Whenever I recieve requested “what project management software application would you prefer” (surprisingly, IÂ haveÂ been requested that question), I begin to feelÂ a little sheepish. If only I hadÂ some type of fantastic answer detailing a lengthy listing of amazing features If only I possibly could name just a few outrageously complicated and costly software that automates all sorts of functions and saves its users hrs of busywork. But rather, I must be truthful and merely say “Trello.”
Trello is among the simplest project management software platforms I’ve ever reviewed (thus my reason behind feeling silly). However I can’t help it to. I truly, enjoy Trello. I really like the drag-and-drop abilities, graphics, and also the versatility provided by miracle traffic bot. I additionally love that exist an very functional version ofÂ Trello forÂ free.Â In fact, I love TrelloÂ so much which i really utilize it myself when writing and submitting articles for Merchant Maverick.
Now, I must admit that my very own needs are pretty limited: I barely provide simple facts of the items Trello can perform when utilizing it personally. For which I want, TrelloÂ is perfect just how it’s. Most others, however,Â might desire a couple of more features. Go into the integrations (or as Trello calls them, Power-Ups)!
Listed here are 10 different choices for customizing your Trello experience:
Since it’s name implies, this integration brings Gantt charts for your Trello experience. For individuals individuals who don’t know Gantt charts, they appear such as this:
Gantt charts are anÂ omnipresent feature in nearly all project management software applications, so certainly one of my greatest reservations in recommending Trello to companies is the possible lack of a local Gantt feature. Fortunately, Elegantt is a straightforward powerup-activation away. Problem solved!
Slack is among the most typical communication applications for business use. Having the ability to create channels between individuals or around hashtags, Slack’s functionality is apparent. While Trello providesÂ some communication tools of their own, theÂ integration with Slack enables you to send reminders, create chats around individual boards, as well as send Trello cards in conversations.
Marker enables users to consider a screenshot of the words and employ an electronic “marker” to annotate it. This integration needs a compensated subscription, though there’s a 30-day free trial offer available. Getting seen a little bit of what MarkerÂ can do, however, I believe purchasing aÂ subscriptionÂ might be useful, particularly if your company does lots of proofing, bug-tracking, or similar tasks. Marker enables you to turn individuals annotated screenshots into TrelloÂ cards, or simplyÂ add these to already established ones. That you can do all this inside the Marker application, also it updates concurrently in Trello.
4. Google Drive, Box, and Dropbox
I’m copping out a little here by not naming one program because the all-around champion, but honestly, IÂ feel bad featuring anyone ofÂ these options over another. (Â People can becomeÂ very mounted on their unique file storage choice.) Personally, I’m a Google Drive fan, but Slack integrates as well with Box and Dropbox. Using any one of theÂ three options, you are able to turn individual files or perhaps whole folders into Trello cards.
Its you social networking managers available, allow it to be known that Twitter integrates directly with Trello! It can save you individual tweets as Trello cards, then sort them using Trello’s drag-and-drop abilities. This may also be helpful for this techs, who require so that you can keep an eye on bugs within their programs. While using Twitter integration for Trello, you may create a board for every bug, then sort tweets into individuals boards.
Join.Me brings interactive video to Trello. Normally restricted to more complex project management software platforms, interactive video is definitely an essential communication tool, particularly in fields where email or chat services don’t quite satisfy the mark. Join.Me also offers screen-discussing abilities, that is a handy tool to increase your chest.
If you’re in a field that needs feedback, either out of your clients or perhaps your employees, this power-up may be helpful for you personally. Regardless of whether you distribute your survey within Trello itself, or simply receive results, data, and analytics there, there’s a great deal to love relating to this integration. Personally, I really like digging into customer comments, which means this the first is an absolute win for me personally!
Pipedrive is really a sales tool that employs an identical drag-and-drop sensibility to Trello. As a result, the combination between Pipedrive and Trello appears just like a match produced in paradise. Sales deals produced in Pipedrive instantly generate boards in Trello, to ensure that after you have closed aÂ sale withÂ a customer you will get to operate managing your brand-new project.
Should you run your company while using Agile methodology, you realize the significance of data and feedback. Trello doesn’t cash to provide within this department by itself, but fortunately Burndown,Â in the type of a Trello power-up, might help. Burndown for Trello instantly analyzes the number of cards are finished, the number of have been in progress, and the number of hrs are residing in any project plan.
Includer is really a platform for brainstorming and team feedback. Using the Includer power-up for Trello, you could have individuals brainstorming and feedback sessions, then attach these to a Trello card later on reference. You may also use individual Trello cards in your Includer sessions.
Have I missed any important Trello integrations? Have you got any favorites? Tell us within the comment section below!
The publish Top Ten Trello Integrations made an appearance first on Merchant Maverick.
Smartsheet, a perennial project management software choice, switched 10 this season. The program is among our favorites at Merchant Maverick (read our review for more information) and you will find all sorts of good reasons to desire to use this spreadsheet-based software. In recognition of the organization’s anniversary, though, I will highlight the very best 10 reasons you ought to be using Smartsheet.
1. Concentrate on Collaboration
Smartsheet makes it simple to talk about that which you’re focusing on (from entire sheets to individual lines) together with your team people, supervisors, or perhaps clients. Personally, I thinkÂ that project management software solutions which encourage collaboration would be the most effective, and Smartsheet excels here in a manner that is fairly unique within the project management software field. A lot of their competitors permit discussing of entire projects, although not all be capable of share individual puzzle pieces. Smartsheet encourages transparency with coworkers and clients by enabling you to share information with infinite “collaborators,” even when they don’t possess a Smartsheet account.
Smartsheet is really a glorified spreadsheet. Although this comes with an perhaps unfortunate effect on its graphics, it will mean that virtually anybody can view it and believe that they’ve used such like before. (In the end, most everybody has a minimum of opened up a spreadsheet before, whether with Microsoft Stand out or Google Sheets.) Like we are saying within our review, we couldn’t exactly call Smartsheet simple to use, as it is pretty comprehensive when it comes to features and complexity. However it isÂ approachable. And that’s an very valuable asset when onboarding new software.
