Products

InfoSight Go transforms QuickBooks Enterprise into a complete online platform with unlimited users and full portability. By adding ERP superpowers to your existing QuickBooks backend, InfoSight Go gives your team real-time access to inventory, sales orders, pricing, and fulfillment from anywhere, on any device. Key capabilities include real-time inventory tracking, ecommerce order fulfillment, competition pricing analysis, customer-specific item mappings, and carrier preference management. No ne

QIF to QBO Converter Software takes a Quicken .QIF export or a QuickBooks .IIF file and writes a Web Connect .qbo that QuickBooks Desktop and QuickBooks Online can import. The same run can also produce a CSV for Excel or a printable PDF table. All work happens on your Windows PC, with no upload and no online account to create. Quicken accepts QIF only for asset, liability and cash accounts, and QuickBooks has no QIF import at all, so an old archive tends to get stuck between the two programs. T

Tech for CFO is a suite of ten QuickBooks Online-connected apps built for owner-operators and controllers at $2-50M companies. Each tool connects read-only to QuickBooks and turns your live ledger into a specific finance deliverable - a cash runway projection, a covenant-compliance packet, an AR collections worklist, a variance narrative, a margin breakdown - the kind of analysis normally reserved for a full finance department. No data re-keying, no rip-and-replace: connect QuickBooks and start

InLattice is a web-based service designed to streamline the exchange and management of financial documents such as invoices, purchase orders, and payment information between companies and their customers, vendors, and employees. By integrating seamlessly with QuickBooks, InLattice eliminates the need for manual data entry, reducing errors and enhancing efficiency. The platform supports online invoice creation, facilitates ACH payments through NACHA file generation, and offers customizable portal

WnetCard Payment Plugin for QuickBooks Financial offers real time reconciliation of transaction results with QuickBooks records

EverLogic DMS for QuickBooks with CRM, Sales & Finance, Inventory, Parts, Service, and Back Office modules. Works with QuickBooks.

Books and Trucks does the monthly bookkeeping for HVAC, plumbing and electrical companies in the US, in QuickBooks Online. Every bank and card account is reconciled each month, sales tax is filed on time, and the owner gets a profit and loss, a balance sheet and a dashboard of revenue, cash and who owes them. For shops on ServiceTitan, we match ServiceTitan and QuickBooks every month and clean up job costing so each job shows what it really made. Plans start at $599 a month, or $995 a month with

The Service Program business software was created exclusively for QuickBooks users. As a QuickBooks add-on, this small business software enables you to add industry specific functionality.

The Dancing Numbers software provides you the services of data import, export & delete your data from/to QuickBooks account. The software also provides you the 7 days free trial. It helps you do it both ways that are in bulk and in a single list or transactions. It supports .xlsx, which is the Microsoft Excel extension. All the files that you import are from Excel to QuickBooks and the files you export are from QuickBooks to Excel. The error happens when you provide the wrong information in

Clerks is an AI-powered conversational accounting assistant for QuickBooks Online that lets users create invoices, record expenses, manage vendors and customers, and execute other common accounting tasks through natural conversation, eliminating the need to navigate QBO's menus or remember where things live in the interface. Users can also query their financial data in natural language, asking questions about revenue, expenses, open invoices, bill status, vendor activity, and more. The system co

BuyFlow is a procurement and purchase approval system built inside Slack, with direct integrations for QuickBooks Online and Xero. Employees initiate purchase requests directly within Slack, eliminating broken email chains and untracked requests. Approvers receive structured notifications to approve, reject, or re-route requests with a single click. Upon approval, BuyFlow automatically generates the corresponding Purchase Order, Expense, or Bill directly in QuickBooks Online or Xero based on pr

Tormano Nonprofit is a donor management and fundraising CRM built directly on QuickBooks Online, for nonprofits that keep their books in QuickBooks and do not want donor data living in a separate system from the ledger. Donors, organizations and households sit alongside donations, pledges, recurring gifts, grants, programs, events and volunteers, with nonprofit terminology throughout rather than a sales CRM with a donor label on it. Gifts post to QuickBooks against the right fund's income accou

GeniusSheets is a financial reporting automation tool designed for accountants, financial planners, bookkeepers, and CFOs. It seamlessly integrates Microsoft Excel, Google Sheets, and QuickBooks Online, enabling users to automate and streamline their financial reporting processes. By eliminating the need for manual data entry and reducing the reliance on export-copy-and-paste methods, GeniusSheets saves professionals significant time and effort in managing financial data. Key Features and Funct

Convert Bank Statements turns PDF and scanned bank statements into import-ready Excel, CSV, QuickBooks (.QBO) and OFX files. Unlike generic OCR tools, every account is reconciled the way a bookkeeper checks it: beginning balance plus deposits minus withdrawals must equal the ending balance, so a misread digit gets flagged for review instead of silently corrupting the books. Built for bookkeepers and accountants doing catch-up and clean-up work. Multi-account statements export as separate workshe

Accord Sync is the 100% configurable, real-time integration between Salesforce and QuickBooks Online. Leverage the power of both systems with a tool built 100% natively on Salesforce and seamless integration with QuickBooks Online. A next generation integation that is powerful, easy to use and deploys in just hours.

FundsFix is fund accounting made simple. Track grants, projects, endowments, and other independent funds. Generate fund balance sheet reports for easy fund comparisons. FundsFix integrates smoothly with QuickBooks so you can use your existing QuickBooks data.

Fulfillt is sales rep and order management software built for QuickBooks users. It connects to QuickBooks to power the entire order lifecycle — sales reps enter orders from anywhere, customers get a 24/7 self-service ordering portal, and the warehouse runs in real time with live tracking from picking to shipment.

BankStatement.app is an AI-powered tool designed to transform raw bank statements into actionable financial intelligence. It streamlines the process of analyzing bank statements by offering instant categorization, QuickBooks-ready exports, and comprehensive financial insights. Whether you're managing personal finances or serving clients, BankStatement.app simplifies financial data processing, enabling more informed decision-making. Key Features and Functionality: - Intelligent Bank Statement A

AR Collector AI is an AI-powered accounts receivable automation platform built natively inside QuickBooks Online. The platform uses Voice AI, SMS, and email to automatically contact customers with past-due invoices on behalf of small businesses. AR Collector AI operates under CA DCLA License #11445-99, issued by the California Department of Financial Protection and Innovation under the Debt Collection Licensing Act and held by parent company SalesMonster AI LLC. This makes it the first known li

Automate Your Accounts Payable & Receivable with Capture Fields. Unlock structured data from any document with Capture Fields an Al-powered Document Processing solution seamlessly integrated with QuickBooks. Automatically capture key details, reduce manual data entry, and upload invoices directly to your QuickBooks accounts with a single click.