Tallie Feature Support for Each Version of QuickBooks Online

Tallie is proud of our robust, bi-directional integration with all three versions of QuickBooks Online: Simple Start, Essentials, and Plus. However, just as each version of Intuit’s Cloud-based accounting software offers different features, Tallie supports these different features appropriately in each.

Here are the features supported in each version of QuickBooks Online:

 Simple Start  Essentials  Plus
 Checks  Yes  Yes  Yes
 Vendors  Yes  Yes  Yes
 Items  Yes  Yes  Yes
 Terms  Yes  Yes  Yes
 Accounts  Yes  Yes  Yes
 Purchase orders  No  Yes  Yes
 Bills  No  Yes  Yes
 Projects  No  No  Yes
 Class  No  No  Yes

 

When users try to export an unsupported feature from Tallie, they will now be prompted to upgrade their version of QuickBooks Online.

Tallie-expense-reports-quickbooks-online

If you have any questions about our expense report software, or our integration with QuickBooks Online, feel free to call our support team at 888- 874-1118 Ext 2. We’d be happy to help you out!

Automate your expense reports with Tallie FREE for 14 days – no credit card or commitment required. Care for a walkthrough by a trained expert first? You can schedule a free Tallie product demo with one of our experts.

What You Should Know About the New QuickBooks Online Accountant

Those of you fortunate enough to be attending QuickBooks Connect 2014 (or feverishly monitoring it via social media!) have already learned the great news. Intuit has unleashed their brand new QuickBooks Online Accountant service, and boy does it have accountants talking. This incredibly robust program promises to save accountants time and effort with enhancements like easy access to all your books from anywhere, at any time, as well as allowing better collaboration and transparency. So what do YOU need to know about the new QuickBooks Online Accountant? Read on to discover more about just a handful of the fantastic new features that are coming your way!

Talle Blog - QuickBooks Online Accountant

Never Miss a Beat with a New Customizable Dashboard

Not everybody knows this, but accountants make great jugglers. No, really! No matter how many clients they have, an accountant must always keep both eyes out for every little detail, hiccup, and red flag that comes their way. Fortunately, the QuickBooks Online Accountant dashboard will make sure accountants have constant visual access and control over alerts, to-dos, and recent activities for each and every one of their clients–all in one place! Need to take a closer look at the books? Easy: the dashboard also provides one-click access to each client’s books and payroll.

Easy and Enhanced Tax-Mapping

Good news, tax specialists! QuickBooks Online accounts will soon be easily mappable to your tax accounts. After making tax-only adjustments within QuickBooks Online, accountants can push those changes directly into Intuit Tax Online without unnecessarily impacting the books. So look forward to seamless, impeccable record keeping and tax return generation!

Firm, But Flexible, Access Control

Want to limit which members of your firm can view or change which parts of your clients’ books? The new employee access controls available through QuickBooks Online Accountant will allow you to set roles and permissions for individual employees at multiple levels. You’ll be able to choose between Full, Restricted, or even customizing your own permission settings.

FREE QuickBooks Online Plus, Wholesale Pricing, Easy ProAdvisor Account Access, and More

The truth is, there are a whole host of new features and bonuses set to be released with QuickBooks Online Accountant. These include, but are not limited to, a FREE subscription to QuickBooks Online Plus, which will be offered complete with Intuit Payroll. This means that all of your business’s paychecks and guaranteed-accurate payroll tax calculations can be seamlessly integrated into your accounting software at no additional charge. Otherwise, accountants can save 50% for the life of their client’s QuickBooks Online subscription through Intuit’s wholesale pricing. And for you ProAdvisors out there, all of the product training, certifications, and benefits you know and love through your existing ProAdvisor program will now be accessible directly in QuickBooks Online Accountant. No new tabs or apps or anything! Just simple, direct access to all your necessary resources, right there within your accounting system.

