RSSCategory: QuickBooks Add-ons

Business Analytics with Finagraph

Business analytics for small businesses is the great frontier these days. It’s an area where most SMB’s just haven’t taken the time to explore, it’s a tool that accounting professionals should implement in their quest to become a trusted advisor to their clients. A new tool in this area is Finagraph, which brings a different […]

August 7, 2014 | By | 3 Replies More

TRANSAX Gateway for QuickBooks Desktop Merchant Services

If you’re working with QuickBooks desktop and process credit card or ACH payments either directly or through a website, processing those payments and getting the information into QuickBooks can be a pain. Today we’ll take a quick look at an interesting product that offers many options (as well as opportunities for accounting professionals) – TRANSAX Gateway. […]

July 23, 2014 | By | 10 Replies More

QuickBooks Online and Square Register

Square offers an interesting point of sale (POS) system for the iPad, iPhone, and Android devices called Square Register that integrates with QuickBooks Online and QuickBooks Desktop. I talked about Square Register in a prior article, now let’s take a quick look at QuickBooks Online and Square Register. Note that the integration with QuickBooks desktop […]

June 23, 2014 | By | 2 Replies More

QuickBooks 2014 R6 Has Bugs!

The QuickBooks 2014 R6 update was released to manual update on June 12, and as I described in this article, it fixed a lot of problems. Unfortunately, we are finding that it also introduced some new problems. 7/3/2014: Intuit has released QuickBooks 2014 R7 to address some of the problems outlined in this article. Information […]

June 20, 2014 | By | 77 Replies More

QuickBooks Online Expense Management with Tallie

Tallie is a simple-to-use but full-featured online expense management system that captures expense data from a variety of sources and provides a system for reviewing, submitting, and approving expenses. I reviewed Tallie last year in my article “QuickBooks Expense Management with Tallie,” and talked about how it integrates with QuickBooks Desktop. Now Tallie is extending […]

June 17, 2014 | By | Reply More

QuickBooks Online Video Review: Part 3

In Part 3 of my QuickBooks Online Video Review, I’ll be covering the import and export of data, add-ons, reports, sales tax, Quickbooks Online Accountant, file attachments, and offer my overall opinion of QuickBooks Online. This is the final installment of my QuickBooks Online Video Review series. QuickBooks Online Accounting Software Video Review: Part 1 QuickBooks Online Video […]

June 13, 2014 | By | 8 Replies More

QuickBooks Advanced Inventory Lot Mop

Lot Mop is a low-cost utility that works with the Advanced Inventory feature that you can add to QuickBooks Enterprise. This can be used to import lot and serial numbers as well as quantities when working with multiple locations. Let’s take a look at what it can do. Advanced Inventory The Advanced Inventory subscription feature […]

May 27, 2014 | By | 1 Reply More

An App You Use with QuickBooks Needs To Be Updated!

The above title is also a QuickBooks Online app warning message you may be receiving if you use QuickBooks Online and certain apps that have worked with QuickBooks Online for several years. The warning certainly can be disconcerting: “We’ve noticed you’re using a 3rd party application that will no longer work after May 15, 2014” (Figure 1). That sounds serious! […]

April 17, 2014 | By | 7 Replies More

American Express and Intuit Launch ReceiptMatch with QuickBooks

Intuit and American Express OPEN are launching an app that provides a close integration between American Express (AmEx) business cards and QuickBooks: ReceiptMatch with QuickBooks. This partnership was announced last November at Solutions13 (as I mentioned in my article on changes in QuickBooks software integration), and now we finally get to see the product. Let’s […]

April 3, 2014 | By | 15 Replies More

QuickBooks Business Analytics with webKPI

QuickBooks is a great core accounting tool, but it has major shortcomings when you look at its reporting and analysis tools. You have basic reports and a few graphs, but they’re inflexible and don’t provide the kinds of insights that a business owner or an accounting professional needs. To solve this, you can turn to […]

April 1, 2014 | By | 7 Replies More

Integrating FreshBooks with QuickBooks

FreshBooks is a very popular online program for small business billing, and the company recently announced a feature that will post information from FreshBooks into QuickBooks Desktop. Let’s take a look at how this new feature works and mention some alternatives you might want to consider. What FreshBooks Can Do Although the product is called “FreshBooks […]

March 3, 2014 | By | 14 Replies More

Improving Cash Flow with Fundbox

Cash flow can be a problem for a small business. You can have plenty of cash in receivables, but if you don’t have a reserve in the bank, you can find yourself in trouble when you have to pay your bills. Let’s talk about Fundbox, an interesting service that can be used to leverage the receivables […]

February 19, 2014 | By | 11 Replies More

QuickBooks Business Analytics with BizTools

QuickBooks is a good product for capturing business data, but if you want to be successful and grow a business, you need to take your business data and analyze it – not just “print reports.” You have to dig into the depths of your QuickBooks data and pull out detailed analyses of your financial and sales […]

February 18, 2014 | By | 7 Replies More

TransferMate Smooths QuickBooks Foreign Currency Payments

Dealing with suppliers in another country can be complicated. You can enable the QuickBooks foreign currency feature to help, but even with that enabled, you’ll find that working with banks and foreign currency exchange rates can be frustrating. It can also be expensive! Let’s take a look at TransferMate, a product that helps simplify these […]

February 3, 2014 | By | 2 Replies More