RSSCategory: QuickBooks Add-ons

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 | Reply 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 | 6 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 | 10 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 | 9 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 | 8 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

QuickBooks Freight Allocator Utility

How do you allocate freight costs to bills for inventory items that you’ve received in QuickBooks? If you want to enter a “landed cost” for these items, it can be a chore. Let’s take a look at a program that can simplify this task – the QuickBooks Freight Allocator utility from Karl Irvin. The Problem with Landed […]

January 9, 2014 | By | 6 Replies More

Helpful QuickBooks Utilities – Purchase Order Manager

Utility programs can make your life easier when you work with QuickBooks. I’m always looking for little tools that help with some common task. Let’s look at  a nice product from J Rushing, Inc., Purchase Order Manager. You can use this low cost tool to: Close open Purchase Orders quickly, either individually or in a […]

January 2, 2014 | By | 4 Replies More

Deleting QuickBooks Transactions and Lists

Deleting QuickBooks transactions and list records in bulk can be a time consuming task. QuickBooks (Windows desktop version) doesn’t have a feature that lets you easily delete a large number of transaction records (such as invoices, checks, inventory adjustments) or list records (such as items, customers). Within the program itself, you have to go through […]

December 11, 2013 | By | 11 Replies More

Tools for Transferring QuickBooks Inventory Data

The concept of moving data seems so simple – I want to move my data from one software program to another. But the reality is a lot more complicated. When transferring QuickBooks inventory data (either into or out of QuickBooks), you are usually restricted by the “fields” associated with the item list, either in QuickBooks […]

December 5, 2013 | By | 18 Replies More

Helpful Utilities – Inactivate QuickBooks Customers

Anyone who works extensively with QuickBooks will collect “utility programs”, tools that they use to make changes, fix problems, perform little tasks. Some of these are major tools like the Transaction Pro Importer from Baystate Consulting, one of my personal favorites. Some can be little utilities like Karl Irvin’s Invoice to Bill. Today I’d like […]

December 3, 2013 | By | 1 Reply More

QuickBooks Software Integration: Big Changes

I firmly believe that an important feature of ANY accounting product is the ability to create an ecosystem of add-on products created by third-party developers. If an accounting product can’t let other companies expand its feature set, that product is severely limited. That is why I pay so much attention to the ways that you […]

November 13, 2013 | By | 48 Replies More

How to Successfully Integrate QuickBooks with Multiple Sale Channels

Companies that sell through several channels (i.e. physical stores, web stores, online marketplaces, etc.) are finding it more and more difficult to handle the “transaction shuffle.” Do you know what I mean? Post order information here, send shipping information there, update inventory when you get time. It doesn’t take long to fall behind or to […]

October 23, 2013 | By | 3 Replies More