Stay tuned for more coverage of exciting announcements from Intuit’s QuickBooks Connect 2014! Come on down to booth #310 to say hi to your friends at Tallie. We’d be happy to discuss our award-winning expense report automation software’s unmatched integrations with QuickBooks and QuickBooks Online!

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!

QuickBooks Online & Beyond: What It Means to Have True Bi-Directional Integration for Expense Management

After 5 years in the industry, I’m always happy to talk shop with anyone ranging from prospective clients to personal friends. Once we start talking about back office processes, I can generally make some suggestions – including recommending Tallie for expense management. It’s easy to set up, backed by a knowledgeable Product Expert Team, and built by people who know what accountants need. Add on top of this seamless, bi-directional integration to your accounting system, and the solution becomes powerfully clear. Here’s why:

Integrate with Tallie and Customize Your Setup

With your Tallie account synchronized with QuickBooks Desktop or QuickBooks Online, Tallie lets you reimburse your employees and vendors as you need to. Want to bring over checks to reimburse your employees? Done. Need employees mapped to vendors to bring over bills instead of checks? Done and Done.

Are your expenses generally billable? Great! Tallie can map expense categories to service items instead of directly to expense accounts. Now, they’ll look better on invoices and you’ll be able to better track the revenue. Here’s how!

Tallie can also limit class and project selection per person and make these selections optional or mandatory.

Additionally, Tallie enables you to manage your corporate credit card workflow and export these charges as either Credit Card charges in QuickBooks Desktop or Expenses paid by the Credit Card in QuickBooks Online.

Trusted, True Bi-Directional Integration

Not all integration is truly ‘bi-directional.’ Tallie keeps all your information in constant communication with each other. Need to add a class quickly? Add it in Tallie and within seconds it’ll appear in your QuickBooks Desktop or QuickBooks Online. Inactivating or adding projects in QuickBooks? That’s not a problem, Tallie will follow suit.

The idea behind true Bi-Directional Integration is this: When you add, remove or make a change in one system, it’s reflected in both Tallie and your accounting system.

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Approval Flows and Policy Control

Tallie handles complex approval routing. Both sequential routing and monetary approval routing are covered and can be set up dozens of different ways to accommodate your company’s complex needs. Or not so complex – if you only need one or two approvers, we’ve got you covered. Here’s how to set this up.

Policies can be utilized to limit expense categories per user or user’s group, require receipts per expense category or amount and ensure that the individuals your user dined with are listed as attendees on the expense itself.

I always invite anyone interested in Tallie to sign up for a personal product demo with one of our trained experts. If you’d prefer to see Tallie in action for yourself, you can always try Tallie free for 14 days. If you have any questions about Tallie, our integrations, features, or anything else, please don’t hesitate to give us a call at 800-592-5144.

The Dream Team: 5 Reasons Tallie + Bill.com + QuickBooks Online is the Cloud Accounting Solution and Expense Management for You

Cloud, cloud, cloud. We’ve all heard the long list of high level benefits, we know it’s happening, and we know it’s the future. But in the world of finance and accounting, the finer points mean the most.

With Tallie’s recent integration with the new QuickBooks Online and launch on Intuit’s Partner Platform, Apps.com, we’d like to share the 5 most valuable points of Tallie, Bill.com, and QuickBooks Online’s cloud accounting ecosystem.

5. Mobile — With Tallie’s mobile app, create expense reports at the point of purchase. Snap a photo of the business lunch bill, select the project/class/billable status, and submit the report approval — all from the phone. Report approvals can also be completed with one-click via email from your phone. Manage billpay and accounting needs in the moment through Bill.com and QuickBooks Online’s mobile apps.

If you’re not always on-the-go, create expense items in seconds with Tallie’s easy drag-and-drop feature or by sending emailed receipts from your inbox to receipts@usetallie.com.

4. Duplicate Detection — Tallie’s ability to automatically flag potential duplicate expense entries is the first of it’s kind in the expense management world. Learn about Tallie’s complete Automated Error Prevention features here.

