Leon is getting larger

Features In Quickbooks Online but not in Quickbooks Desktop

(Or Why QBO Keeps Kicking Ass)

by Woody Adams
  • Mobile app for phone and iPad
  • Auto-send txns
  • Import form template for invoices from .docx
  • Delayed charge and delayed credit (non-posting sales forms)
  • Auto-create invoices for unbilled activity
  • Ability to see audit log from transaction
  • Redesigned reports—end notes, customize pane on report page, include logo or not
  • Management reports—compilations, pre/post pages, cover letter, table of content, default header/footer, send to pdf or word.
  • Auto-send reports
  • Export reports to docx
  • Bank feeds allow Undo of txn in register if done wrong/Rules support splits/add default class and location
  • Audit Log when users log in/out
  • Reconcile history window, see changes/adjs w/out running report
  • Location tracking—Another level of class tracking, works at the summary level of txn
  • Multiple budgets per FY
  • Commerce Network supports customers/vendors auto-updating address changes in your QBO
  • Finding previous transactions from txn actually works vs prev/next arrows in qbdt which never did
  • More than 1 AR/AP per Journal Entry
  • Add pics to items and track items by sku # (QBES supports item pics)
  • Private vs Public Mode on home page
  • Choose a different label for customers (patients, customers, clients, donors, etc)

Oh and here is a link to a video with all this stuff: http://www.screencast.com/t/WLV8PGShCC


Check out AeroWorkflow

We recently found a great new app, and it comes from one of our very good friend, Laura Redmond!! Check out the July 7, 2015 show – she’ll be on to tell us all about AeroWorkflow.com. Aero is a workflow management app for accounting practices looking to become a #FirmoftheFuture. Organize your firm’s proprietary processes, optimize your firm’s service delivery, and actively manage your firm’s resources. If you’re going to offer fixed fee value billing, you’ll want to control your service delivery.

Designed by accountants, for accountants. 

$10K Reasons To Attend Scaling New Heights 2015

By Kelly Bistricieanu of TSheets.com

Money, money, money, money, money. That sounds cooler if you sing it to the tune of “The Love of Money” by The O’Jays. Cold hard cash feels pretty great to win, and earn. But when taking the final accounting of why you’re really in business, it comes down to the love of many other things too. Clients. Challenges. Plus career paths that expand your world and the work lives of your customers.

That’s why, TSheets is celebrating accountants everywhere and at the same time, aren’t Brass tacks, though. About that money: TSheets has unveiled the launch of the second annual $10K PRO Referral Challenge. We’re talking some pretty major pay-offs. The top referring PRO during the contest wins $5,000. The second runner up gets $3,500. The bronze winner walks away with $1,500. That’s no chump change. Get in and jump start to amass points, earn bonuses, and get at the top of the leaderboard.

Stop by the TSheets Booth at Scaling New Heights 2015 to hear more!

Avalara + You = Hawaii? It could happen!

Guest post from Avalara.com’s Jamee Nunnelee:

Taking less taxing, more relaxing to a whole new level.


Congratulations to Marilyn Sudbeck, CPA and President of Nimbus Consulting, for winning a $5000 trip

to Hawaii by participating in Avalara’s 2014 Win a Trip to Hawaii contest. See Marilyn’s priceless

reaction here.


The contest was created to reward Avalara Partners who are helping their clients and prospects reduce

compliance risk and outsource the most complex and time-consuming sales tax management tasks to

Avalara. “What a great, unexpected surprise to win this trip – all because I helped my clients get their

sales tax compliance house in order!” said Sudbeck.


To enter Avalara’s NEW 2015 Hawaii contest:

1. Fill out the contest entry form.

2. Download Avalara’s new partner prospecting guide to help uncover customers that might be a good

fit for Avalara’s automated sales tax compliance solutions.

3. Start referring clients and prospects to Avalara. Each new referred lead counts as a separate entry

into the contest.

Visit: http://www.info.avalara.com/hawaiicontestentry


BONUS: If you help schedule the lead you referred for a demo with Avalara by June 30, 2015, we’ll send

you a margarita machine (limit one margarita machine per person). Email PPM@avalara.com to claim

your margarita machine by providing proof of assistance in scheduling the demo.

Learn how to become an Avalara Partner here.