QuickBooks Enterprise 2024: Better integration, automation: A Complete Guide

The release of QuickBooks Enterprise 2024 brings exciting new features and improvements that will make managing your business finances easier than ever. In this guide, we'll explore the key benefits of upgrading to Enterprise 2024, with a focus on enhanced integration, automation, and overall usability. Whether you're already using QuickBooks or considering switching, read on to learn how Enterprise 2024 can streamline your financial workflows.

Seamless Integrations Save Time and Effort

One of the biggest advantages of QuickBooks Enterprise is its ability to integrate with hundreds of popular business applications. The 2024 release builds on this with even deeper integrations that reduce repetitive manual work.


For example, the new two-way sync with Salesforce saves you from manually exporting and importing data. Contacts, invoices, sales orders, and other information will now transfer seamlessly between the two systems. No more wasting time on data entry or worrying about errors from duplicate data entry.


The 2024 version also introduces a new integration with Box. You can now securely access and share business documents directly within QuickBooks, eliminating the need to jump between different apps. Whether you're accessing a contract, spreadsheet, or any other document stored in Box, everything is readily available in one unified platform.


More robust integrations like these allow QuickBooks Enterprise users to access critical business data in real time without the hassle of manually importing and exporting between disconnected systems. You save significant time and effort while also minimizing human error.

Smart Automation Boost Efficiency

Another major theme in Enterprise 2024 is new automation capabilities that reduce repetitive tasks. With custom workflows and process automation, you can configure Intelligent Apps to handle time-consuming processes for you.


For example, you can set up an automation that gathers data from emails and forms and then creates invoices, sales orders, and other transactions accordingly. This removes the need for someone to enter that data across multiple systems manually. Just configure it once based on your unique workflows and let QuickBooks handle the grunt work from there.


QuickBooks is particularly touting the new Procurement Automation as a game-changer for businesses. It adds smart scanning and process automation tailored specifically for accounts payable workflows. You'll be able to capture data from paper and digital documents automatically, and then route bills for approvals and payment based on your approval matrix.

By leveraging these kinds of automation features, finance teams can focus their efforts on value-added tasks rather than data entry. QuickBooks takes care of the busy work, while your team handles the strategic analysis.

Optimized for Ease of Use

While new integrations and automation represent major improvements, Intuit has also focused on overall usability with the 2024 release. The goal is to make QuickBooks as intuitive as possible, allowing any team member to access financial data and insights easily.

The visual interface has been refreshed to more prominently highlight key info like profit margins, account balances, and budget vs. actuals. The navigation is also improved with the addition of role-based home pages and search bars across the entire platform. Finding the information you need takes just a few clicks.


The ability to customize fields, views, and reporting has been enhanced as well. You can now tailor QuickBooks to match your business processes and terminology rather than trying to fit your workflow to the software. For example, a contractor may want to replace the term "Invoice" with "Work Order". That level of customization is now simple to implement.


For new users, QuickBooks 2024 also introduces enhanced onboarding resources and step-by-step guidance. Getting up and running on the new platform will be faster than ever, even if your team is new to QuickBooks.

Is QuickBooks Enterprise 2024 Right for You?

QuickBooks Enterprise 2024 represents a major leap forward with improvements focused on ease of use, deeper integrations, and intelligent process automation. It has the potential to save companies significant time while improving access to real-time data.


Whether you should upgrade to Enterprise 2024 depends on your current tech stack and business needs. It makes the most sense for growing businesses that want to break free of disjointed systems and inefficient manual processes. The automation capabilities alone represent an avenue for scaling without proportionally growing headcount.


That said, the subscription pricing still represents a hefty investment. For some very small or very large businesses, Intuit's other products, like QuickBooks Online or Microsoft Dynamics, may make more financial sense.


Overall though, QuickBooks 2024 is positioned to be Intuit's most powerful, flexible, and well-integrated solution yet for mid-sized businesses. If your company has outgrown entry-level accounting systems, Enterprise 2024 brings together best-in-class financial management with the power of automation.

Key Takeaways: QuickBooks Enterprise 2024

  • Deeper integrations with Salesforce, Box, and other apps reduce repetitive manual entry between disparate systems.
  • New automation capabilities let you configure intelligent apps to streamline time-consuming processes like accounts payable.
  • Interface and navigation upgrades focus on ease of use for all team members. Customization also allows tailoring to your workflows.
  • While expensive, it can scale with businesses much better than entry-level accounting software. Ideal for growing mid-sized companies.
  • Overall, QuickBooks Enterprise 2024 brings significant productivity and efficiency gains through integration, automation, and usability.