Intuit is launching a new app, QuickBooks Invoicing for Gmail. This allows you to create QuickBooks Online invoices directly from your Gmail dashboard. If you use Gmail extensively then you may find this convenient to use. You can connect this to your QuickBooks Online account (including QuickBooks Online Accountant), or you can get a free, invoicing-only version of QuickBooks Online, something that will be useful to very small businesses.
While this app certainly can be useful to a business using QuickBooks Online, I believe that one of the main targets is the very small businesses, perhaps the self-employed market. As I discussed in my series of articles on Intuit and the future of QuickBooks, Intuit has a major focus on the smallest of businesses, believing that this is the fastest growing market segment for accounting apps. It will be interesting to see how this competes with Intuit’s other smallest-business product, QuickBooks Self Employed.
Connecting to Gmail
Let’s take a look at how you connect this app to Gmail. Please note that I’m not showing every step, because I’m working with a beta test version and some steps will be different when this app is released.
Start by logging in to your Gmail account, then go to the G Suite Marketplace.
Locate the QuickBooks Invoicing for Gmail app, select it, and click the Install link. Note that there are other QuickBooks apps here, so locate the right one. Unfortunately, I can’t show you the details of this app in the marketplace, because I’m writing this article before the app was made available there.
Next, return to your Gmail dashboard. Open an email message, you should see a “qb” icon on the right.
Click that “qb” icon and then click the Authorize Access link.
You need to Allow the app to access your account.
You have the option to connect to an existing QuickBooks Online account, or to sign up for a new account. I’ll discuss the “new account” option later.
In my example I’m going to connect to my existing QuickBooks Online Accountant account.
Since I’ve signed in to my QuickBooks Online Accountant account, I have options to set this app up either for my own firm, or to be used by any of my QuickBooks Online Accountant clients. The top portion of this window lets me select which of my own accounts to use (I have multiple accounts for testing), and to use one of those accounts I would click the Add app to firm link.
Below this you see the clients in your client list that are using QuickBooks Online. I can select one of those to set up the app for a client, which would mean that I should be logged in to that client’s Gmail account. I’m not sure that this is a good idea for most accountants, but I’m open to discussion on this point.
One of the odd things here is that I can’t always match up the list of clients here that I see if I log into my client list in QuickBooks Online Accountant. This isn’t an issue with the QuickBooks Invoicing for Gmail app, it is a problem in the overall QuickBooks Online programming API. Maybe the issue is my odd testing setup, since I have been mucking around with beta test versions of QuickBooks Online. My client list has lots of “expired” QuickBooks Online accounts, several QuickBooks Self Employed accounts, clients that have been picked up via PayPal (which came from my QuickBooks Desktop client list), and more. The list shown above does only show clients that are on my list, but it doesn’t show all of the clients that it should. I haven’t figured out why it doesn’t match.
In any case, I’m going to connect this app to my firm for testing.
After clicking the Confirm button, we are connected and ready to create invoices from Gmail.