QuickBooks Online vs. Xero – Reports
I’ve been comparing the products from the two biggest companies in small business online accounting software, QuickBooks Online (QBO) and Xero, and in this article I’m going to look at the differences...
View ArticleQuickBooks Online vs. Xero – Reports Part 2
In my prior article comparing the reporting features of QuickBooks Online (QBO) and Xero I discussed the differences between QuickBooks Online Redesigned Reports and Xero New Reports. In this article I...
View ArticleCloud Accounting News: December 2015
Welcome back for another edition of Cloud Accounting News. If you’re new to this, Cloud Accounting News is the place that gathers all the little changes that take place with the cloud accounting...
View ArticleSearch Finally Comes to Xero
Those of us following Xero have known that a small yet important capability that has been lacking for a long time is global search. This is the ability to search all records in Xero using a single box,...
View ArticleSo You’ve Done Your Initial Digital Plumbing — Now What?
Plumbing is a key component of any well-built establishment. Houses are unlivable without reliable flushing systems, and businesses stagnate when data becomes a tangled, festering mass of numbers....
View ArticleMy Cloud Accounting Dream – Part 1
The Dream I look to software to make my life easier. I want things to be automated and information to be accurate. When I look at the ads for many cloud accounting software apps, they promise a...
View ArticleCloud Accounting News: January 2016
Happy New Year! What’s cracking in 2016? Let’s take a look at the latest cloud accounting news. But first, if you missed the December 2015 edition, you can check that out here. FreshBooks A new iPhone...
View ArticleSalesforce Integration Options: QuickBooks and Xero
Salesforce is soon to become the 4th largest technology organization in the world. The company continues to grow by 30% or more every year and its annual Dreamforce event is already recognized as the...
View ArticleOnline Accounting Software and Multi-Currency
We’re in a global world and every business is now global also… right? That means that your accounting software can handle dealing with business in multiple countries—or can it? The feature that will...
View ArticleCloud Accounting News: February 2016
Ok everyone, it’s time again for Cloud Accounting News. If you missed January’s, check it out here. Greg Lam will be presenting a session at Accountex 2016. FreshBooks Invoice previews: When you go to...
View ArticleWhy I Have Chosen to Work With Xero
In November 2015 I attended SleeterCon in Las Vegas (Accountex in 2016). It’s one of the very few agnostic conferences that serves users of Xero, Intuit, and Sage — along with dozens of other...
View ArticleWhy I Favor QuickBooks Online
I attend several accounting and technology conferences every year, and one of my favorites is Accountex (formerly know as SleeterCon) in Las Vegas. This is a great experience for me because I’ve always...
View ArticleThe Need for a Cloud Accounting Communications System
There are many solutions currently in play among the various cloud accounting software providers, but none offers a complete solution. They only offer bits and pieces of the communications puzzle,...
View ArticleXero Inventory
Because I’m an inventory nerd (or snob), I think that every accounting product should have at least some basic inventory functionality. Let’s take an in-depth look at what Xero provides in their online...
View ArticleEntryless Accounts Payable Review
Entryless is an accounts payable service that lets you send in your bills, manage them, and pay them. Does that sound like Bill.com? Yep, it’s kind of like it. Entryless is “Forever Free,” which may...
View ArticleWorking With Xero Inventory
I’ve been talking about Xero inventory, focusing on tracked inventory items where you are tracking the quantity and value on hand. In this article I’ll take a look at how you can make adjustments to...
View ArticleXero’s New Contact System Is CRM Lite
In recent updates, Xero has been upgrading what you can do with your contacts, which some may consider a lite CRM (customer relationship management) system. For example, Xero allows you to do the...
View ArticleQwilr Review — Online Proposals
“Qwilr replaces your quotes, proposals and presentations with interactive and mobile-friendly webpages that are as easy to build and reuse as they are beautiful.” That’s how Qwilr describes its...
View ArticleXero Inventory Costing
Next in my series on Xero Inventory is a discussion on how inventory costing is managed. Xero uses average costing, which is similar to what is used on desktop products and is easy to manage, but...
View ArticleHow Digital Plumbing Helps Your Client’s Business
If you’re ready to incorporate digital plumbing into your accounting firm’s practice, you have to accept that change is not only inevitable for your clients, it’s also inevitable for you. Our industry...
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