Interested in learning more about workflow software for Quickbooks Online? In this section, we’ll cover how Jetpack Workflow integrations with Quickbooks Online, and how many firms are using it as there go to workflow software inside of their firm, practice, or business.
Before we dive into how Jetpack integrations with Quickbooks, let’s take a moment to examine some critical questions we recommend asking as you research solutions for Quickbooks Online.
What are your goals for your firm?
We like starting with this question because we know that every workflow application (whether for Quickbooks Online or something else) is part of a solution to help your firm reach specific goals. So with that in mind, it’s important to define your 12 month goals for the firm. Are you looking to add more clients? Hire more team members? Open a new location or add a new service? And how do you see workflow playing into that?
Defining the solution
As part of a our discovery phase, we like to ask questions around the scenarios you have in mind for your workflow application, and how the Quickbooks Online integration could potentially help. During this phase, we also tend to talk about specific features.
In the case of Jetpack Workflow’s integration with Quickbooks Online, here are things we typically help firms or practices with:
- Ability to sync Quickbooks Online Customers to Jetpack Workflow Clients
- Ability to sync Team members in Quickbooks Online (QBO) to Jetpack Workflow
- Ability to sync service line items from Quickbooks to Jetpack
- Ability to push timesheet information back into Quickbooks
- Ability to push billable time (by staff hourly or service item) into Quickbooks
In addition to that, it’s important to ask/review with any vendor features around recurring project or job management, team collaboration, capacity tracking, client database management, email notifications, template workflows, and more. For example, accounting, tax, bookkeeping, and payroll firms need to have flexibility in their recurring client work. It’s also critical they can quickly onboard new clients by assigning them services.
During the ‘defining the solution’ phase, it’s important to reflect on your goals (and communicate them with the vendor), make sure the feature set is aligned with your firm, and make sure the Quickbooks Online integration aligns with the utility you need as a firm owner.
After you’ve defined the solution, it’s important to communicate the goals and needs to the vendor, and either begin a free trial or ask a vendor for a demo. During this phase, it’s also critical to get the total pricing, ask questions around support and setup, and make sure the company can support you during your setup and individual or team training phase. Typically vendors will work with your company to see if the application is a good fit, and even help with setup and team training (sometimes complimentary, sometimes this is an additional fee. Of course, that’s another important question to ask during the research phase!).