You may create a “Team” subscription with Smartsheet for $15/user/month. This will get a generous way to obtain sheets (50 per user), email and make contact with support, and pretty much every other feature Smartsheet offers, such as the infinite collaborators I pointed out above. When it comes to good value, it doesn’t get a lot better than this. For additional info on Smartsheet’s prices, visit here.
4. Customer Support
Smartsheet certainly understands how to take care of customers. When you’re finding out how to make use of this software, there’s a bevy of options open to you, from written articles, to tutorial videos, to reside webinars. You can even find tips that appear inside the application itself, mentioning helpful features for you as you grow more acquainted with the program. Smartsheet offers email support to any or all customersÂ and phone support to individuals around the Team or higherÂ subscription plan. Thinking about there are many project management software businesses that don’t have any phone option available whatsoever, this sort of services are certainly admirable.
Smartsheet boasts an integrations list that’s almost peerless among its competitors. Inside a previous article, I described how drastically integrations and add-ons can impact how you use software. It involved Basecamp, but a few of the same integrations I described there are for sale to Smartsheet too (like EasyInsight or even the ever-popular Zapier). Smartsheet also integrates with the kind of Slack and Trello, getting a few of the ease-of-use from individuals programs in to the more opaque Smartsheet. The supply of a lot of add-ons ought to be reassuring this means you are able to personalize your Smartsheet experience to meet the requirements of your individual company.
6. Diverse Clients
Smartsheet can be used all over the world in all sorts of industries. From Loyola UniversityÂ to Behr Paint to Magnolia Loaves of bread, there actually is no industry “type” connected with Smartsheet users. This really is encouraging in my experience since it means anybody can learn how to make use of this software. A number of Smartsheet’s competitors within the project management software software field have selected to promote to a particular niches (marketing teams, IT teams, project managers, etc.). Smartsheet, though, will not make any such distinctions. Each one is welcome here, and all sorts of should be expected to possess success.
7. It is not only a Spreadsheet
Now stick with me about this one. I understand that reason number twoÂ about this very list essentially claims that you’ll learn how to use Smartsheet rapidly since it is essentially a spreadsheet. The factor is, it’s so a lot more. Yes, it will bear aÂ passing resemblance to Microsoft Stand out or Google Sheets, but Smartsheet is purpose-designed for project management software. Which means you receive pre-configurable cells that cope with specific factors, like budget, hrs spent, and much more. Not just that, but users can discuss individual cells, or perhaps attach files to cells. That leads us to the next point…
8. File Storage
Smartsheet enables you to definitely attach files straight to individual cells. In case your clients still use older programs like Ms Word or Powerpoint, it is simple to upload files for your Smartsheet account. If, however, you need to use Dropbox, Box, or Google Drive, you’re free to do this. After you have submitted your file, you should use the superb collaboration tools (described above) to talk about individuals documents with whomever needs them.
9. Mobile Phone Applications
Smartsheet’s mobile phone applications work brilliantly well. If you’re a person who must work on the run, you won’t be disappointed with this very user-friendly mobile application. Some mobile phone applications for project management software programs just offer limited features that’s and not the situation here. Smartsheet’s mobile application is well enhanced for the Android or iOS deviceÂ and enables you full use of your sheets.
Reporting is among the key options that come with assembling your shed management service. Smartsheet’s reports are very flexibleÂ and can concentrate on past due tasks, tasks per team member, and much more. After you have produced one of these simple reports, you are able to send it to anybody you’ll need via Smartsheet’s collaboration features. You may also set your reports to recur, so a replacement is generated every week. On top of that, these reports can use to multiple sheets at the same time (something Smartsheet is keen to suggest outÂ since it’s not possible in additional conventional spreadsheet programs).
The publish 10 Good reasons to Use Smartsheet made an appearance first on Merchant Maverick.
Is your accounting or invoicing software missing something? Does your current feature set not quite meet the mark?
You may be tempted to throw in the towel, but before giving up on your software completely (and dealing with the hassle of transferring all your data over to a new solution), itâs time to consider the advantage of using your current programâs integrations and add-ons.
Integrations are an excellent way to supplement your existing software; all good accounting solutions come with a number of integrations (if yours doesnât then maybe it really is time to switch). These integrations can encompass everything from payment gateways and CRM to receipt management and tax support.
We get it—in situations like this it’s difficult to even know where to begin. So to help you get started, we have put together a list of the top 25 integrations to boost your software’s functionality and help your small business succeed in the new year. We chose integrations that are common across multiple accounting and invoicing software platforms and have divided them into categories to make everything even easier for you.
But first, let’s get some basics out of the way.
How Do Integrations (and Add-ons) Work?
The integration process is really quite simple. If it’s even remotely worth its salt, your accounting or invoicing software is already fast friends with other apps or software; like any good business partner, your accounting software should work to introduce you its third-party buddies so you can all shake hands, play nice, and begin working together. Note: Healthy (and legal) human friendships do not usually involve anÂ exchange of money, but you will usually have to pay an extra fee for 3rd-party integrations.
Most often, there is a place to access potential integrations within your accounting dashboard. Once you’ve set up an account with the 3rd-party selection of your choice, data will automatically sync between the applications.
Makes sense, right? Okay, time to move on to the actual list…
Between Stripe, Square, PayPal, Forte, Authorize.net, WePay, and countless other payment gateways, itâs easy to get overwhelmed by all your choices. Which is the best for your company? Itâs hard for me to say without knowing your exact situation, but it is easy for me to share our Merchant Maverick favorites.
Compatible accounting solutions: FreshBooks, Hiveage, and Invoicera. There is also API for developers.
Braintree is a popular payment gateway and merchant account service and one of our top choices at Merchant Maverick (we’ve given it a full 5/5 stars). Braintree offers great customer service, as well as a good selection of merchant account features. Some of these features include recurring billing, international account support, buyable pins on Pinterest (still in beta), and strong mobile apps.
Credit Card â 2.9% + $0.30/per transaction
If you are interested in Braintree, check out our full Braintree review for more details.
