June 1 2017 Meeting Minutes - Apps of Interest

  The June 1 meeting was held at the Meals on Wheels location in SW Portland.  Diana Chung facilitated the meeting.  Guests introduced themselves and then regular members.  Summer Hiett, the owner of All Seasons Bookkeeping, was today’s speaker, discussing various apps of interest to bookkeepers and accountants.  Summer received her Bachelors of Science in 2013 from Portland State University School of Business and started her business in March of 2016.  She was a corporate accountant for nearly 6 years and has experience with full cycle bookkeeping in many different industries. Her office is located at the border of Beaverton and Hillsboro.

Summer first discussed various mileage apps, including Mile IQ, Triplog and Everlance.  Mile IQ can track each trip and category and runs $5.99 per month.  Triplog is less expensive at $1.50 per month and has been used by Summer and Renee.  Both liked this app.  The first 40 trips of Triplog are free.  Everlance drains the cell phone battery quickly.

Next, we moved to time tracking apps.  Tsheets is free for one person though you need to look hard in the settings for this free feature.  There is a base charge of $15 and an additional charge of $5 per employee.  Summer noted that it could end up costing more with this app than using a payroll company in some circumstances.  Tsheets works well with QuickBooks Online.  Shift to Work, another time tracking app, has amazing customer service and runs $1 per employee.  It offers integration with Heartland payroll.  Renee mentioned another app, which has “Shark” in the name and was user friendly.

The discussion then moved to expense apps.  An app called “Expense” utilized taking pictures and integrated with QuickBooks Online.  It ran $10 per month.  Expensify works for expenses outside the normal accounting process, such as when employees use their own credit cards.  Hubdoc software allows you to take a picture of the receipt, upload and works with QuickBooks Online.  The user can identify separate locations if needed.  You can get into Hubdoc to reclassify expenses as well.

The last type of app mentioned were finance apps.  FreshBooks runs $15, $25 or $50 a month but does not feature use of balance sheets.  ProAdvisor can use the app for free.  QuickBooks Self-Employed is $10 per month but is not able to be converted to QuickBooks Online.  QBox is cloud based and works on desktops.  You can lock files and share with clients.

There is an upcoming All-Star Accounting Professionals social on June 8 from 5 - 8 PM at the Punch Bowl Social located at 340 SW Morrison Street in Portland.

The next All-Star Accounting Professional meeting will be held on July 6, 2017 at the Meals on Wheels location at 7710 SW 31st Avenue, Portland 97219.