3. Custom Policy and Approval ControlsSet the policy rules and approval process that fits the needs of your company’s projects and businesses. Tallie’s policy flags will trigger to users, admins, and approvers throughout the process to prevent human error and heighten fraud awareness.

2. Complete Data Transfers — Tallie, Bill.com, and Quickbooks Online have built one of the tightest, bi-directional integrations available. As a result, Tallie is the only expense management option that transfers complete data — including receipt documentation — to Bill.com and QuickBooks Online. Any updates made once the export is made is instantly captured and updated through real-time sync.

1. Multi-point Integration — In addition to building a seamless integration with Bill.com and QuickBooks, Tallie’s integrations are also the first to provide multi-point data export. Tallie admins can simultaneously export reimbursables to Bill.com for repayment and export non reimbursable corporate credit card data to QuickBooks Online that will feed directly into the general ledger.

For QuickBooks Desktop users that are ready to move to QuickBooks Online, Tallie offers a complete, easy migration path.

Boomer Consulting’s CIO, Jim Boomer, said it best,

“I believe an open architecture is critical to the success of providers in the rapidly evolving cloud world. Those cloud providers that accept they can’t be all things to all people will adopt an open, collaborative approach and will win.”

Tallie, Bill.com, and QuickBooks Online’s ecosystem aims to provide just that — the complete, always improving, cloud accounting solution for the accounting community.

Are you ready to experience the Tallie, Bill.com, QuickBooks Online Solution? Use Tallie’s award-winning expense management software FREE for 14 days – no credit card or commitment required. Or, schedule your free Tallie product demo now.

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!

9.16 Release: NEW Affiliate Portal Features

Salutations! The Tallie Team is excited to make three major announcements in our 9.16 release. This release introduces support for PEX Prepaid Business Cards, unveils new expense management features for our Affiliates and Resellers, and marks the launch of Tallie’s integration with QuickBooks Online.

Affiliate Portal Features
Tallie Resellers and Affiliates now have an area in which they can create new accounts and monitor clients’ usage either per client or on aggregate, alongside billing details.

If you’re a Reseller or an Affiliate, simply go to “Settings”, “Billing” and click on “Reseller Management.”

To view client usage:

tallie-release-notes-reseller-portal-expense-management

 

If you have any additional questions, please contact our Product Expert Team directly at 800-592-5144 or support@usetallie.com

Thank you!

Sincerely,
Tallie Team

QuickBooks Desktop: How to Manage Billable Expenses Using Service Items

Invoicing expenses is generally a fairly straightforward process in QuickBooks (QBD) which can be made even more effective by simply following a few best practices related to using Service Items. The general process begins with a check or a bill marked as billable to a customer, which will then allow it to be added onto an invoice in the Invoices area.

Quickbooks power user tips offered by Tallie-expenses

Here at Tallie we aim to provide power user tips to our QuickBooks clients regularly.

This can be a one-off: You’ve negotiated with a client an expense reimbursement package for a business trip. Other times, this is a recurring event: You’re constantly adding billable expenses to invoices each invoicing cycle. In both scenarios, if you map those bill or check line items to a Service Item rather than directly to an account, you can capture the cost and income more effectively and have the billable expenses appear in a clearer, more organized manner on an invoice.

Here’s how.

First, you’ll want to create a new Service Item. In most versions of QuickBooks Desktop, you can do this by clicking on “Lists”, then “Items.” Once there, click on “Item” in the bottom left-hand corner and choose “New”. With a fresh new item to use, here are a few best practices.

Assign Both an Income Account and an Expense Account

Check “This service is used in assemblies or is performed by…” The options will change and you’ll now see a spot for both an Income and an Expense account to be assigned. Utilizing an item in this manner is often referred to as either a Double-Sided Item or Two-Sided item.

tallie-quickbooks-desktop-billable-expenses-service-items

Tallie explains how to easily and efficiently manage billable expenses using service items in QuickBooks Desktop and offers expense support.

Now, when you invoice billable expenses, you can track income and cost.

