Tag Archive for: QuickBooks Desktop

QuickBooks Desktop users, we feel your pain. When it comes to integrating QuickBooks Desktop with other business applications, you may feel like you’re wearing a shoe that’s one size too small – uncomfortable, restrictive, and limiting.

You’re forced to choose between the comfort and familiarity of QuickBooks Desktop, or the convenience and integration options of QuickBooks Online. It’s like being stuck between a rock and a hard place – neither option seems like the perfect fit.

But what if we told you that there’s a way to find the perfect shoe size?

You can still use QuickBooks Desktop, while also enjoying seamless integration with your favorite business applications.

Get ready to break free from the limitations and take your productivity to new heights. Stay tuned to learn more about how you can find the perfect fit and say goodbye to the forced switch to QuickBooks Online.

QuickBooks Desktop vs. QuickBooks Online – What’s the difference?

Let’s understand with a comparison table:

FeatureQuickBooks DesktopQuickBooks Online
CustomizationHighly customizable, with the ability to tailor settings and features to fit your specific business needsLimited customization options, with a standardized set of features and settings
PerformanceRuns locally on your computer, with fast processing speedsCloud-based, with slower processing speeds and reliance on internet connectivity
IntegrationsLimited options for integration with other softwareExtensive options for integration with other software, including popular CRM, e-commerce, and project management tools
AccessibilityRequires installation on a specific computerAccessible from any device with an internet connection
Security and ReliabilityReliable backups, secure user access, and multi-layered security features to keep your data safe and protectedCloud-based security measures with limited control over user access and backup options

Unpacking QuickBooks Desktop Integration Limitations

As you have already read in the comparison table above, QuickBooks Desktop requires manual updates and is limited in terms of integration with other software applications.

This can lead to difficulties for businesses.

The process can be challenging, and users often face several limitations when attempting to integrate their accounting software with other business applications. Some of the common issues that users face include data duplication, synchronization errors, and a lack of real-time updates.

In some cases, integration tools require users to migrate their data to QuickBooks Online, which can be time-consuming and costly.

This forced migration can be frustrating for users who prefer the features, speed, and reliability of QuickBooks Desktop.

Additionally, switching to QuickBooks Online may not be ideal for everyone, especially for those who have already invested significant time and resources into customizing their desktop workflows.

Overcoming QuickBooks Desktop Integration Hurdles:

Maximizing Business Efficiency

But all is not gloomy as there are currently some options available to users for integrating QuickBooks Desktop Data with their CRM data.

These data integration solutions can help businesses connect QuickBooks Desktop with a wide range of applications, such as Salesforce, Shopify, or HubSpot.

Benefits of Data Integration Solutions

Automatic data mapping: Data integration solutions offer automatic data mapping, which ensures accurate data synchronization and minimizes data duplication. This eliminates the need for manual data entry or import/export processes, reducing the risk of errors and saving time.

Real-time updates: Data integration solutions provide real-time updates, allowing users to access and share the most up-to-date information across their business applications. This improves efficiency and productivity by eliminating delays and reducing the risk of working with outdated data.

Customization options: Data integration solutions offer customization options, allowing users to choose which data fields to map between QuickBooks Desktop and other applications. This ensures that only relevant data is shared, reducing clutter and simplifying workflows.

One possible data integration solution is Commercient SYNC, a Built-for-You platform that enables businesses to easily and securely integrate their QuickBooks Desktop data with other applications. Commercient SYNC offers automatic data mapping, real-time updates, and customization options, providing a streamlined solution for managing business operations.

Advantages of Using Commercient SYNC for QuickBooks Desktop Integration

Increased Efficiency and Productivity

By eliminating the need for manual data entry or import/export processes, Commercient SYNC can help businesses save time and improve efficiency. Real-time data updates ensure that users always have access to the most up-to-date information, reducing delays and improving productivity.

Improved Data Accuracy

Commercient SYNC’s automatic data mapping ensures that data is accurately synchronized between QuickBooks Desktop and other software applications. This minimizes the risk of data duplication or errors, providing businesses with more reliable data for making important decisions.

Customizable Integration Workflows

Commercient SYNC allows users to customize their integration workflows, enabling them to choose which data fields to map between QuickBooks Desktop and other applications. This ensures that only relevant data is shared, reducing clutter and simplifying workflows.

Final Thoughts: Making the Right Choice for Your Business Accounting Needs

Integrating QuickBooks Desktop with other software applications can be a complex process, but it’s essential for businesses looking to streamline their workflows and achieve greater success.

While QuickBooks Desktop’s native integration capabilities are limited, third-party solutions like Commercient SYNC offer a way to connect QuickBooks Desktop with a wide range of applications, providing businesses with more flexibility and integration options.

To get started with integrating QuickBooks Desktop with other software applications, businesses should evaluate their needs and choose a solution that best suits their requirements. Consider factors such as data accuracy, real-time updates, customization options, and the ability to integrate with a wide range of applications.

