Xerocon Denver: Apple, Embedded Dashboards, and More!
I just had the pleasure of attending my second US Xerocon conference, held in Denver June 3-4, 2015. For those who couldn’t make it, I thought I’d give a little rundown of some of the highlights....
View ArticleXero Cash Coding Update
Cash coding in Xero just received a bunch of updates. What is Xero cash coding? It’s a combination of a bank feed and a spreadsheet that lets you quickly categorize many imported transactions at once....
View ArticleXerocon Dev Day – An Accountant’s Perspective
In today’s app-enabled world, “apps” (software, add-ons, widgets, etc.) are both our boon and our bane. They’re great because many meet niche needs and provide the specific functionality that we want,...
View ArticleCloud Accounting News: June 2015
Hey folks, it’s been a while since I’ve dug into all the latest releases of cloud accounting software developers, so I thought I’d provide a roundup of what’s transpired over the past few months,...
View ArticleImplementing Cloud Technology for Clients
In today’s market, where time is money and efficiency is of utmost importance, it is imperative to leverage technology to benefit and grow your company—allowing it to operate both more efficiently and...
View ArticleVend Point of Sale for QuickBooks Online and Xero
This article reviews the Vend Point of Sale application for QuickBooks Online and Xero. You may have heard of Vend as they have been at a number of conferences. Vend’s tag line is “POS Software...
View ArticlePayoneer Review – International Business Payments
Getting paid and making payments internationally can suck. I should know, because that’s how I’m always getting paid! There are lots of options that vary in cost, timing, security, and ease of use....
View ArticlePayment Processing with Stripe
Payments is one of those areas that has been undergoing a lot of change in the past few years, especially when talking about digital or online payments. It used to be that if a small business wanted to...
View ArticleThe Great Paperwork Shuffle
Like many paperless accounting firms, we face a number of challenges, including having support for all transactions, giving access to the appropriate people, and being able to find what you need when...
View ArticleInsightly CRM Integrates with Xero
Insightly CRM is a web based CRM aimed at businesses that have from 1 to 200 employees. They have just released an integration with Xero. Let’s take a quick look at how this integration works. Note...
View ArticleCloud Accounting News: August 2015
Here’s another Cloud Accounting Update (see the June 2015 edition). There haven’t been any big announcements since the June update, so here’s your fill of the little things that have changed in online...
View ArticleUnderstanding Payroll Options: ZenPayroll
Several years ago, three guys from Stanford decided to modernize the payroll industry, which was sadly in need of some modernizing. ZenPayroll was launched in 2012, with the mission of making payroll...
View ArticleXero Tips & Tricks: Fixing Monthly Statements
Let’s talk about one of my favorite things about Xero—its inherent ability to manipulate data quickly and easily. Unlike other software I’ve used, you can quickly import statements, delete unnecessary...
View ArticleGetting Paid Online: Zoho Books Tops Them All
Nowadays it’s basically a given that your online accounting software will have payment processing capabilities, whether natively or via an add-on. So, it’s relatively easy to send an online invoice to...
View ArticleCloud Accounting News: September 2015
It’s time for another Cloud Accounting News update (see the August 2015 edition). In this edition, Zoho Books wins for most significant changes. FreshBooks Partial payments are now possible. All you...
View ArticleXero Payroll Comes of Age
How far has Xero Payroll come since its launch in 2013, and how does it stack up against some of the other options? For starters, Xero Payroll works from within Xero itself, and the price of Xero...
View ArticleXero Tips & Tricks: Dealing With Credit Cards With Subaccounts
Many credit cards, such as Chase or Bank of America, set up credit card accounts in such a way that the company can have one corporate account (i.e., one combined billing) for all activity. While...
View ArticleQuickBooks Online vs. Xero
The two biggest companies in small business online accounting software are QuickBooks Online (QBO) and Xero (please note that I’m talking about small business online accounting software, not micro...
View ArticleBuilding Your Cloud Toolbox
Now that more and more accountants are not only taking the leap into the Cloud but are also integrating more and more tools to work together, I thought it would be a great time to share some of the...
View ArticleKounta Cloud-based POS
Kounta is a device-independent Point of Sale (POS) system with solid QSR (quick serve restaurant) functionality and basic retail capability. It has a different approach than other POS applications I’ve...
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