Here is the software we use, love, and recommend! Resources, too!
As a Trusted QuickBooks ProAdvisor, Alicia implements 3rd Party Software for her clients. Extend the abilities of QuickBooks Online, and run your business more efficiently.
These solutions below are her favorites. If you sign up using the links below, many will give you discounts off the retail price.
Some of these give Alicia affiliate income, but that's not why they're on the list. Alicia recommends these companies because she uses them herself.
It's important to choose software that solves your problems, fits your needs, and saves you time and money.
Keeper.appThe software Alicia uses for her task lists when working with her bookkeeping clients. She can communicate with staff through its Dashboard, keep track of processes, and it has a client portal for sharing files and communicating with clients. Click here to try it out or schedule a demo. |
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MileIQTrack your business mileage for tax deductions. It logs your trips automatically. Swipe left or right to classify them as business or personal. Export reports for taxes.
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ExpensifyAre your employees charging expenses to credit cards? Import the receipts directly into QBO, and create expense reports for reimbursement. Click to sign up here. Enter Alicia's email address alicia@royalwise.com at registration in the billing area for 15% off.
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ShareARefundDo you sell products and ship to customers? Did you know that if your delivery is late, UPS, FedEx or DHL owes you a full refund? Share A Refund audits your deliveries, files your claims, and automatically gives you 50% of the money back. Click here to get your money back!
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VeemThis Accounts Payable third party software integrates with QuickBooks Online so that you can make vendor payments electronically in bulk. You may already make your payments using your bank's website, but that means you still have to recreate it in QBO. This way, create the Bill in QBO, and head to Veem.com when it's time to make your payments. You can even pay international vendors, which most other solutions can't do. There are no monthly fee or wire transfer fees, just $1 per transaction! (You can even receive international payments, too!). Click here to create an account. |
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ChecksForLessThe next time you need to order QuickBooks-compatible checks, click here! Checksforless.com provides high-quality voucher and 3-up checks at a fraction of the cost of checks from Intuit or your bank.
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CorpNetFormalize your business. Form an LLC or Incorporate. File for trademarks, copyrights, and patents. Manage your compliance documentation. CorpNet.com is fast, reliable, affordable, and guaranteed. Click here and make your dreams a legal reality.
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PoplThis was my favorite gadget of the year! It's a business card, keychain, bracelet, or phone sticker. Instantly give your contact info to anyone by simply tapping their phone. They get your picture, bio, phone, email, and social media links, all in one tap. Now I don't have to pass out business cards anymore! I love it so much I got one of each for everyone in my office! |
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QuickBooks Self-EmployedTurning a hobby into a business? Track your expenses for your 1040 Schedule C by swiping left and right. It even tracks your mileage. Click here to subscribe for $5/mo.
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EvernoteStore every snippet of text, PDFs, meeting notes. Search photographs and scans. Share notes with family and coworkers. Sync between your computer and phone. Indispensable! There's a free version, but you can click here to try business class for free.
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DropBoxThis essential cloud-based storage allows you to save files online so you can get to them from any computer or device. Share large files with other people. DropBox integrates with an incredible number of other apps and services so that you don’t need to email stuff to yourself. Click here to try it for free!
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ScannerProSince I got this phone app, I haven't used my scanner once. Take a picture of any document and turn it into a PDF that you can then email, fax, or save in dozens of integrated apps. Combines multi-page documents automatically. It even has OCR. OMG useful! Click here to see why.
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KnowifyFor contractors who have outgrown QuickBooks, turn to Knowify. This construction system gives you job costing and project management tools. It synchronizes the bookkeeping to your QuickBooks automatically. Click here to sign up, and give them code KNOWALICIA to get 20% off.
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Rewind.comRewind keeps track of individual activity in QBO and allows you to undelete, recreate, or revert single transactions. It also works for Shopify and BigCommerce websites. Sign up here.
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HammerZenImport your Home Depot receipts and statements into QuickBooks Online or Desktop. Code them to the correct category, assign them to a customer for job costing, mark them as Billable to the client, and add Classes too!. Sign up here. Please enter "Alicia Pollock" in the Association box so they know I sent you!
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Order your QuickBooks Payments Bluetooth Card Reader!Click here to get a credit card swiper to use with your QB Payments account. There are two styles, handheld and countertop (and click here if you want a discounted merchant services account!).
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Acuity SchedulingWould it free up your time if you didn't have to call or email back and forth with your clients to find an appointment time that works for both of you? We use Acuity so that our clients can schedule right from our website. It sends appointment reminders so they don't forget! Multiple schedules, and integration with QBO, Google Calendar, iCloud, and Zoom. Click here to sign up!
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Bento for BusinessWhen it comes to employee spending and expense management, Bento’s integrated system saves time and effort of what is often a long, complicated, and inefficient process for business accountants and bookkeepers. The Bento dashboard means you can control budgets and expense card functions, reload your account, and turn them on and off at the touch of a button. Click here to sign up. |
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Chart of Accounts import for all industriesLooking for common Charts of Accounts for industry-specific files? Click here for a list from Intuit. Copy/Paste the list into Excel, and then you can import from there! |
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Transaction ProYour time is valuable. Make the most of it by automating data entry in QuickBooks. Eliminate manual mistakes with Transaction Pro. With just a few mouse clicks, data moves into and out of QuickBooks quickly and accurately. Click here to sign up. |
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DivvyThe #1 corporate card & expense management platform. |
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Cloud Accounting TemplatesThese resources from Kellie Parks, the Saasy Accounting Coach out of Canada, are worth checking out! She has complete checklists and templates for managing your bookkeeping practice, including Asana, ClickUp, 17Hats, Financial Cents, and Pixie. She also has engagement and disengagement letters and other great resources. Don't start from scratch! Use code ROYAL for 15% off. https://saasy.coach/ |
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CamtasiaCreate and share images and videos for better training, tutorials, lessons, and everyday communication. Click here to sign up with Alicia's discount. |
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Xenett AutoreviewA Smart, Robust and Reliable app designed for accountants that simplifies, streamlines and automates the Financial Review Process for QuickBooks online. Click here to sign up get a 50% discount for next 3 months. |
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MelioMelio offers small businesses the best online bill paying service. Pay any invoice via bank transfer, totally free, or use your credit card*. No monthly fee, no subscription costs. |
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The Woodard AllianceJoe Woodard's program is a high-level training program for bookkeeping firm owners who want to dial in their tech stack and grow their firm. Their robust program has a membership component, monthly meetings, and is a who's who in the accounting world! Click here to find out more and join! |
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DocuClipperI just discovered a new app that you won't need often, but when you do it's a gamechanger. DocuClipper allows you to extract transactions off scanned or downloaded PDFs to turn them into an import into QBO's banking feed. This will allow you to import transactions from banks that don't connect to QBO, or historic transactions over 2 years old. It's comparable to MoneyThumb's PDF2QBO converter, but a lot less work, contains its own reconciliation to make sure you didn't miss any transactions, and it's a LOT easier to use. I myself won't subscribe monthly, just when I need it on a project, but WOW! Find out more here. |
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Canopy appClient List - Quickly view all of your clients and highly pertinent information at-a-glance. |
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Tax PlanIQTaxPlanIQ is a software-as-a-service (SAAS) platform created by accountants for other accountants. Empowering tax advisors to quote, implement, and track assigned tasks with clients and staff, all while showing your value using the ROI Method developed by Jackie Meyer, CPA. Click here to learn more and sign up. |
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The CFO ProjectAn exclusive membership program just for CPAs, accountants and bookkeepers to learn how to provide a scalable CFO service that actually gets results for your clients. Click here to learn more. |