Batch, Filter, And Sort Your Way To Efficiency: Accounting Apps Edition
Ummm, a fresh batch of cookies!
::Together With Rewind::
AI and automation are getting all the glory right now. They are amazing for productivity; there’s no doubt about that.
But our apps' batch (bulk), filter, and sort features rarely get their moment in the sun. Individually or a combination of them is one of the things I look for when choosing new technology.
The ability to sort through data, filter some out and then batch do anything is killer for efficiency! Often AI or automation can run amok, and sometimes we need to lay eyes on things to verify or change information. Being able to vet using sort and filter and then add/delete/archive/update/move in batch allows for the effectiveness of our time while keeping our files and data clean.
Here is a very short list of my fav batch, filter and sort actions in my accounting apps.
Batch
Bulk linking for QuickBooks Online Company Files
Connect multiple company files at the same time.
Filter
Content types to “rewind” transactions back to their intended state
Sort
Transactions by date to view the transaction date easily
QBO
Batch
The list of batch actions is extensive
Some of my favs are reclassify, void, delete, import, invoice, edit transactions and lists
Sort
This is the very first step I take when starting to clear Dext, and the QBO bank feeds
When reconciling, using the “cleared date” is fantastic for finding transactions that may have been initiated in a period by not actually cleared
Filter
By so! many! criteria!
Get the “noise” outta the way when dealing with data
In separate tabs, I use the same filter type in Dext and QBO for easy viewing of matches and misfits between the apps
In QBO use filters heavily in bank feeds, reconciliation, rules
Batch
Click off in batch to publish, archive, convert, merge, edit, export, clear publishing, flag, and unflag
Sort
By date, payee, category… to spot the rogue receipts that may impact a closed accounting period
In separate tabs, I use the same sort type in Dext and QBO for easy viewing of matches and misfits between the apps
Filter
By so! many! criteria!
Clear the clutter when dealing with receipts
This applies to Dext archived and live receipts
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Batch
There are many unique batch actions with RightTool to make your day hum with efficiency
Copy down values in transactions, mark all done in Books Review, delete from Customer/Vendor detail page, edit in register, edit bank accounts
Filter
COA filter by type
Soon I will post about how I use batch, filter and sort in my business apps; Google Workspace Chrome - GMail (especially with the CloudHQ extension enabled) and GDrive - Financial Cents, and 17Hats.
In the meantime, consider digging into batch, filter, and sort in your apps to give you back time in your day to enjoy a fresh batch of hot cookies :-}
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Video overview
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- Scaling New Heights - Soar in 2023
Sunday, June 25 - Wednesday June 28, 2023
The annual Scaling New Heights® conference is a leading accounting technology event and one of the largest gatherings of accountants and bookkeepers in the country. For four days each year, Scaling New Heights transforms the way small businesses operate by equipping small business advisors to provide their clients with business coaching, technology consulting, financial insights, business coaching…and much more.
It is an annual conference specifically designed for Accountants, Bookkeepers, and CPAs.
I will be teaching a session on Google, and would love for you to join me.
As accounting professionals, cloud applications are key for collaborating with your clients, communicating clearly, gathering information and running the business of your business. Google has a host of inter-related apps to accomplish these needs. And many of them are free!
This session will cover - high level - the Google App Ecosystem.
What some key apps are
Using AI to enhance your Google experience
When to use each of them in ways many people haven't thought of
How they integrate with each other
And how to unlock the magic of their underused features
I really hope you can join me. There are many opportunities to advance your education, earn CPE, be a part of the community, and discover technology solutions to help advance your practice.
Sociable
- said in your head in a loud sing-songy voice
Financial Cents has a list of social events not to miss at Scaling New Heights
Scaling New Heights, come visit me at the Financial Cents booth Wednesday, June 28th, from 11am to noon. Let’s get social and chat about anything you want!
More Scaling New Heights social news - Luke Templin of FinDaily.io has a bar tab running for us all!
Simply yours, Kellie :-}
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