Make Apps Like Work for Your Shopify and Square clients!

Jan 21, 2020 | Featured App

The more data the better, right?

Contrary to popular belief, more data does not mean a better app. Like Heather says, “you want those “gold nuggets” of information.” You want small “nuggets” of essential data, it makes for a quicker process and less “junk” to get in the way when searching for specific items. 

“Start with the end in mind.”

Accountants need meaningful reporting; this allows us to quickly pull up reports and aid our clients to become more profitable and achieve their company goals. Minimal data entries also help accountants and clients keep a clutter-free work zone capable of accessing valuable information, short and sweet data entries saves time and headaches. Leaving a trail back to your data also saves time; having a breadcrumb mentality allows information to be quickly accessed.

Integrating Multiple apps

When integrating more than one app, it’s crucial to search for how your data presents itself in the app; using apps that work well together is also vital. Apps like Zapier and Bookkeep work well for filling in those gaps. 

Consider the ‘Appy Hour’s Golden Rules of App Integrations

  • Map the data flow
  • Maximize app’s reporting features
  • Keep it as simple as possible (only bring in what you need)
  • Validate the integration through reporting and documented procedures
  • Communicate with support

Why use 

  • Simplifying your books with a single sales entry and one payout entry a day
  • Accurately organizing fees, gift cards, tips, loan payments, and sales tax
  • Flexibility for your schedule, supporting several classes, locations, and stores

Setup is easy

  • has an easy mapping dashboard for both Square and Shopify

  • Specify start of day, classes and locations

  • imports as either a Journal Entry or in some cases a Sales Receipt

  • The best part is you can reconcile your bank accounts to the penny! ensures you’ll always stay on top of the schedule, falling behind on your books is a thing of the past! With everything automated, you no longer must waste time on manual entries, and spreadsheets! Reconciling with is no longer a meticulous task, clean data and books only- no more time spent on duplicate or missing transactions.  

To learn more, about drink recipes and show details, follow us on our Facebook page or check out our website

Register for the ‘Appy Hour by clicking here.

To learn more about the show sponsor follow the link to:

Click here to view the QB Appy Hour with episode.