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  • Scaling New Heights 2015 Takeaways on QuickBooks and Business

    Scaling New Heights 2015 is in the books!  In four intense days, attendees took a deep dive into QuickBooks and its surrounding environment.  Through general sessions, class instruction, sponsor exhibits, and networking, attendees had the opportunity to grow and improve their own businesses and practices.  Here are our takeaways:

    1)      QuickBooks Online is growingPB at SNH

    No doubt Intuit is pushing QuickBooks Online.  Every Intuit rep, whether in the QuickBooks booth or giving a speech on the main stage, preached the value of QuickBooks Online.  This was starkly contrasted by the nearly 1500 QuickBooks Pro Advisors in attendance that constantly questioned Intuit on their handling of the desktop legacy programs.  But this is nothing new.  The theme of the last several years of QuickBooks related conferences has been, why is there no parity between QBO and QB Enterprise in particular?  SNH15 was no different, neither in the questions being asked, nor in Intuit’s response.  Simply, QBO will never reach feature parity with QuickBooks Enterprise.

    As Intuit employees get pushed more and more with this line of questioning, their responses eventually come down to, and I’m paraphrasing here, “Look, you can complain and do/sell anything you want.  We are trying to move everyone to QuickBooks Online.  So either get on board or sell something else.”  Their actual phrasing is more along the lines of, QuickBooks Online is a growing market and we just want to make you all aware of the opportunity.

    Intuit did give two telling stats regarding QBO.  First, there are currently about 1 million QBO users.  Last Fall at QuickBooks Connect they quoted 700K QBO users.  That’s significant growth in less than one year.  Second, 60% of all new QuickBooks users are using QuickBooks Online.  So while most users are still on QuickBooks desktop versions, that number is changing in favor of QBO.

    2)      We sell a Story and our product is a Reaction

    This was a common theme throughout the conference.  Jon Taffer ("Bar Rescue" host) yelled about it during his animated keynote and Joe Woodard continually brought it up during his many speeches.  Telling a story means that you’re not just SNH speechgiving a client financial data or processing their payroll, you are giving them the ability to make decisions to grow their company so they can move into that new office building or put their kid through college.  The excitement or joy or enthusiasm your client feels after talking with you and hearing your story is your product.  That’s why you’re in business.  Making money is a nice product of being in businessJ.

    3)      Accountants are moving from Score Keeper to Coach

    With all the new technology in the marketplace, accountants now have the tools and time to be less bookkeeper and more business consultant.  Data automation allows much of the time accountants used to spend collecting and inputting data to be used instead to analyze and recommend.  This is both more productive and lucrative for the client and accountant.

    4)      Scaling New Heights 2016 is in the Bahamas!

    There’s not much else to say other than PrintBoss will be there!

  • What To See At The Scaling New Heights QuickBooks Conference

    We’re excited to be going to New Orleans this Sunday to exhibit at the Scaling New Heights conference being held at Hyatt Regency Hotel and Conference Center.  Every year, Joe Woodard and his team put on an incredible conference filled with inspiring talks and informative classes.  Here are the sessions we are most looking forward to at this year’s Scaling New Heights:
    1)      Opening Keynote by Joe Woodard (Sunday—4-6pm)

    Joe always has his finger on the pulse of the accounting industry and more specifically the Intuit market.  His keynotes are poignant, fun, and set a great tone for the rest of the conference.  Whenever Joe talks, you want to listen.

    2)      Market Innovation Update with Chris Farrell, CEO of Tallie (Monday—7-7:50am)

    The accounting industry is exploding with innovation.  In 2012 and 2013, Tallie was ranked as one of the top 50 fastest growing startups by Inc. Magazine.  Since 2008, Tallie has been a model of growth and adapting to market needs and wants.  The opportunity to hear Chris Farrell talk about innovation is almost as good as hearing Joe Woodard talk about the accounting market.  They are some of the best in the business.

    3)      Featured Breakout with Frank Abagnale (Monday—4:20-6pm)

    For those of you who don’t know, Frank Abagnale is a legend in security.  He’s been on both sides of the issue, as a security threat and a security enforcer.  If you don’t know his story, watch the movie “Catch Me If You Can,” staring Leonardo DiCaprio, which was inspired by his life.  Frank works closely with Intuit to improve the security surrounding their software and products.  We all know how important security is in accounting, so hearing Frank Abagnale talk is always a must.

