Intro to QuickBooks apps for your clients: Track expenses & digitize paying bills

Welcome to the fourth of several articles about apps for your clients. These articles are designed to help you educate and inform your clients on apps that will help them be more efficient and productive.

We’ve written these articles for your clients so you can simply cut and paste this info and send to clients. Here we go!

When you work for yourself, time is money – and nothing takes up quite as much of that precious resource as your two stacks of receipts and bills, both of which never seem to stop growing. Manually entering receipt data, mileage, credit card statements and paying bills with checks drives productivity down and increases the chance of mistakes.

It’s a good thing there are multiple apps that solve this very problem, all of which integrate with QuickBooks® Online. These apps streamline your expense and bill pay workflow, put time back into your schedule, provide an overview of your finances, and let you focus on doing what you love.

Bill Pay for QuickBooks Online and Bill.com

Pay bills directly inside QuickBooks, or get more robust features with Bill.com.

How it works with QuickBooks: Bill.com is a business payments system that digitizes your accounts payable and receivable process. Pay and get paid via ACH with full remittance information, store documents, and route bills for approval. All payments automatically sync with QuickBooks Online so your finances stay up to date.

Expensify

The AICPA-recommended solution for simplified expense management.

How it works with QuickBooks: Expensify offers receipt and mileage tracking, expense reporting, and company card reconciliation – all seamlessly integrated with QuickBooks. Designed for accountants and employees alike, Expensify is the only expense management partner of the AICPA and CPA.com.

Receipt Bank

Sync the data from your receipts and bills with QuickBooks Online.

How it works with QuickBooks: Get rid of the clutter. Use Receipt Bank to manage all your business expenses. Eliminate data entry by letting Receipt Bank extract the info from your receipts and invoices quickly and accurately. Your data is then seamlessly synced with QuickBooks Online. Having both Receipt Bank and QuickBooks Online in the cloud allows you to access your accounts wherever you go.

Plooto

Send and receive business payments in one integrated cloud-based platform.

Seamless bill payments: When bills are created or updated in QuickBooks Online, Plooto’s deep integration enables you to make your payments quickly and easily. Simply log into Plooto and process multiple transactions in one click. Once submitted, funds are deposited directly into your payees’ bank accounts and you will get real-time notifications every step of the way.

To learn more about how app integrations can help make your clients’ life easier, check out the rest of our Intro to Apps series:

• Intro to QuickBooks Apps for Your Clients: Connecting Your Finances
• Intro to QuickBooks Apps for Your Clients: Organize Your Documents
• Intro to QuickBooks Apps for Your Clients: Invoice Your Customers
• Intro to QuickBooks Apps for Your Clients: Add Employees