Future Firm

AUGUST 22, 2022

Important categories to evaluate when choosing a workflow management software for your CPA firm. QuickBooks Online Accountant. With accounting firms & tax professionals having hundreds and even thousands of tasks across the business, you’ll need more than Quickbooks Online or Xero. QuickBooks Online accounting software.

Accounting 105

Accounting Accounting QuickBooks Accounting Software 105

Invoicera

DECEMBER 31, 2023

Read More – Collaborative Accounting: Enhancing CPA-Client Work 1. Payroll Processing: Accuracy and Timeliness Guaranteed Automated payroll systems take the headache out of salary calculations, tax deductions, and direct deposits. Automatic online payments directly deposited into your bank account.

Data Entry 59

Data Entry Accounting Accounting Purchase Order 59

Nanonets

JUNE 29, 2023

Integration with NetSuite, Quickbooks Online, Xero, and Sage Intacct, Integration with Slack, allowing employees to receive alerts, handle requests, and obtain approvals directly within the Slack interface. Pros: Zero shot AI that can capture data from documents from day 1.

Expense Reports 52

Expense Reports Data Entry Invoicing Budgeting 52

Cloud Accounting Podcast

JULY 7, 2020

He's a CPA, PFS, and CGMA. There's a tweet from Logan Graf, CPA. Did you know you could be using Synder to automatically do this for you? So that's Reynaldo Arellano. Thank you, Reynaldo. David Leary: [00:06:34] Yeah, I mean, that's what we try to do, right? The largest group said, "Let's move it." He's @LoganGrafTax.

Tax 40

Tax Auditing Deposits Accounting 40

Nanonets

JANUARY 17, 2024

Link your expense system with accounting software like QuickBooks or Xero for seamless data flow and error reduction. Integration with  NetSuite , Quickbooks Online, Xero, and Sage Intacct, Integration with Slack, allowing employees to receive alerts, handle requests, and obtain approvals directly within the Slack interface.

Expense Reports 52

Expense Reports Budgeting Data Entry Auditing 52

Cloud Accounting Podcast

APRIL 3, 2020

By using Melio, your clients can pay their bills easier than using their bank website, and you get the process and controls you need, like support for multiple users, approvals, and two-way syncing with QuickBooks Online.

Payroll 40

Payroll Bookkeeping Billing Accounting 40

Cloud Accounting Podcast

AUGUST 11, 2020

Accountants and bookkeepers love Relay because they get a partner portal, can manage staff access without compromising security, and enjoy enriched direct bank feeds to QuickBooks Online, and Xero. I've got an article in CPA Trendlines, an opinion piece - "When Time-Based Pricing Works." I don't know. Different people did raises.

QuickBooks 40

QuickBooks Microsoft Excel Billing Payroll 40

Cloud Accounting Podcast

MARCH 30, 2020

Minute7 syncs with both QuickBooks Online, and QuickBooks Desktop for invoicing or reimbursement. I send it to ADP to do the direct deposits, and when they shoot out those direct deposits, they're adding in that extra 1,200 bucks, or whatever the proper amount is that's from the government [crosstalk] the accounts.

Accounting 40

Accounting Accounting Payroll Billing 40

Cloud Accounting Podcast

MARCH 21, 2020

When you're talking about taxpayer checks, notwithstanding the physical piece, which is that not everybody has direct deposit, I think there are some real security issues that you have to worry about when you have remote workers, at that point, because how- who has access to the system? Who has access to account numbers?

Tax 40

Tax Billing Payroll Bookkeeping 40

Cloud Accounting Podcast

JUNE 28, 2020

If you've ever tried to get your clients' Stripe, Square, or PayPal transactions into QuickBooks or Xero, you've probably pulled your hair out a few times trying to get income and fees recorded correctly so that the deposit amounts match the bank statement so you can reconcile. Since QuickBooks Live was announced?

Bookkeeping 40

Bookkeeping QuickBooks Payroll Auditing 40

Cloud Accounting Podcast

OCTOBER 11, 2023

Sponsors Relay - [link] Keeper - [link] Accountests - [link] Chapters (00:47) - Don Jr. Sponsors Relay - [link] Keeper - [link] Accountests - [link] Chapters (00:47) - Don Jr.

CPA 50

CPA Accounting Accounting Deposits 50

Cloud Accounting Podcast

AUGUST 3, 2020

David, what is QuickBooks Cash? David Leary: [00:00:24] QuickBooks Cash. You can just, in QuickBooks, sign up and get a bank account. Smansha integrates with QuickBooks Online, and Xero to help put an end to cashflow problems. Stay tuned to hear more from our sponsor, ADP Marketplace, later in the episode.