    4)      Open Exhibition hours (everyday)

    This is the reason we come to conferences like Scaling New Heights.  As an exhibitor, we get the chance to speak directly with users and potential users.  It’s a place not only for us to network, but also to hear the frustrations, wants, and needs of QuickBooks users.  There’s nothing better for us than to work with businesses to find solutions for their issues.  The exhibition floor is also a great place to get an idea of what is happening in the market.  There’s no better way to discover all the new companies and products participating in the QuickBooks market.

  • Scaling New Heights 2014 Recap: We are definitely climbing higher

    The Scaling New Heights conference has established itself in two ways.  1) As an industry barometer, which gives us a clear reading of the QuickBooks market. Are sales strong or languid? What 3rd party products are helping to focus sales? And 2) as an accurate road sign guiding us to stay aware of the newest features and programs offered by Intuit, and to stay in the mainstream of new technology designed to enhance the use of QuickBooks.

    The conference is always informative, interesting and even entertaining.  Joe Woodard, the host of the conference, explained how the new online version of QuickBooks will clean up the process of using QuickBooks just as effectively as a “poop-less cat” would keep a clean litter box.  Joe and Intuit both stressed that while the QuickBooks desktop versions would not be going away anytime soon, most development will be going into QuickBooks Online.

    JW Marriott San AntonioInterestingly, Intuit indicated it would not strive for building parity between the desktop and online versions, but instead expects the “Intuit Ecosystem” to bring about that parity through 3rd party app development.  In this effort, Intuit claims they are working to open up their IPP (Intuit Partner Platform) so that developers have more access to data.  Intuit even held a developer open forum where the IPP team took uncensored questions.  The packed room indicated how much the “Intuit Ecosystem” has really grown.

    This “Intuit Ecosystem” was an important topic of discussion.  Not only is Intuit working to leverage it for QuickBooks Online parity, but it is also using it to partner with companies like American Express to fulfill all business needs, not just bookkeeping ones.  This partnership, for example, will allow QuickBooks users to utilize American Express Open’s small business alternate funding options.  These funding options are not typically available through banks.  American Express is also enabling receipt matching with QuickBooks Online.  More partners will enable more tools to solve all types of business problems.

    The 2014 Scaling New Heights was the largest of its kind ever. It attracted QuickBooks Pro Advisors from all corners of the country. The exchange of information among attendees was a constant theme both in the structured presentations, in the sessions and at every meal or social event.  The sharing of information and ideas was exhilarating.

    The location, the JW Marriott in San Antonio, was a perfect venue for the event because it was both beautiful and focused. It was difficult to ignore the breath taking beauty that created an environment where you never got bored.  You always looked forward to the next planned activity that was sure to make you better for your investment.

    We need more events like Scaling New Heights where we come together with a common focus and everyone leaves happier and smarter because we all shared something valuable.  We look forward to seeing everyone next year at the Hyatt Regency in New Orleans, June 21-24.

  • What To Look For In A Check Printing Software

    If you Google the term “check printing software” (and maybe that is exactly what you did and have thus arrived here…in which case welcome!) you are bombarded with all different kinds of webpages, ads, and softwares.  So how do you sort through the nonsense and objectively rate the worthwhile results?

    Given your search enquiry, we assume you are looking for a piece of software that can print accounting checks for either businesses or personal accounts.  Either you are new to this and aren’t using anything currently, or your current software just isn’t cutting it and you need something more.  Whichever you are, choosing the best check printing software is important as the right software can save you time and money, while the wrong software can disrupt your payment processing, causing more problems that is solves.

    So how do you value a check printing software?  First, it must work with whatever accounting package you are using.  Many accounting packages claim to offer check printing solutions, but the truth is that if they were any good, you wouldn’t be searching for check printing softwares.  For most accounting packages, the check printing function is limited and cumbersome.  Even more, it often costs you more to print with it due to the types of checks you purchase with it, but more on that in a second.  So first and foremost, make sure it integrates with your accounting package.

    Second, does it save you money?  Many aspects play into the answer to this question.  Everything from the cost of the software, to the features it provides, to the recurring costs associated with using the software.  Check printing softwares range in their purchase prices.  Like many things in life, there is often a misperception that when something costs more, it is better.  In the check printing software world, this is not the case.  It is less about the price tag of the software and more about the features it provides.  Can it print checks onto blank check stock?  This is a big consideration for cost as blank check stock can save you 80% on the cost of preprinted checks.  Also, how much is the service contract?  All of these play a role when considering cost.

