20 Best Project Management Software That Integrates With Quickbooks In 2024
Best Project Management Software That Integrates with QuickBooks Shortlist
Here’s my pick of the 10 best software from the 20 tools reviewed.
Get free help from our project management software advisors to find your match.
Finding the right project management software that integrates with QuickBooks can be a daunting task. You're looking for a solution that simplifies financial management within your project workflows, but the multitude of options can be overwhelming. I understand your need for a tool that fits your project management requirements.
In this post, I've done the heavy lifting for you by leveraging my extensive experience in managing digital projects and utilizing various productivity tools to present this shortlist of best PM software that integrates with QuickBooks.
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Best Project Management Software That Integrates With QuickBooks Summary
This comparison chart summarizes pricing details for my project management software selections with QuickBooks integrations to help you find the best software for your budget and business needs.
| Tools | Price | |
|---|---|---|
| Nifty | From $5/user/month (billed annually) + free plan available | Website |
| Avaza | From $9.95/user/month (billed annually) | Website |
| Adobe Workfront | Pricing upon request | Website |
| ProWorkflow | From $20/user/month (billed annually) | Website |
| Teamwork.com | From $11/user/month (billed annually) + free plan available | Website |
| Insightly | From $29/user/month (billed annually) | Website |
| Accelo | From $20/user/month (billed monthly) | Website |
| BigTime | From $20/user/month | Website |
| Quickbase | From $35/user/month (billed annually, min 20 users) | Website |
| Kantata | Pricing upon request | Website |
Compare Software Specs Side by Side
Use our comparison chart to review and evaluate software specs side-by-side.
Compare SoftwareHow To Choose Project Management Software that Integrates With QuickBooks
As you work through your own unique software selection process, keep the following points in mind:
- Integration Capabilities: Select software that ensures a smooth data flow between QuickBooks Online and the project management tool. This integration is crucial for maintaining accurate financial records without the need for manual data entry. For instance, Quickbase and Wrike offer this level of integration, allowing for real-time updates and reduced errors.
- Workflow Automation: Opt for a solution that automates the transfer of data to and from QuickBooks. This automation can significantly reduce the time spent on repetitive tasks and minimize the likelihood of human error. Scoro and ActiveCollab, for example, can automatically update QuickBooks based on project changes, increasing efficiency.
- Customization and Flexibility: The software should be adaptable to your specific business requirements. It should allow for both scheduled and on-demand data synchronization. Birdview PSA and BigTime are examples of tools that offer extensive customization options to align with various business workflows.
- User Reviews and Expert Advice: Investigate what other users and experts are saying about the software. This feedback can provide valuable insights into the software’s effectiveness and user satisfaction. GetApp is a platform where you can find expert opinions and user reviews to guide your decision-making process.
- Support and Resources: Ensure that the software provider offers comprehensive support and educational materials. A robust support system, including tutorials and a help center, is essential for maximizing the benefits of the software. QuickBooks itself is an example of a platform that provides a wealth of support options and learning resources for its users.
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Hub Planner
Visit WebsiteThis is an aggregated rating for this tool including ratings from Crozdesk users and ratings from other sites.4.2 -
ClickUp
Visit WebsiteThis is an aggregated rating for this tool including ratings from Crozdesk users and ratings from other sites.4.7 -
Miro
Visit WebsiteThis is an aggregated rating for this tool including ratings from Crozdesk users and ratings from other sites.4.8
Best Project Management Software That Integrates With QuickBooks Reviews
Here are my reviews of the top project management tools that integrate with QuickBooks, including notes on why I picked them and a screenshot to show you how they work. I’ve also highlighted their standout features, software integrations, and pricing details to help you choose the best fit.
Nifty is a project management software designed to consolidate multiple project tools into one platform. It integrates with QuickBooks, enabling streamlined financial management and project tracking.
Why I picked Nifty: I chose Nifty for its ability to bring various project management tools under one roof, which simplifies workflows and enhances productivity. Determining its suitability compared to other tools, Nifty stands out due to its comprehensive feature set and integration with QuickBooks. I think it is best for teams looking to consolidate their project management, communication, and financial tracking tools into one cohesive platform.
