Unify Your Financials with QuickBooks

Now more than ever it is vital for a business to centralize their financials.

As you know, “commerce” now involves both brick-and-mortar stores and selling on multiple channels online. And that’s just the first layer of complexity—this year at QuickBooks Connect, I learned that the average SMB uses approximately 15 applications to manage their business.

Unfortunately, many businesses are still manually entering in much of their sales, inventory, and shipping data into their QuickBooks. But why? This method creates many problems, some of them include:

  • Human error
  • Time wasted
  • Money spent

The good news is, there are several apps out there to move data for you. The bad news is that many of these apps do not communicate with one another. Sure, there is ERP software out there that will take care of it all, but it’s generally designed for the enterprise level business and it’s expensive.Why are so many #ecommerce businesses still manually entering data? There's a better way. #unify Click To Tweet” 

While an ERP may feel like a logical step for a maturing SMB, I would recommend waiting. If you are considering an ERP, it’s likely that you already have many of the necessary tools, but still struggle because those tools are not in sync. When your tools are not in sync, they cause a mess and confusion, which is more manual work. Continue reading

Emerging Tech Trends in Accounting

Emerging Tech Trends in AccountingWritten by Jim Walsh, Chief Information Officer, Right Networks

As reviewed through time, this is likely to be a fascinating milestone in the evolution of accounting technology and its impact on business. Many working professionals can still remember when technology was burgeoning. From the perspective of accountancy, paper ledgers gave way to spreadsheet applications. CPAs and accounting professionals passed files back and forth from shared drives or emailed them to peers and clients. Then those spreadsheets got more advanced – they were shared in content management systems or stored in the cloud and worked on by multiple people simultaneously. And now applications are becoming transformative in their ability to draw conclusions and anticipate trends based on the information that was once handwritten in books that wouldn’t even fit inside a backpack.Read about emerging #tech #trends in #accounting, by @RightNetworks #Unify #Cloud Click To Tweet

The accounting industry isn’t exempt or unique in the fact that it’s being impacted by a rush of technology advances. Thinking about all of the different ways that technology could impact any industry is as dizzying as it is speculative. It’s likely that we haven’t fully anticipated the ways that conditions and processes will merge to allow for new things. So how can a CPA firm or accounting professional prepare for a future where technology presents an unknown? Continue reading

We’re headed to Xerocon!

We’re headed to Xerocon!Yes, it’s true—Webgility’s hitting the road again as a Kickoff Exhibitor at Xerocon 2017 in Austin, Texas, on December 6-7. In fact, we’re so excited about this trip, we’re inviting all Xerocon attendees to stop by the Webgility lounge for a demo of Unify and to share the secret phrase “make selling easier” for a chance to win an Amazon Echo. Continue your Wednesday evening with Webgility and trusted partner, ShipStation, for cocktails, apps and more fun raffle prizes at Revelry Kitchen + Bar from 5-8pm on December 6. Register in advance here.

At Xerocon, we look forward to revealing how our enhanced integration enables accountants and online sellers to

  • quickly track revenue across sales channels like Shopify and BigCommerce;
  • simply and accurately record expenses and fees from marketplaces such as Amazon and eBay;
  • better utilize Xero’s powerful inventory capabilities by syncing price and quantity with online sales channels, automatically building their inventory list in Xero from their sales channel data; and
  • sync data between Xero and shipping apps such as ShipStation and ShippingEasy.

As you know, our Unify software features a powerful integration with Xero that makes the tracking and syncing of financial data and inventory easier than ever. We’re so inspired by the creativity and innovation of Webgility’s Xero users, we’ve added more functionality to Unify to make selling easier for this special community. We stand by our mission to make it possible for online sellers to focus on their passion and growing their business rather than wasting their time on operational logistics.#Xerocon! Join Webgility/@ShipStation @RevelryKitchen+Bar, 5:00 on 12/8. RSVP: http://bit.ly/2zEANlh Click To Tweet

If you’re in Austin next week, please stop by to discuss how—by integrating with powerful cloud computing partners like Xero—Unify brings efficiency, order, and scale to otherwise chaotic workflows and business operations.

To RSVP for the Webgility/ShipStation cocktail party, click here: https://www.eventbrite.com/e/shipstation-webgility-networking-happy-hour-tickets-39658236854

NEW: Major upgrades to Unify

NEW: Major upgrades to UnifyIt’s been a minute since we’ve made big changes to Unify, so please take a look

Today’s news is big. In fact, our product team has been hard at work for months developing enhanced features specifically aimed at making business easier for online sellers. Because that means something different to each of our customers, this list of enhancements covers a lot of territory. Read on to find out more, and click the hyperlinks to see a detailed description and instructions for using each feature. 

Inventory management made easier 

  • Automatic Inventory Sync: You can now automatically keep inventory synced in your accounting across sales channels. This feature can be scheduled to run hourly or nightly. Now managing your inventory will take even less effort.
  • Product Returns Sync: When merchandise is returned to your store, you can now sync and adjust your inventory across sales channels to reflect that item. To help your bottom line, this returned merchandise can promptly re-enter your inventory and be sold again.Hey #sellers: Now #Unify by @Webgility makes #ecommerce even easier. #Upgrades Click To Tweet
  • Warehouse Inventory Tracking: QuickBooks Desktop users who fulfill orders from multiple warehouses can now track inventory by location. This is helpful for those who’d like to scale their business and stay sane at the same time.
  • Real-time Assembly Build: Unify can now post assembled products in QuickBooks Desktop as orders are received in real-time. This feature allows you to still make a sale even when quantity of an assembled product falls to or below 0.

 

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NEW: Unify for Square is here

Unify for Square is hereYup, you guessed it. Unify for Square is now a thing.

Finally, there’s a solution that automates and syncs all Square sales data, liberating SMBs from operational headaches and bookkeeping woes.  This first-of-its-kind, easy-to-deploy software records and syncs all Square data reliably and automatically, and it’s brand new. In fact, just today we announced this new solution with Square to save small businesses time and money by automating their bookkeeping for them. This amazing solution empowers Square merchants to automate, schedule, and post all of their sales information directly into QuickBooks. With options to post either individual sales or daily summaries, Unify for QuickBooks integration—automatically record all expenses, revenue streams, and sales tax to easily reconcile accounts.@Webgility announces #Unify for @Square. #Sync sales with @QuickBooks, or @Xero Click To Tweet

Like all versions of Unify, Unify for Square takes the mystery out of financials—letting merchants see and record fees in their QuickBooks account for each Square transaction from all locations. Now companies can easily track what they’ve charged in sales tax to be ready come filing time. In addition, merchants can, for the first time, fully reconcile e-commerce transactions in QuickBooks and see exactly what they’ve paid in marketplace fees and expenses, Square charges, and shipping costs.

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