Countdown to QuickBooks Connect 2019 - Part 11

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Countdown to QuickBooks Connect with us, the 'big show' less than a week away and I have almost worn out the soles of my shoes on this imaginary tour of the exhibit hall profiling sponsors and their featured Apps that support or enhance QuickBooks, or a few who provide related services beneficial to your practice or clients. But any way we have a little more walking to do, so let's get with it.

CheckRun

For 30+ years, AP Technology has served as America's most-trusted payments advisor to banks, government organizations and businesses of all sizes. Processing more than $35-billion in payments annually, AP Technology remains the go-to partner that securely processes and manages million-dollar transactions, and smaller ones too!

CheckRun, developed by AP Technology, modernizes and more fully secures your QuickBooks Online check payments in just 5 minutes with stylized checks on preprinted and secure stock. CheckRun also provides anytime – anywhere approvals, Positive Pay, notifications, and more. CheckRun allows your business to use pre-printed checks, or their more secure (and less expensive) blank check stock that provides your business with several beautiful, stylized, bank-quality check options for a more sophisticated and safe business image. Manage multiple companies in one easy interface and feel secure that CheckRun contains the same technology that AP Technology uses to protect Million-dollar payments for its bank and business customers.

Be sure to stop by the CheckRun Booth at QuickBooks Connect to find out more about highly customizable  check printing and payment management software made specifically for QuickBooks Online users.

Palo Alto Software

From business planning to email management for teams, Palo Alto Software builds the tools that help people succeed in business. Whether you are starting, running, or growing your business, our cloud–based and desktop tools are designed with your success in mind.

LivePlan is the world's leading business plan software providing easy financial forecasting; built for entrepreneurs and small business owners it works with QuickBooks. With all your email in one place Outpost gives your entire team access to important shared inboxes, as well as the ability to assign or discuss emails across team members.

Sales & Marketing Pro provides all the instructions, tools and examples you need to create impressive marketing and sales plans for your business.

Business Plan Pro provides everything you need to create a great-looking Bank- and Investor- format-approved business plan, that's been trusted by more than 1-million entrepreneurs. Bplans is the complete guide to business planning, with business templates, presentation templates, sample business plans, and business checklists.

Stop by the Palo Alto Software Booth at QuickBooks Connect to get acquainted with the #1 Best-selling Business Plan Software available for small business or small business advisors. While you are there be sure to ask them about their partner programs for accountants, bookkeepers business consultants and QuickBooks ProAdvisors.

Qbox

Qbox for Business lets you share and access your QuickBooks, Microsoft Office, and PDF files over the Internet. 

With Qbox you can share your QuickBooks company files securely over the Internet with an unlimited number of remote users.

Many people are moving their accounting to the cloud and are attempting to choose between a hosted option or a SaaS solution. The reality is that not everyone is ready to make that transition; so, they want a solution that will give them cloud-based sharing of their desktop files while still leaving them in control of their application and data.

Qbox lets you edit company files and then sync your changes automatically to all shared users. And Qbox users are not subject to internet performance (or lack thereof) while working in their QuickBooks file. The internet/cloud is only involved during the synchronization process which initiates automatically when your file(s) are closed. While synchronizing, the user can open and work on another QuickBooks file or any other locally hosted program. In other words, users are not waiting on the internet.

Make certain to stop by the Qbox Booth at QuickBooks Connect to find out why a growing number of ProAdvisors, Accountants, Bookkeepers and Business Owners are choosing Qbox as their preferred resource for sharing their QuickBooks data.

WEBINAR OPPORTUNITY:

In case you miss QuickBooks Connect you will want to sign-up for the FREE webinar Insightful Accountant is hosting for Qbox titled: Getting the Best of the Cloud With Your QuickBooks Desktop Files. The webinar is scheduled for 2 PM Eastern on November 14, 2019 Please Register Here.

Abby Connect

Abby Connect is the best-rated receptionist & answering service loved by small business owners. Their  highly-trained live receptionists and dedicated support team allow Abby Connect to help you provide excellent customer experiences.

Did you know that 85% of new callers hang up when they reach a voicemail1? With Abby Connect's customized call-handling for your business lost opportunities will be a thing of the past. And, with a variety of coverage options and a dedicated receptionist team, you can focus on your business knowing your callers are being well-taken care of.

Abby Connect offers prompt call reception within 1 or 2 rings, they never take a break and calls are answered 24/7 depending upon your selected service plan. Abby Connect offers Las Vegas based receptionists, you don't have to worry about any off-shore or overseas call centers with them. Aren't you ready to get back to making a personal connection with your clients and prospects rather than relying on automated answering equipment? Then be sure to connect with Abby Connect at their booth during QuickBooks Connect.

(1-According to 'Forbes'.)

G1VE

G1VE makes it easy and rewarding to support nonprofits, strengthen your brand, and align with your community. Customers want to know - AND support - businesses who give back; G1VE is your nonprofit 'portfolio manager' and 'marketing evangelist'!