Nifty Standout Features & Integrations
Standout features include milestone tracking, task management, and timesheets for accurate project tracking and billing. These features are crucial for teams needing to manage multiple aspects of their projects in one place. Additionally, the integration with QuickBooks ensures smooth financial management and reporting.
Integrations include QuickBooks, Slack, Google Drive, Zoom, Google Calendar, Microsoft Teams, Zapier, Dropbox, GitHub, and OneDrive.
Pros and cons
Pros:
- Seamless QuickBooks integration
- Advanced task and milestone tracking features
- Consolidates multiple project tools into one platform
Cons:
- Can be overwhelming for smaller teams with simple needs
- Limited advanced customization options
Avaza is a comprehensive project management software designed to enhance team collaboration. It integrates with QuickBooks to streamline financial management and project tracking.
Why I picked Avaza: I chose Avaza for its unified team collaboration capabilities, making it ideal for businesses that prioritize cohesive teamwork. When comparing it to other project management tools, Avaza stands out due to its comprehensive set of collaboration features and its efficient integration with QuickBooks. I think the tool is best for teams that need to collaborate effectively across various projects and manage their finances seamlessly.
Avaza Standout Features & Integrations
Standout features include time and expense tracking, task management, and project communication tools. These features are essential for keeping teams aligned and projects on track. Additionally, the integration with QuickBooks ensures accurate financial management and reporting.
Integrations include QuickBooks, Xero, Slack, Google Drive, Dropbox, Zapier, Box, Stripe, PayPal, and Microsoft Office 365.
Pros and cons
Pros:
- Efficient time and expense tracking
- Integrated time tracking and billing features
- Strong collaboration and communication tools
Cons:
- Can be complex for small businesses with simpler needs
- Limited advanced customization options
Workfront is a comprehensive project management software designed to facilitate enterprise work management. It integrates with QuickBooks to streamline financial tracking and project oversight.
Why I Picked Workfront: I chose Workfront for its robust capabilities tailored to the needs of large enterprises. It stands out due to its ability to handle complex workflows and large-scale project portfolios. I think the tool is best for enterprises that require sophisticated work management solutions and seamless financial integration.
Standout Features & Integrations
Standout features include advanced workflow automation, real-time collaboration, and comprehensive reporting. These features are essential for managing large-scale projects and ensuring efficient team collaboration. Additionally, the integration with QuickBooks ensures smooth financial management and accurate project costing.
Integrations include QuickBooks, Adobe Creative Cloud, Slack, Microsoft Teams, Salesforce, Jira, Google Drive, Dropbox, Tableau, and Zoom.
Pros and cons
Pros:
- Extensive integration options, including QuickBooks
- Real-time collaboration capabilities
- Advanced workflow automation
Cons:
- Slight learning curve for new users
- Can be complex for small teams
ProWorkflow is a cloud-based project management software designed to enhance service delivery automation. It integrates with QuickBooks to streamline financial tracking and project management.
Why I picked ProWorkflow: I chose ProWorkflow for its focus on automating service delivery, which is crucial for businesses that aim to improve efficiency and client satisfaction. Its automation capabilities and QuickBooks integration make it stand out from other project management solutions. I think the tool is best for businesses that need to streamline their service delivery processes and improve operational efficiency.
ProWorkflow Standout Features & Integrations
Standout features include time tracking, task management, and customizable reporting. These features help businesses automate their workflows and keep projects on track. Additionally, the integration with QuickBooks ensures excellent financial management.
Integrations include QuickBooks, Xero, Dropbox, Google Drive, Microsoft Office 365, Zapier, Box, FreshBooks, MYOB, and OneDrive.
Pros and cons
Pros:
- Seamless integration with QuickBooks
- Comprehensive time-tracking and task management
- Strong focus on service delivery automation
Cons:
- Can be complex for small teams with straightforward needs
- Limited customization for advanced users
Teamwork is a versatile project management software designed to enhance the productivity of client service businesses. It integrates with QuickBooks to streamline financial tracking and project management.
Why I picked Teamwork: I chose Teamwork because it excels in managing client projects, making it perfect for client service businesses. When comparing it to other project management tools, its client-focused features and integration with QuickBooks make it a standout choice. I think the tool is best for businesses that need to manage multiple client projects and maintain clear communication with their clients.
