks connection

Click on Connect. In the next window, you will be asked to authorize QuickBooks by providing your log in details and allowing data exchange to connect the Coefficient with the platform.

Providing QuickBooks login details

Open the Coefficient Sidebar and click the “Import from…” button to start the import. Choose “QuickBooks” from the provided list, and select  “From QuickBooks Report“.

Selecting QuickBooks report
 Picking specific QuickBooks report

Pick the specific QuickBooks report you wish to import from your account (e.g., Profit and Loss).

Personalizing import settings

Personalize your import settings by selecting options for “Display Columns By, “”Report Period,” “Accounting Method,” and the necessary fields for this import.

 Importing data to spreadsheet

Note: When adjusting your import settings, click “Refresh Preview” to see the updated sample data. The data will be sorted automatically based on the columns shown. For instance, “Customers” will appear alphabetically.

Click on Import in the top right corner, and you will have a spreadsheet synced with your QuickBooks!

confirming import in coefficent

Step 3. Export Data from Your Spreadsheet to HubSpot

Before starting, make sure you’ve connected to HubSpot.

Then, navigate to Coefficient’s menu >Click “Export to…”

Exporting to HubSpot

Select HubSpot.

Selecting workbook tab

Select the tab and header row in your spreadsheet. The header row should contain the HubSpot field headers.

Specifying database table

Choose the HubSpot property you are exporting the data to.

Completing field mappings

Then, select the action you want to perform (Update, Insert, or Delete).

Highlighting rows for export

Map the fields in your spreadsheet to the corresponding HubSpot fields. If your data came from a HubSpot import using Coefficient, the fields will be automatically mapped. Otherwise, you will need to map them manually.

mapping fields

Configure any advanced settings such as the column for results. Coefficient will write back information to your spreadsheet related to the update, including the HubSpot record ID, status of the export, and timestamp.

select advanced seetings

Review your settings and click “Export”.

Review your settings and click "Export".

Select the rows in your sheet that you want to export to HubSpot. You can update a single row or all rows in your sheet.

Select the rows in your sheet that you want to export to HubSpot

Coefficient will confirm the rows that have been updated in your HubSpot instance. The records will have the record ID, result status, and timestamp of the update.

confirming export suuccessful

#2 Native HubSpot-QuickBooks Integration

Native HubSpot-QuickBooks Integration homepage

 HubSpot’s built-in integration offers basic syncing between QuickBooks and HubSpot. It’s a good starting point for businesses with straightforward needs, but it may lack the depth and flexibility of other options.

Pros:

  • No additional cost for HubSpot and QuickBooks users
  • Easy to set up with minimal technical knowledge
  • Designed specifically for the two systems, ensuring compatibility
  • Usually well-documented and supported by the parent companies

Cons:

  • Limited flexibility and customization options
  • May not cover all possible use cases or data fields
  • Can be affected by changes in either platform’s API
  • Often lack advanced features like data transformation or complex workflow automation

Step-by-step walkthrough:

  1. In HubSpot, go to the Marketplace and search for “QuickBooks Online”
  2. Click “Connect app” and follow the prompts to authorize the connection
  3. Choose the data you want to sync (contacts, companies, deals, etc.)
  4. Configure your sync settings
  5. Start the initial sync

#3 Zapier for QuickBooks-HubSpot Connection

zapier homescreen screenshot

Zapier automates tasks between your web apps, including QuickBooks and HubSpot. By creating custom “Zaps,” you can trigger specific actions in one app based on events in the other, ensuring data stays up-to-date without manual intervention.

Pros:

  • User-friendly interface with pre-built templates
  • Wide range of app integrations beyond just QuickBooks and databases
  • No coding required for basic automations
  • Regular updates and good customer support

Cons:

  • Limited customization for complex data transformations
  • Can become expensive for high-volume data transfers or multiple zaps
  • Not suitable for real-time data syncing (runs on schedules)
  • May have troubles with large datasets due to API limits

Step-by-step walkthrough:

  1. Sign up for a Zapier account
  2. Create a new Zap
  3. Choose QuickBooks as the trigger app and select an event (e.g., “New Bill”)
QuickBooks event in Zapier
  1. Connect your QuickBooks account to Zapier
  2. Choose HubSpot as the action app and select an action (e.g., “Create or Update Contact”)
Connecting HubSpot in Zapier
  1. Connect your HubSpot account to Zapier
  2. Map the fields between QuickBooks and HubSpot
  3. Test and activate your Zap

QuickBooks to HubSpot? Do it in Seconds with Coefficient

Connecting QuickBooks to HubSpot can significantly improve your business operations by automating financial processes, enhancing customer management, and providing a unified view of your data. While there are several methods to achieve this integration, Coefficient stands out as the most powerful and flexible solution, especially for businesses with advanced needs.

Ready to take your QuickBooks-HubSpot integration to the next level? Try Coefficient today and experience the power of seamless data synchronization and advanced reporting.

How to Connect Quickbooks to Snowflake? A Step-by-Step Guide

Integrating QuickBooks with Snowflake can revolutionize the management of your financial data. This guide covers the advantages of this connection and provides detailed, step-by-step instructions for three methods: Coefficient, Hevo, and Stitch.

