Countdown to QuickBooks Connect 2019 - Part 13

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We're getting ever closer in our countdown to QuickBooks Connect. In fact, the 'big show' is just a day or two away and this has been one of the longest imaginary tours of the exhibit hall I have ever done profiling sponsors and their featured Apps that connect with QuickBooks, along with some sponsors who provide related services beneficial to your practice or clients.

Aider

Aider is the digital assistant for small business. Connect your apps, ask Aider hundreds of questions about your business, get answers. Make smarter business decisions with real-time data.

Aider believes that Artificial Intelligence (AI) can enhance small business and ultimately change the world. Making AI simpler to understand and approachable for small business owners is critical. Aider wants to give you the tools to help run your business smarter. One example is Aider's Proactive Notifications...  as Aider gets to know your business it will look for anomalies in your data, things like a potentially sharp drop in sales or an employee that is habitually late.

If this sounds like the kind of Artificial Intelligence tool you have been looking for in your practice then you should drop by the Aider Booth at QuickBooks Connect to find out more about this emerging technology that is here and now.

App4Sales Inc.

 With the App4Sales mobile sales application, it is easy to view your entire digital catalog and sell your articles via an iPad or Android device. 

App4Sales is connected to your backoffice, which makes it possible to register new customers, add items from the catalog to the order and have your customers sign the order directly on the iPad or on an Android device. With the B2B mobile sales app, the logistical handling of your orders is automated. Manually entering sales lists in the backoffice is a thing of the past for representatives with App4Sales.

  • Visually attractive lookbook
  • Comprehensive customer database
  • Real-time stock indication
  • Adding signatures to order
  • Sending order confirmation

By integrating App4Sales with QuickBooks Online you can simplify your sales process and save time. You will be able to register orders via the App4Sales app during customer visits and send them directly to QBO. Thanks to the real-time integration with QuickBooks, your representatives are always updated on product and customer data.

With App4Sales, they can easily register orders through the digital catalogue, after which the order can be signed for and forwarded to QuickBooks. And even when there isn't internet access your sales representatives can register orders offline, save them and forward them to QuickBooks as soon as they are connected again.

So stop by the App4Sales Booth at QuickBooks Connect to see how you can streamline your field sales with a lookbook like no other, real time QBO stock and client information, and easy order placement.

BigTime Software

BigTime Software is the future of time and billing software, it 0helps accountants, architects, engineers, IT-services firms, scientific and management consultants budget, track and bill their most important asset – time. With BigTime you get time & expense tracking, WIP management, billing & invoicing, task & workflow management and more, all in a single integrated system designed to increase your profit margins.

BigTime was designed to sync seamlessly with all QuickBooks versions, including QuickBooks Online and QuickBooks Desktop.  All client, project, financial, and timekeeping data is easily synced across the different software that you use with just a few clicks of the mouse.

  • Limit the timesheet information staffers see to reduce errors, speed up time entry, and control access to sensitive information.
  • Take control of your review and approval process, approval workflows eliminate billing errors that create more work.  System-generated notifications to managers and staffers keep the review and approval process on track.
  • Save yourself time and money with a smart audit trail that simplifies DCAA timekeeping requirements. Audit log notes required for changes and late timesheet entries, along with electronic signatures upon submission of timesheets and timesheet review and approvals with electronic signatures.

Be sure to stop by the BigTime Booth at QuickBooks Connect to find out why they are trusted by thousands of professionals as their time tracking software, you may just find they are the best fit for your time tracking requirements as well.

Checkflo

Checkflo is check fulfillment service for businesses that customizes, prints and mails check payments imported from QuickBooks Online and is available on the Intuit App Store.

  • Signing up for Checkflo is fast, you can simply use your QuickBooks Account to sign up, in the Intuit app store click on “Get App Now” to authorize your QuickBooks account to integrate with the Checkflo app.  ... there is no commitment or long-term contract needed.
  • When Checkflo is integrated with QuickBooks (QBO) you can import your QuickBooks Online checks with a single click from Checkflo. You can also sync you check numbers and statuses back to QuickBooks from Checkflo.
  • Checkflo’s streamlined check fulfillment service is your one-stop source for all your check processing, printing and mailing needs. They can reduce your administrative costs and improve your operational efficiencies, all with less effort and paperwork.
  • Checkflo can add company logos and include promotional text as part of any check, turning ordinary check payments into marketing campaigns.

Stop by the Checkflo Booth to find out why they are quickly becoming the number one check solution for every business.

Dataurant

Dataurant jumpstarts QuickBooks for restaurants and boosts bookkeeper productivity. Expand and succeed by accessing the right information at the right time. 

  • Dataurant automates your daily restaurant sales entry, and provides enhanced financials that pinpoint waste and opportunities for growth.
  • Dataurant also automates your restaurant-cost bill entry and provides the type of COGS breakdown that every restaurant needs.

Be sure to stop by the Dataurant Booth while you are attending QuickBooks Connect to find out why so many restaurant owners and their bookkeepers choose Dataurant to give them exactly what they need and the full picture of how their restaurant(s) are doing.  You will also want to find out how you can become a Certified Dataurant Pro.

