Countdown to QuickBooks Connect 2019 - Part 9

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Countdown to QuickBooks Connect with us, the 'big show' less than 2-weeks away. Murph continues on his imaginary tour of the exhibit hall floor profiling sponsors who make it possible for you to 'connect' with their featured Apps that support and enhance QuickBooks, or provide related services beneficial to your practice or clients.

Expensify

Expensify delivers cloud-based receipt and expense management with a user-friendly web and mobile application. With direct integrations to all major accounting software, Expensify automates the expense reporting process from receipt to reimbursement.

With features such as SmartScan OCR receipt tracking technology, corporate card reconciliation, and automatic reimbursement, Expensify offers automated, real-time expense reports that save time and increase efficiency. As the only receipt and expense management partner of the AICPA and CPA.com, Expensify automates the entire pre-accounting process with the industry's most user-friendly mobile and web application.

offers QuickBooks Online integration, SmartScan OCR, next-day reimbursement, and many more time-saving automation features. It also allows users to export their reports from Expensify into QuickBooks Desktop via the Expensify Sync Manager.

And just in time for QuickBooks Connect Expensify recently rolled out their 'free' corporate card program for companies of all sizes. The corporate card is a natural extension of the Expensify platform, which is used by more companies than any other expense software in the world.

According to David Barrett, founder and CEO of Expensify, “The Expensify Card offers the most reliable, consistent view of your company’s spend, all in one place”. The Card offers continuous reconciliation of approved expenses between Expensify and integrated accounting, like QBO, as well as spend controls and card limits on expenses so companies can proactively manage cash flow and ensure company policy compliance.

Be sure to check out the Expensify booth at QuickBooks Connect for information on all their product offerings as well as their ProAdvisor partner program.

Guideline 401(k)

For accountants and business advisors Guideline 401(k) makes it easy to help offer your clients an affordable retirement plan. They will do all the administration, compliance and record-keeping to make your job easy.

  • Work with their 401(k) specialists to launch a custom plan for each of your clients
  • They will onboard your client's employees
  • Solutions integrate with popular payroll software applications
  • As a 3(16) and 3(38) fiduciary, ASPPA Certified Record-keeper, and Plan Administrator they take responsibility for compliance, reporting, and fiduciary duties
  • They file Form 5500, offer safe harbor plans, and perform ongoing nondiscrimination testing
  • Your clients will be happy because they will pay only $8 per participant per month, the lowest employee fees in the industry
  • Managing your 401(k) is effortless, for employers and their employees - plus you will love their new employee and employer 'dashboards'.

To find out more be certain to stop by the Guideline 401(k) Booth at QuickBooks Connect and let them show you how they handle the hard work while offering your clients the most easy and affordable 401(k) for small businesses.

Brex

Brex is a B2B financial services company that built the first corporate card for startups. In fact it is 'the smartest corporate card for startups'. Their corporate card offers customers higher spend limits, superior rewards, and instant card approval with no fees and no founder liability required. And because Brex reports your on-time payments to Dun & Bradstreet and Experian you are helping built your business credit history with Brex.

Brex underwrites your company, not you. Signing up for Brex won't affect your personal credit score, and it does not require a personal guarantee.

With the Brex App you get easy expense tracking, simply upload your receipts and Brex automatically matches them to your statement. Receipts can also be submitted via text or email. Brex also offers best-in-class integration with major accounting software  including QuickBooks as well as other expense management providers like Expensify.

Brex customers can not only export their Brex transactions to QuickBooks, but can also add additional customization for their internal accounting classes, locations and departments. Other Brex related integration features include receipt matching and management, as well as clean categorization of vendor spend on Brex cards within QBO.

If Brex sounds like the financial resource and spend tracking you have been looking for to help your 'start-up' business then be certain to stop by the Brex Booth at QuickBooks Connect.

MineralTree

MineralTree provides the easiest to use accounts payable and payment automation solution, giving customers unparalleled visibility and significant cost savings in an affordable, integrated platform that is guaranteed secure. MineralTree for QuickBooks helps middle-market businesses automate AP and reduce time spent by 70%.

With MineralTree you will stop manually entering invoices, chasing approvals, waiting on authorization and tracking payments. MineralTree offers both their 'Invoice-to-Pay' for small-to-medium businesses making fewer than 500 payments per month, and offers their 'FlexPay' enterprise product for large companies making as many as 10,000 or more payments per month.