Advantages of Connecting QuickBooks to Snowflake

  • Centralize financial data: Combine QuickBooks financial data with other business data in Snowflake for a comprehensive view of your company’s performance.
  • Enhance financial analytics: Leverage Snowflake’s powerful analytics features to gain deeper insights into your financial data.
  • Streamline data management: Automate the transfer of data from QuickBooks to Snowflake, reducing manual effort and ensuring data consistency.

Connecting QuickBooks and Snowflake: 3 Methods

Connecting QuickBooks and Snowflake is crucial for businesses looking to leverage their financial data for comprehensive reporting and analysis. With a range of solutions catering to different needs, organizations can choose the tool that best aligns with their requirements and technical capabilities.

Solution

Best For

Coefficient

Finance teams who want to analyze disparate data in spreadsheets with no-code. Example: Combining QuickBooks data alongside other business data in Snowflake.

Fivetran

Companies that require continuous replication of large volumes of QuickBooks data to Snowflake for near real-time analytics.

Stitch

Organizations seeking an easy-to-use, affordable solution for moving QuickBooks data to Snowfla

How to Connect QuickBooks to Snowflake

Method 1: Coefficient – No-Code, User-Friendly

Coefficient connects your spreadsheet to all your business data without a single line of code. It allows users to perform quick, ad hoc analyses for a variety of use cases.

Pros:

Cons:

  • Scheduled automations are not free forever, though plans are affordable

Detailed step-by-step walkthrough:

Step 1. Install Coefficient

For Google Sheets

Open a new or existing Google Sheet, navigate to the Extensions tab, and select Add-ons > Get add-ons.

Select Get Add-ons option in Google Sheets Menu Bar

In the Google Workspace Marketplace, search for “Coefficient.”

Search and Choose Coefficient from Google Workspace

Follow the prompts to grant necessary permissions.

Image1

Launch Coefficient from Extensions > Coefficient > Launch.

Launch Coefficient Data Connector in Google Sheets

Coefficient will open on the right-hand side of your spreadsheet.

Coefficient Sidebar in Google Sheets

For Microsoft Excel

Open Excel from your desktop or in Office Online. Click ‘File’ > ‘Get Add-ins’ > ‘More Add-Ins.’

Find Coefficient Add-in from Microsoft Office Store

Type “Coefficient” in the search bar and click ‘Add.’

Add Coefficient Add-in to Excel from Microsoft Office Store

Follow the prompts in the pop-up to complete the installation.

Once finished, you will see a “Coefficient” tab in the top navigation bar. Click ‘Open Sidebar’ to launch Coefficient.

Coefficient Sidebar in Microsoft Excel

Step 2. Import QuickBooks Data into Your Spreadsheet

Click ‘Import from…’ and scroll down until you find QuickBooks. 

Click ‘Connect’ to continue.

Choose Quickbooks as your data source in Coefficient sidebar

A couple notes:

  • You need Admin access in QuickBooks to establish a connection with Coefficient.
  • QuickBooks API permits only one admin to connect through Coefficient simultaneously.
  • You can connect multiple QuickBooks accounts to Excel with Coefficient.

Follow the prompts to connect Coefficient to your QuickBooks account.

Authorize  Quickbooks connection through Coefficient

Step 3: Define QuickBooks Data to Export to Excel

Next, specify the QuickBooks data you’re looking to bring into Excel.

Coefficient’s flexibility allows you to choose from over 17 standard QuickBooks reports, build one from scratch, or write a custom query.

Image18

Click ‘From QuickBooks Report’ to continue.

Image17

Choose a Report from the list then hit ‘Next.’

Select data to be connected from Quickbooks to Google Sheets using Coefficient

Customize your Report import by selecting “Display Columns By” and applying filters such as “Report Period” and “Accounting Method”.

Image24

Select your desired fields and click ‘Import.’

In just a few seconds, your QuickBooks export to Excel will automatically populate your spreadsheet.

Quickbooks Data Exported into Google Sheets

Step 3. Export Data from Your Spreadsheet to Snowflake

Before starting, make sure you’ve connected to Snowflake.

Then, navigate to Coefficient’s menu. Click “Export to…”

Choose Export option in Coefficient sidebar

Choose Snowflake from the list of available data sources.

Choose Snowflake as the data source in Coefficient sidebar

Select the tab and header rows in your spreadsheet that contains the data you want to export.

Select tab and headers rows of the data exported to Snowflake from Google Sheets using Coefficient

Click “Next” to continue.

Select the table in your Snowflake database that you want to update. Then, select the type of action you want to perform—Update, Insert, Upsert, or Delete.

Select the table in Snowflake database to be imported into snowflake

Map the fields from your spreadsheet to the corresponding Snowflake fields.

Map the fields between Google Sheets and Snowflake

Note: Primary Keys (ID fields) are required for Update and Delete actions. For Insert actions, the Primary Key field can be set to auto populate if it’s configured in Snowflake.

(Optional) Specify additional settings such as batch size, whether to export empty cells on an update, and the column for results.

