Common QuickBooks limitations
Our former bookkeeper spent 75% of her time manually entering invoices, making payments, checking old invoices, and things like that.
Invoice entry and coding is time consuming
Entering vendor invoices into QuickBooks is essentially a manual process, where you create a new bill entry in QuickBooks and fill in all the applicable fields yourself. For every paper invoice you receive, this means time spent typing all that information into the system. If you’re receiving your invoices through digital means, like email, you’ll still find yourself copy-pasting the data into the system.
Lack of approval workflows
QuickBooks doesn’t include the ability to route invoices for approval. While users can enter bill details into QuickBooks, there is no built-in method to send the coded invoice to another user (or users) for approval before payment.
Limited payment options
QuickBooks users can either print and mail checks themselves or send Automated Clearing House (ACH) files to their banks. There is no way to directly pay your invoices electronically within Quickbooks, so it’s necessary to turn to a third-party app.
Level up QuickBooks with AP automation
Code multi-currency invoices
Pay invoices via Quadient AP by Beanworks
Vendor Account Number on checks created in Quadient AP by Beanworks
Import POs from QuickBooks Desktop into Quadient AP by Beanworks
Implementing Quadient AP has streamlined our invoice approval process allowing us to allocate more time towards details on the job site, rather than staying in the office to code invoices.
Syncing
How we integrate with Quickbooks
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Vendors |
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Sync to Quadient AP |
A/P Accounts |
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Sync to Quadient AP |
Accounts |
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Sync to Quadient AP |
Classes |
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Sync to Quadient AP |
Items |
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Sync to Quadient AP |
Payments (Created in QBD) |
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Sync to Quadient AP |
Sync to QuickBooks |
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AP Invoices |
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Payments |
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Credit Memos |
Hear from other QuickBooks customers
I do a quick search in Quadient AP based on the vendor, and I get all of their invoices and then I have the information and the visual of what the invoice actually looks like, right at my fingertips.
Related resources
Get more value From QuickBooks with accounts payable automation
One of the best features available in QuickBooks products is the ability to leverage third-party applications. Enhance your experience by introducing features like document management or entirely new processes like accounts payable automation.
What's missing from your QuickBooks accounts payable workflow
Our white paper examines how midmarket businesses are turning to automated AP workflows to streamline their accounting processes and reduce the burden of manual tasks.
Making QuickBooks even quicker with AP automation
Watch our on-demand webinar to discover how Quadient AP by Beanworks integrates seamlessly with QuickBooks ERP and elevates your QuickBooks experience and eliminates 83% of manual data entry.