If you ever have trouble logging into QuickBooks, a synchronized Google Sheet or Airtable will keep your business's books humming.Our small but rapidly growing nonprofit worked with Cherry and her team to design and build an Airtable database to meet our complex programming and operational needs. This helps you keep your backed-up data safe and secure.Įither way, Google Sheets and Airtable represent a way to back up your critical sales data. And because Airtable lets you set distinct user permissions, you can create separate tables for different team members based on their level of access. In Airtable, you can turn data into project collaboration features like designating a project status (i.e., "review expenses for January"). Or you can use IMPORTRANGE features in Google Sheets to import data from one sheet to another, keeping distinct accounts in perfect synchronization. In Google Sheets, you can leave comments for accounting collaboration online. If you use Google Sheets or Airtable, you'll have access to additional functions. Want to double-check transaction that runs through QuickBooks Online? Or maybe export all your transactions to a handy spreadsheet or table so you can crunch the numbers yourself? QuickBooks Online has a few exporting features, but you don't have to limit yourself to their outputs. This way, you'll stay on top of all payments and all new orders seamlessly-no manual updates required. Connect your accounting and eCommerce apps so every purchase creates a new payment through your system while being tracked in QuickBooks Online. So we say, use both! Let automation bridge the gap. But QuickBooks Online may not have additional options for receiving payments like Stripe does. Handling it manually is too tricky if you have a lot of orders to deal with. Say you want to create a new QuickBooks sales receipt every time you receive a new payment in Stripe. QuickBooks Online offers plenty of features, but that doesn't mean it will always merge with the eCommerce platform of your choice. As soon as you move from one customer to a hundred, you're spending all your time typing in receipts. And handling them all manually only works if you have a few customers. If you handle eCommerce online, you know how quickly your bookkeeping needs can add up. You can simultaneously ping your bookkeeper with Gmail so they know when the money's come through.Ĭonnect your accounting and eCommerce apps With Slack, you can set QuickBooks Online to send channel messages and alert an entire team when the money from an invoice has come in. Instead, link QuickBooks Online to your Slack or Gmail accounts. You don't want to interrupt your workflow with an intrusive thought: I wonder if that client has paid my bill yet? Then you log into QuickBooks Online, check for the payment, get distracted by something else that needs your attention, and before you know it, it's time for lunch-and you forgot what you were initially doing. One option is to continually log into QuickBooks Online and check for this payment manually.
You may need to know when a big invoice has come due and whether a client has paid it. This helps with tax tracking and bookkeeping at the end of the year, but it's just as necessary throughout the calendar year.
QuickBooks Online is all about measuring money flow, both in and out. Get notifications for new payments and invoices