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How to Connect QuickBase and QuickBooks Online (Integration)

QuickBase is a framework for developing low-code database applications that is used by various sectors to boost productivity. Businesses that […]


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QuickBase is a framework for developing low-code database applications that is used by various sectors to boost productivity. Businesses that link QuickBase with QuickBooks can get a number of significant advantages by transferring data between the two platforms. Using QuickBase, secure cloud apps that can be customized to meet specific corporate needs can be created.

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Dancing Numbers helps small businesses, entrepreneurs, and CPAs to do smart transferring of data to and from QuickBooks Online. Utilize import, export, and delete services of Dancing Numbers software.

Numerous applications on this user-friendly platform can be used to automate business processes in accordance with specific business needs. Teams may work more productively by using QuickBase to design workflow procedures, report setup, and forms. By integrating QuickBase with QuickBooks, data copying may be done more accurately and without mistakes. Your business will experience uninterrupted, optimized CRM, and sales operations.

Businesses can improve productivity and streamline processes by integrating QuickBase with QuickBooks. Business users have many suggestions for tools and extensions that could enhance day-to-day operations, such as adding a workflow to an asset tracking program to control how new assets are added to the inventory. However, it might be challenging to receive attention for ongoing departmental workflow difficulties given that many IT departments are preoccupied with initiatives related to mobile, the IoT, cloud migration, and other digital transformation efforts.

Teams can use QuickBase to develop forms, make reports, set up workflows, and automate procedures while working with a shared data store. Additionally, its low-code capacity makes it possible for non-developers, also known as “citizen developers,” to construct apps without needing the assistance of the IT department.

What is QuickBase?

Quick Base is a cloud database platform that enables the development of unique apps to address business problems. Users of the platform can develop customized applications to suit their unique demands. Additionally, the platform provides an application exchange with hundreds of pre-made applications for typical business problems.

Quick Base is frequently used for projects, CRM, task management, and document management, while it may be used in a variety of other ways as well. It is comparable to systems like Podio and Airtable in that both work to improve the intelligence and usability of databases and tables for business purposes. In order to address business difficulties, QuickBase particularly does away with the necessity for conventional application development teams.

Use-Cases for QuickBase and QuickBooks Integration

Go through the below points about a particular integration use-case:

  • Analytics and Business Intelligence charts, reports, and more (Tableau, Power BI, Amazon QuickSight, etc.)
  • Moving and replicating data using ETL and replication (CData Sync, AWS Glue, Oracle Data Integrator, etc.)
  • Data manipulation and retrieval using data virtualization (DbVisualizer, SQL Server PolyBase, etc.)
  • Software development is the process of creating original programs (.NET, AngularJS, Ruby, Python, etc.)
  • Data management is the control of data (DBArtisan, RazorSQL, SQuirreL, etc.)
  • Building automated workflows is known as workflow automation (SSIS, Power Automate, etc.)

QuickBooks is an accounting program created by Intuit whose products offer desktop, internet, and cloud-based accounting program that can process invoices and business payments. The majority of QuickBooks’ customers are medium-sized and small enterprises. QuickBooks is well-liked by these consumers due to its simplicity of use and reporting capabilities.

Additionally, QuickBooks provides support features and other features including pre-authorization of electronic funds and employee time monitoring alternatives. Intuit also offers QuickBooks Online, a cloud-based service that enables users to access the program through a secure logon by subscribing for a fee. Intuit frequently updates and upgrades QuickBooks software.

Know About QuickBase and QuickBooks Integration Process

Accounting software often does a great job of providing a broad ledger and system of records. However, they aren’t typically as adept at handling all the business-required accounting processes and project management elements. One of the greatest methods to close this gap is through an interface between QuickBase and QuickBooks. In a sense, this ‘varies’ the ongoing business process with best practices in accounting. These covers utilizing QuickBase and NetSuite interfaces for enterprise projects, using milestones to initiate invoices, tracking against allocated time in QuickBooks within QuickBase, adding invoices directly in QuickBase, and more.

Following are the common integrated processes with QuickBase and QuickBooks:

  • QuickBase is used by the sales team to manage opportunities and activity. Whenever a new opportunity or product is sold, QuickBooks generates an invoice.
  • In QuickBase, estimators create sophisticated quotes. Estimate is given to customer via QuickBase after going through an approval process. Purchase orders to vendors are generated in QuickBooks when the task is sold.
  • QuickBase is used for the onboarding of new vendors. A vendor gets added to QuickBooks together with all of the data it has in QuickBase (such as contracts, paperwork, price, etc.) once it has been approved.
  • In QuickBase, the team enters their time in relation to a project budget. QuickBooks and time are in sync so that payroll may be processed.
  • In QuickBooks, payments made for a job are synced to QuickBase. This enables the sales team or project managers to guarantee on-time payment.
  • QuickBase and QuickBooks General Ledger are synchronized. Projections and cash flow reporting are linked in real time.
  • QuickBase imports price lists from QuickBooks. It allows for precise estimates or bills.