Docusign Inc.

DocuSign accelerates the process of doing business for companies of all sizes, and simplifies life for their customers and employees. You can even go digital with DocuSign. We’ll help you scale, even to a global level. It’s easy to start and easy to grow when you choose what Forrester Research* says is "the strongest brand and market share leader: [DocuSign] is becoming a verb."

  • Electronically sign, and now prepare, act on, and manage agreements to deliver great experiences for your customers and employees.
  • More than a dozen applications for electronic signature, document generation, contract lifecycle management, clickwrap agreements, guided forms, and more.
  • Industry and department-specific solutions for financial services, real estate, banking, sales, HR, and procurement.
  • Award-winning APIs to connect and extend their solutions with tools you already use.

Stop by the DocuSign Booth while you are at QuickBooks Connect to see the DocuSign Agreeement Cloud™ and also how DocuSign eSignature helps accelerate revenue for Small Businesses and Accountants.

EzzyBills

EzzyBills is a document processor, processing millions of bills, invoices, receipts, statements for businesses annually. EzzyBills extracts line details and exports to QuickBooks in seconds.

Processed transactions are sent to QuickBooks Online. In QBO your invoices will show under Expense, although alternative 'settings' are available during configuration.

Stop by the EzzyBills Booth during QuickBooks Connect to find out why this is the Invoice Data Scanning App that 'You will love.'

Fattmerchant

Fattmerchant is a leading payments provider delivering revolutionary integrated technology solutions for in-person, mobile and virtual payments with simple subscription pricing and award-winning customer support. On the average, Fattmerchant's subscription-style merchant services saves business owners $513 per month*.

Stop by the Fattmerchant Booth at QuickBooks Connect to learn about their simple subscription pricing, best in class customer service, and industry-leading technology. You can even schedule a 'savings analysis' in which they can set a time to analyze your current merchant service statement and give you an estimate of how much they can save you.

(*-Fattmerchant provided marketing statistic.)

Gilded

 Gilded helps you account for cryptocurrency assets by syncing Bitcoin, Ethereum, and other crypto transactions to QuickBooks Online. 

  • Customize how crypto transactions are mapped to your Chart of Accounts. Gilded’s proprietary Smart Journaling technology automatically creates the proper journal entries for each transaction.
  • Gilded partners with CryptoCompare to provide accurate, trusted exchange rates between cryptocurrencies and traditional currencies.
  • Add context and meaning to your transactions... map crypto addresses to the people and businesses you interact with. Classify transactions as income, expenses, trades, and transfers.
  • Gilded’s crypto invoicing system enables Accounts Receivable and Accounts Payable workflows and supports Request Network for payment processing and “triple-entry” bookkeeping.  
  • Gilded integrates directly with your QuickBooks (QBO) so you can run P&L, Balance Sheet, 1099, Budget to Actuals, and any other accounting reports using the systems you’re already familiar with.

Stop by the Gilded Booth during QuickBooks Connect to find out about the right way to do Crypto-currency.

Halon Tax

Halon Tax provides bookkeepers and small business owners with affordable tax preparation and tax strategies. Check out our partnership program, just for bookkeepers & their clients.

  • Halon will help you grow your business by ensuring your financial and accounting work is flawless.
  • As soon as you start your tax service you are assigned a dedicated CPA that will answer any questions, review your returns, and make sure you understand your tax options and the strategies we are recommending.
  • Halon knows your time is valuable, and we can prepare your returns in as little as 4 hours depending on the state of the bookkeeping. Even if the books are not perfect, we can recommend pros to fix them & prepare your return quickly.
  • Just like a traditional CPA firm, Halon professionals are available to you 12 months a year. From payroll questions, to help with retirement plans, they have you covered.

Halon Tax is a proud sponsor of QuickBooks Connect so be sure to stop by their booth and let them discuss with you ways they can help you and your clients with tax and accounting work.

homebase

Homebase makes managing hourly work easier. With free employee scheduling, time tracking and messaging. Managers spend less time on paperwork and more time growing their business. 

Build your employee schedules in minutes

  • Drag & drop team scheduling - view the team schedule by role, time period, or employee and watch hours calculate automatically.
  • Schedule your team from any browser or your mobile phone - publish work changes anywhere from the scheduling app.
  • Put your schedule on auto-pilot - easily copy over last week´s shift schedule, or use automatic scheduling, which takes into account your team´s availabilities and roles.

Track the time your employees work from any device

  • Turn any browser, tablet or phone into a sophisticated time clock - set up your time clock and watch all of the data sync seamlessly in the cloud.
  • Track paid breaks, unpaid breaks, and tips - stay compliant without any extra work.
  • View your labor costs in real-time - see your labor costs and labor cost % in real-time from your phone or computer.

Hire more quality candidates faster

  • Post to the top online job boards for free - get exposure to thousands of qualified applicants with free job postings.
  • Save time and hire faster - view applicants from multiple sources all in one place.
  • Get your new hires up and running instantly - add your new hire’s information to your team page with one click.

Stop by the Homebase Booth at QuickBooks Connect to find out why more than 100,000 businesses love them, you may just find that yours will too.

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.