QuickBooks Connect 2018 Exhibitor Preview - Part 4

QuickBooks Connect is being held November 5 - 7, 2018 at the San Jose (California) Convention Center. Leading up to QuickBooks Connect our coverage will include a preview of featured exhibitors.

QuickBooks Connect - Level 2 Exhibitors

In this article we will preview several of the 'Level 2 Exhibitors' at this year's conference.

Aero

Aero is workflow software for Accountants by Accountants. Aero gives you the tools you need to take your firm’s knowledge capital and put it to work. Your processes and procedures are integrated with your tasks, making your firm efficient, scalable and profitable.

With Aero, you will be confident that client work won’t slip through the cracks. One-time projects, recurring tasks, client emergencies — even email – are all seamlessly integrated into one list, so you and your staff have a clear view of what needs to get done today. Aero gives you a clear overview of all client work: what’s done, what’s in progress and what’s about to be overdue. Aero’s integrated time tracking allows you to spot scope creep while it’s happening. Aero’s management reports help you to manage your practice with insights into metrics like staff performance and project job costing.

If you have been looking for a workflow tool designed for the work that accountants, bookkeepers, business consultants and ProAdvisors do, then be sure to stop by the Aero booth on the exhibit hall floor.

AutoEntry

AutoEntry is a data capture tool designed to import bills, receipts, sales invoices, bank and credit card statements and more into QuickBooks. AutoEntry is an intelligent, cloud-based solution which eliminates manual data entry for accountants, bookkeepers and small businesses.

Available as a web or mobile app, AutoEntry captures and analyses data from scanned and photographed receipts, invoices, bank and card statements and more, and securely inputs this information into QuickBooks. AutoEntry is a smart solution that remembers how you categorize your expenses, so you won't ever have to categorize them again.

AutoEntry offers fair and flexible pricing using a credit pricing approach rather than a fixed monthly subscriptions per company. So be sure to check-out the AutoEntry booth in the exhibit hall at QuickBooks Connect, you may just find that it’s the back-office automation solution you have been looking for.

ClockShark

For construction and field service companies who want to get rid of paper time sheets, ClockShark is the GPS time tracking app that's both powerful and easy to use. ClockShark’s cloud-based mobile time clock system uses the latest mobile app and GPS technology (GPSTrak™) to automate time tracking in a simple, easy to use way that both your field and office staff will love.

Whether you're using QuickBooks Online or a desktop version of QuickBooks, you're covered! Just import your jobs and service items from QuickBooks, then export time directly to QuickBooks. No more double data entry!

Make sure to stop by the ClockShark booth in the QuickBooks Connect exhibit hall.

Hubdoc

Hubdoc is a practical, easy and versatile solution with the ability to ‘fetch’ documents automatically. Hubdoc allows you to automatically collect bank, credit card, phone and other similar statements and bills. This substantially cuts down on time spent otherwise manually retrieving these documents. You can also securely store and unlimited number and type of documents.

In addition to fetching data, Hubdoc gives you the ability to publish that data into your integrated applications like QuickBooks Online. With Hubdoc you can publish inventory items, publish multiple line items, publish class and customer, as well as publish deposits and refunds.

Hubdoc is mobile ready which means you can access it from your tablet or smart-phone (Apple or Android) as well as your desktop (or laptop). So, stop by the Hubdoc booth in the exhibit hall to check out why Hubdoc is a favorite App of so many ProAdvisors.

Locate Inventory

Locate Inventory is a cloud-based inventory solution that integrates with both QuickBooks Online and QuickBooks Desktop. Locate also integrates with more than 15 other products, including E-commerce platforms like Magento, Shopify, BigCommerce and 3dcart. You can also connect to UPS, FedEx, ShipStation and Endicia. Locate also supports Authorize.net.

Locate has a lot of features that make it more like bigger ERP systems but maintains a functional look and feel that most SMBs will appreciate. Take customers, for example, you need the ability to capture the information you want whether you fulfill inventory orders directly from your own stock or via a supplier’s stock. Locate gives you the ability to customize your customer profiles with any information you want.

Locate also gives you the ability to leverage the power of your inventory data with Sales Order prioritization and work assignments that follow rules based on the best workflow for your operation. It is designed to maximize inventory efficiency and have your team effectively processing orders, rather than waiting around to see “what’s up” with a specific order.