Select the necessary formatting options if required

Confirm your settings.

Confirm the settings to push data into Snowflake from Google Sheets in Coefficient Add-on

Then, highlight the rows you want to update or export. You can choose to export all rows or specific rows.

Highlight the google sheet rows to be updated

After you’re finished, review your settings and click “Export.”

Follow the prompts to confirm your changes.

Click on "Update Rows in Snowflake" to push the data from Google Sheets to Snowflake

In a few seconds, data from your spreadsheet will be pushed to Salesforce.

Data exported to Snowflake successfully using Coefficient add-on

Coefficient will then update the records in Snowflake, displaying the status, record ID, and timestamp of the updates in your spreadsheet.

Method 2: Hevo – Automated, No-Code Data Pipeline

Image6

Hevo offers real-time data replication without requiring code, ideal for users needing automated data pipelines.

Pros:

  • Real-time replication
  • Supports numerous integrations
  • No coding required

Cons:

  • Subscription-based pricing
  • Initial setup can be complex

Step-by-Step Guide:

1. Setting Up Hevo Data:

Sign Up for a Hevo Account:

  • Visit the Hevo Data Website: Go to Hevo Data.
  • Create an Account: Click on “Sign Up” and provide the required information.
  • Log In: Verify your email address, if necessary, and log in to your Hevo Data account.

Choose QuickBooks as Your Source:

  • Access the Dashboard: Navigate to the Hevo dashboard once logged in.
  • Create Pipeline: Click on “Create Pipeline.”
  • Select Source: Choose “QuickBooks” from the list of available sources.

Connect Hevo to Your QuickBooks Account:

  • Follow Prompts: Provide your QuickBooks credentials and authorize Hevo to access your QuickBooks data.
  • Test Connection: Ensure that Hevo can successfully connect to your QuickBooks account.

Configure the Data You Want to Replicate:

  • Select Data Entities: Choose the specific data entities (e.g., invoices, customers, transactions) you want to replicate.
  • Data Extraction Settings: Configure any necessary data extraction settings.

2. Setting Up Snowflake as a Destination:

Add Snowflake as the Destination:

  • Choose Destination: In the Hevo dashboard, click on “Add Destination.”
  • Select Snowflake: Choose “Snowflake” from the list of destination options.

Enter Your Snowflake Account Details:

  • Account Details: Provide the necessary Snowflake account details, including:
    • Account Name: Your Snowflake account name.
    • Database Name: The database where the data will be stored.
    • Warehouse: The Snowflake warehouse to use for the data loading process.
    • Username and Password: Your Snowflake credentials.

Map Your Data Fields from QuickBooks to Snowflake:

  • Field Mapping: Define how the data fields from QuickBooks should map to the corresponding columns in Snowflake.
  • Transformation Rules: Set up any necessary data transformation rules to ensure the data is correctly formatted.

3. Start the Pipeline to Begin Real-Time Data Transfer:

Review the Pipeline Configuration:

  • Review Settings: Ensure all configurations and mappings are correct.
  • Activate Pipeline: Click on “Activate” to start the real-time data transfer.

Monitor the Data Sync Status:

  • Real-Time Monitoring: Use the Hevo dashboard to monitor the data sync status and ensure everything is functioning correctly.
  • Adjustments: Make any necessary adjustments based on the monitoring results.

Method 3: Stitch – Simple, Powerful ETL

Image3

Stitch provides an effective ETL tool capable of handling large data volumes, perfect for more data-intensive needs.

Pros:

  • Easy setup
  • Handles large data volumes
  • Robust documentation

Cons:

  • Limited free tier
  • Some advanced features require coding

Step-by-Step Guide:

1. Setting Up Stitch:

Create an Account on Stitch:

  • Visit the Stitch Website: Go to Stitch.
  • Create an Account: Click on “Sign Up” and provide the required information.
  • Log In: Verify your email address, if necessary, and log in to your Stitch account.

Select QuickBooks as Your Data Source:

  • Access the Dashboard: Navigate to the Stitch dashboard once logged in.
  • Add Integration: Click on “Add Integration” and choose “QuickBooks” from the list of available sources.

Authorize and Connect Your QuickBooks Account:

  • Follow Prompts: Provide your QuickBooks credentials and authorize Stitch to access your QuickBooks data.
  • Test Connection: Ensure that Stitch can successfully connect to your QuickBooks account.

Configure the Data Replication Settings:

  • Select Data Entities: Choose the specific data entities (e.g., invoices, customers, transactions) you want to replicate.
  • Replication Frequency: Set the frequency at which you want the data to be replicated (e.g., hourly, daily).

2. Adding Snowflake as Your Destination:

Add Snowflake as Your Destination:

  • Choose Destination: In the Stitch dashboard, click on “Add Destination.”
  • Select Snowflake: Choose “Snowflake” from the list of destination options.

Input Your Snowflake Account Details:

  • Connection Settings: Provide your Snowflake account details, including:
    • Account Name: Your Snowflake account name.
    • Database Name: The database where the data will be stored.
    • Warehouse: The Snowflake warehouse to use for the data loading process.
    • Username and Password: Your Snowflake credentials.

