Cloud Accounting Weekly #12

Here's a roundup of the best links I clicked on this past week. I've also got a new review of my own for you featuring LedgerSync, a collaborative bank feed add-on ideal for clients that need to stay on desktop accounting software a while longer.

Industry News

Xero — Maximize small business performance with Xero and Microsoft Power BI

Xero announced its new integration with Power BI, a business analytics tool. Now — for free! — you can create helpful visualizations for all sorts of metrics for your clients. (read)

Dashboard using the Xero Content pack in Power BI

Sample inventory report

Sample Sales by Product widget


Matt Rissell, CEO of TSheets

Forbes — Can Matt Rissell build his unsexy time sheet software business into a $30 billion company? 

Learn how Matt Rissell got the idea to make a time sheet app, how TSheets initially failed to launch, and how they managed to regroup, survive, and succeed. (read)


Chad Davis, Co-Founder of LiveCA

AccountingWeb — How lack of online accounting grew a new firm

Check out this case study featuring LiveCA, Canada's largest accounting firm without an office. (read)


LedgerSync — A bridge to the cloud

Accounting and bookkeeping are all about the cloud these days. But not every firm is ready to make the switch. If you're sticking with desktop for a while longer, LedgerSync can give you some of the benefits of the cloud at a very reasonable price. (read)

Just for Fun

The White Walkers' Accountant

Thanks to Caleb over at Going Concern for posting this video from Nerdist. It features Tim, the no-nonsense accountant for the White Walkers, of Game of Thrones fame.


Shaquille O'Neal

Shaquille O'Neal

QuickBooks Connect — Shaq to speak in San Jose

Intuit has announced that Shaquille O'Neal will speak at QuickBooks Connect this year (along with Malcolm Gladwell, previously announced). (read)


Grow My Accounting Practice — Email methodology with Leeann Marie Webster

Excellent overview of best practices for getting started with email marketing. Learn how to build and nurture an email list of prospects so they are ready to accept your offers. (iTunes) (Stitcher) (TuneIn) (Google Play


Hector Garcia

Intuit Accountants News Central — 3 ways to impact your clients' success

Hector Garcia lays out three ways accountants can deliver high-value advisory services by helping clients improve:

  1. Revenue growth
  2. Cost control
  3. Employee engagement (read)

Software Updates

AccountantsWorld (accounting package)

AccountantsWorld has enhanced their signature product, Accounting Power, will integrated bill payment capabilities. Payments can be made by paper check or ACH. You can also:

  • Upload images of invoices and payment remittances from your mobile device.
  • Monitor all bill payment for all your clients on a single dashboard.
  • Send payment approval requests to multiple clients with one click. Clients can then approve bills from their computer or mobile device.

New Coinbase payment options

Coinbase (payments) 

The popular Bitcoin payment service now allows U.S. users to sell Bitcoin instantly with PayPal and buy Bitcoin instantly with credit cards, both for a 3.75% fee. 

Deputy (staff management)

Improvements to:

  • viewing schedules
  • creating, moving, and copying shifts
  • doing more stuff from the scheduling screen

New updates to Deputy Scheduling

Harvest (time & billing)

Significant improvements to filtering on the Forecast schedule.

Filtering the Forecast by project tags

Filtering the Forecast by project tags

Hubdoc (document management)

Now you can customize your unique email address for sending in receipts. Additionally, folders are now collapsable, and the mobile app has been improved.

QuickBooks Online (accounting package)

Charlie Russell reports on Accountex Report that the QuickBooks Online Accountant Document Center (an integration with Box) is being discontinued, effective August 24, 2016.

Sage One (accounting package)

Greg Lam reviews the mostly minor changes to the product on Accountex Report.

Tallie (expense management)

Now you can export corporate credit card merchants to your vendor list in

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