Countdown to QuickBooks Connect with us, the 'big show' less than 2-weeks away. We are continuing to profile sponsors who make it possible for you to 'connect' with so many of the featured products that work with QuickBooks, or provide related services you will find beneficial to your practice or clients.
TSheets by QuickBooks
TSheets by QuickBooks is not only the number one rated and requested time tracking and scheduling software in the Intuit ecosystem, it’s the # 1 employee-rated and requested time tracking & scheduling software on the planet. Thousands of companies in over 100 countries trust TSheets technology.
Source: TSheets by QuickBooks
TSheets_by_QuickBooks_in_QBO
TSheets is the only time tracker that works directly inside QuickBooks Online! Track accurate-to-the-second time in TSheets, then manage, edit, and approve employee time-cards for invoicing or payroll inside QBO.
But TSheets also works with QuickBooks Desktop products. Your employees can easily record their time with a variety of Apps, browser login, kiosk, and social Apps, then review and approve the employee time, and with the click download the time into QuickBooks Desktop for billing and payroll purposes. Paper time sheets, punch-clock cards, and best guess of who worked when, where, on what, and for how long will be a thing of the past with TSheets tracking employee time, work and productivity.
By the way, did you know that TSheets offers something called 'Geofencing' technology, with this feature an employee will be reminded on their TSheets App to either clock-in or clock-out as soon as they cross the geoboundary surrounding their designated worksite. And TSheets is also 'bilingual', if an employee has their smartphone's default language set to Spanish (when using an Android device at present, coming soon to iOS), the TSheets app will automatically translate it.
Remember, TSheets loves QuickBooks ProAdvisors... you can work with TSheets to help small businesses save time and money while increasing your billable time by becoming a TSheetsPro. Be sure to ask the TSheets Team when you stop by their booth.
TSheets Pro Certifications
TSheets_Pros
So, if you want to find out why TSheets by QuickBooks is the # 1 rated time tracking software on the planet, just visit their booth at QuickBooks Connect.
SOS Inventory
SOS Inventory is a complete inventory, order management and manufacturing solution featuring tight integration with QuickBooks Online. SOS was built for QuickBooks Online from the ground up and was the very first inventory software to connect to QBO. SOS has a new and modern looking graphical interface, performance enhancements and improved manufacturing capabilities including process manufacturing.
Illustrates all the features and functionality possible with SOS Inventory when combined with QuickBooks Online (Source: SOS Inventory)
QBO + SOS Inventory
SOS covers the entire life-cycle or your inventory-based or light-manufacturing business. SOS makes it easy to convert raw materials into finished goods and tracking work-in-progress. With SOS you can track serial numbers and lots/batches and sync them to QuickBooks Online. SOS allows you to receive, ship out of, and transfer stock within one, or any number of business locations. You can set customer-unique pricing and vendor-specific costs, add custom fields to track specific data you need, and much more.
SOS Inventory by Saddle Oak Software
SOS Inventory Dashboard
SOS offers users two workflows. While most applications ‘take over’ key areas related to inventory when they are connected to QuickBooks Online, SOS is different. One workflow permits QBO users to continue to process most transactions normally within QBO, then SOS reads those transactions and generates the related SOS records automatically. The second, and more common workflow has day-to-day operations like sales, purchasing, shipping and manufacturing entered into SOS which synchronizes them QBO so that your financial data is up-to-date.
List action menus provide added functionality, the drop-down menu here illustrates the options available for Sales Orders (Source: SOS Inventory).
SOS - Sales Order Tracking
One of the reasons you look for an inventory or manufacturing plug-in App for QuickBooks is the ability to handle complex items like Assemblies. In SOS, an assembly is the output associated with turning raw materials into one or more finished goods, based on a bill of materials (BOM). You can create a bill of materials (BOM) that specifies the components of the assembly, and then you process transactions that build a specific number of the assemblies as of a certain date. SOS makes it easy for your to keep track of what's happening in your manufacturing work in progress no matter how complex the manufacturing life-cycle.