Map QuickBooks Data Fields to Snowflake Tables:

  • Field Mapping: Define how the data fields from QuickBooks should map to the corresponding columns in Snowflake.
  • Transformation Rules: Set up any necessary data transformation rules to ensure the data is correctly formatted.

3. Start the ETL Process to Transfer and Transform Data:

Review the Configuration:

  • Review Settings: Ensure all configurations and mappings are correct.
  • Start ETL Process: Click on “Start” to begin the data transfer and transformation process.

Monitor the Data Sync Status:

  • Real-Time Monitoring: Use the Stitch dashboard to monitor the data sync status and ensure everything is functioning correctly.
  • Adjustments: Make any necessary adjustments based on the monitoring results.

Conclusion

Connecting QuickBooks to Snowflake enhances your financial data’s accessibility, accuracy, and analytic capabilities. Whether you choose Coefficient, Hevo, or Stitch, each method offers unique strengths tailored to different business needs.

Ready to streamline your financial data management? Get started with Coefficient today here.

How to Connect QuickBooks to PostgreSQL? Top Methods with Walkthroughs

Are you looking to connect QuickBooks to PostgreSQL? You’re in the right place.

In this guide, we’ll explore three methods – each suits different skill levels and needs.  By the end, you’ll know which is best for you and how to set it up.

Let’s dive in!

Advantages of Connecting QuickBooks to PostgreSQL

Before we dive into the “how,” let’s explore the “why” behind connecting these two powerful platforms:

  1. Streamline month-end close process: Automatically sync daily QuickBooks transactions to PostgreSQL. This allows you to run preliminary reports and identify discrepancies earlier, reducing the time spent on month-end reconciliations and closing activities.
  2. Create custom financial reports: Combine QuickBooks’ transaction data with PostgreSQL’s query capabilities. This allows you to generate tailored reports that aren’t possible within QuickBooks alone, such as detailed cash flow projections or customer profitability analysis.
  3. Enhance budget vs. actual analysis: Store historical QuickBooks data in PostgreSQL alongside budget data. This enables more detailed variance analysis, allowing you to quickly identify areas of overspending or underperformance and make timely adjustments to financial strategies.

Top 3 Methods to Connect QuickBooks to PostgreSQL

Now that we understand the benefits, let’s explore the three best methods to connect QuickBooks to PostgreSQL.

SolutionBest For
CoefficientFinance teams who want to sync QuickBooks data to Google Sheets or Excel, then push to PostgreSQL. Ideal for those comfortable with spreadsheets but not coding.
ZapierUsers who need to automate simple data transfers from QuickBooks to PostgreSQL along with other app integrations. Best for basic, trigger-based synchronization.
CData SyncIT departments or data teams that need to replicate large volumes of QuickBooks data to PostgreSQL. Suitable for companies requiring scheduled, bi-directional syncing.

Revised 50-word Introduction:

Let’s dive into each method and see how they stack up.

#1 Coefficient: The Spreadsheet-Native Solution

a screenshot of coefficient's menu

Coefficient syncs live data from various business systems, like QuickBooks, directly into Excel and Google Sheets.

For QuickBooks users, this means you can build real-time financial reports, automate data updates, and streamline your accounting workflows without leaving your familiar spreadsheet environment.

Pros and Cons of Using Coefficient

Pros

Cons

  • Some advanced features, such as scheduled automations, are only available on paid plans. However, Coefficient’s pricing is still very competitive compared to other solutions.

How to Connect QuickBooks to PostgreSQL with Coefficient

Step 1. Install Coefficient for your spreadsheet of choice

For Google Sheets

  • Open a new or existing Google Sheet, navigate to the Extensions tab, and select Add-ons > Get add-ons.
  • In the Google Workspace Marketplace, search for “Coefficient.”
  • Follow the prompts to grant necessary permissions.
  • Launch Coefficient from Extensions > Coefficient > Launch.
  • Coefficient will open on the right-hand side of your spreadsheet.
Opening Coefficient sidebar google sheets

For Microsoft Excel

  • Open Excel from your desktop or in Office Online. Click ‘File’ > ‘Get Add-ins’ > ‘More Add-Ins.’
  • Type “Coefficient” in the search bar and click ‘Add.’
  • Follow the prompts in the pop-up to complete the installation.
  • Once finished, you will see a “Coefficient” tab in the top navigation bar. Click ‘Open Sidebar’ to launch Coefficient.
Opening Coefficient sidebar excel

Step 2. Import Data from QuickBooks to Your Spreadsheet

Open Coefficient Sidebar and Click on the Menu icon.

Selecting import from menu

In the menu, Select “Import From…” and Select “Connected Sources.”

Adding QuickBooks connection

Select “Add Connection” at the bottom of the “Connected Sources” list and select QuickBooks.

selecting quickbooks from the menu

Click on Connect. In the next window, you will be asked to authorize QuickBooks by providing your log in details and allowing data exchange to connect the Coefficient with the platform.

