There are several programs that can integrate with QuickBooks Desktop and Excel.
For accounting and financial management, programs like Zoho Books, FreshBooks, and Xero can work with QuickBooks and Excel.
For inventory management, Fishbowl and SOS Inventory are good options.
For payroll and HR, Gusto and QuickBooks Payroll can be integrated.
For CRM, Method:CRM and Zoho CRM can work with QuickBooks and Excel.
For time tracking, TSheets and Time Tracker can be used.
For reporting, programs like QQube and Zed Axis can be integrated.
Remember, the level of integration may vary from program to program. Always check with the software provider to understand the extent of integration.
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Manage different projects and tasks to analyze them in different views, such as Kanban board, Triage matrix, Risk analysis, Gantt chart, and a Dashboa...
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Any project manager needs a go-to spreadsheet template they can use to manage the tasks and milestones of a bespoke project. In this article, we are going to highlight the features of our Template and share with you how the Kanban board, Triage matrix, Risk analysis, Gantt chart, and dashboard work – so you can systematize your project management.
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Need better visualizations to analyze and report top KPIs? Use these KPI Charts to input up to a million rows of raw data. Then filter a subset to view and the board automatically generate premade charts to visualize the data for reports and analysis. This could be sales data, bug or issues data, a project to-do list, features to implement, or even stock market analysis. Rename and customize up to two date ranges, two numeric values, and five drop-down values to filter and compare against each other. Then create beautiful KPI charts for analysis and reports.
Need a simple but effective workflow to manage projects? Use our Kanban Board Spreadsheet to visually track and organize a project's most important tasks. Easily view color-coded tasks according to their priority as they progress through custom workflow stages with a kanban visualization. Set work-in-progress limits, and bottlenecks will get flagged so no one stage gets overwhelmed. Keep tabs on upcoming deadlines with a color-coded 12-month calendar view. And a dashboard tracks overall progress and overdue tasks, as well as the number of tasks by priority, by status, and assigned to each stakeholder.
Need a printable calendar for 2024? Our 2024 Calendar Template, available in Microsoft Excel and Google Sheets, comes with weekly and monthly displays for your tasks and a dashboard to track your progress to accomplish your top goals for the year.
Productivity a problem? Use our To Do List Spreadsheet collection for a series of to-do lists and dashboards to manage projects across weekly, monthly, or subtask views. Manage personal to-dos by type, status, and due date. Track progress across individual tasks with a status to-do list. Since the most important element of any to-do list is to prioritize tasks, the Priority list divides to-dos by their importance. To track daily task accomplishments, use the daily log that accumulates progress toward daily, weekly, or monthly frequency goals.
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