Utilize the Description Field

If you have a billable expense mapped to an account when you add it to an invoice, you may see it associated with “Reimbursable Group” or worse, just as an amount with no description. If you instead fill out the “Sales Description” field, you’ll have complete control over the description that appears on the invoice for the charge. Note that if you fill out the “Purchases Description” field, it will automatically populate the sales description.

Adding a Billable charge mapped to an Item onto an Invoice

If you need a billable charge to an invoice, simply open up an invoice for the client and click “Add Time/Costs.” You’ll find the charges under the “Item” tab.

tallie-quickbooks-desktop-billable-expenses-invoices

You’ll find the charges under the “Item” tab. Tallie shows how to send a billable charge to an invoice using QuickBooks Desktop.

Tallie fully supports using items on expenses. For more information, see this guide: Expense Categories

New in Tallie: Location-Based Expense Management

With the quality of our deep Bill.com and QuickBooks integrations, Tallie sets a new standard for financial software integration by delivering realtime synchronization of accounting list data and export of expense reports mapped directly to the general ledger. Now our team is focused on extending our high standard of synchronization across all major accounting platforms integrated with Bill.com, including Intacct, Xero and Netsuite.

We are pleased to announce that we have completed a major step in this process: inclusion of location-based expense management, a data field used by most major accounting systems, with the exception of QuickBooks.

Any distributed business with franchise locations or divisional offices has a need to account on the basis of Location, in addition to standard dimensions such as Department, Project, Vendor, Employee, etc. Typically, these Locations are assigned on the basis of Project or Person. Tallie’s new location-based expense management can pull the full list of Locations from a customer’s accounting system (via Bill.com) and allow administrators to assign these locations directly to People and/or Projects. When expenses are incurred by specific individuals or on specific projects, they will be accounted to one Location, which will be mapped appropriately to the accounting system in the bill that Tallie delivers to Bill.com.

Tallie-location-based-expense-management-Intacct-Netsuite-Xero-Bill.com

Tallie expense management software now supports import of Location data and mapping of expenses to Locations across a variety of accounting systems, including Intacct, Xero and Netsuite.

This is just one step in our efforts to deliver a seamless & standardized expense management process, no matter which systems you choose for Tallie integration.

Learn more about Tallie business software integration here.

Expert Tip: Use QuickBooks Other Names* List

Many companies are in the habit of recording Corporate Credit Card merchants as Vendors in QuickBooks, however this can result in a bloated Vendor list, particularly when it comes time to issue a Bill.

Odds are you’ll never write a check to a Corporate Credit Card merchant, so those merchants don’t necessarily belong on your Vendor list. For example, when your team spends money at Burger King on a corporate card, you’re going to want to record the expense, but you’ll never pay Burger King directly. To reduce clutter and increase accounting clarity, we suggest exporting merchant names directly to QuickBooks‘ Other Names list instead. Should you ever need to pay a Corporate Credit Card merchant directly, QuickBooks will allow Other Names to be changed to Vendors by using the Change Type feature. Please note that a Vendor cannot be changed to an Other Name.

QuickBooks-Change-Type-Feature

Use the QuickBooks Change Type feature to transfer a merchant from the Other Names list to the Vendor list.

 

If your company is using Tallie for expense report automation, Corporate Credit Card merchants can be exported directly to the QuickBooks Other Names list or Vendor list. Simply use Tallie’s Export Settings to indicate export of Corporate Credit Card merchant names to your preferred list. You may also elect to not export merchant names. No matter what you choose, your company can take advantage of Tallie’s award-winning QuickBooks expense report software integration.

 

Tallie-QuickBooks-Export-Settings

Use the Export Settings to send Corporate Credit Card merchant names to QuickBooks Other Names list.

 
*This option applies only to desktop versions of QuickBooks. QuickBooks Online Edition (QBOE) does not have an Other Names list. To speak with a Tallie – QuickBooks expense report software integration expert, feel free to contact Tallie Support.