Compatible accounting solutions: Xero, QuickBooks Online, QuickBooks Pro, Invoice2go, Harvest, GoDaddy Online Bookkeeping, AND CO, Invoicely, LessAccounting, Saasu, KashFlow, ClearBooks, BillingOrchard, Sage One, Â Zoho Invoice, Zoho Books, and Wave.
You knew it was coming. PayPal is a world-renowned payment gateway and merchant account used by over 192,000,000 people. The service is easy to use and is available with virtually every accounting and invoicing software. PayPal offers a mobile app as well as free invoice creation.
Price discounts are available for nonprofits and charities.
There is a history of user complaints about PayPal withholding funds, so our recommendation is that you may not want to rely solelyÂ on PayPal for your processing needs. For the most part, though, the company is well-liked. To read our full review, go here. If you are interested, we’ve also written a comprehensive review of the mobile version of PayPal.
Your company is growing, but your accounting software canât keep pace—not in terms of payroll. What’s a business owner to do? Never fear; check out the following integration before throwing your current software out with the bathwater.
3. Gusto Â Â Â Â Â Â Â Â Â Â Â Â Â Â Â Â Â Â Â Â Â Â Â Â Â Â Â Â Â Â Â Â Â Â Â Â Â Â Â Â Â Â Â Â Â Â Â Â Â Â Â Â Â Â
Compatible accounting solutions: FreshBooks, Xero, QuickBooks Online, and QuickBooks Pro. There is API for developers.
Gusto is a full-fledged Payroll processor (we actually use it for our own payroll here at Merchant Maverick). This software works to manage part-time, full-time, hourly, and salary employees, as well as contractors (or any combination of the five). In terms of features, you canât beat Gusto. The complete payroll package includes benefits, health insurance, 401ks, reimbursements, vacation days, and sick days. You can even organize employees and contractors by team and pay everyone via direct deposit.
Base Price â $39/mo + $6/per employee
Gusto offers a free 30-day trial. To learn more visit the Gusto site.
Project management can be one of the most useful features in an accounting solution (and one of my personal favorites). Sadly, very few software companies offer project management tools—not even Xero or QuickBooks Online. This is when project management integrations come in very handy.
Compatible accounting solutions: Blinksale, Harvest, LessAccounting, FreeAgent, and Invoicely. There is API for developers.
Basecamp is used by over 100,000 business owners, just like yourself. The software is completely cloud-based and very user-friendly; it comes with all the features you would expectâprojects, tasks, job costing reportsâbut also includes a lot of unexpected but very welcomed surprises. Some of these extra features include team communication tools and group chat, scheduling, to-do lists, automatic check-ins, reminders, client reviews, and gift certificates. The software also offers mobile apps for both iPhone and Android.
Teachers and students can actually access this software for free, and non-profits get a 50% discount. You can also receive a discount for paying annually. Basecamp offers a free 30-day trial.
To learn more about Basecamp, read our full review and/or watch this How It Works video.
Compatible accounting solutions: Xero, MYOB, and MoneyWorks. There is API for developers.
If you are looking for something on the cheaper side, WorkflowMax, a project management and time management hybrid, might be a better choice for your business. For such a small scale software, it is surprisingly common amongst accounting software integrations. Workflow Maxâs features include jobs, tasks, timelines, quotes, invoicing, job costing reports, automated notification, and the ability to track time. Pricing is broken up by number of users.
1 user â $15/mo
2-5 users â $49/mo
6-10 usersâ $110/mo
11-20 users â$170/mo
21-50 users â $250/mo
Learn more about WorkflowMax on their websiteÂ or read our full review and see why we gave the software 4/5 stars.
Another integral feature often overlooked by accounting and invoicing software is the ability to track time. But hey, thatâs what integrations are for!
Thatâs the motto of Temponia, a cloud-based time management software. Temponia offers an incredibly beautiful UI as well as scalable pricing plans. The softwareâs features are well laid-out and organized with a calendar interface. When you sign up for Temponia, you’ll get time tracking, budgeting, reports, reminders, timers, projects, and invoicing (that is better than even some invoicing software).
Starter â $5.90/mo
Team â $28/mo
Business â $49/mo
Enterprise â $122.50/mo
You can see pricing details and sign up for a free live demo here.
Compatible accounting solutions: Xero, QuickBooks Online, and QuickBooks Pro. There is API for developers.
Another time management option is T-sheetsâa time tracking software with an optional booking component. This software is cloud-based and provides additional mobile apps. T-sheets differs from Temponia in a few key areas. In addition to time tracking and projects, T-sheets supports job-costing, POT (paid time off) tracking, approvals, shift scheduling, employee alerts and reminders, and a see-whoâs-working feature. It is a time management, project management, and booking software all in one. Pricing varies depending on number of users.
1 user â free
2-99 users â Base fee of $16/mo + $5/mo per user
100+ users â Base fee of $100/mo + $5/mo per user
You can receive a discount by paying annually, and a free trial of the software is available for those interested. Check out the T-sheets website for further details.
Point of Sale (POS) Software:
Outgrowing your invoicing tools and looking for a way to take your businessâs sales to the next level? Here are our top 5/5 star POS recommendations.
Compatible accounting solutions: Xero, QuickBooks Online, and KashFlow. There is API for developers.
Vend, an intuitive SaaS program with great customer service, takes the cake for retail POS, especially for iPad users. Even though Vend is cloud-based, during internet outages the software will continue to work; it simply syncs stored data when the internet returns, which is pretty sweet if you ask me. In addition to operating as a basic POS system, Vend offers reports, inventory, stock control, customer profiles, and gift cards. Here is a basic summation of Vendâs pricing, but be sure to look at each plan in more detail to see which features youâre getting.
Starter â $69/mo
Advanced â $99/mo
Multi-Outlet â $249/mo
There is a discount available for paying annually rather than monthly. It’s worth noting that Vend offers no API, so you won’t be able to design custom integrations. Learn more about why we love Vend in our full review and take the software for a spin with this free trial.
Compatible accounting solutions: QuickBooks Online and QuickBooks Pro. There is API available for developers.