Benefits of Integrating QuickBase with QuickBooks

QuickBooks can assist with bookkeeping and record-keeping, but it is unable to integrate team collaborative workflows or procedures.

  • Create a link between the two
  • Best accounting techniques are linked with business operations.
  • Product sales and invoices can be managed by sales teams.
  • Once transactions are completed, purchase orders may be released.
  • Time allocation tracking is possible using budgets.
  • Vendor information can be kept up to date.
  • Project information and financial flow can be smoothly merged.
  • Pricing, estimates, invoices, and other information can be listed.
  • Data entry and access are possible without duplication.
  • Errors may be prevented, and workflow management has improved.

Businesses may boost and speed up productivity and automate workflow procedures using the QuickBase QuickBooks Integration, which leads to business growth and efficiency.

Actions and Triggers Supported

Triggers
When a new record is produced, the New Record trigger occurs.
When you add a new account, the phrase “New Account” appears.
When a “New Bill” is added, this event is triggered.
When you add a new customer, the phrase “New Customer” appears.
When you add a new estimate, the “New Estimate” trigger appears.
When a new expense is added, the “New Expense” trigger occurs.
When you add a new invoice, the phrase “New Invoice” appears.
When you add a new invoice, a new invoice is triggered (with line-item support).
When a new sales receipt is added, the “New Sales Receipt” trigger occurs (with line-item support).
When a payment is received, a “New Payment” is triggered (with line-item support).
When a new purchase order is added, the “New Purchase Order” event is triggered.
When a new sales receipt is added, the “New Sales Receipt” event is triggered.
When a payment is received, a new payment is triggered (with line-item support). When a new purchase order is added, the New Purchase Order event is triggered.
A fresh sales receipt, when a “Fresh Sales Receipt” is added, it gets triggered.
Updated Customer, when a current customer is updated, the trigger occurs.
New supplier, time a “New Vendor” is added, it gets triggered.
Actions
In a Quick Base table, the Create Record command adds a new record. An update to a record in a Quick Base table is called an update.
From an Array, Create or Update Records
Uses a specified merge field to create or update records in a Quick Base table.
Be mindful that values will be written to every mapped field.
In a QuickBase table, the Create Record command adds a new record.
Locate or create a record, identifies an existing record.
Find Record locates a record that already exists, make a Bill (Item Based)
Make a new bill that could be associated with a customer, make a Bill (Account Based)
Make a new bill that could be associated with a customer (with line-item support).
Make a Bill (Item Based), Make a new bill that could be associated with a customer (with line-item support).
Generate Credit Memo generates a fresh credit memo, Create Customer creates a new client.
Make an estimate, Make a fresh estimate (with line-item support).
Use a check, cash, or credit card to create a new expense with the Create Expense command.
Make a product or service, Develops a fresh good or service.
Create Journal Entry makes a new entry in the journal.
Making a new invoice using Create Invoice (with line-item support).
To add a new sales receipt, select Create Sales Receipt (with line-item support). Make a Payment
New payment is created and, if desired, is connected to an invoice.
Creates a new purchase order, as in create buy order.
Publish a refund receipt, new reimbursement receipt is produced.
Send a bill, Deliver a current invoice.
Transmit Sales Receipt, please send a previous sales receipt.
Making a Time Activity, Makes a fresh one-time activity.
An current customer is updated by updating them, Update Invoice makes changes to a previous invoice (with line-item support).
Vendor Create adds a new vendor, Locate Account
Identify a user account by name.
Locate Customer, Search for a client by name or email address.
Locate Invoice, Identify a bill by its number.
Locate Product (s), Find a product using its name (with line-item support)
The Vendor, Search for a seller by name.
Discover or create a customer, Locates or creates a certain customer version 2.
Finding or Making a Vendor, Locates or creates a particular vendor.

Advantage and Disadvantage of QuickBase QuickBooks Integration

QuickBase’s usability contributes to its appeal. One justification for using QuickBase is. Even though the users are not programmers, they can nevertheless use these tools to meet their needs.

There are other database solutions available, but many of them require you to know SQL, says Rymer. QuickBase is one of the best solutions if you don’t know SQL but yet need to create database applications. According to Rymer, FileMaker is QuickBase’s main rival in this market.