By taking these steps and selecting the right solution, businesses can improve efficiency, reduce data duplication and errors, and streamline workflows.

With the right data integration solution, businesses can gain a competitive edge, improve decision-making, and achieve greater success.

So, if you’re ready to take your business to the next level, start exploring data integration solutions like Commercient SYNC today and see how they can transform the way you work.

The rumor mill is abuzz, and speculation about the discontinuation of QuickBooks Desktop products is widespread. Here at Commercient, we aim to sort the rumors from the facts. While QuickBooks is making some changes announced on its website, they do not indicate that they are sunsetting its Desktop product

Some changes that have been announced are:

  • Changing from 32 to 64 bit
  • Discontinuing payroll and multi-currency features in outdated/older versions
  • Newer versions of QuickBooks enterprise will no longer support the Linux Database Manager

But, none of these changes result in the discontinuation of the product.

Changing to 64 Bit

Changing to 64-bit is just a new way that the software is programmed. New is good. New suggests a future. And this change made the program considerably faster. Why would Intuit invest in enhancements for a product they were sunsetting?

Payroll and Multi-Currency

Discontinuing the payroll and multi-currency in old versions is not a new thing. This happens often. As new products come out, it becomes more and more cumbersome to maintain these features in old versions. They aren’t getting rid of these features, they are just encouraging customers who need them to upgrade to a newer version where they are supported.Customer Experience Costs.

Linux Database

A Linux database refers to any database built specifically for the Linux operating system. So, this statement is just that one operating system will no longer be compatible with one version of QuickBooks. I have great news! There are other operating systems! This is hardly a deal breaker, rather just, again, an enhancement in the QuickBooks product that no longer lends itself to Linux database compatibility.

In short, we do not believe QuickBooks Desktop users have anything to worry about. Also, while many integration companies are dropping the QuickBooks Desktop integration from their product list, we are here to stay and welcome all QuickBooks Desktop 64-bit integrations. In fact, we are expanding our QuickBooks Desktop service options. We are ready to integrate your QuickBooks Desktop with Salesforce, HubSpot, Zoho, or many eCommerce platforms. Come SYNC with us!

Contact us for more details about QuickBooks Desktop integrations.

For sales teams, both big and small, maximizing time wisely to meet and exceed quotas and goals should be a top priority. Unfortunately, many struggle with the monotonous tasks related to CRM activities, researching information about their leads and customers, looking at previous quotes and invoices, and other similar tasks. These often take up an unnecessary amount of time due to outdated software and systems that are in place. 

In order to save time and improve sales operations, many companies are leveraging the power of Commercient SYNC, the industry-leading Integration Platform as a Service (iPaaS) for ERP and CRM integration. Our SYNC app solves one very common problem many salespeople and companies face on a daily basis; easily viewing all the data from your multiple types of software in one easy place.

In the following, we’ll take a look at how sales professionals and organizations benefit from seamlessly accessing critical data without unnecessary hassle.

Integrate Data Between ERP & CRM – Bring QuickBooks Desktop and HubSpot Together 

As a leading CRM solution provider, HubSpot CRM and QuickBooks Desktop are being used separately by many sales professionals and accounting teams to track important data, create quotes, and invoice customers. In addition, enterprise resource planning, or ERP software, is also used in conjunction with this popular software.

As the important finance, HR, supply chain, procurement, and other important data is managed in the ERP software, this data is often unavailable within these other tools, including HubSpot CRM. As a result, time is wasted jumping between applications to try and make sense of the critical information within.

With Commercient SYNC, teams can easily access QuickBooks Desktop data directly in HubSpot CRM, such as products, estimates, invoices, and customers. The data that is created within HubSpot CRM is also SYNC’d over to QuickBooks, which helps avoid double data entry issues that are commonplace, plus ensures data accuracy.

Access Crucial Data, Anytime, Anywhere 

For outside sales teams who are constantly on the road, wasting time with a myriad of software and apps can be frustrating and lead to lower productivity. Because of SYNC’s ability to connect ERP and CRM data without mapping, coding, and complicated and expensive technology, accessing important data on the road is now easier than ever.

ERP data is sent to HubSpot CRM, and HubSpot CRM data is sent over to QuickBooks Desktop, simplifying access, regardless of your location. In turn, sales teams save time which helps improve their efficiency, activities, and close rates.

Minimize Human Errors and Manual Data Entry 

Manual data entry is one of the least loved tasks for any salesperson. This process not only takes time but often affects momentum and motivation. In addition, manual data entry often results in human errors. To minimize these issues and to help cheer up your sales staff, utilize SYNC for real-time data integration between your ERP and CRM.

Although this just scratches the surface, the benefits of the SYNC service are evident throughout many industries and are trusted by both large and small companies. In addition to the HubSpot CRM and QuickBooks Desktop integration, SYNC has over 110 systems in place. It can help with other software such as SAGE, Salesforce, Acumatica, Epicor, and more. Start integrating your data today, contact us to get started!