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Manual finance workflows can feel like a full-time job on their own—chasing invoices, entering the same data twice, and wondering if your numbers are actually up to date.
We’ve been there too. That’s why we’re excited to share how Knack integrates seamlessly with QuickBooks to bring you a better, faster, and error-free way to manage everything from purchase orders to expense reports.
You don’t need to code. You don’t need extra tools. You just need Knack + QuickBooks.
Why Automate Finance Workflows?
Manual finance processes don’t just slow you down—they cost you time, accuracy, and momentum. Whether it’s entering data into spreadsheets, chasing down approvals, or trying to reconcile records across platforms, the inefficiencies add up fast.
With Knack and QuickBooks working together, you can automate the entire financial workflow. That means fewer errors, more visibility, and a lot more time back in your day to focus on growth—not grunt work.
Here’s what that looks like in action.
Purchase Orders: Ditch the Spreadsheets for Real-Time Tracking
Processing purchase orders manually often means juggling spreadsheets, email chains, and disconnected systems. That’s not scalable—and it’s not sustainable.
With Knack and QuickBooks integrated, you can automatically send purchase order data from Knack to QuickBooks. You’ll gain a centralized system where you can:
- View order status
- Track vendor progress
- Monitor payments
All without lifting a finger—or opening Excel.
Sales Management: Connect the Dots Between Deals and Dollars
Your sales team closes a deal. Now what? Without automation, someone still needs to create a customer record, generate an invoice, and update the books. That lag can lead to delays, errors, and unhappy clients.
By connecting Knack and QuickBooks, you streamline the process:
- Close a deal in Knack
- Automatically sync the data to QuickBooks
- Generate invoices instantly and keep finance in the loop
No more silos. Just seamless handoffs from sales to finance.
Expenses: Submit, Sync, and Move On
Expense reporting is usually a time-consuming chore—for employees and finance teams alike. Collecting receipts, filling out forms, tracking down missing data—it’s all a huge time sink.
With Knack and QuickBooks, the process becomes effortless:
- Employees log expenses in Knack
- Data is validated and synced in real-time with QuickBooks
- Finance teams gain instant visibility and control over budgets
The result? Fewer errors, faster reimbursements, and happier teams.
E-commerce: Real-Time Inventory and Sales Tracking
Running an online store? You’re going to love this.
With Knack and QuickBooks working together, you can:
- Sync orders from your Knack app to QuickBooks automatically
- Keep real-time inventory and sales data without extra plugins
- Manage payments and order data in a single Knack dashboard
Best of all? You can add these capabilities to any Knack template—no dev team required.
Let’s Get into the “How”
Step 1: Collect Invoice Data in Knack
Start by building a simple invoice form in Knack. Customize fields for:
- Vendor info
- Line items
- Due dates
- And more
Knack automatically validates entries so you reduce errors at the source.
Step 2: Automate Approval with Knack Flows
No more emails like “Hey, can you approve this invoice?”
Use Knack Flows to route invoices based on:
- Amount thresholds
- Departments
- Vendor rules
Each step in the flow happens automatically—including notifications—so nothing slips through the cracks.
Step 3: Send to QuickBooks Instantly
Once approved, invoices get pushed directly into QuickBooks.
Set up the sync in Knack by:
- Mapping fields (like vendor name, amount, PO number)
- Setting triggers (new invoice, approval complete, etc.)
- Automating payment processing
All of this happens in real time with no code required. The interface is visual and intuitive—think drag, drop, and done.
Track the Entire Invoice Lifecycle in One Place
From creation to approval to payment, Knack lets you track the full status of every invoice in your dashboard. No more wondering:
- “Did finance get this?”
- “Has it been paid yet?”
- “Who’s waiting on who?”
Everything is visible, automated, and up to date.
Save Time. Reduce Errors. Get Paid Faster.
Knack + QuickBooks is a game changer for finance teams, sales teams, and business owners who are tired of wasting time on manual processes.
With this integration, you’ll:
- Speed up approvals and payments
- Improve accuracy
- Get full visibility into your financial workflows
- Scale without adding manual overhead
You can start with a ready-made Knack template or build your own custom process.
No code. No clutter. Just automation that works.
Start your free trial today and see how easy it is to connect Knack and QuickBooks—and finally take control of your finance workflows.
