Adding apps
With apps, clients can enhance existing functions and save time and money.
QuickBooks Online is an open platform, so developers can create apps that integrate with it.
This allows data to flow easily from the apps into QuickBooks Online—making it even more
useful.
For instance, clients can use an app to connect their webstore to QuickBooks Online so that
customer data from the webstore feeds into QuickBooks Online.
Intuit has a rigorous testing process for prospective apps to ensure they meet strict
requirements before they can be offered to QuickBooks Online users.
BENEFITS OF APPS
1. To reduce data entry (connecting client’s website to QB with an app automating the
data entry process allows the clients to reduce the risk of errors and spend more time
on their business)
2. To solve industry-specific tasks (specialized apps such as: sales force management,
estimation, time tracking, and job costing; can ease pain points for your clients)
3. To streamline workflow processes (you can optimize common business processes such
as: inventory management, shipping for clients who have an e-commerce business)
4. To expand business insight (reporting apps improve visibility of performance for their
business allowing clients to better understand their business & cash flow)
5. For security (some apps can separate the way different information is added to QB
offering greater security)
Selecting an app
Client or accountant users with Admin access can see all the apps available from the Apps
center from the left-hand navigation. However, even without a QuickBooks Online account,
anyone can browse the integrable apps via [Link].
What are Premium Apps?
Premium Apps are purpose-built apps that fully integrate with QuickBooks Online and make it seamless
for clients to manage their workflows in one place. Connecting and integrating these apps to a mid-
market client’s QuickBooks Online Advanced could be a huge time-saver.
Can I try out an app before purchasing it?
Yes, that may be possible. Most apps in the Apps center offer a free trial period without the need to give
credit card information. Clients can also request a demo of the app from the developer or sign up for a
webinar to learn about it.
However, because (in most cases) it’s not recommended to test an app with a live QuickBooks Online
company, it’s best practice to create a trial company for testing purposes.
What else do I need to consider when selecting an app?
Before subscribing to an app, you or your client should check the billing policies for it, including whether
the vendor charges monthly or annually.
You or your client may also want to read the privacy statement on the app’s website to find out how it
shares data with other parties and review the options available to get direct support from the vendor in
case of issues.
ProAdvisor tip
Many app developers offer partner programs, incentives, or special discounts for referring your clients.
These can be an additional revenue stream for your firm.
Note: Installing an app can make changes to existing data that clients may not be able to undo. You can
help them review each step to avoid making irreversible changes.
Note that in some cases, only the Admin user who connected the app may be able to disconnect it.
Follow this link for more information on how to disconnect an app and change subscription.
ProAdvisor tip
Firm users with Admin access to client company files can also add apps for clients from the Apps center
in QuickBooks Online Accountant. There, all apps connected to client accounts appear in the Client apps
tab of the Apps center.