MineralTree works with not only QuickBooks Online, but also QuickBooks Desktop versions. Invoices can be created in QuickBooks or MineralTree where they can be approved and paid. When a payment is issued by MineralTree, the payment data automatically syncs to QuickBooks, where it can be found under Expense Transactions.

If MineralTree sounds like the type of Accounts Payable and Payment Automation solution you have been looking for then make certain to stop by their booth at QuickBooks Connect.

Practice Ignition

Practice Ignition helps you 'get going' by giving you what you need to get your clients, to get them proposals, and to get them signed-up. They also remove the barriers from the engagement process in terms of those tedious contracts that need to be put into place, and the compliance requirements that must be administered, as well as the processing of billing and payments that must be undertaken. Yes, Practice Ignition handles all of that so you can focus on your clients.

Practice Ignition makes it so simple to meet with your prospective client(s) and then take the steps to draft your proposal, the next thing you know, you will have a new client.

With Practice Ignition, your proposal, terms of service and payment collection become part of a single contract. It's fast, efficient and your new clients will love it!  You will win more clients, do less admin work, boost cash flow and scale your business.

Practice Ignition makes it "so easy for practitioners like you to practice, instead of doing all of the 'this, that and the other to get ready to practice' every day."

Practice Ignition can really put some magic into your practice... so, if you have been wanting to put some 'hocus-focus' on your clients and stop thinking about all the mundane tedious work of practice management, then ignite your practice and by stop by the Practice Ignition Booth at QuickBooks Connect.

Greenback

Greenback captures and automates original, itemized receipts, preventing manual data entry. (And yes, they did change their logo from that 'green piggybank' to this new green frog, although you may still see the green piggy in some illustrations.) Track spending, in real time, where your business shops the most by automatically fetching itemized receipts directly from top merchants and platforms.

Skip the photos, scanning, typing, and OCR. With Greenback you will connect directly to Amazon, Best Buy, Delta, eBay, Etsy, Home Depot, Lowes, Lyft, Menards, NewEgg, Office Depot, Staples, Uber, Walmart, and more. In fact, you can connect your email, sales and expense accounts for over 4-million retailers, merchants and marketplaces to Greenback. 

Greenback automatically captures original, 100% accurate, and fully itemized receipts for your business - eliminating the need for email, scans, photos, or manual data entry. Bank and credit card feeds only give you partial views of your transactions, with Greenback you get not only the receipt information but you also get the actual itemized transactions which will make your reconciles easier. In fact, it's the only App that fetches fully itemized sales and expense receipts directly from top stores and channels.

Greenback and QBO are perfect companions. Not all automation software is created equal, but Greenback has spent years perfecting their technology to protect your QuickBooks data. Every transaction goes through a thoughtfully engineered validation process to ensure you have 100% accurate financial data.

Greenback supports a huge number of QuickBooks Online configurations and features. Greenback adapts to your current preferences, custom chart of accounts, and dropdowns, and Greenback learns your mappings as you go, selects smart defaults, and searches for matches or duplicates. Greenback even supports creating new or enhancing matched transactions in QuickBooks Online.

Use Greenback for your primary or secondary feed of accounting data. Start your workflow in QuickBooks Online and finish in Greenback, or vice versa. And if it's consolidated data you need, Greenback can aggregate your sales and expenses because it fully supports popular marketplaces, platforms, and selling channels with new ones being added all of the time.

So be certain to stop by the Greenback Booth at QuickBooks  Connect to see how many 'greenbacks you can save' with this automation solution.

V-Technologies

V-Technologies the makers of Shipgear and StarShip which provide software integration between ERP, accounting and business applications as well as their related warehouses resulting in faster, more efficient, shipment processing along with front office visibility.  V-Telchnologies has formed strategic partnerships with carriers such as UPS and FedEx and ERP and accounting software vendors such as Intuit.

ShipGear serves as middleware to connect your existing ERP, accounting and business applications to UPS WorldShip®, USPS (Endicia Pro or DAZzle) and FedEx Ship Manager®.

StarShip is multi-carrier shipping software that connects shipping with order entry, accounts receivable and customer service to streamline the order fulfillment process.

Be certain to stop by the V-Technologies booth at QuickBooks Connect to see how their solutions can solve all your shipping and freight concerns.

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.