Providing QuickBooks login details

Open the Coefficient Sidebar and click the “Import from…” button to start the import. Choose “QuickBooks” from the provided list, and select  “From QuickBooks Report“.

Picking QuickBooks import from...
Selecting QuickBooks report

Pick the specific QuickBooks report you wish to import from your account (e.g., Profit and Loss).

Picking specific QuickBooks report

Personalize your import settings by selecting options for “Display Columns By, “”Report Period,” “Accounting Method,” and the necessary fields for this import.

Personalizing import settings

Note: When adjusting your import settings, click “Refresh Preview” to see the updated sample data. The data will be sorted automatically based on the columns shown. For instance, “Customers” will appear alphabetically.

Click on Import in the top right corner, and you will have a spreadsheet synced with your QuickBooks!

Importing data to spreadsheet

Step 3. Export Data from Your Spreadsheet to PostgreSQL

Before starting, make sure you’ve connected Coefficient to PostgreSQL.

Then, navigate to Coefficient’s menu. Click “Export to…”

Exporting to PostgreSQL

Select PostgreSQL from the menu.

Selecting workbook tab

Choose the tab in your workbook that contains the data you want to export and specify the header row that contains the database field headers.

Specifying database table

Specify the table in your database where you want to insert the data and choose the appropriate action (Insert, Update, Delete).

Completing field mappings

Complete the field mappings for the export. Ensure that primary keys or ID fields are mapped if required for the action you are performing.

Highlighting rows for export

Confirm your settings and click “Export” to proceed.

Highlight the specific rows in your sheet that you want to export, or choose to export all rows.

confirming export to postgreSQL

Review your settings and follow the prompts to push your data back to PostgreSQL.

Pros and Cons of Using Coefficient

Pros:

  • No coding needed, so anyone on the team can use it.
  • Simple and easy-to-use interface with plug-and-play connectors.
  • Quick installation; you can start using it in less than a minute.
  • Automatic data updates keep your spreadsheet data up-to-date in real-time.
  • Automates tasks like importing accounting data and invoice reconciliation.

Cons:

  • Some features require an upgrade

#2 Zapier: The Multi-App Integration Platform

a screenshot of zapiers homepage

Zapier is a versatile tool that can connect QuickBooks to PostgreSQL along with thousands of other apps. Here’s how to set it up:

  1. Create a Zapier account and set up a new Zap.
  2. Choose QuickBooks as your trigger app.
  3. Select the specific QuickBooks event you want to trigger the sync.
QuickBooks event in Zapier
  1. Connect your PostgreSQL database as the action app.
Connecting PostgreSQL in Zapier
  1. Map the QuickBooks data fields to your PostgreSQL table columns.
  2. Test and activate your Zap.

Pros and Cons of Using Zapier

Pros:

  • Wide range of app integrations
  • User-friendly interface
  • Automated workflows

Cons:

  • Pro account required to access QuickBooks and PostgreSQL
  • May require multiple zaps for complex integrations
  • Limited data transformation capabilities

#3 CData Sync: The Enterprise-Grade ETL Tool

Using CData Sync

CData Sync is a robust solution for businesses needing advanced ETL features. Here’s how to set it up:

  1. Download and install CData Sync.
  2. Configure the QuickBooks connector with your account details.
  3. Set up the PostgreSQL connection with your database credentials.
  4. Create a new sync job, selecting QuickBooks as the source and PostgreSQL as the destination.
  5. Map the QuickBooks tables and fields to your PostgreSQL schema.
  6. Configure sync schedules and options.
  7. Run the sync job and monitor the results.

Pros and Cons of Using CData Sync

Pros:

  • Robust data replication capabilities
  • Supports real-time and scheduled syncing
  • Wide range of supported data sources and destinations
  • Advanced data transformation features

Cons:

  • Can be complex to set up and configure
  • More expensive than some other options
  • May require IT involvement for installation and maintenance
  • Overkill for simple integration needs

QuickBooks to PostgreSQL? Do it in Seconds with Coefficient

Connecting QuickBooks to PostgreSQL can significantly streamline your financial data management and analysis. Whether you’re a spreadsheet enthusiast, need multi-app integration, or require enterprise-grade ETL capabilities, there’s a solution for you.

For businesses looking for a user-friendly, spreadsheet-based solution with real-time syncing capabilities, Coefficient stands out as an excellent choice. Its native integration with Excel and Google Sheets makes it perfect for finance teams who live and breathe spreadsheets.

Ready to supercharge your financial data management? Try Coefficient today and experience seamless QuickBooks to PostgreSQL integration!

Want to explore more integration options? Check out our post on Top QuickBooks Connector Apps for a comprehensive look at other powerful tools in the market.

How to Connect QuickBooks to MySQL?

Are you looking to connect QuickBooks to MySQL? You’re in the right place.

In this guide, we’ll explore three methods – each suits different skill levels and needs.  By the end, you’ll know which is best for you and how to set it up.

Let’s dive in!

