To get the most value from your business systems, seamless integrations between software platforms is key. QuickBooks Enterprise provides robust integration capabilities to connect with hundreds of popular applications.
In this guide, we’ll explore the main options for integrating Enterprise with other business software and databases. By linking Enterprise to systems like POS, ecommerce, CRM, and more – you can break down silos and streamline workflows across your tech stack. Let’s dive in!
Why Integrate QuickBooks Enterprise?
Here are some of the key reasons to integrate Enterprise with other software:
- Eliminate manual data entry – Sync data between apps automatically
- Reduce errors – Avoid typos or mismatches by only entering data once
- Streamline workflows – Transfer data seamlessly between integrated platforms
- Unlock analytics – Get a unified view by combining data from multiple systems
- Improve adoption – Integrations make software easier and more efficient to use
In short – integrations between Enterprise and other business apps saves massive time, increases data accuracy, and provides a complete view of your organization.
Understanding Your Integration Options
There are a few common ways to integrate QuickBooks Enterprise with other applications:
- Native direct integrations – QuickBooks offers out-of-the-box integrations with top apps like Square, Shopify, Zoho CRM, etc. These provide pre-built connectors that are easy to set up and use.
- Integration apps – The QuickBooks App Store offers hundreds of apps to connect Enterprise to various software tools ranging from billing to inventory to marketing systems. Apps act as bridges between the platforms.
- APIs and web connectors – For advanced custom integrations, Enterprise provides developer APIs and web connectors to build custom integration code with other systems. This option requires technical resources.
- Exports and imports – If APIs are complex, simple data exports and imports from Enterprise can sometimes get the job done for lightweight integrations.
Now that you know the main methods, let’s walk through examples of integrating with some popular applications…
Integrating with POS Systems
Point-of-sale systems capture essential sales and inventory data that needs to flow into Enterprise. Here are some tips for POS integrations:
- Use QuickBooks’ native integrations with POS systems like Square, Clover, or Vend.
- For other POS systems, find a compatible app integration on the App Store like Lightspeed, Bindo, etc.
- Ensure sales, payments, tax, inventory levels, and customer data flows from POS into Enterprise.
- Eliminate manual importing or duplication of transaction records.
With a solid POS integration, daily sales activity will automatically sync over to Enterprise for accurate books and reporting.
Integrating with Ecommerce Platforms
To properly account for web orders in Enterprise, consider these ecommerce integration tips:
- Use native integrations for Shopify, Amazon, or eBay to sync orders.
- For other platforms, connect using a specialized app integration.
- Automate order transfers into Enterprise invoices, payments, and accounts receivable.
- Update inventory counts in Enterprise as orders are fulfilled.
- Import customer and product data from ecommerce into Enterprise.
Proper integration ensures all online orders and inventory moves flow through to your QuickBooks Enterprise records.
Integrating with CRM Software
To align sales processes between Enterprise and your CRM software:
- leverage QuickBooks’ out-of-the-box integration with Zoho CRM.
- For other CRMs, use App Store integrations like those for Salesforce, Insightly, or HubSpot.
- Sync over customer details, contacts, support cases, and general account info.
- Embed Enterprise reporting into your CRM to combine with sales analytics.
With CRM integration, your sales team can seamlessly access customer data from Enterprise without switching apps.
Extend Enterprise with Integrations
QuickBooks Enterprise integrations enable you to tear down silos and streamline workflows across the many applications used in a modern business. With some research on available native integrations, apps, and APIs – you can find a solution to connect Enterprise with the other essential platforms for your organization. Integrated applications lead to process efficiency and complete business visibility.