Teamwork Standout Features & Integrations
Standout features include advanced task management, time tracking, and client collaboration tools. These features are essential for businesses that need to deliver projects on time while keeping clients informed. Its QuickBooks integration also ensures financial management.
Integrations include QuickBooks, Slack, HubSpot, Google Drive, Microsoft Teams, Dropbox, Zapier, Xero, Harvest, and Outlook.
Pros and cons
Pros:
- Seamless QuickBooks integration
- Advanced task and project management
- Excellent client collaboration features
Cons:
- Some features may require training for beginners
- Limited customization options for advanced users
Insightly is a comprehensive project management software that offers CRM features and integrates with QuickBooks. It provides a scalable solution for businesses looking to manage customer relationships and streamline project workflows.
Why I picked Insightly: I chose Insightly because of its scalability and CRM capabilities, which make it ideal for growing businesses. It stands out due to its powerful CRM features and easy integration with QuickBooks compared to other project management tools. I think it is best for organizations looking to scale their CRM and project management efforts effectively.
Insightly Standout Features & Integrations
Standout features include advanced CRM functionalities, project and task management tools, and comprehensive reporting capabilities. These features help businesses manage customer relationships and projects. Additionally, its integration with QuickBooks ensures smooth financial tracking and management.
Integrations include QuickBooks, Gmail, Google Drive, Mailchimp, Microsoft Outlook, Slack, Zapier, Dropbox, Xero, and Evernote.
Pros and cons
Pros:
- Seamless integration with QuickBooks
- Scalable for growing businesses
- Powerful CRM capabilities
Cons:
- Learning curve for new users
- Starting price is a bit higher than some other PM Software tools
Accelo is a project management software designed to automate service operations and integrate with QuickBooks. It helps businesses streamline project tracking, billing, and client management.
Why I picked Accelo: I chose Accelo for its strong focus on automating service operations, which is critical for businesses looking to enhance efficiency and client satisfaction. It stands out due to its automation capabilities and integration with QuickBooks. I think the tool is best for service-based businesses that need to streamline their operations and improve service delivery.
Accelo Standout Features & Integrations
Standout features include automated time tracking, client management, and project billing. These features are essential for businesses aiming to improve their operational efficiency and client service. Additionally, the QuickBooks integration ensures smooth financial management and accurate billing.
Integrations include QuickBooks, Xero, Slack, G Suite, Office 365, Salesforce, Jira, Dropbox, HubSpot, and Zendesk.
Pros and cons
Pros:
- Seamless integration with QuickBooks
- Automated client management features
- Strong focus on service operations automation
Cons:
- Slight learning curve for new users
- Limited customization options
BigTime is a specialized tool for precise time tracking and billing. It ensures businesses can bill accurately and efficiently.
Why I picked BigTime: I chose BigTime for its thorough time-tracking and billing capabilities, which are crucial for accurate project management and financial oversight. Its integration with QuickBooks and specialized billing features make it stand out from other software. I think the tool is best for organizations needing precise time tracking and billing integrated with their accounting software.
BigTime Standout Features & Integrations
Standout features include advanced time tracking, comprehensive invoicing, and project management tools. These features are useful for professional services firms that require detailed billing and time management. Additionally, its integration with QuickBooks ensures smooth financial operations.
Integrations include QuickBooks, Lacerte, Salesforce, Slack, Microsoft Dynamics 365, Jira, HubSpot, G Suite, Zapier, and Dropbox.
Pros and cons
Pros:
- Advanced resource allocation and utilization management
- Seamless QuickBooks integration
- Built-in time tracking and billing features
Cons:
- Slight learning curve for new users
- Limited customization options
QuickBase is a project management software designed to facilitate dynamic work management and integrate with QuickBooks for streamlined financial operations. It offers a versatile platform to manage complex projects and workflows.
Why I picked QuickBase: I chose QuickBase for its ability to handle dynamic and complex project management needs, making it suitable for various industries. It stands out with its customizable workflows and robust integration capabilities, particularly with QuickBooks. I think the tool is best for organizations that require flexible and adaptive work management solutions.