Unlike Vend, SalesVu offers retail, restaurant, and service-industry POSâso whatever your business may be, SalesVu most likely has options for you. Like Vend, the software is easy to use and has good customer service. The system is designed for iPads and iPhones; features vary significantly depending on which type of POS you chooseÂ and include inventory, contact management, table reservations, online appointment scheduling, gift cards; you get the drift. The pricing plan is a bit confusing so bear with me.
Basic Restaurant Bundle â $75/mo
Basic Retail Bundle â $75/mo
Basic Beauty and Wellness Bundle â $75/mo
SalesVu for Restaurants â $150/mo
SalesVu for Retail â $150/mo
SalesVu for Beauty and Wellness â $150/mo
SalesVu for Professional Services â $150/mo
SalesVu for Wineries â $150/mo
SalesVu for Health Clubs â $150/mo
There is also an individual pricing module option. For those interested in SalesVu, check out our full review or contact SalesVu to schedule a demo.
Thereâs no monkeying around when it comes to email marketing. Okay, well maybe there is. Save yourself some valuable time and automate your email process with…
Compatible accounting solutions: FreshBooks, KashFlow, Harvest, Xero, QuickBooks Online, Sage One, Sage 50 (for Canada and US), e-conomic, Saasu, and ClearBooks. There is API for developers.
MailChimp is a powerful email marketing software combined with basic CRM features. The company processes over 5,000,000 emails every single month and is scalable for any size business. It offers an unbelievable amount of features, including analytic reports, email campaigns, contact lists, API, and a custom email designer. You can also organize contacts by different criteria (like location) and deliver emails by timezone. MailChimp supports multiple users and strong user permissions.
Growing Business â starts at $10/mo
Pro Marketer â additional $199/mo
To learn more about these pricing plans and to see pay-as-you-go options, clickÂ here. Check out our full MailChimp review and see why we gave it 4.5/5 stars.
With more and more small businesses owners selling online, the world needs an eCommerce platform that can keep up. Weâve found just that.
Compatible accounting solutions: QuickBooks Online, Bench Accounting, Xero, Sufio, Billy, AccountEdge, KashFlow, e-conomic, FreshBooks, Debitoor, and Sage 50. There is API for developers.
If you hadnât heard of Shopify before, you have now—and I promise you will never live to regret it. Shopify is one of the biggest names in the eCommerce world, and for good reason. The company hosts over 325,000 online stores; it is easy to use and mobile-friendly. We often recommend it here at Merchant Maverick, especially because of the great features and scalable pricing plans. With Shopify, you get 100+ online store themes, branding, marketing and SEO, a shopping cart with secure checkout, payment gateway, store management, basic CRM, social media integrations, inventory management, and analytic reports.
Shopify Lite â $9/mo
Basic Shopify â $29/mo
Shopify â $79/mo
Advanced Shopify â $299/mo
Shopify Plus â call for pricing
The bigger the plan, the bigger the savings on credit card rates and transaction fees. Check Shopify pricing for more details.
Take advantage of the free 14-day trial or read our full Shopify review for more details.
You probably got accounting or invoicing software so you could rid yourself of your Excel sheet/receipt box bookkeeping habits. So why do those receipts keep piling up? Why is your shoebox still overflowing? The answer is simple: you havenât tried these expense tracking tools yet.
12. Receipt Bank
Compatible accounting solutions: Sage One, Xero, Twinfield, QuickBooks Online, KashFlow, FreshBooks, and FreeAgent. There is API for developers.
Receipt Bank is one of the most common expense management integrations on the market. Over 60,000 users rely on Receipt Bank to make uploading expenses easier. How does it work? Well, you simply use Receipt Bankâs mobile apps to snap a picture of your receipt. The app then extracts the important information and saves it to the expenses section of your accounting software. Pretty neat, huh? You can also set automation rules to streamline the process even more.
Single User Pricing:
50 Items â $14.99/mo
100 Items â $29.98/mo
150 Items â $44.97/mo
50 Items â $25/mo
100 Items â $40/mo
150 Items â $55/mo
There are two larger plans available upon request. Receipt Bank also realizes that anticipating items is tricky and offers a flexible item limit policy. Additionally, you can take advantage of a 14-day free trial of the software so you can become better acquainted with this time-saving tool.
Compatible accounting solutions: QuickBooks Pro, QuickBooks Online, Xero, GoDaddy Online Bookkeeping, and Wave. There is API for developers.
Shoeboxed is another big player in the receipt management world. It is just intuitive as ReceiptBank, albeit a little different. Instead of taking pictures of your receipts, you place them in a free âmagic envelope,â send them off, and everything is taken care of for you. Shoeboxed takes the data from your receipts and archives them for you automatically. In addition to expense management, Shoeboxed also offers basic CRM features and reporting. For a full list of features, go here.
Lite â $9.95/mo
Classic â $29.95/mo
Business â $49.95/mo
Learn more about Shoeboxed here.
Customer Relationship Management (CRM):
Almost all accounting and invoicing software programs come with CRM features, but the quality of these tools varies significantly between companies. If youâre looking for CRM capabilities your current software doesnât provide, it might be worth investing in a CRM-focused add-on.
Compatible accounting solutions: Xero, QuickBooks Online, and QuickBooks Pro. There is API for developers.
I donât know if I believe this company when they claim âour CRM gives you super powers,â but I do believe Insightly is a super powerful CRM. Not only does Insightly handle contact and lead management, it also boasts strong project management, a beautiful UI, and well-developed mobile apps. One of the coolest ways Insightly helps generate sales and new customers is by integrating directly with your email, social media site, and website to automatically create an address book of leads. Other features include a calendar, mass emailing features, email templates, support, reports, and the ability to track new sale opportunities.
Basic â $15/mo per user
Plus â $35/mo per user
Professional â $59/mo per user
Enterprise â $129/mo per user
Insightly offers a free 14-day trial of any of the paid plans and a discount for annual subscriptions. Check out Insightly here or watch a quick overview video.
Compatible accounting solutions: Xero, FreshBooks, FreeAgent, KashFlow, Billiving, and ClearBooks. There is API for developers.
