Automation With Quickbooks, Part 4: Hubdoc

by Margie Monroe

Margie Monroe, CPA, LLC

Margie has been a CPA since 1980 and has always enjoyed assisting people. Whether it was her early years in both public and private accounting or her twenty plus years working with nonprofit organizations. For the last ten years, she has assisted businesses and individuals with their accounting needs using QuickBooks Pro, Premier, Enterprise, POS and Online through Margie Monroe, CPA, LLC. She can be reached at margie@margiemonroecpa.com.

Whether you are the owner, the in-house accountant or the outsourced accounting department, obtaining the documentation you need to process transactions and reconcile accounts can be time consuming and frustrating. As an outsourced accounting department, my team and I are especially pleased with Hubdoc, a third party application in the QuickBooks ecosystem.  Here are some of the reasons we like Hubdoc:

Topics: quickbooks

Automation with Quickbooks, Part 3: Qbox

by Margie Monroe

Margie Monroe, CPA, LLC

Margie has been a CPA since 1980 and has always enjoyed assisting people. Whether it was her early years in both public and private accounting or her twenty plus years working with nonprofit organizations. For the last ten years, she has assisted businesses and individuals with their accounting needs using QuickBooks Pro, Premier, Enterprise, POS and Online through Margie Monroe, CPA, LLC. She can be reached at margie@margiemonroecpa.com.

“Everyone is going to the cloud! QuickBooks Online is marketed heavily. I use QuickBooks Desktop. For various reasons, I don’t have any plans to move to QBO any time soon. How do I keep using my QB desktop version, but still have access similar to what I would have by moving to QBO? “

I hear the above comments quite a bit. For those of us who still use QB Desktop, we want remote access without changing to QBO. In my firm, about 50% of my clients  have still chosen to use desktop vs online. In this continuation of my articles about Automation with QuickBooks, I’ll share one of the solutions I use to access clients’ QB Desktop files remotely.

Topics: quickbooks

Automation with QuickBooks, Part 2

by Margie Monroe

Margie Monroe, CPA, LLC

Margie has been a CPA since 1980 and has always enjoyed assisting people. Whether it was her early years in both public and private accounting or her twenty plus years working with nonprofit organizations. For the last ten years, she has assisted businesses and individuals with their accounting needs using QuickBooks Pro, Premier, Enterprise, POS and Online through Margie Monroe, CPA, LLC. She can be reached at margie@margiemonroecpa.com.

Automating your bookkeeping with QuickBooks is easier now than ever. There are so many great third party apps in the marketplace. In this article in my Automation with QuickBooks series, I will share one of the apps I am currently using. I'll also show you how combining it with features in QuickBooks saves me time and money.

As anyone with employees knows, capturing employee time efficiently and accurately can sometimes be a bear. This is especially true if you are always running down late time sheets. I switched my timekeeping system to TSheets several years ago and love it, and so do my employees.I also have clients on TSheets, and I can easily tailor a variety of features to meet each client’s particular needs.

Topics: quickbooks

Automation with QuickBooks

by Margie Monroe

Margie Monroe, CPA, LLC

Margie has been a CPA since 1980 and has always enjoyed assisting people. Whether it was her early years in both public and private accounting or her twenty plus years working with nonprofit organizations. For the last ten years, she has assisted businesses and individuals with their accounting needs using QuickBooks Pro, Premier, Enterprise, POS and Online through Margie Monroe, CPA, LLC. She can be reached at margie@margiemonroecpa.com.

Since I started in accounting many years ago, I’ve seen us go from paper ledgers to One Write Systems (remember Safeguard?) to desktop computer programs to the cloud.

Topics: quickbooks

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Monitor Your Monthly Expenses in QuickBooks

by Margie Monroe

Margie Monroe, CPA, LLC

Margie has been a CPA since 1980 and has always enjoyed assisting people. Whether it was her early years in both public and private accounting or her twenty plus years working with nonprofit organizations. For the last ten years, she has assisted businesses and individuals with their accounting needs using QuickBooks Pro, Premier, Enterprise, POS and Online through Margie Monroe, CPA, LLC. She can be reached at margie@margiemonroecpa.com.

Using QB 2015 for PC/Desktop

In QuickBooks it is very easy to pull up reports to monitor where your money is being spent. The problem I see most often is that the data is not relevant because the transactions were posted incorrectly. Before you start analyzing the data, you want to know that the expenses to the Profit and Loss Report are accurate.

Topics: Accounting & Finance, quickbooks

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