How to Integrate Workiz with QuickBooks?

Small and medium-sized enterprises (SMEs) generally have a limited workforce that covers a range of operations. This can prove difficult for organizations that deliver services to customers directly, as they have one more task added to the pile. Accounting software like QuickBooks and CRM (Customer Relationship Management) like Workiz help reduce operational burdens by automating repetitive activities and serving as a central hub for related actions. The benefits are further compounded when you integrate your accounting and CRM software. This article will cover how to integrate Workiz with QuickBooks to take your business to the next level.

But before we get started, let’s take a look at what Workiz is. It is a cloud-based application designed for field service businesses like installation and maintenance service providers. Workiz provides a centralized business management approach and can help in scheduling, dispatching, tracking, and monitoring jobs, creating invoices, processing payments, facilitating communication, etc. The application comes with a range of tools and widgets to enhance organizational performance and streamline operations. QuickBooks, as most business owners would already know, is an Intuit-owned accounting software designed for SMEs. It helps organizations optimize their finance related workflows and is widely regarded as one of the best accounting software.

What Are the Advantages of Integrating Workiz with QuickBooks?

This section looks into how integrating Workiz and QuickBooks can prove beneficial for organizations.

• Using Workiz, technicians can easily access job details and update work order status from their mobile devices for on-the-go task management.
• Organizations can access customer details, and service history as well as communicate with them from a single centralized platform.
• Gain access to performance statistics to easily monitor growth and make data-driven decisions.
• The integration simplifies invoicing and billing management, providing a user-friendly and time-saving interface.

How to Integrate Workiz with QuickBooks?

The following section lists the steps to integrate Workiz with QuickBooks Online.

• Click on Feature center/Marketplace. Select QuickBooks Online under the Most Popular section.
• Set the toggle to on and click on Connect to QuickBooks.
• Log in using your QuickBooks Online credentials, select the account, and click on Next.
• Finally, click Connect and wait while the sync completes.

Once the sync is complete, you will receive an email notifying you of its completion. The mail will also have an integration log of the data that was synchronized between Workiz and QuickBooks. Keep in mind that the above steps outline Workiz and QuickBooks Online integration, not integration with QuickBooks Desktop.

Apps4Rent Can Help with Workiz and QuickBooks Integration

Integrating Workiz and QuickBooks can help reduce a lot of manual labor and simplify daily operations. Organizations can then focus on more important things as the tedious, repetitive tasks will be handled by the accounting and CRM software.

As an Intuit Authorized Hosting Provider, Apps4Rent offers dedicated QuickBooks hosting services from top-tier SSAE 16 data centers. Having performed more than 200 successful third-party integrations, we can also help you seamlessly integrate Workiz with QuickBooks. By using our services, you are guaranteed 24/7 tech support over call, text, or email. Contact us now to know how Apps4Rent can fulfill your cloud computing needs or simplify your transitions.