âThereâs something to be said of the small business which caters to small business.â
Capsule is another CRM option that could be a good choice for smaller operations. Like Insightly, Capsule is easy to use and offers mobile apps. The company maintains strong security and is competitively priced. The Capsule feature set includes contact management, lead management, vendor management, sales pipeline, task management, recurring tasks, and file storage.
Premium – $12/mo per user
Important:Â Capsule is not designed for large businesses. If you are interested in the software, peruse our full Capsule review and take the free 30-day trial for a run.
Keep forgetting your day planner? Unsatisfied with the calendar app on your phone? Tired of losing post-it note scribbled appointments on your desk? Welcome to the world of booking software.
16. Full Slate
Compatible accounting solutions: QuickBooks Online and QuickBooks Pro.
Full Slate is cloud-based booking software that makes it easy to both schedule your own appointments and enable your clients to set up appointments with you. The UI is designed nicely, and everything is color coded for maximum organization. Full Slate offers different calendars for appointments, classes, and personal events (some users might hate this separation, but others seem to love it). In addition to these booking features, Full Slate also has CRM, sales tracking, basic reports, and the ability to set recurring appointments.
Just You â $29.95/mo
Up to 5 Staff â $49.95/mo
Up to 10 Staff â $79.95/mo
Have more than 10 staff members? Call for pricing.
Full Slate doesnât offer a free trial; instead, the software is free until you exceed 10 booked appointments or 100 events. Read our full review of Full Slate to see why we gave the software 4.5/5 stars.
17. Acuity Scheduling
Compatible accounting solutions: FreshBooks, Xero, QuickBooks Pro, QuickBooks Online, Invoice2go, Zoho Books, and Saasu. There is API for developers.
Over 500,000 people currently useÂ Acuity Scheduling, and for good reason. It is an easy to use, customizable booking software with a strong feature set and single calendar. And to top it off, itâs affordable. Like Full Slate, Acuity Scheduling offers CRM and recurring appointments. But in contrast to Full Slate, Acuity Scheduling supports inventory, company promos, coupons, two-way Google calendar sync, and payment gateways, as well as the ability to track order history and manage time zones.
Emerging Entrepreneur â $10/mo
Growing Business â $19/mo
Powerhouse Player â $34/mo
Acuity Scheduling offers a free 14-day trial of any of the paid plans. Read our full review to see why Acuity Scheduling also gets 4.5/5 stars.
Nothing beats service from the boss himself, but if your company is growing faster than you expect, or if you are spending more time answering customer questions than running your business, it may be time for to pass the baton.
Compatible accounting solutions: Harvest, QuickBooks Online, and Xero. There is API for developers.
Zendesk is actually the customer service tool used by several major accounting and invoicing software companies. (If itâs good for them itâs good for you right?). Zendesk offers support in the forms of phone, chat, message, text, social media, email, knowledge bases, and help desks. Pricing plans vary in the types of support service offered, so be sure to check out the pricing page before making any decisions.
Essential â $5/mo per agent
Team â $19/mo per agent
Professional â $49/mo per agent
Enterprise â $99/mo per agent
Elite â $199/mo per agent
Zendesk offers a free 30-day trialÂ and demos that you can schedule at any time. To learn more about how Zendesk works, watch this video and check out Zendeskâs services.
Letâs face it, nobody likes tax season. You probably even cringed reading those words. But these integrations can help.
Compatible accounting solutions: Xero, QuickBooks Online, QuickBooks Pro, Xero, Zoho Books, Zoho Invoice, and Intacct. There is API for developers.
Track1099 is a robust tax support tool that allows small businesses to e-file necessary tax forms (the most notable being 1099s, W-2âs, W-4âs, and W-BENS). Come tax time, simply send the proper forms to your employees via email. They will fill them out in an incredibly user-friendly portal (Iâve done it myself and the process is easy as can be). Then you receive a copy of the form, and voila! Youâve completed your taxes as fast as Augustus Gloop can eat a pool of chocolate.
25 Forms â $9/year
150 Forms â $59/year
5000 Forms â $199/year
Note: The type of form you can purchase on these plans is dependent on the plan you buy, so be sure your necessary forms are supported before purchasing. Learn more here.
Compatible accounting solutions: Sage, Sage 100, Sage 500, QuickBooks Online, QuickBooks Pro, Zoho Invoice, Zoho Books, Xero, and Intacct. There is API available for developers.
Avalara is a sales tax solution for small businesses. A few accounting software companies have made Avalara a part of their system out-of-the-box, while many others offer it as an optional integration. Basically, this add-on automatically determines the sales tax for your clients based on geolocation, saving you time (and since time is money, well itâs saving you that too).
The worst part about Avalara is that they do not post prices on their site and request interested persons to call them instead. Youâre probably thinking,Â “So I have to make a phone call? Big whoop!” Well, it wouldnât be an issue except that the Avalara representatives are incredibly pushy and pricing can be a bit steep.
That being said, this add-on may still be worth it for the ease of automated sales tax. Thatâs up to you to decide. You can learn more by watching this video and the visiting the Avalara site.
Still havenât found what youâre looking for? Here are a few more specialized integrations that might be the perfect fit for you.
21. For Nonprofits â Sumac
Compatible accounting solutions: QuickBooks Online and QuickBooks Pro.
While many software companies offer nonprofit discounts, there are few software options that are designed specifically for nonprofits. Thatâs what makes Sumac so great. Sumac is a locally installed program (though you can pay an extra $25/mo for use with the cloud). The software begins with basic CRM (the Bronze plan below) that is tailored to manage and store nonprofit information specifically. The feature set of the software depends on the specific plan you choose, but your choice in features can include time tracking, invoicing, email marketing, donation management, event management, grant management, booking, auctions, and more. Check the pricing plan for more details.
Bronze â Free
Silver â $20/mo
Gold â CustomÂ price, calculate here
Platinum â Starts at $400/mo
Sumac offers a free trial of their software. Watch this video or proceed to their site to learn more about how this software works.
22. For Freelancers â Cushion
Compatible accounting solutions: Xero.
