Countdown to QuickBooks Connect 2019 - Part 5

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Here at Insightful Accountant we began our 'countdown' to QuickBooks Connect more than a month ago with features about some of our favorite speakers who will be teaching breakout sessions. Last week we began looking at the sponsors who make it possible to 'connect' with so many of the featured products that work with QuickBooks. We are continuing to give you 'extra details' about the QBC sponsors so you can plan your trek thru the exhibit hall to make certain you see those products and services that will be most meaningful to you and your clients.

ReceiptBank

More of your clients can benefit from real time bookkeeping with the Receipt Bank connection with QuickBooks Online, including the new connection with QBO Simple Start. QBO connectivity means automated data entry and a better experience for clients when combining Receipt Bank with any version of QuickBooks Online. Receipt Bank collects and extracts the receipt data allowing you, the accountant, bookkeeper, or ProAdvisor to review and publish it straight to their QBO software for reconciliation.

And did you know that Receipt Bank has, as of last month (September 2019) surpassed the processing of their 250-millionth document (receipt, bank statement, invoice) into digital data worldwide. "You might say that Receipt Bank is becoming the new business normal..."

With 'Automatic line item extraction' Receipt Bank makes the processing of line items effortless so you can have the control and accuracy of a manual workflow without compromising on time. The new automatic line item features give you the ability to turn the feature on for each supplier as required and Receipt Bank takes care of the rest.

As if traditional receipt data extraction was not enough Receipt Bank has recently introduced 'Sales Invoice Extraction' in which they apply their world class data extraction capabilities to sales invoices. This new feature makes the power and accuracy of Receipt Bank available across all your accounts receivable and accounts payable workflows turning Receipt Bank into your ultimate one-stop solution for pre-accounting tasks. This new solution allows you to easily review and publish data for processing cost and sales invoices leaving you to provide the best experiences for your clients in real time.

It's now easier than every to upload receipts with the Receipt Bank for Android mobile App. You can import images directly from your gallery, camera, or any third-party app that supports images. Simply tap the share button and select Receipt Bank.

So, if you thought Receipt Bank simply turned receipts into images (data capture), you need to stop by their booth in the exhibit hall at QuickBooks Connect to find out how they can optimize and refresh your accounting and bookkeeping processes to create a profitable workflow with the most sophisticated technology and resources available. "Afterall, 250+ million data extractions is quite a 'track record'." 

Patriot Software

Patriot Software provides fast, simple and affordable payroll software. Pay your employees easily in 3-simple steps and automatically sync your payroll data with your QuickBooks Online account. The moment you finish your payroll, we'll trigger the automation that logs your payroll entries into your QBO account. You won't have to do a thing.

With their ‘Basic Payroll’ you will easily run your own payroll and handle payroll taxes yourself. Patriot’s ‘Full-service Payroll’ let’s you run your own payroll, and then they handle all your payroll taxes. Patriot also offers ‘Time & Attendance’ to simplify your payroll and timekeeping as well as ‘HR Software’ to streamline your Human Resource processes.

As a ProAdvisor, Accountant, CPA or Bookkeeper, you can earn revenue when you join Patriot’s Royalty Program and you will also realize low monthly/per-employee payroll processing costs. By the way, there is no charge to sign up for the 'royalty program'. If you are looking to add payroll and human resources to your service offerings, or to change how your provide those services, make certain to stop by the Patriot Software booth at QuickBooks Connect.

CPA.com

CPA.com is the technology arm of the AICPA. CPA.com offers a growing list of products and services for practice management, client advisory services and professional development. CPA.com company has also been a driving force around the reemergence of virtual CFO/Controller services by firms.

The accounting landscape is changing rapidly, and firms are rethinking their strategies for tax, accounting and finance. CPA.com can educate your firm on ways to transform accounting and advisory services, and provide you with expert guidance and tools to help you grow your practice. 

