When Accountants Become App Developers

Episode

When Accountants Become App Developers

June 17, 2021 Beginners

During this week's episode Sara Laidlaw Woodruff and Matthew Fulton discuss when accountants become app developers. They share the struggles involved in trying to run an accounting firm while also launching an application. They take time to answer questions from QB Community Live Facebook Group. To end the episode, Sara provides a quick demo of her application Trial Balance Exporter.

Speaker

Sara Laidlaw Woodruff

Trial Balance Exporter

Founder

(912) 226-2404

An accountant for over 35 years, Sara serves as a contracted controller with a team of full-charge, remote bookkeepers that handle her long-time nonprofit clients and financial audit prep utilizing QuickBooks Desktop. Sara is also a specialist for QuickBooks Desktop to NetSuite and other migrations. Sara’s purpose and passion lie in helping clients improve business processes in the most efficient and painless manner. She’s valued for her no-nonsense, down to earth approach to solving problems.

Show Notes

During this week's episode Sara Laidlaw Woodruff and Matthew Fulton discuss when accountants become app developers. They share the struggles involved in trying to run an accounting firm while also launching an application. They take time to answer questions from QB Community Live Facebook Group. To end the episode, Sara provides a quick demo of her application Trial Balance Exporter.

Video Timeline:

When Accountants Become App Developers 0:00
Meet Sara: 2:00
How we met: 9:35

This Weeks Questions:

Attachments in QuickBooks Online: 12:15
Limited Search function in QuickBooks Online: 13:20
Deposit Field in QuickBooks Online Invoices: 17:20
Is there fast way to inactivate products and services in QuickBooks Online:22:15

Data Import Programs

Saasant: 23:49
CDATA: 24:45
Devart: 25:58

Trial Balance Exporter

Demo: 27:45
Step by Step Tutorial: 35:00
Export Results: 43:15

Next week: 51:15

Handout

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June 17, 2021

parkwayinc

Matthew Fulton is Co-Founder and CTO of Parkway Business Solutions where he uses his passion for technology to create time-saving tools for accountants, and bookkeeping solutions to fit the needs of the modern small business owner. His current project is Vendorsync, a bank feed application for QuickBooks Desktop that can cut data entry for accountants by up to 50%.Matthew also coaches small businesses and works with them to integrating technology into their workflow to increase efficiency, reduce costs, and increase the customer experience.When he’s not working, you’ll likely find Matthew walking his dogs Cylis, and Sophie on the beach in Ventura, CA where it’s always another “beautiful day in paradise!”

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When Accountants Become App Developers

Episode