LIVE at QuickBooks Connect 2023

Nov 27, 2023 | Episodes

We attended QBConnect ’23, and it exceeded our expectations! It was a fantastic reunion, we had an Appy Camp meet-up, and we went LIVE! We were joined by Laura from Aero Workflow, Snyder, and Dext!

Live with Laura from Aero Workflow

Aero is a practice management workflow management for accounting firms that have staff who do work for the firm such as client work, marketing work, etc. Aero was created by accountants, for accountants. Laura runs an accounting firm in the Bay Area outside of San Francisco. She built Aero in 2010, and launched in 2013! As a practicing accountant, Laura knew the pain points and decided to make an “interactive checklist” after using a  shared spreadsheet and having so many issues. When you subscribe to Aero you get a blank checklist and set it up exactly how you want, but don’t worry there’s a library of suggestions as well!

Live with Kelly G. and Polly from Snyder

Synder does a lot of integrations and automations and continues to grow! Snyder is helpful for a business having multiple payment processor sales channels like Shopify, Amazon, eBay and the problem of entering data to QuickBooks and having good control of the level of detail you want to show on the books. Now we have Snyder, so we can just toggle between our clients, set them up and it’s just one place and it’s taking that extra thought process out of the equation from switching between programs. 

Live with Nana from Dext

Nana explained to us that Dext really wants to make sure that you get quality information into your general logistics. They make it as easy as possible to get data in quickly as possible and as completely as possible with as little human interaction as possible. Their original solution was receipt capture! Then they began advancing, how to report that info, etc.  Dext Commerce is effective in delivering the most volume for some of your e-commerce clients. Dext also has a browser called Dext Tension to help with the process of working with QBO. 

We love when we get to catch up with our sponsors and friends! Be sure to check out their websites, and you can watch the episode by visiting our website or on YouTube!