Category: Product Reviews
SmartVault for QuickBooks Document Management, and Beyond
Document management can be a critical process for your business. At the simplest level, it is an easy way for you to store and retrieve documents easily. You can expand the process to include things like records compliance, document security, reducing the amount of paper you are storing (a “paperless office”), improving communications between employees, [...]
QQube Update
A bit over a year ago I wrote about an exciting new reporting tool, QQube (see QuickBooks Reporting is Simple with QQube). I work extensively with the QuickBooks database and I was really excited by the potential that I saw in this product. This is the best QuickBooks reporting tool available in my mind, and [...]
Are You Safeguarding Information When Sharing Files with Others?
As an accounting professional, you’re required to transfer sensitive information every day in tax returns, payroll reports, financial statements, QuickBooks or Peachtree files, and other financial documents. Most of us would just attach these items to an email, but is that really the safest, smartest way to share information?
Working with QuickBooks from an iPad with qBooks
When I’m traveling I prefer to take my iPad to work from remote locations, rather than a phone (too small for my eyes and fat fingers) or a laptop (to bulky to get through airport security). But how do I work with my QuickBooks file when I’m on the road? Let’s take a look at [...]
QuickBooks and Windows 8
Sheesh, I just got used to Windows 7, and now they are coming out with Windows 8? Now we have to worry about QuickBooks being compatible with ANOTHER operating system? I got hold of a “Consumer Preview” copy of Windows 8 and I’m trying it out with QuickBooks – let’s see how it works!
Importing QuickBooks Transactions with the Transaction Pro Importer
Importing information into QuickBooks can be a difficult chore, but it is a task that many people need to perform. One of the best tools that I’ve found over the years is the Transaction Pro Importer from Baystate Consulting. Let’s take a look at this important tool.
1099s the Easy Way
Prepare, E-Deliver, and E-File All of Your 1099-MISC forms in 30 Minutes or Less If you’re sick of the hassle and costs of preparing, printing, mailing, and filing 1099 forms consider Track1099. This is a Web application that integrates with accounting software (QuickBooks Online, Bill.com, Intacct, and others) to automatically import all of your vendor details. [...]
QuickBooks EasySaver
One of the new features of QuickBooks 2012 is Intuit EasySaver, a service that Intuit is rolling out with the intent of saving YOU time and money when purchasing supplies and items for your business. I interviewed Parker Thomas of Intuit, who is the Senior Product Manager for EasySaver. According to Parker, most small businesses [...]
Salesforce for QuickBooks
Salesforce is one of the most widely used CRM products available. QuickBooks is the leader in small business accounting. Leaders in their respective areas, but they didn’t work with each other. Frustrating? Sure, but now Intuit has the answer for you, Salesforce for QuickBooks! But, is it the right product for you? There may be [...]
iDonatedIt
I’m always looking for ways to help justify having an iPad. Here’s an interesting little app that Doug Sleeter introduced me to recently – iDonatedIt. This is a simple app for the iPad, iPhone and iPod Touch that you can use to easily track non-cash items that you donate to charity. Why am I writing [...]