QuickBooks 40

QuickBooks XERO Bookkeeping Payroll 40

Cloud Accounting Podcast

AUGUST 25, 2020

Sponsors AccountingSuite: [link] LivePlan Bootcamp: [link] BQE CORE: [link] Show Notes 04:33 – One of this week's voicemail messages – Shana 06:40 - Increase your restaurant profits by tracking fiscal weeks in QuickBooks Online Advanced – Intuit QuickBooks 08:16 - Xero and TriNet provide full-service HR solutions to U.S.

Accounting 40

Accounting Accounting QuickBooks XERO 40

Cloud Accounting Podcast

APRIL 27, 2020

The applications came in pretty slow at first, but now, my understanding is, starting Thursday night, or Friday - as soon as the President signed the bill - PayPal, Kabbage, Intuit QuickBooks, all the banks. Yes, they sent out $155 billion, but there are still $36 billion that they haven't mailed yet or deposited that they're just sitting on.

Accounting 40

Accounting Accounting Tax Deposits 40

Cloud Accounting Podcast

FEBRUARY 14, 2023

Biden vows to veto GOP plan to abolish the IRS; CPA exam takers down 25% since 2018; IRS too busy to replace old computers, suspends project Sponsors OnPay - [link] Relay - [link] First Republic Bank - [link] Need CPE? WSJ asks: "How can we make accounting cool?"; WSJ [link] Passing or failing?

Accounting 40

Accounting Accounting Deposits QuickBooks 40

Cloud Accounting Podcast

JUNE 8, 2020

Jobs Report - NYTimes 32:10 - Accountants see pandemic over by year's end; recovery will take longer – Accounting Today 33:31 - How SMB Accounting and Finance Teams are Responding to COVID-19 – Intuitive Accountant 35:26 - Accounting group CPA victimized by cyberattack, some data on 329,000 people stolen - CBC News 37:06 - Exclusive: U.S.

Tax 40

Tax XERO Payroll QuickBooks 40

Cloud Accounting Podcast

SEPTEMBER 1, 2020

Going Concern Remove roadblocks to CAS practice growth – Journal of Accountancy 41:28 – Non-CPA “CPA” Firms? CPA Trendlines 42:18 – Does the US tax code favor automation? – CPA Trendlines 42:18 – Does the US tax code favor automation? We appreciate you!

Payroll 40

Payroll Tax QuickBooks CPA 40

Cloud Accounting Podcast

SEPTEMBER 22, 2020

consumer fintech –– CNBC 54:47 – Klarna Valued At $10.65B After $650M Fundraise – PYMNTS.com 56:03 – Wolters Kluwer Acquires XCM – CPA Practice Advisor 57:30 – KKR to sell Epicor Software in $4.7 Finance 1:02:32 – Saasable - Recurring Revenue Simplified – Intuit QuickBooks Get in Touch Thanks for listening and for the great reviews!

QuickBooks 40

QuickBooks XERO Payroll Deposits 40

Cloud Accounting Podcast

APRIL 19, 2020

So, if you're one of the people that have used TurboTax, you probably don't have the deposit yet. Blake Oliver: [00:37:50] -because the IRS can only print- yeah, they can only print 5 million a week. David Leary: [00:45:14] A lot of Botkeeper's things was "No, bank feeds suck in QuickBooks and Xero. 169: It was Bird, not Lime!

Payroll 40

Payroll Bookkeeping Accounting Accounting 40

Cloud Accounting Podcast

MAY 18, 2020

OnPay includes deep integrations to benefit providers, workers' comp plans, QuickBooks, and Xero. What he did, is he- somewhere along the line, he crossed the line, and he rerouted payroll direct deposit money that was supposed to go into employees' bank accounts, and the money to pay taxes. He rerouted that into his own accounts.

Payroll 40

Payroll Billing Deposits Auditing 40

Cloud Accounting Podcast

JUNE 16, 2020

By using Melio, your clients can pay their bills easier than using their bank website, and you get the process and controls you need, like support for multiple users, approvals, and two-way syncing with QuickBooks Online. PayPie integrates with QuickBooks Online, and Xero to help put an end to cashflow problems.

QuickBooks 40

QuickBooks Bookkeeping XERO Payroll 40

Cloud Accounting Podcast

AUGUST 17, 2020

Even if they don't integrate it into QuickBooks, it's a good investment because e-commerce is growing so much right now. They might still use QuickBooks; they might be a QuickBooks customer, but ultimately, they're not spending their time there, which means now you can't push a loan product on them.

Payroll 40

Payroll Tax Accounting Accounting 40