Advantages of Connecting QuickBooks to MySQL

Before we dive into the “how,” let’s understand the “why.” Connecting QuickBooks to MySQL offers several benefits:

  1. Accelerate accounts receivable process: Join QuickBooks invoice data with customer information in MySQL. This allows you to create automated aging reports and payment reminders, reducing days sales outstanding (DSO) and improving cash flow.
  2. Enhance financial forecasting accuracy: Combine historical QuickBooks data with sales pipeline information in MySQL. This enables more precise revenue projections, helping you make informed decisions about hiring, investments, and expense management.
  3. Streamline tax preparation: Store QuickBooks transaction details alongside tax-related information in MySQL. This makes it easier to generate comprehensive reports for different tax jurisdictions, saving time during tax season and reducing the risk of compliance issues.

Top 3 Methods to Connect QuickBooks to MySQL

SolutionBest For
CoefficientFinance teams who want to use Google Sheets or Excel as an intermediary to move QuickBooks data to MySQL. Ideal for those who need to clean or transform data before loading it into the database.
CData SQL GatewayIT departments that need to set up a direct, real-time connection between QuickBooks and MySQL. Suitable for scenarios requiring frequent, small data transfers or live querying of QuickBooks data.
AirbyteData engineers looking for a flexible, open-source solution to build custom data pipelines from QuickBooks to MySQL. Best for companies with complex data transformation needs or those wanting to avoid vendor lock-in.

Method #1: Using Coefficient to Connect QuickBooks to MySQL

a screenshot of coefficient's homescreen

Coefficient syncs live data from various business systems, like QuickBooks, directly into Excel and Google Sheets.

For QuickBooks users, this means you can build real-time financial reports, automate data updates, and streamline your accounting workflows without leaving your familiar spreadsheet environment.

Step-by-step walkthrough:

Step 1. Install Coefficient for your spreadsheet of choice

For Google Sheets

  • Open a new or existing Google Sheet, navigate to the Extensions tab, and select Add-ons > Get add-ons.
  • In the Google Workspace Marketplace, search for “Coefficient.”
  • Follow the prompts to grant necessary permissions.
  • Launch Coefficient from Extensions > Coefficient > Launch.
  • Coefficient will open on the right-hand side of your spreadsheet.
Opening Coefficient sidebar Google Sheets

For Microsoft Excel

  • Open Excel from your desktop or in Office Online. Click ‘File’ > ‘Get Add-ins’ > ‘More Add-Ins.’
  • Type “Coefficient” in the search bar and click ‘Add.’
  • Follow the prompts in the pop-up to complete the installation.
  • Once finished, you will see a “Coefficient” tab in the top navigation bar. Click ‘Open Sidebar’ to launch Coefficient.
Opening Coefficient sidebar Excel

Step 2. Import Data from QuickBooks to Your Spreadsheet

Open Coefficient Sidebar and Click on the Menu icon.

Selecting import from menu

In the menu, Select “Import From…” and Select “Connected Sources.”

Adding QuickBooks connection

Select “Add Connection” at the bottom of the “Connected Sources” list and select QuickBooks.

Choosing QuickBooks from the menu

Click on Connect. In the next window, you will be asked to authorize QuickBooks by providing your log in details and allowing data exchange to connect the Coefficient with the platform.

roviding QuickBooks login details

Open the Coefficient Sidebar and click the “Import from…” button to start the import. Choose “QuickBooks” from the provided list, and select  “From QuickBooks Report“.

returning to quickbooks
 Selecting QuickBooks report

Pick the specific QuickBooks report you wish to import from your account (e.g., Profit and Loss).

Picking specific QuickBooks report

Personalize your import settings by selecting options for “Display Columns By, “”Report Period,” “Accounting Method,” and the necessary fields for this import.

Personalizing import settings

Note: When adjusting your import settings, click “Refresh Preview” to see the updated sample data. The data will be sorted automatically based on the columns shown. For instance, “Customers” will appear alphabetically.

Click on Import in the top right corner, and you will have a spreadsheet synced with your QuickBooks!

Importing data to spreadsheet

Step 3. Export Data from Your Spreadsheet to MySQL

Before starting, make sure you’ve connected Coefficient to MySQL.

Then, navigate to Coefficient’s menu. Click “Export to…”

Exporting to MySQL

Select MySQL from the menu.

Selecting workbook tab

Choose the tab in your workbook that contains the data you want to export and specify the header row that contains the database field headers.

Specifying database table

Specify the table in your database where you want to insert the data and choose the appropriate action (Insert, Update, Delete).

Completing field mappings

Complete the field mappings for the export. Ensure that primary keys or ID fields are mapped if required for the action you are performing.

Highlighting rows for export

Confirm your settings and click “Export” to proceed.

reviewing setting before export

Highlight the specific rows in your sheet that you want to export, or choose to export all rows.

confirming export was successful

Review your settings and follow the prompts to push your data back to MySQL.

Pros and Cons of Using Coefficient

Pros:

Cons:

  • Some features require an upgrade

Method #2: Using Zapier
a screenshot of zapiers homescreen

Zapier is a versatile tool that can connect QuickBooks to MySQL along with thousands of other apps. Here’s how to set it up:

  1. Create a Zapier account and set up a new Zap.
  2. Choose QuickBooks as your trigger app.
  3. Select the specific QuickBooks event you want to trigger the sync.
QuickBooks event in Zapier
  1. Connect your MySQL database as the action app.
Connecting MySQL in Zapier
  1. Map the QuickBooks data fields to your MySQL table columns.
  2. Test and activate your Zap.