    Finally, and maybe more than anything else, you must look at the features of the software.  Does the software support unlimited bank accounts?  Can it print electronic signatures?  Can it print to different printers and trays within an office or a network?  Can it create positive pay files?  What about ACH files?  Can you set employee logins and restrictions?  And how integrated is the check printing software with your accounting package?  A check printing software should have at least all of these features and much, much more…and it shouldn’t cost thousands of dollars.

  • An Electronic Payment Software for Every Business

    More and more businesses nowadays are accepting and processing electronic payments.  Whether paying vendors or employees, companies are finding it easier to manage these payment types.  But the issue still stands, how do you process these payments?  Are there electronic payment software’s out there that can enable you to process your payables electronically?

    The answer is yes: PrintBoss.  Among its many features, PrintBoss is an electronic payment software.  It integrates with a plethora of accounting softwares, including QuickBooks.  So how does it do it?

    PrintBoss processes electronic payments two different ways.  The first is through ACH file creation.  For any client, PrintBoss can create ACH payment files.  This feature is both NACHA and Canadian Bank approved, so PrintBoss can generate ACH files for both US and Canadian payments.  The great part about PrintBoss is that it can process both live check and ACH payments, in the same run.  Just process your payables normally and PrintBoss will handle the rest.  For those companies signed up to receive check payment, PrintBoss will print a live check.  For those who have been approved for ACH payment, PrintBoss will automatically create an ACH file and no check will print.  Just click print and PrintBoss will handle the rest.  It’s an electronic payment software that knows what you want.

    The second method of electronic payment that PrintBoss offers is through our partnership with the globalVCard paysystems.  This innovative electronic payment solution allows a company to upload a single payment file from its accounts payable system and disburse multiple vendor payments with a click of a button.  The beauty of it is that like the ACH file creation feature, PrintBoss can process globalVCard, live check, and ACH payments all in the same run.  PrintBoss knows which clients get which types of payment and acts accordingly.  This saves you and your business time and money by eliminating the excess paperwork and hassle of processing multiple payment types.  Just click print and your payables are processed.  Learn more about the globalVCard paysystems here.

    Try our 30-day free trial to see how the PrintBoss electronic payment software can help you process your payables faster and easier.

  • The PrintBoss and globalVCard PaySystem’s Electronic Payment Software

    Payment processing. Utter these words to any accounts payable personnel and they will probably wince, cringe, scream, faint and/or possibly cry. In fact I have done three of the five in my time as a business owner (although that was before we developed the PrintBoss electronic payment software), but I’ll let you guess which ones. The harsh reality is that payment processing is an important process. It’s often the first process we endure when starting a business, as raw materials and office supplies must be purchased to make money and it continues through the life of a company as purchasing begets growth. The problem is that there is a glut of paperwork, labor and time involved.

    Wouldn’t it be great if we could eliminate all these hassles yet still process payments? How much would you pay for that? No, scratch that. Wouldn’t it be great if we could eliminate all these hassles, still process payments AND get paid for doing it?

    PB and GVP

    Enter an electronic payment software so easy to use, it adds no extra keystrokes to what you are already doing. Since here at Wellspring Software we’re all about people helping people, or more appropriately software helping people, PrintBoss has teamed with the globalVCard Paysystem to provide an electronic payment solution for your business. The globalVCard Paysystem allows you to pay your vendors with no paperwork and receive a rebate on your payables. When you add PrintBoss, which will automatically create a payment file for the globalVCard Paysystem, the process becomes seamless and transparent to your accounts payable personnel. In other words, with the PrintBoss electronic payment software, by doing exactly what you are doing right now, zero extra key strokes, you can eliminate the paper check printing process and earn money. It’s like modern alchemy, only electronic payment software!

    To make it even easier, PrintBoss allows you to choose individual vendors or all of your vendors to pay with the globalVCard Paysystem. When you want to enroll a vendor you simply add the vendor to a list and PrintBoss will automatically create a payment file instead of a check. Mark any vendor on the list as inactive and the next check run will generate a live check again.

    With PrintBoss and the globalVCard Paysystem, payment processing has become revenue generating. If only the ancients could have known alchemy isn’t magic, it’s PrintBoss.

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