Tag: Xero

Consultants Reference Guide

Connecting the Pieces in the Chunkified World of Business Processes

For those of us who make a living focused on desktop accounting software such QuickBooks, Peachtree, or any of the dozens of Windows-based accounting products, I see huge disruption, but also exciting opportunities on the horizon. As I look around at new innovations, new venture capital investments, and new successes in the market, I’m becoming more and [...]

| March 14, 2012 | 5 Comments More

QuickBooks Online Data Access and Security

I have a “thing” about data security. I think that most businesses don’t do a good job in securing their data. They don’t make backups properly, they don’t protect the data, they don’t ensure that they will continue to have access to important information,  they don’t understand what is being done with their data. Lately [...]

| January 4, 2012 | 8 Comments More

Can QuickBooks Keep Up With Microsoft?

If you work with QuickBooks (the desktop version) you know that it is intimately intertwined with Microsoft products. There are advantages to this, but also many disadvantages. I’m wondering how this is going to work out as our industry evolves over the next few years. Let’s take a look at some of these issues, and [...]

| June 9, 2011 | 18 Comments More

Moving towards “Xero” Data Entry and Better Client/Accountant Collaboration

One of my top goals is to keep myself, our company, and our network of consultants on top of technologies and trends that help us grow our business, be more efficient, and make better recommendations to our clients. Lately I’ve been looking at a trend that I believe will make a fundamental change in how [...]

| May 18, 2011 | 24 Comments More

Integrating QuickBooks with ACT! and Xact

Sage ACT! is a widely used CRM system, and there are a number of different products available that can connect QuickBooks with your ACT! system. One very interesting integration product is the Xact Accounting Link for ACT! and QuickBooks.

| May 16, 2011 | 5 Comments More