Five Reasons to Make the Switch to QuickBooks Online for Expense Management and More

We get it, change is hard. If you’re accustomed to the desktop version of QuickBooks, you may be hesitant to give QuickBooks Online a shot. Fortunately, Tallie offers a complete, easy migration path to make your move as quick and as painless as the push of a button.

But if you’re still on the fence, here are the top five reasons to switch from the desktop QuickBooks to QuickBooks Online!

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5. Access anywhere, any time, from any device!

Need to enter some data from home? Stuck in an airport, and don’t have your work computer handy? QuickBooks Online provides access to all of your books from just about anywhere, even via your tablet and smartphone. While it’s true that QuickBooks desktop also offers remote access, it’s limited to only one user at a time—QuickBooks Online provides this service for up to 25 simultaneous users, so there’s plenty of room for everybody!

4. Automatic backups through the cloud.

Uh oh. Did you forget to transfer your latest save to your external hard drive? Has your external hard drive just exploded? Well, QuickBooks Online will automatically back up your files at regularly scheduled intervals, storing them safely in the cloud. Not only is your data safe from those dreaded, poorly-timed hardware malfunctions, it’s also protected by two secure firewalls. And don’t forget that Tallie is the only expense management option that uses true bi-directional integration to automatically transfer all of that data to QuickBooks Online. Any and all of the changes you make via Tallie or QBO are instantly updated and shared between the two.

3. Support is included.

Everybody needs a little help at some point—and we all know that it seems like things only start to go wrong once the product’s free support period has ended. While owning the desktop version of QuickBooks will entitle you to some free support, you’ll eventually need to purchase a Care Plan if you want that service to continue for the entire lifetime of the product. Fortunately, support is unlimited with QuickBooks Online, and its provided at no additional cost.

2. You’ll always get the latest upgrades.

The great thing about an online service is that you can always count on receiving every update, fix, and improvement as soon as they’re implemented. In the meantime, if you want to grab the latest version of your QuickBooks desktop software, you’re going to have to pay for it. QuickBooks Online upgrades are always included, and are usually released two to three times a year.

1. More flexibility and customization.

Every accountant has a different system, and it can be frustrating when your expense report software doesn’t jive with your own customized setup. QuickBooks Online offers more options for customization and increased specificity, such as class AND location tracking, multiple AR and AP lines in journal entries, and better functionality for firms with multiple offices.

But don’t forget, if you’re not ready to make the switch from the desktop QuickBooks to QuickBooks Online, Tallie will still support you. In fact, Tallie Connect is designed to bridge your offline expense report software with our online service, regardless of which version you use. This means that no matter what your preferred system, Tallie’s easy-to-use and highly customizable service can provide the best, most seamless experience possible. Some things never change!

Become an Expense Report Guru. FREE Tallie Training Webinars!

We believe in not only offering the industry’s best expense report software, but also a lifetime of top notch customer service. In a continued effort to deliver a premium expense report solution, Tallie now offers free monthly training webinars for users, administrators, and approvers alike. Lasting only 30 minutes, these training sessions are packed with information ranging from product guidance to live Q&A with Tallie Experts.

Register for a September webinar below to have Tallie Experts walk you through quick & easy training sessions!

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TALLIE USER TRAINING

1. Walk through the creation of a Tallie expense report.
2. Share the tips and tricks to create your expense report in a few minutes.
3. Answer any and every Tallie question you have.

Register: 
Tues 9/2 8:30 – 9:00 am PDT
Tues 9/9 8:30 – 9:00 am PDT
Tues 9/16 8:30 – 9:00 am PDT
Tues 9/23 8:30 – 9:00 am PDT
Tues 9/30 8:30 – 9:00 am PDT

APPROVER TRAINING

1. Walk through the expense report approval process within Tallie.
2. Show the expense report edit feature for specified approvers.
3. Answer any and every Tallie question you have.

Register: Thu 9/18 8:30 – 9:00 am PDT

ADMINISTRATOR TRAINING

1. Walk through how to set custom policies and approval levels within Tallie.
2. Show how Tallie streamlines your expense workflow with multi-point data export and bi-directional accounting system integration.
3. Answer any and every Tallie question you have.

Register: Thursday September 4, 2014 –  8:30 – 9:00 am PDT

If you have any questions between now and your chosen training webinar, please don’t hesitate to contact our Product Expert Team directly at support@usetallie.com or 888-874-1118 Ext 2We hope to see you there!

Recap & Recorded Webinar: Become A Cloud Accounting Pro: Tallie + QuickBooks Online; Expense Management Solutions

We recently announced Tallie’s newest integration with QuickBooks Online — the powerful cloud accounting solution and rapidly growing platform that connects hundreds of solutions together to meet the needs of any small business. To kick off our new integration, we hosted a webinar titled “Become A Cloud Accounting Pro: Tallie + QuickBooks Online.”

In this webinar we reviewed the highlights of Tallie’s smart expense management solution, walked through our tight data sync with QuickBooks Online, and navigated the unique features Tallie provides QuickBooks users– including receipt attachments, project & class accounting, and billable items. Afterwards, we answered all audience questions regarding QBO and beyond.

Great news – we recorded the webinar which is now available for easy viewing. Enjoy!

In the webinar we mentioned a couple helpful tools for  that we’ve put together for end-user training: a downloadable End-User Training Guide (PDF) and our End-User Training Webinar.

NEXT STEPS TO TAKE:QuickBooks Desktop Users: We’re ready to help you easily migrate to QuickBooks Online. Contact the Product Expert Team to get started.

Get Free Tallie Access in 3 Easy Steps: Try Tallie for 14 days – no CC required.

Stay tuned for details on our July webinar coming up in a couple weeks! In the meantime, do you have any questions relating to the Tallie + QuickBooks Online integration or QBO in general? Leave them in the comments below!

RootWorks Deems Tallie’s Expense Report Software a “Game Changer”

Tallie continues to build momentum as more and more CPA advisors are endorsing Tallie’s automated expense report software to their clients. Now RootWorks, a premier membership-based accounting education organization, has joined the list of Tallie partners.

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“[Tallie is] setting the standard for automating expense workflow.” – Darren Root

When I spoke with Darren Root, CEO of RootWorks, he told me: “Tallie is a game-changer. They are setting the standard for automating expense workflow, a core requirement for Next Generation Accounting Firms™.”

At its annual Winter Academy Conference in Sarasota Florida last month, RootWorks introduced Tallie as an integral part of its CPA practice curriculum. The RootWorks model is designed to help firms improve operational efficiencies by implementing optimized workflows and technologies and applying proper branding and marketing strategies.

RootWorks has been at the forefront of a fundamental shift in the accounting industry towards workflow automation, helping hundreds of firms implement technology solutions and improve business operations. Tallie’s advanced expense report software and integration with QuickBooks, Bill.com, Right Networks and SmartVault makes it a perfect pairing for RootWorks members.

RootWorks is one of many accounting practice advisors that have chosen to endorse Tallie’s expense report software. Tallie has received similar endorsements from accounting consultants including BMRG, National Advisor Network, and The Sleeter Group.