april2021 - 23

SPONSORED CONTENT

Premium Apps for QuickBooks Online
Advanced Speed Workflow
CPAS AND ACCOUNTANTS know their clients would rather
spend time on their business than on their books. One of the
ways to do that is to recommend third-party apps that integrate
with QuickBooks Online. Apps handle tasks, speed workflow,
enable productivity, and help businesses - and even your own
firm - be more efficient.
If you're running your accounting
on QuickBooks Online Advanced,
you can help your clients tailor their
software to work seamlessly with a
growing suite of best-in-class apps,
add-ons, and purpose-built integrations offering exclusive capabilities for
Advanced customers. With Advanced's
Premium Apps, QuickBooks becomes a
hub for managing all of the workflows
that help your clients work smarter and
grow faster - all from one place.
For small- and mid-size businesses,
the manual tasks associated with
preparing and sending estimates are
often inefficient and take time away
from serving customers. Intuit recently
launched the DocuSign eSignature Connector by QuickBooks to help small businesses digitally sign estimates directly
from QuickBooks Online Advanced. In

addition to time, customers can save an
average of $36 per contract by reducing
hard costs and improving employee
productivity.
DocuSign eSignature Connector by
QuickBooks allows businesses to:
■ Go digital for a faster, more secure turnaround of estimates using e-signature
to help close deals quicker.
■ Streamline sales by automating the
estimate process, so growing businesses
can move from quote to cash faster.
■ Stay on top of progress with notifications of their DocuSign documents,
so they can follow up with next steps
immediately.
QuickBooks recently launched
several other integrations as part of
its strategy to address the unique
pain points of mid-market customers,
and create an all-in-one financial and

business hub. The DocuSign eSignature
Connector by QuickBooks application
is just one of a variety of best-in-class
apps and purpose-built integrations
that power growing businesses and
help them digitally transform. Other
apps include:
■ Bill.com: With Bill.com and Advanced,
your clients will get more financial
control over accounts payable with
customized workflows for faster and
easier bill pay approvals. With Bill.com
as a Premium App for Advanced, deep
linking between bills in Bill.com and
QuickBooks is enabled, reducing steps
and increasing the ease of use.
■ HubSpot: HubSpot for QuickBooks
integ rates a business' customer
relationship management and financial
management solutions, enabling sales
and finance teams to work together
more efficiently. With the Advanced and
HubSpot integration, you can help your
clients can set up their own automated
workflows to move invoices from draft
to review and approval.
■ Salesforce: The Salesforce Connector by QuickBooks seamlessly
integrates data between Salesforce
and QuickBooks. Built by QuickBooks
exclusively for Advanced users, the
Salesforce Connector is only available
as one of Advanced's hand-picked
Premium Apps.
■ LeanLaw: LeanLaw is an industryspecific app that boosts productivity
for law firms and legal businesses. The
LeanLaw integration with QuickBooks
Online Advanced enables firms to track
trust accounting, billable hours, and
client reports, among other functions.
Check out a Premium Apps
overview video (https://tinyurl.com/
v37r3rpc) to learn more about Premium Apps and how they integrate
with QuickBooks Online Advanced. ■

APRIL 2021 ■

The ProAdvisor
Spotlight is sponsored by

www.CPAPracticeAdvisor.com

http://www.Bill.com http://www.Bill.com http://www.Bill.com http://www.Bill.com https://www.tinyurl.com/v37r3rpc http://www.CPAPracticeAdvisor.com

april2021

Table of Contents for the Digital Edition of april2021