QuickBase can be used for project management and collaboration because it has a shared data store. One thing you need, “if you’re going to enable collaboration, is a single source of the truth.” If you wanted to quickly gather data for your team, you could create a Quick Base application. Then you may offer screens for data querying, reporting, and commenting. With Quick Base, this is a relatively typical occurrence.

The use of triggers is another method of collaboration that is supported by other databases as well. A team member may receive a notification or a business procedure may start if a value in the database changes. Recently, Quick Base announced solutions to automate those kinds of tasks.

But Rymer thinks that Quick Base must improve in the area of processes and workflows. In order to set up a workflow using Quick Base today, a person will need to establish a number of triggers, according to Rymer. And many individuals respond, “No, I’d prefer to have a workflow diagramming tool. There is a significant opportunity for process tools that are affordable, simple to use, and cater to citizen developers. QuickBase is aware that it has to focus more on process in all of its manifestations.

You should be able to perform QuickBase Integration with QuickBooks Desktop & Online without any problem by applying the solutions that are provided above. The main issue, which required an immediate solution, is the integration of both. If you are still having problems after following the aforementioned steps, don’t worry; contact us by phone or email, and we will assist you.

Accounting Professionals, CPA, Enterprises, Owners
Accounting Professionals

Looking for a professional expert to get the right assistance for your problems? Here, we have a team of professional and experienced team members to fix your technical, functional, data transfer, installation, update, upgrade, or data migrations errors. We are here at Dancing Numbers available to assist you with all your queries. To fix these queries you can get in touch with us via a toll-free number
+1-800-596-0806 or chat with experts.


Frequently Asked Questions (Faqs)

What Programs Integrate with the QuickBooks Desktop?

Salesforce: QuickBooks is effortlessly integrated with Salesforce, a potent cloud-based customer relationship management (CRM) application.
Zoho: Another notable CRM is Zoho, a web-based program renowned for its incredibly user-friendly design.
WooCommerce: A WordPress plug-in called WooCommerce makes e-Commerce simple.
Shopify: Shopify is an additional choice for online retailers.
Hubspot: HubSpot provides an outstanding set of sales and marketing tools to help you better understand your customers so you can run more effective marketing campaigns.
Amazon: QuickBooks Self-Employed and Amazon have an integration that enables you to import and categories your company’s sales.
Tsheets Time Tracking: A timekeeping tool for companies employing hourly workers is called TSheets.
Expensify: This program for managing receipts and expenses automates accounting for your company.
PayPal: Customers can also use credit to pay for items through PayPal, a system that accepts payments from all over the world.
Lightspeed: Although it doesn’t directly interface with QuickBooks like QuickBooks POS, the two systems can communicate thanks to Lightspeed Accounting.

What is Similar to QuickBase?

Prime Alternatives to QuickBase

• OutSystems.
• Appian Low-Code Platform.
• Power Apps.
• Salesforce Platform.
• Application Express (APEX)
• Mendix Platform.
• Zoho Creator.
• ServiceNow Now Platform.

Features of Dancing Numbers for QuickBooks Desktop

Imports

Imports

Exports

Exports

Deletes

Deletes

Customization

Customization

Supported Entities/Lists

Dancing Numbers supports all QuickBooks entities that are mentioned below:-

Customer Transactions

Invoice
Receive Payment
Estimate
Credit Memo/Return Receipt
Sales Receipt
Sales Order
Statement Charge

Vendor Transactions

Bill
Bill Payment
Purchase Order
Item Receipt
Vendor Credit

Banking Transactions

Check
Journal Entry
Deposit
Transfer Funds
Bank Statement
Credit Card Statement
Credit Card Charge
Credit Card Credit

Employee Transaction / List

Time Tracking
Employee Payroll
Wage Items

Others

Inventory Adjustment
Inventory Transfer
Vehicle Mileage

Technical Details

Easy Process

Easy Process

Bulk import, export, and deletion can be performed with simply one-click. A simplified process ensures that you will be able to focus on the core work.

Error Free

Error Free

Worried about losing time with an error prone software? Our error free add-on enables you to focus on your work and boost productivity.

On-time Support

On-time Support

We provide round the clock technical assistance with an assurance of resolving any issues within minimum turnaround time.

Pricing

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Importer, Exporter & Deleter

*See our Pricing for up to 3 Company Files

$199/- Per Year

Pricing includes coverage for users
  • Services Include:
  • Unlimited Export
  • Unlimited Import
  • Unlimited Delete

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Accountant Basic

*See our Pricing for up to 10 Company Files.

$499/- Per Year

Pricing includes coverage for users
  • Services Include:
  • Importer,Exporter,Deleter
  • Unlimited Users
  • Unlimited Records
  • Upto 10 companies

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Accountant Pro

*See our Pricing for up to 20 Company Files.