Pros and Cons of Using Zapier

Pros:

  • Wide range of app integrations beyond just QuickBooks and databases
  • No coding required for basic automations
  • Regular updates and good customer support

Cons:

  • Limited customization for complex data transformations
  • Can become expensive for high-volume data transfers or multiple zaps
  • Not suitable for real-time data syncing (runs on schedules)
  • May have troubles with large datasets due to API limits

Method #3: Using Airbyte for QuickBooks to MySQL Integration

Airbyte homepage

Airbyte is an open-source Extract, Transform, Load (ETL) platform that allows you to move data from various sources, including QuickBooks, to destinations like MySQL.

Airbyte is designed for data engineers and developers who want a customizable, scalable solution for data integration. It offers a wide range of pre-built connectors and allows for custom connector development.

Step-by-step walkthrough:

  1. Set up Airbyte: Deploy Airbyte locally or on a cloud server.
  2. Configure QuickBooks as a source: In Airbyte’s UI, add a new source and select QuickBooks. Provide your QuickBooks API credentials.
  3. Set up MySQL as a destination: Add a new destination in Airbyte and configure your MySQL database details.
  4. Create and run a connection: Define a new connection between the QuickBooks source and MySQL destination. Select the data you want to sync.
  5. Schedule regular syncs: Set up a sync schedule to keep your MySQL database updated with fresh QuickBooks data.

Pros and Cons of Using Airbyte

Pros:

  • Open-source platform with a growing community
  • Highly customizable with ability to write custom connectors
  • Supports both cloud and self-hosted deployments
  • Good for handling large volumes of data

Cons:

  • Requires technical expertise to set up and maintain
  • Less user-friendly interface compared to no-code solutions
  • Community support may be less reliable than commercial options
  • Some advanced features may require the paid version

QuickBooks to MySQL? Do it in Seconds with Coefficient

Connecting QuickBooks to MySQL can significantly enhance your financial data analysis and reporting capabilities.

For most business users looking for an easy-to-implement solution, Coefficient stands out as the top choice. Its no-code approach and automated features make it accessible to a wide range of users while still providing powerful integration capabilities.

Ready to supercharge your financial data analysis? Get started with Coefficient today and unlock the full potential of your QuickBooks data in MySQL.

5 Best Shopify QuickBooks Integration Tools in 2024

Are you struggling to sync your Shopify store data with QuickBooks? Integrating these two essential platforms can significantly streamline your e-commerce accounting processes.

 In this comprehensive guide, we’ll explore the top 5 Shopify QuickBooks integration tools available in 2024, comparing their features, pricing, and user feedback to help you choose the best solution for your business.

1. Flowify: Seamless Shopify-QuickBooks Sync

A screenshot for Flowify for QuickBooks.

Flowify is a dedicated integration tool designed to connect Shopify and QuickBooks. It automates data transfer between the two platforms, simplifying e-commerce accounting processes for online store owners.

Key features

  • Real-time synchronization of orders, products, and customer data
  • Customizable mapping options for different data fields

Pros

  • User-friendly interface makes setup and navigation easy for non-technical users
  • Flexible sync options allow you to choose between automatic or manual syncing based on your needs

Cons

  • The reporting features are limited, which may require additional tools for advanced financial analysis
  • Some users report initial challenges in setting up complex integrations, indicating a potential learning curve

2. Connex: Powerful QuickBooks Integration for Shopify

A screenshot of Connex for QuickBooks.

Connex is a comprehensive solution for connecting Shopify with QuickBooks. It focuses on accuracy and customization, making it suitable for businesses with complex accounting needs.

Key features

  • Advanced rule-based syncing for complex business structures
  • Support for multiple sales channels beyond Shopify

Pros

  • Detailed customization options allow you to tailor the integration to match your specific business processes
  • Robust error handling automatically detects and resolves sync issues, ensuring data accuracy

Cons

  • The advanced features come with a steeper learning curve, potentially requiring more time to set up and optimize
  • The higher price point may be expensive for smaller businesses or those just starting out

Pricing (as of September 2024):

  • Silver Plan: $199/month (annual billing) or $239/month (monthly billing)
  • Gold Plan: $299/month (annual billing) or $359/month (monthly billing)
  • Platinum Plan: $399/month (annual billing) or $479/month (monthly billing)

Support:

  • All plans include 60 minutes of onboarding with US-based technical support
  • Optional 60-minute onboarding ($150 fee) for Silver and Gold plans
  • Complimentary 60-minute onboarding for Platinum plan

3. A2X: Specialized Accounting Integration for E-commerce

A screenshot of A2X for QuickBooks.

A2X is an integration tool focused on providing accurate financial data synchronization between Shopify and QuickBooks. It places particular emphasis on reconciliation, making it ideal for businesses prioritizing financial accuracy.

