Instabooks offers a significantly faster user interface for QuickBooks Online, designed to streamline accounting workflows for bookkeepers and accountants. It mirrors QuickBooks Online data into a high-speed web application, allowing for batch editing of hundreds of transactions simultaneously, instant switching between client files, and immediate drill-down into account ledgers without any waiting time. The core value proposition is to eliminate the delays and inefficiencies often encountered with the standard QuickBooks Online interface, saving users valuable time.
- Speed: Features an instant general ledger with virtual scrolling, filtering, and drill-down capabilities for accounts with over 100,000 lines, eliminating pagination.
- Real-time Collaboration: Enables multiple users in different browsers to see edits instantly, including those made directly in QuickBooks Online.
- Snappy Multi-Company Switching: Allows bookkeepers managing numerous clients to switch between files instantaneously.
- Two-way QuickBooks Sync: Provides real-time updates to and from QuickBooks Online, ensuring QuickBooks remains the source of truth.
- Drill-through to QuickBooks: Offers a one-click link from every transaction in Instabooks back to its native QuickBooks Online page.
- Power Features: Includes batch editing for large numbers of transactions, a one-screen chart of accounts management, and one-click export of any view to CSV.
- Cleanup Tools: Facilitates batch-recategorizing transactions, reorganizing charts of accounts, and exporting before-and-after data for cleanups.
Instabooks is built on Intuit's official platform and is Intuit Security Audit Certified, ensuring data security and compliance. It uses standard OAuth for sign-in, giving users full control over access, which can be revoked at any time from their Intuit account. The application syncs data in real-time via webhooks, creating a fast local projection of QuickBooks Online data, with edits flowing back instantly. Instabooks is not a separate ledger but a fast view onto existing QuickBooks Online data, ensuring data integrity and security with Intuit.
A 14-day free trial is available with no credit card required. After the trial, the service costs $15/month per company.