Cushion is a simple, easy to use freelancing solution that helps you keep track of your work. The features are limited but effective and the pricing is competitive. With a Cushion plan, you get the ability to track invoices, track jobs, view monthly income, set goals, track expenses, and to view and organize all of you projects in a calendar.
Moonlighter â $6/mo
Freelancer â $12/mo
Studio â coming soon
Check out Cushion if you are interested in this organization solution.
23. For Team Communication â Slack
Compatible accounting solutions: Zoho Invoice and Zoho Books. There is API for developers.
Communication is hard. But Slack has found a way to make it easy. Slack is a powerful communication platform (we use it here at Merchant Maverick, in fact). It allows you to have private or public team conversations, send direct messages, attach images and documents, as well as make calls.
Standard â $8/mo per user
Plus â $15/mo per user
If youâre tired of jumping between emails and texts, Slack is a great, affordable solution. You can learn more here.
24. For Partial Payments â Partial.ly
Compatible accounting solutions: FreshBooks and QuickBooks Online.
As you probably guessed from the title, Partial.ly is a payment solution that allows customers to make partial payments on products or services. You can create custom payment plans for your clients who then get access to a personal client portal. The software uses Stripe as its payment gateway. Note: Before you freak out at the credit card rate below, understand that Partial.ly uses this fee to cover all Stripe fees, so you are only charged once.
Credit Card Rate â 5% + $0.30/per transaction
Learn more about how Partial.ly can work with your business here.
25. For Everything Else â Zapier
Compatible accounting solutions: Xero, QuickBooks Online, QuickBooks Pro, FreshBooks, Wave, FreeAgent, Zoho Invoice, Zoho Books, Saasu, LessAccounting, Hiveage, Proposify, QuoteRoller, and InvoiceNinja. There is API for developers.
I promise Iâm not kidding. If your accounting or invoicing software has a Zapier integration, that means you have access to over 750+ apps and integrations. Zapier works as its own sort of API in that it gives you endless connections to apps you otherwise may not have been able to access.
For Work â $20/mo
For Teams â $125/mo
Learn more about how Zapier works and how to maximize your business with Zapier here.
While this may be the end of a post, there is no end to the number of accounting and invoicing integrations out there. I hope that in 2017 you are able to make the most of these powerful tools.
My own New Yearâs Resolution is to continue helping business owners like you as much as I canâand preaching the gospel of these 25 hidden gems is the best way I know how. But I can always use more help getting the word out! Let me know which accounting integrations have helped you succeed and if I have missed any of your favorites!
The post 25 Must-Have Accounting Software Integrations for 2017 appeared first on Merchant Maverick.
In the realm of accounting, a lot of companies are racing is the #1 cloud-based accounting solution. And surprisingly, QuickBooks Online isnât the only real runner within this race. A couple of other plucky accounting solutions, including FreshBooks, are giving the organization a run for his or her money.
Both QuickBooks On the internet and FreshBooks are cloud-based software packages made with small companies in your mind.
QuickBooks Online is a big player around the accounting scene since 2004. With advanced accounting features, beautiful invoicing, and also over 400+ integrations, itâs easy to understand why the program is really famous.
FreshBooks, also founded in 2004, now serves over 5,000,000 customers. With a brand new design and added usability, the program is simpler to navigate than ever before. It provides strong invoicing, full-featured mobile phone applications, along with other fundamental bookkeeping tools.
But which software will mix the metaphorical finish line first and are available out on the top? Well, thatâs what weâre here to let you know.
At Merchant Maverick, our goal is to enable you to get the best software for your online business needs. To make your mind up simpler, weâve carefully researched and tested both products. Weâll put QuickBooks On the internet and FreshBooks mind to mind by evaluating features, prices, customer experience, status, and much more, which means you donât need to.
Donât have enough time to see the entire publish? Or searching for any different accounting option? Take a look at our top-rated accounting methods to see the most popular recommendations.
Champion: QuickBooks Online
This can be a no brainerâQuickBooks Online wins automatically because FreshBooks isnât truly accounting software. FreshBooks advertises itself being an invoicing and accounting solution, however it lacks double entry accounting abilities, accounting reports, along with a chart of accounts. The program has a couple of nice bookkeeping touches that distinguish it from a number of other invoicing software companies, however these features aren’t enough to really make it a real accounting solution.
QuickBooks Online, however, offers the full accounting package.
This doesn’t eliminate FreshBooks entirely, however. Small companies might really be capable of getting by having a couple of light bookkeeping tools, like expense tracking. However for companies who require the real thing, QuickBooks On the internet is what you want.
Champion: QuickBooks Online
Chart of Accounts
Project Management Software
Florida Sales Tax
Besides QuickBooks Online offer more features than FreshBooks, the characteristics it’s tend to be more developed and powerful. For instance, both software companies offer invoicing, but FreshBooks only provides you with two templates to select from while QuickBooks Online has five. Furthermore, QuickBooks Online has the best invoice customizations available. Even though FreshBooks only offers six reports, QuickBooks Online enables you to definitely generate 44-106 reports (with respect to the prices plan you select).
FreshBooks has project managementâa feature QuickBooks Online lacks however with tax support, accounts payable, budgeting, class tracking, and multi-currency abilities, itâs easy to understand how QuickBooks Online takes the wedding cake within this category.
Champion: QuickBooks Online
QuickBooks Online offers prices plans varying from $15-$40/mo. FreshBooks’ plans vary from $15-$50/mo. Although each one has similar prices, you receive more value for your money with QuickBooks Online. QuickBooks Online offers much more features than FreshBooks, and also the largest plan would help you save $10/mo compared to FreshBooks.
Software or hardware Needs:
As cloud-based software, both QuickBooks On the internet and FreshBooks are suitable for nearly any device as long as you possess an web connection.
Users and Permissions:
Champion: QuickBooks Online
Neither software programs are particularly generous with regards to theÂ number of users permitted. QuickBooks Online supports a measly 1 to five users with respect to the prices plan, while FreshBooks offers merely a single user (additional users cost $10/mo/per user). Regrettably for FreshBooks users, this isn’t a cost-effective solution for a lot of small companies. Furthermore, FreshBooks presently offers zero users permissions, forfeiting this category to QuickBooks Online.