Key features

  • Automated reconciliation of Shopify payouts with QuickBooks entries
  • Detailed sales tax reporting and management

Pros

  • The accuracy-focused approach ensures precise financial data transfer and reconciliation
  • Time-saving automation of complex accounting processes reduces manual work and potential errors

Cons

  • Limited customization options may not be ideal for businesses with highly unique accounting needs
  • The focused functionality on financial reconciliation may lack some broader features offered by other integration tools

Pricing (as of September 2024):

  • Mini: $19/month (up to 200 orders/month, one marketplace)
  • Starter: $49/month (up to 1000 orders/month, one marketplace)
  • Standard: $69/month (up to 5000 orders/month, up to 5 marketplaces)
  • Premium: $139/month (up to 10,000 orders/month, up to 5 marketplaces)

Support

A2X provides email support, an extensive knowledge base, and regular webinars for user education and troubleshooting.

4. Coefficient: Advanced Reporting and Analytics Integration

Screenshot for coefficient

Coefficient is a unique integration solution that connects Shopify and QuickBooks data with spreadsheets. This approach enables advanced reporting and analysis capabilities, making it ideal for data-driven businesses.

Key features

  • Real-time data syncing to Google Sheets and Excel
  • AI-powered insights and custom report building

Pros

  • Flexible reporting allows you to create custom reports and dashboards using familiar spreadsheet tools
  • Data consolidation capabilities let you combine Shopify, QuickBooks, and other data sources in one place for comprehensive analysis

Cons

  • Requires spreadsheet knowledge, making it most suitable for users comfortable with Excel or Google Sheets
  • Some users might need to configure data connections initially, which may require additional setup time

Pricing

As of March 2024, Coefficient offers a free plan with limited features, with paid plans starting at $29/month for additional capabilities.

Pricing (as of September 2024):

  • Starter: $59/month (cloud) for 5,000 row import
  • Pro: $119/month per user (cloud) for unlimited import size
  • Enterprise: Custom pricing with volume discounts

Customer Support:

  • Standard Support: Email support during business hours, online resources, community forums (all plans)
  • Premium Support: Faster response times, priority support via phone or chat (higher-tier plans)
  • Enterprise Support: 24/7 support, dedicated technical account manager, custom SLAs (Enterprise Plan)

5. Synder: Comprehensive Financial Management for Shopify and QuickBooks

A screenshot for QuickBooks Sync.

Synder is a full-featured integration solution that connects Shopify and QuickBooks. It focuses on detailed transaction syncing and financial reporting, making it suitable for businesses of all sizes.

Key features

  • Multi-currency support and automatic currency conversion
  • Inventory tracking and management across platforms

Pros

  • Comprehensive sync capabilities handle complex transactions, including refunds and partial payments
  • Scalability makes it suitable for businesses of all sizes, from startups to enterprises

Cons

  • The extensive feature set may initially overwhelm some users
  • Full functionality may require more expensive plans, increasing the cost for advanced features

Pricing (as of September 2024):

  • Medium: $52/month (annual billing) for up to 500 transactions/month
  • Large: From $220/month (annual billing) for 10K – 50K transactions/month
  • Enterprise: Custom pricing for 50K+ transactions/month

Support:

  • 24/7 live support via in-app chat or phone
  • Email support
  • Free weekly educational webinars
  • Paid personal demos available on request

Streamline Your Shopify-QuickBooks Integration Today

Integrating Shopify with QuickBooks is important for maintaining accurate financial records and simplifying e-commerce accounting. Each integration method has its own features that may suit different business needs.

Coefficient links Shopify and QuickBooks data to spreadsheets, allowing users to build custom reports and dashboards for a more comprehensive view of business performance.

Get started today for free!

Frequently Asked Questions

What is the best way to integrate Shopify with QuickBooks?

The best integration method depends on your specific needs, but generally involves using a dedicated integration tool like those mentioned above. These tools automate data transfer, ensure accuracy, and provide additional features like reporting and reconciliation. Coefficient, for example, offers a unique approach by integrating data into spreadsheets for advanced analysis and reporting.

How do I reconcile Shopify in QuickBooks?

Reconciliation typically involves matching Shopify payout reports with QuickBooks entries. Tools like A2X and Synder automate this process, while Coefficient allows you to create custom reconciliation reports in spreadsheets. For a manual approach:

  1. Generate payout reports in Shopify
  2. Create corresponding journal entries in QuickBooks
  3. Match transactions and resolve any discrepancies

What websites does QuickBooks integrate with?

QuickBooks integrates with numerous e-commerce platforms and business tools. Besides Shopify, it connects with:

  • Amazon
  • eBay
  • Walmart
  • Etsy
  • Square

Coefficient enhances these integrations by allowing you to combine data from multiple sources in one spreadsheet for comprehensive reporting.

How do I import products from QuickBooks to Shopify?

While direct import from QuickBooks to Shopify isn’t standard, you can use integration tools to sync product data. Alternatively, export your product list from QuickBooks as a CSV file, then import it into Shopify. For real-time product data management across platforms, consider using Coefficient to create a centralized product database that syncs with both QuickBooks and Shopify.

Further Reading