Bookkeeping – Hall, Kistler & Company http://www.hallkistlerblog.com Blog Wed, 27 Feb 2019 16:21:01 +0000 en-US hourly 1 http://www.hallkistlerblog.com/wp-content/uploads/2019/01/HK-logo-Twitter2.jpg Bookkeeping – Hall, Kistler & Company http://www.hallkistlerblog.com 32 32 “App-solutely” Helpful QuickBooks Apps http://www.hallkistlerblog.com/app-solutely-helpful-quickbooks-apps/ http://www.hallkistlerblog.com/app-solutely-helpful-quickbooks-apps/#respond Mon, 03 Aug 2015 19:10:32 +0000 http://www.hallkistlerblog.com/?p=282 By Sarah Yost, Senior Accountant and QuickBooks Online ProAdvisor

Heavy QuickBooks users, or those in a specialized industry, know that while the bookkeeping software giant has become much more user-friendly over the years, there are still limitations. Despite the challenges, …

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By Sarah Yost, Senior Accountant and QuickBooks Online ProAdvisor

Heavy QuickBooks users, or those in a specialized industry, know that while the bookkeeping software giant has become much more user-friendly over the years, there are still limitations. Despite the challenges, QuickBooks is by far the most comprehensive tool available for most, and thus a staple of bookkeeping for many businesses. Many Hall, Kistler & Company clients rely on the program to handle their day-to-day bookkeeping with great success, but find areas where they wish the program were a bit easier to use or more specifically adapted to their niche’s needs. This is where Apps come in.

Apps further enhance your ability to do business efficiently, and many tie right into the software to which you have grown accustomed. Some of these tools that save you so much time and frustration are completely free to download and use, and others typically come at a price that is quite reasonable. Here are some of the top rated apps on Intuit’s website:

– TSheets Time Tracker – This app allows you and your employees to track time with any computer, cell phone or landline and it integrates directly into QuickBooks payroll.

– Method:CRM – CRM stands for Customer Relationship Management and Method specializes in keeping your customer information in a format that is easy to use and integrates smoothly with Quickbooks.

– Fundbox – If you have cash flow problems, this app gets you paid instantly for outstanding invoices while your customers can still follow a net 30 or 60 payment schedule.

– Bill.com – This automates payables and receivables online in one location and automatically syncs with QuickBooks Desktop and Online.

– Transaction Pro Importer – This little gem imports many list transaction types into QuickBooks Online from Excel or text files.

– eCC Cloud – Companies that do a lot of online business love this app, which syncs online sales from Amazon, eBay and more straight into QuickBooks.

– Shoeboxed – You can send receipts into the company using prepaid envelopes and Shoeboxed will scan and categorize them into QuickBooks for you.

There are many more apps out there for almost every function and every market segment imaginable. If you have been wishing QuickBooks could do some particular task, odds are you aren’t alone and someone has figured out a way to make it happen. There may be tools out there to help you accomplish exactly what you want to, so go ahead and ask Hall, Kistler & Company! Give us a call at 330-453-7633 and we’ll help you find the best QuickBooks apps to make your life simpler.

Reference: https://apps.intuit.com/

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Hall Kistler & Company: Walking Through the Cloud: Insights about QuickBooks Online http://www.hallkistlerblog.com/hall-kistler-company-hall-kistler-company-about-quickbooks-online-2/ http://www.hallkistlerblog.com/hall-kistler-company-hall-kistler-company-about-quickbooks-online-2/#respond Mon, 10 Mar 2014 14:47:36 +0000 http://www.hallkistlerblog.com/?p=72 Walking Through the Cloud: Insights from Hall Kistler & Company about QuickBooks Online

By Sarah Yost, Senior Accountant and QuickBooks Online ProAdvisor

As all of us at Hall, Kistler & Company are aware and as all of you reading this …

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Walking Through the Cloud: Insights from Hall Kistler & Company about QuickBooks Online

By Sarah Yost, Senior Accountant and QuickBooks Online ProAdvisor

As all of us at Hall, Kistler & Company are aware and as all of you reading this know, the now infamous “cloud” has grown in popularity in recent years and has hit the accounting world. QuickBooks Online has been around for some time, but finally has become more user-friendly and streamlined within the past few years. Below are some pros and cons of QuickBooks Online.

Here are a few of the benefits of converting your file to QuickBooks Online:

  1.  It is online – Being up in the cloud means it is backed up automatically and the software is updated automatically. **Keep in mind, a strong and reliable internet connection is necessary for this luxury.
  2. PC and Mac friendly – The interface is PC and Mac friendly since it is accessed through an internet browser.
  3. Accountant access – For our firm, this is a big deal. This means we can troubleshoot right along with you or simply log in and quickly solve any issues you have.
  4. Speaking from experience, this has been the biggest positive.  There are little to no worries in backing up files, sending files and restoring files. All of those stresses are eliminated including their potential to fail. I have seen plenty of corrupted files that can’t be restored, files that are too big and bulky to send via email and the loss of valuable information and time from an old restore gone wrong.
  5. Anywhere/anytime access – If you have an internet connection and are so inclined, you could log in and check your books.

Here are a few drawbacks to QuickBooks Online we have come across: that we have identified at Hall Kistler & Company.

  1. Hall, Kistler & Company LLP It is not easy to “test” a scenario – On the desktop version, there is always the option to backup a file before you make achange. That is not the case online, where pulling information down from the cloud requires a call to support and another call to bring it back up and a possible fee.
  2. Memorized reports not transferable -If you have very specific memorized reports, QuickBooks Online might not be able to recreate them.
  3. Cost – This has been the biggest deterrent for many people. As a businessperson, you have to weigh the monthly cost versus the potential 3-year renewal with a desktop version.
  4. Set up – As with any software, it requires some adjustment to make it your own. In the case of QuickBooks Online, we have found lining up checks takes some doing and getting reports to look and act like you want can be cumbersome at first.

 Here is the Myth of QuickBooks Online:

One last item is that of myth busting. I have heard concerns with the lack of controls or audit trail. QuickBooks Online does keep a very detailed report of every activity within QuickBooks Online including logging in, deleting deposits, voiding checks, just to name a few.

Before you buy any QuickBooks products, we have ProAdvisorSM on staff at Hall Kistler & Company (including myself) that receives discounts on all QuickBooks Online software, and we can pass those savings on to you.  Call us at 330-453-7633 and let our accountants at Hall Kistler & Company help you navigate the cloud! Find us online at http://www.hallkistler.com/quickbooks-proadvisor

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