Integrate QuickBooks Online with Evernote

QuickBooks Online

QuickBooks Online, or QB, is a cloud-based accounting software that allows users to access their accounts anywhere, at any time. It is available as both a hosted service and as a software package that can be installed on the user’s own computer.

Evernote

Evernote is a software top that allows users to create notes, notebooks, and organize those notes into “stacks.” Users can also add pictures, webpages and audio files to their notes, among other things. The Evernote app is available on various devices, including PCs and Macs, smartphones, and tablets.

Integration of QuickBooks Online and Evernote

One of the major benefits of integrating QuickBooks Online and Evernote is the ability to access your accounting data from anywhere, at any time. Users who have QB data stored in the cloud are able to access that data from any device with an internet connection. This allows them to access their financial data when they are out of the office, on vacation, or even while they are traveling on business. A second benefit of integration is the ease with which QB users can share information with their accounting team members. For example, if a QB user wants to check in on his or her sales for a certain month or quarter, he or she can simply send a link to an accountant by email. Another benefit of integration is the usability of both QB and Evernote on multiple devices. Because the two programs are both fully functional and easily accessible from an internet browser, users do not need to purchase different software packages for every device they use, saving them money in the long run. Finally, integration allows QB users to view their financial data alongside their notes about those same transactions. For example, if a QB user has an expense account set up for all business lunches, he or she can enter a note about each lunch in Evernote in the same place where he or she enters the relevant transaction into the accounting program itself. This makes it easy for a user to keep track of where each type of transaction falls in relation to his or her budget, giving him or her full visibility into his or her spending habits.

Benefits of Integration of QuickBooks Online and Evernote

A second major benefit of QuickBooks Online integration with Evernote is the ability to share passwords between programs. When a QB user logs in to Evernote, he or she can use his or her existing QB password. Similarly, if a QB user sends a link via email to another QB user whose accounts are also located in the cloud, he or she can include a link that automatically logs the recipient in using his or her existing QB password. This saves users time by allowing them to use the same password for multiple sites instead of having to remember multiple sets of login credentials for different accounts.

Another major benefit of QuickBooks Online and Evernote integration is the inclusion of photos and other media files within Evernote documents as well as within QB documents themselves. This feature comes in handy when users want or need to attach visual elements such as images to their financial data. Rather than having to convert an image into an appropriate file format before attaching it to a document in QB, users can simply attach it directly to an Evernote document. Additionally, when users attach an image to an Evernote document, they don’t have to worry about whether it will look right after they forward it to someone else; all they have to do is send it along with a link that will automatically display the image along with any text included in the document itself. This frees QB users from having to worry about converting pictures into appropriate file formats before attaching them to their financial documents.

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