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Caterina Haggins

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Aug 3, 2024, 1:37:34 PM8/3/24

to pyouskeretout

> If there isnt already an existing integration, how do you get around it to sync with each other?

Are you able to export CSV files from QB Online Plus? If so, you could then import that data into your Airtable base.

After that you could use a third party automation tool like Zapier or Make to keep the data in sync by identifying each piece of data's unique ID and using that to identify their respective records in Airtable

Here's a link to the Zapier QB Online Plus page that has some examples of the triggers and actions

Just an FYI that I try to get everybody off of Zapier and onto Make's advanced automations & integrations, because Make is a tiny fraction of the cost of Zapier and yet it is infinitely more powerful & customizable than Zapier.

Even more importantly in your situation, using QuickBooks with Zapier is much more difficult and much more limited than using Make. Just as one example, it is extremely difficult to create invoice line items in QuickBooks with Zapier, whereas it is built into the product & very easy to do in Make's QuickBooks automations. Make offers about 50% more functionality with QuickBooks than Zapier.

Hi @ScottWorld, I was very disappointed to find out that zapier boasted integrations with airtable, but you can't use it to create a new Project in Quickbooks from a new project record in Airtable. I got a client to sign up only to find out that this was not possible, so I'm in a bit of a bind. Are you able to tell me if this is possible via Make? I looked at their website but I'm not seeing the option... and if not, how much would it cost me to have you train me to create a custom integration for this purpose? If it's something you can help me with, let me know if I should just contact you directly through your website. I was just hoping to know if this is even possible before paying for a consultation or training.

@ScottWorld I actually reached out through your website to see if I could hire you for a training- though it's really the quickbooks side of the make integration that I'm stumbling with, not the airtable side as much... did you get my request, and if it's not something you could help with, do you have a recommendation for someone that could? Thanks!

Plus, on the other hand, is for product- or service-based businesses that want to keep track of inventory, create purchase orders and manage project profitability. Because of these added functions, it also comes with slightly more advanced reporting.

Paying your freelancers is also easy thanks to 1099 contractor management features. Come tax day, Essentials lets you send out 1099s right from the app. And if you have employees who work hourly, they can easily track their hours thanks to integration with QuickBooks Time.

In contrast to QuickBooks Essentials, QuickBooks Plus is best for product-based businesses. It comes with everything Essentials does, plus a few extra features. One of those features is the ability to track inventory. You can monitor your product levels and their costs from the same dashboard. The app even sends you notifications when your inventory is low so you can reorder promptly.

Another similarity is the limit placed on the chart of accounts. These are the accounts that QuickBooks uses to track your financial information, so while 250 should be more than enough for most businesses, it could be slightly limiting if you have a lot of assets, liabilities, income or expenses.

Other than the addition of inventory management and project profitability add-ons in QuickBooks Plus, one of the main differences from QuickBooks Essentials is the number of reports you can run for your business. Essentials gives you 85, while Plus gives you 124.

Kristy Snyder is a freelance writer and editor with 12 years of experience, currently contributing to the Forbes Advisor Small Business vertical. She uses her experience managing her own successful small business to write articles about software, small business tools, loans, credit cards and online banking. Kristy's work also appears in Newsweek and Fortune, focusing on personal finance.