Even though Locate works with QBO and QBD, it still has its own detailed Ledger. This internal ledger makes it easy to reconcile between Locate and QuickBooks as well as identify any discrepancy that might occur. Locate retains all the details of your transactions and posts a single journal entry each day into QuickBooks Online or QuickBooks Desktop, this streamlines the integration process and prevents ‘bloating’ of your QuickBooks file.

So, if you are trying to ‘locate’ a better inventory solution for your QuickBooks’ customers then make certain to check out Locate Inventory in the QuickBooks Connect exhibit hall.

Method

With Method, the #1 rated CRM by QuickBooks Users, you will streamline your operations and grow sales. Method:CRM was designed specifically for QuickBooks users and enables your team to build relationships on every side of your business.

Unlike other CRMs, the combination of Method’s deep QuickBooks sync and no-code customization engine enables businesses to achieve their optimal workflows. Method’s sync provides more than just a view of your QuickBooks data; your team is able to view, edit, and add QuickBooks data, including Contacts, Sales Transactions, Payments, Vendor Transactions, List Items, and much, much more.

Customization is a method basic, this is an application that was designed to be easily customizable to meet user requirements. With their ‘design once, use everywhere’ approach, Method applications designed on the desktop flow easily to tablet or smart phone without additional modification essentially regardless of the underlying OS for those devices.

If you have been looking for a CRM application that is more than a mere CRM, be sure to check out Method at their booth in the exhibit hall.

Neat

From expense capture and tracking to document and invoice management, see why Neat helps you stay organized and focused on growing your businesses.

The Neat story was born from a single idea – there’s a better way to deal with receipts for expense reports. That idea continues to evolve into a way to transform and manage digital or paper documents into data that professionals can use.

Since 2002, Neat has been a vital resource for small businesses and sole proprietorships needing fast and accurate document reduction and spending management solutions.

Neat provides a cloud-based expense data and document consolidation, retention and processing platform with a simple and intuitive reporting interface enabling users to get the results they need with no hassle. Neat fully integrates with QuickBooks allowing users to create expense reports in Neat that update into QuickBooks for reimbursement.

You really should stop by the Neat booth in the exhibit hall to see how easily you and your clients can stay organized with this 'neat' solution!

Qvinci

Qvinci is the #1 financial reporting App in the QuickBooks App Store. Qvinci is a global leader in financial reporting technology, their patented software works with QuickBooks® to provide insightful reporting and game-changing analysis. Qvinci’s business intelligence provides actionable data, critical insights and custom KPIs that will exceed your expectations.

Qvinci Solo is the newest member of the QuickBooks Accountant Apps Program so make certain to check it out while you are at the conference because this is the solution that Insightful Accountant's own 'Murph' commented, "Qvinci Solo has hit a 'reporting home run' out of the ball park."

Qvinci empowers accountants and business consultants to be viewed by their clients as trusted advisors. Qvinci helps you increase billing realization while optimizing operational efficiencies through cost-effective automation like dynamic mapping that turns dissimilar account names into a standard chart of accounts.

With Qvinci, you will find that your reporting and analysis needs streamlined and precise, so step on over to the Qvinci booth on the exhibit hall floor at QuickBooks Connect to experience a reporting masterpiece. Be sure to ask them about their new Dynamic Report Blending and Advanced Business Intelligence based KPIs.

TrueCommerce

TrueCommerce revolutionizes trading partner connectivity, visibility, and collaboration by linking suppliers, retail hubs and end consumers in one global commerce network. With their flexible, integrated and fully managed service solutions, customers of any size can easily connect and collaborate with any trading partner while enjoying the peace of mind of a proven service platform that reliably handles hundreds of millions of transactions annually without the need for any customer interaction.

From the factory to the warehouse, from distributor to retail storefront, achieve new levels of business connectivity and performance with the world’s most complete commerce network. With TrueCommerce you can have all your orders in one system serving both B2B and B2C sources, fully meet the EDI requirements of your major suppliers and customers, and also insure that the right quantities of products are not only available for your orders but stay in stock to fulfill that your critical order.

So, if you need to connect, integrate and accelerate your sales and supply channel connections, then stop by the TrueCommerce booth on the exhibit hall floor at QuickBooks Connect to find out just how easy they can make eCommerce a reality for you.

Stay tuned for more QuickBooks Connect Vendor Previews we will be posting every few days between now and the conference. And remember, it's not too late to register for the conference if you haven't done so already, at the official QuickBooks Connect 2018 Registration webpage. For information regarding travel, location details including parking, and nearby hotels, see the official QuickBooks Connect Travel webpage.