Join us for a special QB 'Appy Hour Open Mic episode with ProAdvisor Kelly Gonsalves of TotallyBookedNYC! Kelly will share her experience and valuable tips for working with clients who trade internationally. Learn workarounds and best practices when handling international payments in QuickBooks Online and how her partnership with sponsor, Veem, has helped bring additional […]
Explore tools to help you automate your bookkeeping processes in ways you may never have thought possible. Learn about apps like Zapier, OneSaas, IFTTT, and the new Routines feature in QuickBooks Labs. We'll be joined by our friends at AutoEntry to demo how you can automate the data entry of transactions including purchases, invoices, and […]
What are the qualities of a great apps partner? In this episode, we'll chat about what to look for in a great apps partner for your firm and ways to maximize the relationship to make it the best it can be. Erron Stark, VP of Channels at ADP will introduce their amazing Accountant Connect platform […]
Finding the right tool to manage inventory can be tricky for a small business. In this episode, we'll explore the inventory features and best practices for managing inventory in QuickBooks Online and what to look for when choosing an inventory app. Kylie Shifflebein with sponsor, LOCATE Inventory will be joining us to weigh in and […]
We're back at Scaling New Heights, the home of our very first The QB 'Appy Hour episode! This special episode is Sponsored by ADP and is being broadcast from the Inuit booth at Scaling New Heights 2019. Annie Terry and Geni Whitehouse will be joining us and Penny Inc. will be telling you how to […]
Sponsor Housecall Pro has invited open mic guest James Griner to join us on the show and talk about the field service management app and how James uses it to help serve his clients.
Law Firm Billing Software Streamlined. Modern. Lean. Join us for our first Niche Spotlight episode! In this episode, we'll speak with ProAdvisors that focus on serving law firms in their practices. Learn how they have grown their firms by specializing and whether this could be a good fit your firm! Most law firms don??t need […]
Cash flow is the lifeblood of a business and something that is top of mind for most clients. In this episode, learn the ins and outs of what makes an effective cash flow forecast and how you can use the features and reports in QuickBooks to provide clients with the information they need to make […]
Shopify is a leading eCommerce website building platform that has a spectrum of rich features to build a simple website to a super complex one, but integrating into QuickBooks can be a challenge! In this episode, you'll learn about the challenges and best practices for working with eCommerce clients. In our December 2018 episode, you […]
Learn how to safeguard your QuickBooks Online Data in this QB 'Appy Hour episode!
Join Liz and Heather for a special (Z)'Appy hour with ProAdvisor Neal Coogler and Jesse Parker, Community Manager at Zapier!
In this episode, Liz and Heather will share how you can make apps REALLY work for you by freeing the valuable time spent doing mundane admin tasks. Learn where to focus first in your firm and how to tell what kind of impact adopting technology will have on your workload and your bottom line. Our […]
Breaking News! If you've been backing up with Chronobooks, then you received an email from Intuit that service will be discontinued as of February 25th and all your data will be deleted. Rewind is backup service that offers secure backups of your QuickBooks data and offers additional features that weren't available in their competitor. Join […]
Learn how to use Aero to manage accounting firm workflow! Together we will map out typical firm tasks and how best to use apps to manages client tasks. By using the superpower of Zapier, we will demonstrate how recurring tasks can be automated, slack messages sent, and how Google integration help to create a unified […]
How to import historical data into QuickBooks Online In this episode, we'll explore best practices when importing historical list and transaction data into QuickBooks. How should you format data so that your import is as efficient and accurate as possible? We'll also examine the QuickBooks Online and Desktop database schema.
Managing fixed assets with NettTracker Fixed asset management has long been a struggle for QuickBooks Online users. What if there was an app that would scan your transactions and automatically flag fixed assets and allowed you to automatically record depreciation entries?