QuickBase Standout Features & Integrations
Standout features include customizable workflows, real-time data tracking, and powerful reporting tools. These features enable businesses to tailor their project management processes to their specific needs and gain insights into their operations. Additionally, the QuickBooks integration ensures cohesive financial management.
Integrations include QuickBooks, Salesforce, Slack, Zapier, Box, DocuSign, Google Drive, Gmail, Outlook, and Dropbox.
Pros and cons
Pros:
- Seamless QuickBooks integration
- Robust real-time data tracking
- Highly customizable workflows
Cons:
- Advanced features limited to higher-tier plans
- Annual billing with user minimums
Kantata is a project management software tailored for professional services organizations (PSOs), offering robust tools to enhance operational performance. It integrates with QuickBooks to provide streamlined financial management.
Why I picked Kantata: I chose Kantata for its specialized focus on professional services organizations, which sets it apart from other project management tools. The integration with QuickBooks combined with features tailored for PSOs makes it a standout option. I think the tool is best for organizations looking to elevate their performance through detailed project and resource management.
Kantata Standout Features & Integrations
Standout features include advanced resource management, real-time project tracking, and comprehensive financial management tools. These features are crucial for PSOs aiming to optimize resource allocation and project delivery. Additionally, the QuickBooks integration ensures cohesive financial oversight.
Integrations include QuickBooks, Salesforce, Slack, HubSpot, Jira, Microsoft Dynamics 365, Concur, Expensify, G Suite, and Xero.
Pros and cons
Pros:
- Detailed project tracking features
- Tailored for professional services organizations
- Advanced resource management
Cons:
- Potentially higher cost for advanced features
- May be complex for smaller teams
Other Project Management Software That Integrates With QuickBooks
Below is a list of additional project management software that integrates with QuickBooks that I shortlisted, but did not make it to the top list. Definitely worth checking them out.
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Project Management Software That Integrates With QuickBooks Selection Criteria
When selecting project management software that integrates with QuickBooks, it is crucial to consider how well it aligns with the functionality and specific use cases that are most pertinent to buyers. The criteria should reflect the needs and pain points of users, ensuring that the software serves its intended purpose. I’ve tried and researched these tools and developed a set of criteria that are vital for evaluating such software.
Core Project Management Software That Integrates With QuickBooks Functionality: 25% of Total Weighting Score
- Budget tracking and financial reporting
- Time tracking and employee hours management
- Invoice and payment processing
- Project costing and profitability analysis
- Expense management and receipt tracking
Additional Standout Features: 25% of Total Weighting Score
- Identification of innovative features not commonly found in other project management platforms
- Assessment of tools that offer advanced QuickBooks integration, such as real-time data synchronization
- Evaluation of unique collaboration tools that facilitate team communication within the financial context
- Consideration of advanced reporting capabilities that leverage QuickBooks data for comprehensive project insights
- Exploration of mobile app functionality that allows for on-the-go financial project management
Usability: 10% of Total Weighting Score
- Balance between powerful features and a user-friendly interface
- Design aesthetic that simplifies complex financial data visualization
- Intuitive navigation that aids in efficient task and project management
- Streamlined workflow processes that reduce the learning curve for new users
Onboarding: 10% of Total Weighting Score
- Availability of training materials such as videos and templates
- Interactive product tours that demonstrate key features
- Support channels like chatbots and webinars that facilitate learning
- Assessment of the ease with which users can migrate data and start using the platform effectively
Customer Support: 10% of Total Weighting Score
- Responsiveness and availability of support teams
- Quality of technical assistance provided
- Access to a knowledge base or FAQ for self-service troubleshooting
- Evaluation of personalized support options, such as dedicated account managers
Value For Money: 10% of Total Weighting Score
- Comparison of pricing plans against the features offered
- Assessment of scalability and whether the pricing is suitable for businesses of different sizes
- Consideration of any hidden costs or fees that may affect the overall value
- Evaluation of free trials or demos that allow users to test the software before purchase
Customer Reviews: 10% of Total Weighting Score
- Analysis of user feedback on ease of use and integration capabilities
- Consideration of reviews that highlight the software's reliability and performance
- Attention to testimonials that speak to the effectiveness of customer support
- Review of overall satisfaction ratings and how they compare to competitors
By evaluating these criteria, buyers can make informed decisions that ensure they select project management software that not only integrates with QuickBooks but also meets their specific business needs.
