QuickBooks Integration with ZenBill
ZenBill is a business to business payment solution that helps companies pay and get paid. This tool is often used by bookkeepers in conjunction with QuickBooks, an accounting platform.
We learned from bookkeepers on ZenBill, how valuable it would be to have their two, core tools be integrated into one. With the QuickBooks integration with ZenBill, bookkeepers can streamline their workflow and increase efficiency.
Bookkeepers manually update client payment records on multiple platforms
When managing a client’s account, bookkeepers typically use accounting software to track finances, and another tool to send bill payments. Because the two platforms are separate entities this leads to:
Increased time spent manually syncing information between tools
Human errors in data entry
The current bookkeeper workflow is inefficient
When a bookkeeper receive a client’s bill that needs to be paid, they often need to communicate back and forth between multiple platforms.
The workflow begins in QuickBooks, then a payment platform to initiate that transfer, and finally back to QuickBooks to mark the bill as paid.
There is a total of 5 steps to complete a lifecycle for a single bill record.
Bookkeepers value simplicity, efficiency, and transparency when managing their client records
User interview key insights
Keeping track of each client’s invoices and payment processes are very important to ensure deadlines are met.
Because bookkeepers desire transparency, they want to be informed with clear instructions on how to resolve syncing issues.
Syncing between platforms saves a lot of time and creates efficiency in work flows.
Current tools are complex and there’s a desire for simplicity.
Prioritizing accurate and transparent syncing, to help bookkeepers meet important deadlines
For our first iteration, we prioritized the core of the QuickBooks integration, which is syncing information between QuickBooks and ZenBill. This is essential for bookkeepers to meet their clients’ payment deadlines, so we tried to make the syncing process as seamless as possible.
Create a Payment Transfer in ZenBill and Automatically Sync it to QuickBooks
The QuickBooks integration with ZenBill streamlines the accounting process by connecting client financial records and payment creation.
We chose to integrate specifically with QuickBooks, because we learned it was the most widely used among bookkeepers.
Connect QuickBooks in ZenBill
Users can connect to QuickBooks from their ZenBill account
Easily match payment methods in ZenBill to QuickBooks
Send Bill Payments in ZenBill
Contacts in QuickBooks are pulled into ZenBill
QuickBooks logos are presented to communicate syncing
Making improvements on communication of synced information
From testing we learned that it was unclear to bookkeepers what information was already synced, or will be synced, to QuickBooks.
We addressed this by adding detailed syncing information in the transfer details panel. This allowed bookkeepers to check when an in synced, and even view the transfer in QuickBooks.
Bookkeepers experienced an increase in workflow efficiency by 50%
With the new QuickBooks integration, bookkeepers were able to reduce the number of steps to manage client payments, from 5 to 3.
Bookkeepers also experienced an increase in work efficiency by 50%, and felt as though this integration was a valuable part of their work flow.
New bookkeeper workflow