They offer, and provide guidance concerning, leading technology solutions for your advisory, tax or audit practice. They can not only network you with other innovative practitioners, but provide consultative advise to help your firm build out your strategy.

Make certain to stop by the CPA.com booth in the exhibit hall of QuickBooks Connect to find out how they can become your source for taking the complexity out of moving your firm into the digital arena - enabling you to focus on growing your business with the smartest solutions in our industry.

Float

Float is cash-flow forecasting software for business owners, finance departments and business advisors. It integrates seamlessly with QuickBooks Online to give users an up-to-date cash flow tool. With Float you will accurately project cash available next week, next month and next year!

Float builds a cash flow forecast you can trust, automatically updates from QBO to help you track your progress toward your targets. You will easily create ‘scenarios’ to model both your short- and long-term cash flow.

Float reporting not only documents your ‘never go out of date’ forecast, but makes visualizing your cash future easy and fast.  So, if you have been spending hours trying to forecast your cash flow using a spreadsheet stop by the Float booth at QuickBooks Connect to see how this intuitive tool can provide you with the trustworthy forecast you’ve been needing.

And if you are an accountant, bookkeeper, business consultant or QuickBooks ProAdvisor, be sure to visit with Float about joining their comprehensive partner program to help you get your clients up and running with free training, generous discounts, and a 'free-forever' Float subscription for you and your practice.

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. And Locate's mobile app provides warehouse operations to bring accuracy and efficiency rarely found in simple 'inventory' solutions.

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.

Locate offers full end-to-end manufacturing of raw materials into finished goods via work orders, manufacture orders, and bills of material. This includes advanced outsource manufacturing, which allows users to outsource a bill of material on a purchase order and to send items to vendors or third-party service providers while maintaining visibility of their inventory and accurate costing. Another feature rarely seen except in very large ERP/MRP type systems.

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 the Locate Inventory booth while you are at QuickBooks Connect.

B2BGateway

B2BGateway offers EDI & API Connectivity solutions for QuickBooks users that facilitate the seamless exchange of all business documents such as purchase orders, invoices, inventory updates, and advanced shipping notices using any communication method and file type. B2BGateway’s solutions remove the need to re-key data when exchanging electronic business documents such as Orders, Invoices and ASNs with trading partners.

Key EDI-technical features include:

  • Handles all international EDI file standards including X12, EDIFACT, Eancom, Tradacoms, PEPPOL, oioUBL, etc.
  • Handles all communication protocols required VAN, AS2, FTP, sFTP, etc
  • Meets all trading partner requirements and regulations, and
  • GS1 Accredited EDI solution GS1-128 Label and Packing Slip capabilities

So, if you, or your clients, have been on the look for an EDI solution that was designed for QuickBooks Online be certain to stop by the B2BGateway booth in the exhibit hall at QuickBooks Connect to find out why they are arguably the most comprehensive EDI solution for QuickBooks Online. By the way, they also offer solutions for QuickBooks Desktop, and QuickBooks Point-of-sale.

inSitu Sales

inSitu Sales is an all-in-one mobile solution for field sales, consumer products distribution and B2B e-commerce. And, because inSitu provides seamless integration with QuickBooks, your sales team and QuickBooks will always be ‘in-sync.’

The inSitu App offers mobile invoicing, estimate and sales order creation, secure mobile payment processing, digital product catalog, GPS sales route creation and tracking. Mobile payment options include processing via Stripe or Authorize.NET.

The inSitu B2B portal is a branded buyer access website allowing your customers to place orders online 24/7 and pay their invoices or view their statements. You can easily add the portal to your existing website so that new customers can easily enroll for transaction processing.

inSitu’s Admin portal allows you to monitor sales and distribution with beautiful visualizations and analytics in real-time. inSitut’s administration allows you to restrict feature access by different functions or data sets. For example, limit a specific user to only ‘assigned customers’ rather than the entire customer list, or limit sales access to ‘specific items’ rather than the entire product list.

