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:
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 →
We invite all QuickBooks Connect attendees to stop by Booth B1 to
Guess how many LEGOs are in the box for a chance to win an Amazon Echo;
watch a demo of Webgility’s Unify and instantly earn $50;
earn even more for every client referred for a demo;
take our Trusted Advisor survey—to give input on program direction and be part of its new program—for a chance to win an Oculus Rift;
get your Avalara passport stamped—Webgility’s B1 is an official stop!
Every year we look forward to QuickBooks Connect, because it brings together two of our favorite groups—QuickBooks ProAdvisors and SMBs. We’ve recently added some amazing capabilities to help online sellers make it easier to run their back-office and we’re looking forward to sharing it with the QuickBooks community.
It’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.
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.
Yup, 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.
There are so many amazing apps that sync with QuickBooks—it’s difficult to choose just five. But after careful deliberation and reflection on my own experience with these apps, I think we’ve come to the right conclusions.
Below you’ll find the five must-have apps that will make your life easier when you use them in conjunction with QuickBooks.