Trends For Project Management Software That Integrates With QuickBooks In 2024
Project management software is evolving. Integration with QuickBooks remains a critical focus for businesses seeking efficiency.
- Real-Time Data Synchronization: Real-time data synchronization between project management software and QuickBooks is becoming standard. This trend allows for immediate updates of financial data within projects. It is crucial for maintaining accurate budgets and forecasts.
- Enhanced Mobile Accessibility: Mobile accessibility for integrated solutions is improving. Users can now manage projects and finances on the go with greater ease. This is important for teams that require flexibility and constant connectivity.
- AI-Powered Analytics: Artificial intelligence is being used to analyze financial data within project management tools. AI provides predictive insights, helping to make more informed decisions. This trend is interesting for its potential to reduce financial risks.
- Customizable Workflow Automation: Workflow automation that can be tailored to specific business processes is on the rise. Customization ensures that financial management fits seamlessly with project workflows. This is important for businesses looking to maintain unique operational methods.
- Advanced Security Features: Security for integrated project management and accounting software is becoming more sophisticated. Encryption and multi-factor authentication are being widely adopted. This trend is crucial for protecting sensitive financial data.
These trends indicate a move towards more intelligent, flexible, and secure project management solutions that work closely with QuickBooks.
What Does Project Management Software With QuickBooks Integration Mean?
Project management software helps teams organize, track, and complete projects by providing tools for scheduling, task management, collaboration, and reporting. When integrated with QuickBooks, this software allows seamless synchronization of financial data, such as expenses, invoicing, and budgeting, directly within the project management platform.
These software tools are often utilized by project managers, accountants, and business owners to synchronize project activities with financial records. Users benefit from the ability to manage project timelines, allocate resources, and monitor project financials all in one place, ensuring that projects are completed on time and within budget.
Features Of Project Management Software That Integrates With QuickBooks
In searching for project management software that works with QuickBooks, it's essential to consider features that support financial and project oversight. These features should enhance project execution and ensure financial data flows between systems. Here are the top features to look for:
- Budgeting and Financial Tracking - This feature helps you monitor expenses and income, ensuring projects remain profitable.
- Time Tracking - This feature is not only helpful for accurate billing but it enables you to record time spent on tasks, which is vital for invoicing and assessing team efficiency.
- Planning and Scheduling - This allows for the organization of project timelines, assignment of responsibilities, and adherence to deadlines.
- Invoicing - Invoicing helps you streamline billing processes and allows for the generation of invoices that can be directly linked to QuickBooks, simplifying financial management.
- Reporting - With built-in reporting features, you can produce instant reports on various project aspects, aiding in decision-making and strategy.
- Collaboration - This feature provides platforms for discussions, enhances team communication and file sharing, and centralizes collective scheduling, ensuring team alignment.
- Resource Management - By forecasting and planning workloads, you can guarantee that projects are appropriately resourced.
- Sales & CRM Management - This feature helps in tracking client engagements and sales, which is beneficial for customer relationship continuity.
- Retainers Tracking - For businesses with retainer models, this feature is crucial for overseeing continuous client work and managing ongoing client engagements.
- Integrations - The ability to integrate with other tools ensures that data remains consistent and workflows are uninterrupted, extending your software utility.
Selecting the right project management tool that integrates seamlessly with QuickBooks is essential for efficient project tracking and financial management. By exploring practical use cases for these features and other daily tasks you might prioritize, you can create a valuable reference framework. This approach will help you identify the best tool to manage projects effectively while maintaining financial oversight.
Benefits Of Project Management Software That Integrates With QuickBooks
Project management software that integrates with QuickBooks offers a range of advantages that can improve the efficiency and effectiveness of your financial and accounting functions as well as the utility of your project management tool. By combining the capabilities of project management with the accounting features of QuickBooks, businesses can streamline and automate specific operations. Here are five main benefits that users and organizations can expect:
- Real-Time Financial Oversight - Integrating project management software with QuickBooks provides users with real-time access to financial data, enabling them to make informed decisions quickly and maintain project budget control throughout the project lifecycle.
