important announcement for all ProOnGo customers

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Posts are primarily about QuickBooks, Xero, expense reports, and other topics useful to small business owners, CPAs, and ProAdvisors.


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View Registers

QuickBooks Mobile Apps – Post 3 of 5 – “View Registers”

Monday, May 14th, 2012

When it comes to accounting for your company’s credit card transactions in QuickBooks, you really should be using Online Banking to automatically receive the transactions from your bank on a recurring basis. If you haven’t set this up already, it’s well worth the small amount of effort: in QuickBooks Online, go to Banking => Online Banking; or, in QuickBooks Pro, go to Banking => Online Banking => Set Up Account for Online Services.

Online Banking in QuickBooks Pro

Online Banking in QuickBooks Pro

Online Banking in QuickBooks Online

Online Banking in QuickBooks Online

The support for a wide variety of financial institutions is tremendous. We were going to go into QuickBooks Pro and count the number of available banks, but we gave up after 268 that begin with the letter “A”. Suffice it to say, your bank is almost certainly on the compatibility list.

Online Banking Works Great with ProOnGo Expense

If we’ve got you sold on the fact that you really should be using Online Banking to automatically gather transactions from your bank, then lets turn our attention to what to do with the info that lands in QuickBooks. First, you’ll want to set yourself and your employees up with a way to categorize inbound transactions with the correct Account, Customer:Job, Billable/Non-Billable, etc. You can do all of that with the credit card expense features in ProOnGo Expense. ProOnGo Expense also gives managers a way to see their employees expenses (including credit card expenses), and to make further edits if needed. The ProOnGo Expense app is designed all around this idea of letting employees and managers work together to easily collaborate to gather all of the necessary expense information that will ensure that “employee spend” is appropriately documented.

You Probably Have Lots of Cards

But, our guess is that of all of the cards associated with your business, you’ve got more than just the ones that you use for employee travel & expense. You probably have a card or two that you use for procurement. Perhaps you have a card or two of your own. Maybe you have a card attached to some kind of line of credit earned through your stable, reliable A/R.

Sometimes, what you want is a literal “register view” of each of your credit card registers, as they stand in QuickBooks. And sometimes, you want that on-the-go, when it’s not convenient to fire up the full QuickBooks experience.

Theres an App for That

Check out View Registers from ProOnGo. When you open the app, you’ll be able to scroll left/right through all of the credit cards configured in QuickBooks:

Scrolling Left/Right Through Credit Cards

Scrolling Left/Right Through Credit Cards

Then, when you find a specific credit card for which you want to see the register (the list of individual transactions), just press “Launch Register”, to drill in:

Viewing Transaction-Level Details in Credit Card Register

Viewing Transaction-Level Details in Credit Card Register

Check it out on iTunes App Store as View Registers. The first 15 days are “on us”, then it’s just pay-as-you-go, with no commitment required.

QuickBooks Mobile Apps for Road Warriors

Friday, May 11th, 2012

If you found this blog, there is a good chance that you are both a QuickBooks user and a road warrior.  After all, most of our posts here are about ProOnGo Expense, our solution for QuickBooks Pro, Premier, Online, and Enterprise users who need to track receipts, mileage, and/or time. We’ve been honored to be able to help you from the moment that you incur these expenses — to the moment that a CPA or ProAdvisor is reviewing quarterly financial reports in QuickBooks! And, you’ve been an endless source of inspiration for improving our QuickBooks compatibility.

You Asked for More

If there is one thing we’ve learned from serving you QuickBooks road warriors for the past four years, it’s that you are thirsty for more mobile apps that give you easy access to a broad range of QuickBooks scenarios, not “just” for your expense tracking needs. We hear it from you directly just about every day — by email, by phone, on Twitter, on Facebook. We hear you loud and clear: you like our Expense app, but you want more, high-quality, QuickBooks-compatible mobile apps of all kinds.

Mobile Apps on Intuit App Center

There is plenty of room for an ecosystem of QuickBooks-savvy mobile app developers to create all kinds of delightful QuickBooks-compatible mobile apps. And month after month, we keep seeing new QuickBooks-compatible mobile apps arrive on Intuit App Center (that’s the place to find apps that integrate with Intuit’s cloud-based platform). I’m sure there is also a growing list of mobile apps that integrate via IIF files or the old QuickBooks SDK, but we shy away from recommending those, for reasons beyond the scope of this post. At the time of this post, there are 15 QuickBooks-compatible mobile apps listed on Intuit App Center, compared to just a scant few a year ago.

So, the ecosystem is growing, and that means more options for you. And that’s a good thing.

But it’s Not Growing Fast Enough

The pace of your thirst for new QuickBooks-compatible mobile apps vastly outruns the pace at which we are seeing good new QuickBooks-compatible mobile apps arrive on Intuit App Center. And we just can’t let that happen.

Over the years we’ve developed a dazzling array of libraries that we use internally to make it easy to build QuickBooks-compatible mobile apps, and it seemed like a shame to only use those for our ProOnGo Expense app. We finally decided that we just must help you get more access to QuickBooks scenarios while you are on-the-go, even if it means going a little beyond our normal domain of expense reporting.

Here’s How It Works

We picked five of the most popular requests that we’ve received for QuickBooks apps. We picked simple ones, and we prioritized based on which requests we’ve heard the most. These apps are a lot more like a butter knife than a swiss army knife: they are each built around one specific scenario, they are good at that one scenario, and they don’t have 73 additional features cluttering the UI.

Here are the five scenarios we’re going after:

  • …being able to snap a picture of an invoice from your smartphone, and have a new Vendor Bill created in QuickBooks
  • …being able to snap a picture of business cards from your smartphone, and have a new customer created in QuickBooks
  • …being able to view your employees’ time activities from your smartphone
  • …being able to view your QuickBooks credit card registers from your smartphone
  • …being able to set up push notifications for low balances, high A/P, or low A/R.

These five scenario-based apps go live on iTunes App Store over the course of the next five days, one app per day. Hover over the calendar days below, to see when your favorite scenario goes live!