For work management, SOS has calendaring that provides an overview of what's happening in your work in progress (Source: SOS Inventory).
SOS - WIP Calendar
So, if this sounds like the software-as-a-service Inventory App you have been needing for QBO be sure to stop by the SOS booth at QuickBooks Connect.
Tipalti
Tipalti streamlines the complete end-to-end accounts payable workflow and integrates directly with QuickBooks Online. Designed to cut the time you spend on-boarding and paying vendors, collecting tax IDs, processing bills, and reconciling payments, Tipalti automates the entire payables process so you can focus your time on growing your business.
Tipalti relieves users of data entry while collecting and vetting payment data to reduce payment errors. OCR, AI-enabled automation and approvals eliminate manual AP processing.
Tipalti_Invoice_QBO03
Bills and payments are processed in Tipalti and the details are synced to QBO. All Vendors, GL accounts for bill coding, standard payment terms, departments, and locations are updated between Tipalti and QBO to keep everything ‘in sync.’ Tipalti’s integration with QBO provides automation, control and visibility of global accounts payable operations to any SMB.
The Tipalti integration with QBO is designed for self-service simplicity, easily configure how you want your data to coded to the GL, location, departments, etc.
Tipalti_Integration_QBO01
Tipalti will automate your end-to-end payables flow and scale as your company continues to grow by providing you with vendor on-boarding, KPMG-certified FATCA tax compliance, bill management, global payments (190 countries, 120 currencies, 6 payment methods including US and global ACH), early payments, reconciliation, AP reporting, and pre-built integration with QuickBooks Online. With these strong financial controls you will simply never outgrow Tipalti.
You can monitor the data sync between Tipalti and QBO; in the event of an error you will be able to immediately identify the problem's cause making resolution a simplistic task.
Tipalti_Sync_QBO(06)
For Intuit QuickBooks Online users looking to reduce their workload related to managing and executing supplier payments, particularly on a global basis, Tipalti addresses comprehensive payables workflow, supplier on-boarding, bills management, tax compliance, global remittance, early payments, and AP reporting. Put simply, Tipalti offers unique advantages over QuickBooks Online alone which is why you should definitely stop by the Tipalti booth at QuickBooks Connect.
Paychex
Paychex, Inc. is a payroll, human resource, and benefits outsourcing provider for small- to medium-sized businesses. By combining its innovative software-as-a-service technology and mobility platform with dedicated, personal service, Paychex empowers small- and medium-sized business owners to focus on the growth and management of their business.
Paychex has solutions designed to fit the needs of any business. From do-it-yourself payroll to human capital management, Paychex has exactly what you need to take your business where it needs to go.
With Paychex you will streamline your recruiting and on-boarding of personnel, manage employee concerns so as to stay ahead of issues, boost productivity using comprehensive time and attendance tracking, run payroll quickly and easily from any device, and choose from a variety of benefit options to help attract and retain quality personnel.
Be sure to go by the Paychex booth at QuickBooks Connect to find out why Inc.com named Paychex the overall best HR outsourcing solution for small business.
SmartVault
SmartVault is online document storage and secure file sharing that's both secure and easy-to-use. It embeds workflow right inside the apps you are already using. SmartVault offers best-in-class security features, collaborative functionality and state-of-the-art regulatory strategies & compliance (HIPAA, FINRA, GLBA and more).
Whether you’re looking to improve your current workflow, or you’re eager to start going paperless, SmartVault's integration with QuickBooks streamlines accounting services workflow and permits you to work more efficiently with clients. SmartVault works with Outlook, Hubdoc, and DocuSign and also integrates with Intuit Lacerte and ProSeries (as well as DrakeSoftware, FreshBooks, Xero, and CRMs like Salesforce and Method).
You will manage users easily, cut down on manual tasks, and reduce human error with SmartVaults' role-based security and client-centric groups. With SmartVault, you will be primed to increase your value as a trusted business advisor to your clients, while at the same time maximizing new capabilities that will impact your business… and your bottom line!
If SmartVault sounds like the smart online document storage and secure file sharing solution you have been looking for, then stop by the SmartVault 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.