How Intuit’s Technology Future Can Help Your Practice

Carrie KahnTechnology

Last Tuesday, I was honored to be one of 12 resellers invited to participate in an Intuit invitation only event called The Intelligent Economy.  Basically it was a Technology Gallery Walk with Brad Smith, Scott Cook and other influencers in the Intuit Ecosystem. At the event, Intuit featured 26 different product demos. We had the opportunity to speak directly with the developers who were eager to get feedback from the attendees about this bleeding edge technology.

Then Brad Smith took the stage and welcomed us. He said that even though Quicken is 34 years old, they still run the business like a startup company. He was on hand to speak to the attendees.

Brad Smith – welcome speech

Carrie Kahn, Brad Smith

Brad at table    

 

The big buzz of the show was the integration between QuickBooks Online and Google G Suite.

There are two integrations.  The first demo showed the QuickBooks icon directly inside Gmail: when you open up an email, you can click the QB icon and a screen will popup to create an invoice that instantly shows up in QuickBooks.

With this tight integration, the invoice pre-populated with that Gmail contact’s information. This was AMAZING! This feature Gmail Add-on for Invoicing is not available yet.  

What I really love about this feature is once you create this invoice you can quickly email it to your client, using the integrated QuickBooks Payments and the client can click the pay now link and pay using their credit card or ACH.

Bill my time from Google Calendar (available in Beta) is a two way integration directly inside QuickBooks and Google Calendar. When you create a calendar event you can tag it to a QBO Customer, then it will automatically show up as a billable time entry in your QBO.  When you invoice, you will be able to select all the hours that need to be invoiced, by syncing with Google Calendar appointments. This is amazing, flexible, easy to use workflow allowing you to create an invoice in minutes vs toggling in and out of the two programs: QBO & Google calendar. Both of these integrations will help us invoice more billable time!

My next stop was a chat with the QB Self Employed team. I asked them if their future road map included adding the ability to track a full balance sheet and they said no, it’s meant for Schedule C only. I asked about emailing an invoice to a client and having it paid thought QB Payments, they said it was already available.  Then I gave him the feedback that I’ve received from my partners that they would love to see the mileage tool added to QBO as well. We agreed everyone loves this integrated feature.

QB Self-employed and invoicing Demo

Several of our partners sell and support QBSE. They demo’d the ability to send invoices in QBSE and use QuickBooks Payments.  This integration is fantastic and will really help speed up collections.

As a partner, these features are even more beneficial if you sign their payments account under us, you can receive residuals on the QuickBooks Payments! It’s exciting to see these upcoming changes, and share what I’ve learned so you can plan for the future!