Now you can automate and securely manage all of your giving in one place via your QuickBooks Single Sign-On. Integrated with QuickBooks Online, each month G1VE calculates, collects, and distributes your monthly donation to your chosen nonprofits based upon the percentage of monthly revenue you wish to give, your favorite nonprofits, and how much of your overall donation goes to each.

Your 100% deductible giving in a simple, combined record makes tax time a breeze and G1VE provides ongoing reports and records for tax time.

Market statistics show that consumers care about giving; with G1VE your customers and community know about your company's giving because your customizable G1VE profile page will highlight your giving to your customers and the community. Find out how G1VE is the easiest way to donate monthly to one or several of your favorite nonprofits by stopping by their booth during QuickBooks Connect.

LumaTax

LumaTax isn't a tax 'computation' application, rather it provides preparation, filing and payment automation, as well as audit protection for your sales tax returns. They offer transactional analysis, compliance assessment and nexus determination as part of an all-in-one touch-free sales tax solution that works for small business owners.

Simply connect QuickBooks Online and let LumaTax handle your sales tax filings in every state where you collect sales tax. With LumaTax, sales tax filing is 100% automated, meaning touch-free, paper-free, and worry-free… forever.

For more information drop by the LumaTax Booth at QuickBooks Connect to see how they can simplify your life when it comes to sales tax filing compliance.

Roger

Roger is designed to give you and your team time back by getting all the boring daily financial work done through automated workflows for things like bill pay, approvals, compliance and expenses.  Roger lives on top of your existing accounting software and lets you set up simple rules that automate everything from purchases to vendor management and bill pay - all while keeping your books up to date.

Roger provides a single inbox for all your expenses, no more printing and scanning invoices or receipts, or running around for approvals. Roger gives you one hub to automate accounting based on the documents you receive from vendors, co-workers and more.  Send, upload, or take a picture of bills and receipts and let Roger scan, recognize and send all the data to your accounting system. 

Roger provides advanced workflow automation...create automated workflows with multi-step approvals based on amounts, vendors, people, and more. Automate categorization and reconciliation. And Roger provides intelligent accounts payable...use Roger to automatically pay your bills based on the rules you set, and without worrying about due dates and payment methods. Be sure to stop by the Roger booth during QuickBooks Connect to find out how they can automate your workflows to put an end to all the boring daily financial work you do.

simPRO

simPRO helps organize and automate processes to maximize profitability for service, project, and maintenance contractors. With web-based solutions for your office and mobile apps for your employees in the field, simPRO will help you manage your job costing, scheduling and dispatching, time and material tracking, billing, payment processing, and reporting with ease.

Designed by trade contractors for trade contractors, simPRO service management solutions are packed with features to help businesses in any trade. Whether you’re in plumbing, electrical, security, data networking, solar or HVAC, you’ll find a simPRO solution to suit your specialized business needs.

For field service contracting firms with specific workflows and methods of operation, there’s simPRO Corporate. The simPRO Corporate Solutions team partners with firms to scope, plan, develop and deploy a software platform to work with your existing systems, and support your business to achieve its strategic goals.

simPRO Enterprise is the powerful solution for businesses managing complex maintenance work and multi-stage projects. With comprehensive features for estimating, job costing, recurring and preventative maintenance and project management, contractors can take control of their businesses and maximize their profitability.

And, simPRO’s cloud-based job management software integrates with QuickBooks to ensure you’ll be fully connected, with access to your crucial business data anywhere, any time.  With simPro your customer, contractor and supplier information, and transactions will be exchanged with QuickBooks preventing duplicate data entry, saving you time and effort. So, stop by the simPRO booth at QuickBooks Connect to find out if they can help you, or your clients, maximize their business potential.

Spotlight Reporting

Spotlight Reporting is a cloud-based reporting solution offering a range of comprehensive management reports, fully customizable dashboards, three-way forecasting, and franchise reporting. I especially like how this App combines typical report data and graphics into a single presentation which you can customize and rearrange so that it makes the most sense for your target audience, even if that's you.

Spotlight allows you to incorporate report dynamics and analysis as part of the reporting. Your Spotlight reports don’t just have to be ‘reports’, they can be detailed breakouts of the data reflected in the way that best illustrates your business performance. Perhaps you need to highlight key performance measures as they relate to the specific divisions, departments, teams or individuals within your business. It’s easy to do with Spotlight, you can cast the light on the data the illustrates your points and point-of-view, allowing you to build an action plan that your team can clearly understand.

Spotlight is more than just a reporting tool, it's also a great budgeting and cash flow forecasting tool. You can easily see the difference between business success and downfall when Spotlight 'casts the light' on your financial trends. And when it comes to budgetary forecasting accuracy, Spotlight relies upon three-way forecasting methodologies coupled with their all-in-one budget creator to build your base-line numbers. Then Spotlight gives you a what-if scenario builder providing almost unlimited potential for seeing the future.

Accountants and business consultants using Spotlight will find that the product’s integrated reporting and forecasting allows for the creation of insights for your clients to better inform them as to their business outcomes. So be sure to stop by the Spotlight Reporting Booth at QuickBooks Connect to find out how they can help you turn your accounting and consulting into 'trusted advising' that your clients clearly understand.

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.