September 7th Meeting Notes - Data: Bring it in or leave it out?

Meeting Minutes Bullet Points September 7, 2017

  • The September 7 meeting was held at the Meals on Wheels location in SW Portland.
  • The speaker for the September 7 meeting was Melissa Barton. Melissa’s topic for the meeting was “Data – Bring it in or leave it Out?”  The high points of her presentation are stated below.
  1. What Kind of Data Could You Bring In?
    1. Databases, sales contracts, timesheets, fixed assets.
    2. Software to assist in bringing in data: Clio, Square, Lightspeed, Esty, Bill4Time, Gusto, MJ Freeway,  Biotrack, SalesForce.
  2. Why Should I Bring Data In?
    1. Balance Sheet may be incorrect without bringing in data
    2. Clients may be using outside systems that aren’t reconciled to your books.
  3. Why Shouldn’t I Bring Data In?
    1. Burden of bringing data in
    2. Too much data to bring in
    3. Not enough data to bring in
    4. Possibly inaccurate data
  4. How Should I Bring Data In?
    1. Sync
    2. Manual upload
    3. Run report and enter manually
    4. Enter adjusting journal entries
  5. How to Bring Information In?
    1. Mapping for integration
    2. Create a manual for yourself and client
  6. Make sure your system is maintainable
    1. Melissa uses Zoom meetings with clients. It is free if you stay under 50 minutes per meeting and is $15/month thereafter
  • Alicia mentioned that on October 5 she is doing a QBO tips and tricks presentation.
  • Our All Star Accounting Professional group will host a “Meet Our Members” event on October 26, 2017. The purpose is to invite other accounting professionals to grow our group and expand the expertise and collaboration of our members.  Kim will be emailing out an evite and RSVP for this event which will be held at the Meals on Wheels location at 7710 SW 31st Avenue, Portland 97219.
  • During the month of December, we get together for lunch and socialization in lieu of our regular meeting. We will post the date and location for our luncheon soon.  As a reminder, our group does not meet in January due to the heavy workload that month.
  • We will be launching an opportunity for members to give a two-minute commercial about their business and services in exchange for providing a $10 or $15 gift card during our monthly meetings.
  • If you are interested in joining our non-profit group, the first meeting is complimentary. Please complete an online application and pay the annual dues before the second meeting.  The application may be found at
  • Next meeting is Thursday, October 5 at the Meals and Wheels location at 7710 SW 31st Avenue, Portland 97219.