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?
Cloud accounting is all the rage today but many accounting pros still support clients who use desktop-based applications. In this episode, we'll show you how firms can create and support an entire desktop ecosystem in the cloud using RightNetworks hosting platform.
Learn how Commerce Sync can save time and improve accuracy by importing Clover daily sales summary into QuickBooks Online. Automate your Clover sales to create error-free accounting of sales, discounts, and expected deposits. Join us for this episode to see a demo of how to enable automatic imports and map your accounts. Clover is a […]
In this episode, learn about apps on ADP Marketplace that can help businesses engage and support their employees through changes in their normal work routines. Did you know that ADP® integrates with platforms like Slack, Microsoft Teams and Workplace by Facebook, allowing employees to check their PTO hours and valuable HR information just by typing […]
Our guest, Todd Robinson, comes to us with over 16-years of experience in the accounting industry having worked for a number of software technology vendors, most recently partnering up with Vic.ai as their Head of Strategic Accounts to help them pioneer Artificial Intelligence (AI) and machine learning in this new Era of Intelligent Accounting. With their true […]
Join us on August 11th for a special QB 'Appy Hour Open Mic session with Sherrell Martin from Nitram Financial Solutions and David Leary from Melio Payments and the Cloud Accounting Podcast .
The current economic environment has made funding for small business even more complicated. How can accounting professionals help their clients be innovative and change the way they think about staying fiscally viable and funding growth.
Experience unparalleled productivity with new practice management software that deeply integrates with your work email, accounting and tax software. Centralize all of your contacts, communication and work online with Intuit Practice Management powered by Karbon. With nothing to install or maintain, you'll be up and running in no time.
In this episode, we'll explore the new features of the redesigned Transaction Pro dashboard!