While Iâd want to see QuickBooks Online offer more users, the program does get user permission right. It is simple to control featuring each user accesses. For additional specific information on user permissions, visit here.
Simplicity of use:
QuickBooks Online takes after its counterpart, QuickBooks Pro, meaning the software programs are sometimes hard to navigate and comes a learning curve (not nearly towards the extent of QuickBooks Pro, but nonetheless).
FreshBooks, however, is amazingly simple to learn and employ. The program is well-organized and intuitive, having a beautiful UI and ample customer care whenever you do lose the right path.
Mobile Phone Applications:
FreshBooks has the best mobile phone applications available on the market. A lot of companies create apps that just have a couple of from the softwareâs abilities. FreshBooks, however, has produced full-featured mobile phone applications that are simple to use and preferred among many. The apps receive 4.6/5 stars on iTunes and 4.2/5 stars on the internet Play Store.
QuickBooks Online has gotten fairly good ratings generally on their own mobile phone applications, but there are plenty of user complaints concerning the apps glitching and crashing. The apps will also be are fairly limited when it comes to features.
Customer Support and Support:
For those who have even read a QuickBooks review, you will know customer support is not the companyâs strong suit. Absurd wait occasions, naive representatives, along with a complete insufficient email support put QuickBooks Online inside a bad place. FreshBooks, however, offers incredible customer care. I have not been placed on hold when calling FreshBooks, and representatives will always be informed and sort. The organization also provides lots of support options together with a help center, webinars, as well as in-software support.
FreshBooks, on the other hand, offers incredible customer care. I have not been placed on hold when calling FreshBooks, and representatives will always be informed and sort. The organization also provides lots of other support options, together with a help center, webinars, as well as in-software support.
Negative Reviews and Complaints:
Champion: QuickBooks Online
This really is one category QuickBooks Online shouldn’t wish to win, but these are! QuickBooks Online has presently received 2.4/5 stars on G2Crowd, a rating to display many customer complaints. Poor customer support, bugs, limited mobile phone applications, as well as unauthorized charge complaints are reasons that buyers find fault using the software.
FreshBooks, however, has gotten couple of customer complaints.
Positive Testimonials and reviews:
Even though many users praise QuickBooks Online, FreshBooks takes the win here, boasting both a sizable share of accolades and less complaints. FreshBooks comes with an A+ rating around the BBB website and it has receivedÂ 4.7/5 stars on GetApp according to over 800 reviews (about this same site, QuickBooks only receives 4.1/5 stars according to 600 reviews).
FreshBook users understand the softwareâs simplicity of use, strong mobile phone applications, and amazing customer support.
Champion: QuickBooks Online
QuickBooks Online offers over 400+ integrations, while FreshBooks has only 19.
QuickBooks On the internet and FreshBooks take similar security safeguards. Both companies boast SSL file encryption, secure data centers, redundant data backups, regular testing for intrusions and vulnerabilities, and physical safeguards too.
To understand more about cloud security read our article, Is My Accounting Safe within the Cloud? and what’s SSL? An Initial Take a look at Internet Security.
And also the Champion isâ¦
When we’re speaking about which software works as a better accounting solution, FreshBooks was disqualified right from the start. When it comes to features, FreshBooks is much like aÂ little kid who would like to operate on the track team together with his older brother. He isnât of sufficient age to qualify and doesnât are able from the bigger boys you allow him to run anyway while he labored so difficult and it is so cute.
FreshBooks has labored very difficult like a company to provide easy-to-use software and amazing customer support. They’ve produced an excellent invoicing product with higher customizations along with a beautiful client portal, as well as their project management software feature is really great. However, there’s no getting back from the truth that FreshBooks just isnât accounting software.
QuickBooks On the internet is a complete accounting package folded up into handy, cloud-based software. It provides robust features, better prices, strong security, and ample integrations. Therefore, it-not only beats FreshBooks within this match-up but has additionally earned the title “Best Accounting Software for Small Companies” at Merchant Maverick.
But simply because QuickBooks On the internet is the champion here does not necessarily mean that itâs the best option for the company. You may want the simplicity FreshBooks, or you want to look at another software entirely. Regardless of the situation, our comprehensive reviews will help you make an educated decision on your search for that perfect accounting software.
Read our full QuickBooks On the internet and FreshBooks reviews to learn more. After doing all of your research, take benefit of the disposable trials that accounting software companies offer and you can achieve by helping cover their any queries you’ve on the way.
Get Began With QuickBooks Online
Get Began With FreshBooks
The publish QuickBooks Online versus. FreshBooks made an appearance first on Merchant Maverick.
Hello, we meet again. Hopefully, right now you’ve read 10 Questions you should ask When Selecting Accounting Software and clarified the very first ten questions of the series. At this time, you ought to have a couple of more clues about the kind of software you need—but we’re dirty yet.
These next ten questions are made to make certain the specific computer software(s) you’re thinking about meets your requirements. We’ll also cover how you can make certain the program company you ultimately choose is reliable and reliable. By question 20, you ought to have all the details you have to select the very best software for your online business.
Table of Contents
11. Could it be accounting software?
Must be company calls its product accounting software doesn’t allow it to be so. A course must meet a couple of needs to become considered true accounting software:
Double-entry Accounting – In double-entry accounting, every transaction is recorded twice–once like a credit and when like a debit. When the program you’re thinking about doesn’t offer double entry accounting, it’s not really accounting software. To understand more about double entry accounting (and it is importance) read our posts The Fast Help guide to Accounting Terms and ideas and what’s Double-Entry Accounting (And Do You Want It)?
Accounting Reports – Certain reports are integral to true accounting software, including Profit and Loss, Trial Balance, Balance Sheet, General Ledger, Aged Payables, Aged Receivables, and Journal Records.
For business proprietors searching for any real accounting solution, this stuff are 100% necessary. That stated, for freelancers, micro companies, and a few small companies that merely require light bookkeeping features, the above mentioned features might not be as vital.
12. Is there the characteristics I want?
If the reply is yes, pass go and collect $200.
If no, it’s to enter board. Hit the books again!
