Recommended tools

Tools that make clean books easier

QuickBooks works best with a few good helpers. These are the tools we recommend to clients for receipts, payroll and saving time.

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Accounting software

Where everything else connects.

QuickBooks Online

Online bookkeeping for small businesses: invoices, expenses, bank connections, sales tax and reports in one place.

Why we like it: It's the software we teach every day. It works with your accountant, and connects to almost every other tool on this page.

Try QuickBooks Online

Receipt scanning

Stop the shoebox of paper receipts.

QuickBooks receipt capture

Snap a photo of a receipt in the QuickBooks mobile app and it's attached to the right expense.

Why we like it: Already included in most QuickBooks Online plans. A good place to start if you only have a few paper receipts a month.

See QuickBooks plans

Dext

Photograph, email or upload receipts and bills. Dext reads the details and sends them to QuickBooks.

Why we like it: Great when you have lots of receipts and bills each month, or several people spending money for the business.

Try Dext

Shoeboxed

Scan receipts with your phone, or mail them in an envelope and Shoeboxed scans them for you.

Why we like it: Made for people with a pile of paper receipts and no time to sort them. Syncs with QuickBooks.

Try Shoeboxed

Payroll

Pay your team, and let the numbers flow into QuickBooks.

Gusto

USA only

Online payroll that pays your team, files payroll taxes and handles new-hire paperwork.

Why we like it: Connects to QuickBooks Online, so payroll costs land in your books without extra typing.

Try Gusto

Wagepoint

Canada only

Simple online payroll built for Canadian small businesses, including remittances and T4s.

Why we like it: Connects to QuickBooks Online, so each pay run is recorded in your books automatically.

Try Wagepoint

AI help for busy owners

Take routine tasks off your plate.

Marblism

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AI assistants that handle routine work: sorting email, scheduling, answering calls and booking appointments, posting to social media, and more.

Why we like it: Less time on admin means more time to keep your books up to date. (Marblism doesn't do bookkeeping, so it works alongside QuickBooks, not inside it.)

Try Marblism

Not sure which tools you need?

We'll look at how you run your business and help you set up the right ones in QuickBooks during your coaching session.

Book a free consult