Skip to content
Blog SVG
All posts

Appulate 101: QuickBooks Integration

By   ·  2 minute read

Ready to effortlessly navigate the complexities of agency accounting in no time at all? Introducing QuickBooks integration for Appulate, an efficient and more cost-effective solution for your needs. From simplifying your financial management system to providing assistance for complex insurance transactions, this blog will be going over a short overview into what you can expect.

Why QuickBooks?

Quickbooks is a hugely popular way for businesses to handle their financials and a far more robust solution than a traditional agent management system. Agents have the ability to track and manage transactions, alongside detailed insights into businesses financial health and trends.

However, QuickBooks is not capable to handle the complexities of insurance agencies out of the box. Rather, its strengths lie in areas such as direct bill vs agency bill, as well as renewals and so on. QuickBooks also downloads transactions and credit card statements directly from banks, as well as bank account reconciliations, to match transactions between the software and statement.

Not to mention, QuickBooks prices are hugely cost-effective, especially compared to the more traditional approaches. For example, only those in accounting would need access to this software, so no need to go overboard on company-wide accounts. Resulting in the ideal way to keep your financial secure and apart from the AMS users.

What are the benefits of integrating QuickBooks with Appulate?

Appulate in its own right is a powerhouse of a system when it comes to managing, tracking and submitting business. Here are a few examples of what can be accomplished:

  • Appulate serves as a centralized repository​ (managing polices and maintaining your client list​.)
  • Supports ACORD and supplemental forms​.
  • Electronic signatures and loss runs​.
  • Carrier integration for automatic quoting​.
  • AskInsured and InsuredConnect for data collection.​
  • Insurance certificates.
  • And much more.

Whether it’s carrier integrations or its ability to handle more complex submissions with forms production, Appulate makes capturing business and running your agency easier. Quickbooks isn't going to be able to handle any of these out of the box, but through Appulate integration that is no longer the case.

So with the two combined, here is what's possible with Appulate alongside QuickBooks integration:

  • Very powerful general ledger accounting system​.

  • Integrated with all major banks with bank statement download & account reconciliation.

  • Powerful billing and payment collection system, including credit card and ACH transactions.

  • Integrated payroll, removing the need for manual inputting.

  • Very cost-effective (under $100/month for up to 5 users.)

For more information on this topic, please visit https://info.appulate.com/tutorial or contact our sales team at sales@appulate.com

Join the 300,000+ users seamlessly managing their submission, application and renewal processes today!  

If you're ready to take the next step and see if Appulate is right for your business, let’s connect over at https://info.appulate.com/schedule-a-demo and we’d be happy to go into further detail. Not to mention, you will receive a tailored demonstration at no extra charge.