13. Is there the characteristics I would like?
Presuming you’ve browse the first article within this series (10 Questions you should ask When Selecting Accounting Software), you’ll have previously made a summary of wants–features you do not strictly need but would enjoy should you have had your druthers. When the software you’re thinking about covers these, congratulations! Otherwise, there are just two steps you can take:
a) Enable your dream wishlist go and become happy to accept the characteristics you’ll need.
b) Add some features you need to their email list of features you need.
Before you decide to state that seems like cheating, hold on just for a second.
I’m a very indecisive person. Someone once explained to assign two options to either side of a coin and switch it (knowing me I had been most likely attempting to decide from a caramel mocha or vanilla latte, or something like that equally banal). She didn’t specify whether heads or tails would win the toss rather, she stated when I felt disappointed using the result, i then had already made my decision.
Exactly the same concept applies here. If you think crushed at the possibilities of losing an element you formerly considered optional, then you definitely need which include. A minimum of in my opinion.
14. Will it offer integrations or add-ons to compensate for missing features?
Don’t toss the baby by helping cover their the bathwater before you decide to reject a course because of not getting an element you need or want, consider the potential of integrating having a 3rd-party solution.
Desire a non-hypothetical example? Your house that you simply adore QuickBooks Online but can’t abide the truth that it doesn’t offer project management software tools. Stop worrying! Within this situation, an integration with Insightly CRM may permit you to kill two wild birds with one stone.
It’s worth noting that lots of integrations and add-ons come at additional cost, so keep this in mind too.
15. Could it be affordable and scalable?
Small companies will be able to obtain a good, full-featured software for approximately $20-35/mo. For bigger companies with multiple users and payroll, prices plans will vary from $35-$50/mo. If you’re having to pay greater than this to have an SaaS solution (in your area-installed software and FINSYNC excluded), you’d most likely need to be choosing another program.
However, if you’re having to pay under $20-50/month, make certain you’re really having your money’s worth. Many companies’ tiniest plans offer less features and much more limitations (using the exception of Wave’s forever-free prices structure) in these instances, by spending just a little more monthly, you’ll have a far better value for the dollar.
For those who have intends to increase your company, make certain you select a cpa software that may grow along with you. You are able to tell an application is scalable whether it offers multiple prices plans and doesn’t charge an crazy amount for further users. (Xero is a superb illustration of a scalable solution.)
When the software you’re thinking about has was to the last five questions, it might be tempting to proceed carelessly and sign your soul away at this time. Never be rash! The solutions to those next five questions are really important when figuring out whether your software company of preference is reliable (and when your private data is going to be secure). Prior to you making any final decisions, please give careful considered to the next questions and seek information. I promise it will likely be worthwhile.
16. Will my data stay safe?
This ought to be probably the most important questions you may well ask, especially if you’re searching at cloud-based software. You’ll need a company that’s upfront and particular regarding their security. Otherwise, they might be hiding something.
Safe, reliable companies go ahead and take following safety measures:
256-bit SSL file encryption
Regular data backup
Multiple data centers
Other physical safety measures
If you’re worried about the safety of the organization you’re thinking about, perform a little digging. All of our accounting software reviews includes a detailed section on security our blog contains multiple posts about SSL file encryption and cloud security too.
17. What exactly are others saying?
Discover what existing customers like and dislike concerning the software this is often a great indicator of whether a business is reliable and price using. If you notice specific positive feedback that addresses your personal wishes and goals for any prospective accounting software, you’ve most likely found a high quality one.
Complaints and negative comments are inevitable, but whenOrwhenever you encounter negative reviews, make certain their customer support has addressed the problems inside a timely manner–that generally is a good sign. If you are visiting a pattern of problems where the organization is not quick to reply, I’d start to look elsewhere.
Common review sources I use include G2Crowd, TrustRadius, Complaints.com, and GetApp.
18. Can there be good customer care?
I’ve needed to learn and master a large number of new software packages, so believe me when i state you shouldn’t find yourself in trouble with bad customer support. A great accounting software company will hire friendly and knowledgeable representatives and supply as numerous avenues of support as possible—phone, email, Help Center, live chat, video lessons, Understanding Bases, blogs, social networking, etc. The greater the merrier.
19. May be the software updated frequently?
Frequent updates would be the manifestation of an increasing, thriving company. Stagnant software isn’t a good omen, and has a tendency to imply that company isn’t succeeding, their focus is elsewhere, or it normally won’t worry about their product—all which place you in a poor place.
Company blogs, archives, and roadmaps make the perfect spot to track updates.
20. Will I like while using software?
Within the finish, this really is the most significant facet of selecting accounting software. Would you really like while using software? Should you not enjoy it, you will not utilize it. Simple as that.
It’s beyond imperative to accept software you’re thinking about for any test run. Almost all companies provide a free trial offer that you could access, nsa.
When you are testing the program, think about the next questions: Will I such as the organization from the software?Is the style of the program great looking?
It appears silly, however these things do matter. Ugly colors and clumsy layouts have destroyed many a normally great computer software. Your gut feelings–even about something as mundane as color schemes–reflect your values and may reveal what’s vital that you you.
Personally, if your software doesn’t provide appealing, professional invoices with a lot of customizations options, i then usually don’t enjoy it. I will always be very into design, and I love to be in charge of my invoicing. I would like software that enables me to alter the colours and font of the invoice template. Everybody values various things project management software tools or tax features may be the hillsides you wish to die on.
Ultimately, everything comes lower as to the you want and just what is useful for your company.
Ok Now What?
I really hope this short article series continues to be useful and you tend to be more prepared than ever before to find the perfect accounting computer software. If Merchant Maverick can help you in almost any further way, please tell us. Happy hunting!
Chelsea Krause is really a author, enthusiastic readers, and investigator. Additionally to loving writing, she grew to become thinking about accounting software due to her constant need to learn something totally new and know how things work. When she’s no longer working or daydreaming about visiting England, she are available creating new tales, consuming obscene levels of coffee, studying anything compiled by C.S. Lewis or Ray Bradbury, kayaking and hiking, or watching The X-Files.