$899/- Per Year

Pricing includes coverage for users
  • Services Include:
  • Importer, Exporter, Deleter
  • Unlimited Users
  • Unlimited Records
  • Up to 20 companies

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Accountant Premium

*See our Pricing for up to 50 Company Files.

$1999/- Per Year

Pricing includes coverage for users
  • Services Include:
  • Importer, Exporter, Deleter
  • Unlimited Users
  • Unlimited Records
  • Up to 50 companies

Dancing Numbers: Case Study

Frequently Asked Questions

 
How and What all can I Export in Dancing Numbers?

You need to click "Start" to Export data From QuickBooks Desktop using Dancing Numbers, and In the export process, you need to select the type you want to export, like lists, transactions, etc. After that, apply the filters, select the fields, and then do the export.

You can export a Chart of Accounts, Customers, Items, and all the available transactions from QuickBooks Desktop.


How can I Import in Dancing Numbers?

To use the service, you have to open both the software QuickBooks and Dancing Numbers on your system. To import the data, you have to update the Dancing Numbers file and then map the fields and import it.


How can I Delete in Dancing Numbers?

In the Delete process, select the file, lists, or transactions you want to delete, then apply the filters on the file and then click on the Delete option.


How can I import Credit Card charges into QuickBooks Desktop?

First of all, Click the Import (Start) available on the Home Screen. For selecting the file, click on "select your file," Alternatively, you can also click "Browse file" to browse and choose the desired file. You can also click on the "View sample file" to go to the Dancing Numbers sample file. Then, set up the mapping of the file column related to QuickBooks fields. To review your file data on the preview screen, just click on "next," which shows your file data.


Which file types are supported by Dancing Numbers?

XLS, XLXS, etc., are supported file formats by Dancing Numbers.


What is the pricing range of the Dancing Numbers subscription Plan?

Dancing Numbers offers four varieties of plans. The most popular one is the basic plan and the Accountant basic, the Accountant pro, and Accountant Premium.


How can I contact the customer service of Dancing Numbers if any issue arises after purchasing?

We provide you support through different channels (Email/Chat/Phone) for your issues, doubts, and queries. We are always available to resolve your issues related to Sales, Technical Queries/Issues, and ON boarding questions in real-time. You can even get the benefits of anytime availability of Premium support for all your issues.


How can I Import Price Level List into QuickBooks Desktop through Dancing Numbers?

First, click the import button on the Home Screen. Then click "Select your file" from your system. Next, set up the mapping of the file column related to the QuickBooks field. Dancing Numbers template file does this automatically; you just need to download the Dancing Number Template file.

To review your file data on the preview screen, just click on "next," which shows your file data.


What are some of the features of Dancing Numbers to be used for QuickBooks Desktop?

Dancing Numbers is SaaS-based software that is easy to integrate with any QuickBooks account. With the help of this software, you can import, export, as well as erase lists and transactions from the Company files. Also, you can simplify and automate the process using Dancing Numbers which will help in saving time and increasing efficiency and productivity. Just fill in the data in the relevant fields and apply the appropriate features and it’s done.

Furthermore, using Dancing Numbers saves a lot of your time and money which you can otherwise invest in the growth and expansion of your business. It is free from any human errors, works automatically, and has a brilliant user-friendly interface and a lot more.


Why should do you change the Employee status instead of deleting them on QuickBooks?

If you are unable to see the option to terminate an employee on your list of active employees on the company payroll, this mostly implies that they have some history. Thus, if you change the employee status instead of deleting it on QuickBooks, the profile and pay records remain in your accounting database without any data loss in your tax payments.


Is it possible to use the Direct Connect option to sync bank transactions and other such details between Bank of America and QuickBooks?

Yes, absolutely. You can use the Direct Connect Option by enrolling for the Direct Connect service which will allow you access to the small business online banking option at bankofamerica.com. This feature allows you to share bills, payments, information, and much more.


Why should do you change the Employee status instead of deleting them on QuickBooks?

If you are unable to see the option to terminate an employee on your list of active employees on the company payroll, this mostly implies that they have some history. Thus, if you change the employee status instead of deleting it on QuickBooks, the profile and pay records remain in your accounting database without any data loss in your tax payments.


What are the various kinds of accounts you could access in QuickBooks?

QuickBooks allows you to access almost all types of accounts, including but not limited to savings account, checking account, credit card accounts, and money market accounts.

Get Support

Bulk import, export, and deletion can be performed with simply one-click. A simplified process ensures that you will be able to focus on the core work.

Worried about losing time with an error prone software? Our error free add-on enables you to focus on your work and boost productivity.

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