If you have been looking for an all-in-one solution to support mobile sales, eCommerce and more, then check out inSitu Sales in the exhibit hall at QuickBooks Connect.

Planguru

PlanGuru is designed for businesses, nonprofits, and their advisors to provide them with a tool for better decision making through budgeting, forecasting, & performance review.

PlanGuru is budgeting and forecasting software designed to help businesses and nonprofits make better decisions. Whether it’s a high-level forecast for the bank or a detailed multi-departmental operating budget, PlanGuru can enable you (or your team) to produce a more accurate analysis in less time.

With an integrated income statement, balance sheet, and cash flow statement, PlanGuru provides over 20 powerful forecasting methods which allow you to project for up to 10 years. These include intelligent, turn-key methods, plus the ability to build custom business drivers, including non-financial data. PlanGuru provides a flexible structure that will allow you to create simple high-level small business budget or a detailed multi-department operating budget with consolidations.

PlanGuru provides a flexible structure that will allow you to create simple high-level small business budget or a detailed multi-department operating budget with consolidations. And PlanGuru's robust planning framework provides a forecasting tool that can interpret the likely financial impact of specific events with greater precision. By building scenario analysis in PlanGuru, you can make the important investments and strategic decisions with confidence that you’ve done your due diligence.

This technology offers you one tool as a trusted advisor to attract new clients and generate additional fees per client while providing those clients with additional information regarding their budgeting and financial forecasting requirements. So stop by the PlanGuru booth at QuickBooks Connect to explore the opportunities they offer accountants, bookkeepers, business consultants and ProAdvisors.

TrueRev

TrueRev is cloud-based software that enables small and medium sized businesses company in nearly all industries to successfully manage the subscriptions with their customers.  TrueRev quickly and easily integrates with QuickBooks Online and QuickBooks Desktop! TrueRev also connects with Salesforce so there is a single source of truth between your ERP and CRM.

TrueRev is the only platform for small and medium businesses that orchestrates and automates your order-to-revenue-to-cash process and serves as the connective lifeline between your CRM and ERP. TrueRev streamlines and automates the entire customer journey, from contracts to cash.

So, if you have been looking for a better way to manage your subscriptions and subscription revenues then make certain to stop by the TrueRev booth while attending QuickBooks Connect.

QuickBooks Connect

QuickBooks Connect is being held at the San Jose (Ca) McEnery Convention Center  on November 6, 7 and 8.

November 6 is this year's 'Accountant's Day' which is designed for accounting professionals

  • Big news - there will be 'new' tracks available for the Accountant Day breakout sessions including non-profit, construction, e-commerce, retail, professional services, legal, advisory, pricing, apps mastery, and business growth.
  • There will also be 101 level QuickBooks classes along with intermediate and advanced level classes followed by a Power Panel on each.
  • Attendees can 'track true' in a single track, or can 'mix-n-match' track sessions as they desire.
  • This is your opportunity to 'pick the brains' of countless experts about QuickBooks, their favorite Apps, problems you have seen with an App integration, or simply ask "how they deal with a client situation?" Folks, this is a big part of what 'the Connect' in QuickBooks Connect is all about.

November 7 & 8 provides an opportunity business owners, experts, vendors and other mentors to interact with you, the accounting professionals and ProAdvisors who know QuickBooks.

All three days offer an Exhibit Hall with sponsor-partners offering the latest innovations, tools and trends designed to work with QuickBooks and impact your business and streamline workflows. You will have the opportunity to meet with product experts at their product booths where you can explore hands-on activities including product demos, ask questions and receive personalized help and advice via one-on-one sessions, and more. Keep on the look-out for more of my 'Countdown to QuickBooks Connect' features to help get you ready fro the exhibit hall.

So, get all the details about sessions, keynote speakers, hotels, travel deals, and registration at the official Intuit QuickBooks Connect website.