- Streamlined Invoicing and Billing - The integration simplifies the invoicing and billing process by allowing for the automatic transfer of billable hours and expenses from the project management software to QuickBooks, reducing manual data entry and the potential for errors.
- Enhanced Collaboration - Teams can collaborate more effectively when financial and project data are centralized, ensuring that all team members have access to the latest information and can work together efficiently toward project goals.
- Improved Project Profitability Tracking - By linking project activities with financial records, businesses can track project profitability with greater accuracy, helping to identify areas for cost savings and improve overall financial performance.
- Simplified Tax Preparation - With financial transactions and project data aligned, preparing for tax season becomes less cumbersome, as the necessary financial reports are readily available and up-to-date within QuickBooks.
The integration of project management software with QuickBooks can be a game-changer for businesses looking to enhance their project delivery and financial management. By leveraging these benefits, organizations can not only save time and reduce errors but also gain valuable insights that drive better business outcomes.
Costs And Pricing Of Project Management Software That Integrates With QuickBooks
When selecting project management software that integrates with QuickBooks, software buyers should consider the variety of plan options and pricing available. Below is a table summarizing the plan options and their pricing for project management software that integrates with QuickBooks:
Plan Comparison Table for QuickBooks compatible PM Software
| Plan Type | Average Price | Common Features |
| Free Option | $0 | Limited features, basic project management capabilities, QuickBooks integration may be limited |
| Standard | $12/ user/month | Project tracking using Kanban, real-time insights, QuickBooks invoice sync (one-way), collaboration |
| Pro | $24/ user/month | Advanced project customization, robust security protocols, detailed reporting, QuickBooks integration |
| Essential | $399/month | Unlimited users, subcontractor portal, warranty management, QuickBooks integration |
| Advanced | $699/month | Limited features, basic project management capabilities, and QuickBooks integration may be limited |
| Complete | $999/month | Comprehensive project management tools, homeowner payment tracking, QuickBooks integration |
| Custom Pricing | Varies | Tailored solutions for specific business needs, full QuickBooks integration, premium features |
When considering project management software that integrates with QuickBooks, software buyers should evaluate the features offered in each plan against their business needs and budget. It's important to choose a plan that fits the financial scope and provides the necessary tools to manage projects effectively and maintain financial integrity.
Project Management Software That Integrates With QuickBooks FAQs
Here are some of the frequently asked questions I receive about project management software.
Does QuickBooks offer its own project management tools?
QuickBooks provides basic project management features within its platform, allowing users to track project progress, profitability, expenses, and time. However, for more advanced project management capabilities, users often integrate QuickBooks with dedicated project management software.
What are some popular project management tools that integrate with QuickBooks?
Several project management tools integrate with QuickBooks, including Trello, Asana, and ClickUp. These integrations allow for the synchronization of financial data with project management activities, providing a more comprehensive overview of project status and financial health.
How does integrating project management software with QuickBooks benefit my business?
Integrating project management software with QuickBooks can improve financial tracking, reduce data entry errors, and provide real-time insights into project costs and profitability. It also helps in better resource allocation and streamlines invoicing and billing processes.
Can I track time within project management software and sync it with QuickBooks?
Yes, many project management tools that integrate with QuickBooks offer time-tracking features. Time logged in these tools can be synced with QuickBooks to streamline accurate payroll processing and invoicing.
Is it possible to manage project expenses in QuickBooks?
QuickBooks allows users to manage project expenses directly within the platform. When integrated with project management software, expenses can be categorized and assigned to specific projects, enhancing the accuracy of financial reporting.
What should I look for in a project management tool that integrates with QuickBooks?
When selecting a project management tool that integrates with QuickBooks, consider the ease of integration, the level of customer support provided, the synchronization capabilities, and whether the tool meets your specific project management needs
Are there any industry-specific project management tools that integrate with QuickBooks?
Yes, there are project management tools designed for specific industries, such as construction or IT, that integrate with QuickBooks. These tools often include features tailored to the unique needs of these industries.
How do I set up an integration between my project management software and QuickBooks?
Setting up an integration typically involves authorizing the project management tool to access your QuickBooks account. This is usually done through an apps or Integrations section within QuickBooks or the project management platform. It’s important to follow the specific instructions provided by the software vendors for a successful integration.