InvoiceSherpa, the easiest way to manage accounts receivable

InvoiceSherpa, the easiest way to manage accounts receivable

Looking for an easier way to manage accounts receivables? Then you need to check out This app first hit my radar a few years ago, when I met the founder, Shaun Clark, at the California Accounting Show. Hands down, I think is the easiest way to manage accounts receivables, and I’ll give you 4 examples. 

One great feature that I want to point out is the Customer Portal. This is a way for your customers to “view, pay and ask questions about all of their invoices”. One question I get often about QBO is whether customers are able to pay more than one invoice using the QBO Invoice Portal… and the answer is no.’s Customer Portal DOES allow for this!


Manage Accounts Receivable with’s customer portal


Here are 4 examples of industries that could benefit from using to manage accounts receivables.


Consultant – We have a number of clients that do various types of consulting work, and the one thing they all have in common is having to chase down their money. Here’s how they’re using to manage accounts receivables.

Before the invoice is due, you can let the client know they have an invoice, as well as schedule reminders a few days before it’s due (using email and/or text). You can also send them an automated thank you when they pay!

Manage Accounts Receivable with

Use to automate how invoices are sent and reminding your customers about upcoming due dates


With reminders, you can ALSO gently nudge them (as many times as they need it) if their invoice(s) becomes past due, and even schedule reminder phone calls!

Using to manage accounts receivable

Schedule email or text reminders to clients or internal team members, and schedule reminder phone calls too! makes it easy to manage accounts receivables.


Property Management – Automate late fees. As a former landlord, I could set up recurring sales receipts to charge their debit/credit card or draft their bank account, if my tenants agreed to that. If they didn’t, I could still have their invoice automatically sent. What I couldn’t do, however, was automate any late fees once they 10th of the month rolled around. When using to manage accounts receivables, late fees are a snap!

The late fees are calculated based on your criteria (you can have multiple late fees, based on percentage or flat fee), and they’re added to the corresponding invoice:

Using to manage accounts receivable adds late fees to the appropriate invoice in QBO



Home Appraiser – I love the customer portal for this industry; whomever has ordered the appraiser (often an appraisal management company) has one central site in which to login, view and pay all of an appraiser’s invoices. 

Using to manage accounts receivable

Customers get an invite, and have one central location to view & pay all of their invoices



Medical Provider – We have a couple of medical provider clients at Kildal Services that don’t accept insurance – they’re cash only, and they often get asked by patients for payment plans. While you can do it in QBO with recurring transactions, it’s SO MUCH EASIER with

Using to manage accounts receivable helps you manage accounts receivables with easy to create payment plans


So there you have it – 4 great reasons to use to manage accounts receivables. To learn more, you can check out the interview with founder, Shaun Clark here. Better yet, just go to and give it a try – free for 30 days!

Use Zero Dollar Transactions to Upload Sales/Payroll Tax Confirmations in QuickBooks Online

Use Zero Dollar Transactions to Upload Sales/Payroll Tax Confirmations in QuickBooks Online

One of my favorite things about QuickBooks Online is the ability to attach documents to transactions, customers & vendors. It’s a great way to keep track of receipts, engagement letters, and W9s. However, there’s a limitation to this: users are not able to attach documents to sales tax transactions or payroll tax payments, made outside of QuickBooks Online Payroll epayments and efilings (ie: Michigan Unemployment payments have to made directly online via the MiWAM site.)

I have a simple work around that allows me to attach efile and epay confirmations, and at the the same time, make it easy to find these transactions via a QBO search.


I use Zero Dollar Transactions to upload Sales/Payroll Tax confirmations in QuickBooks Online.


First, let’s look at a Sales Tax payments. Here we are, processing the Sales Tax payment, after clicking on “Sales Tax” from the left nav:



This is where we can enter the confirmation number from our online payment – note, no place to attach a PDF confirmation from the state’s website:



To do that, we need to open the Sales Tax Liability register, from the Chart of Accounts:



From the register, I want to add a new Journal Entry:



Here’s how to enter the JE:



The date for this JE should be the same as the date you posted the Sales Tax payment in the QBO Sales Tax Center.
Now, you can easily search for these transactions, using the Vendor Name:



This process works exactly the same for payroll liabilities, we just use a Vendor Name specific to the type, such as “Michigan WH Confirmations” or “Michigan UIA Confirmations”.

Another way we use the zero dollar transaction is to attached statements to registers.

You can see an example of that below. We reconcile this transaction when we reconcile the account.



And again, assigning a Vendor Name helps us find statements later:



Hope these little tricks are helpful to you!

The One Thing You Need to Know About Apps

The One Thing You Need to Know About Apps

There’s one thing you need to know about apps to know, and I’m not even going to make you read this entire article to learn what it is.

The one thing you need to know about apps to know is that you don’t need to know every single app.

I see similar comments in my Facebook Group, at least once a week: “I don’t know how you keep up with these apps!” or “I don’t have time to learn all of these new apps!”, or sometimes it’s about the pressure to keep track of them all.  I want to tell you: you don’t have to keep up or learn them all. You especially shouldn’t feel pressure to keep track of them!

Yes, it’s a great idea to either decide that you’re accounting or consulting practice is going to support a specific group of apps to use with your clients, or do be familiar enough with a variety of them in order to make the best recommendation for a specific client’s needs.

The one thing you need to know about apps isn’t that you should know every one of them that’s out there. I think what’s more important is knowing how to:

  1. Find new apps. Whether you’re checking or you have a Google alert set for “new business apps” doesn’t matter. The fact is, you have a good idea of how to find an app when you need one
  2. Read reviews. Google that shit. Seriously, the first thing I do when I find out about a new app is head to The Googler and look for reviews. Read as many as you can find. If you belong to an online forum or group, ask the other members. Or join one so you can ask.
  3. Test new apps. If you do find a new app, you should have an idea of how to test them. If you’re looking for something to connect with your accounting software, I have a course that I wrote and presented a while back on how to do just this.


The one thing you need to know about apps is that you shouldn’t be an expert in all of them… expertise takes time, and you may not have that time to take away from your business.

The one thing you need to know about apps is that you don’t have to be an expert in all of them.


You should know enough about apps to be able to explain what they do and how your business or your clients’ business will benefit. Example: I love Knowify, but am nowhere near an expert – totally at a beginner level – but I can speak to what it does, I know what clients for which it might be a good fit; I know that it has a great support and they will help with on boarding.

For me finding new apps is a hobby. I happen to really enjoy finding a new app, taking it for a spin and seeing what it can do. It’s even more fun if it’s fantastic  and amazing and I love it.

There’s enough pressure out there for us, as business owners, without feeling like you’re behind on something just because you haven’t heard about some new business app.


My #QBFirmoftheFuture GIF

My #QBFirmoftheFuture GIF

Intuit is doing a second Firm of the Future contest this year – and it’s gone global! As they did in 2015, they will be announcing the winner again at

I just entered my submission for this year’s contest! I knew they weren’t taking videos (just images) so I put on my #TeamQBO tshirt, dragged my husband, daughter, and the giant, 5′ beach ball that we have out to our backyard to help me get some video that I could turn into a GIF.

I didn’t find out until I got to the upload page, but the contest only accepts JPEGs, so I couldn’t use my GIF.

Because I couldn’t let the beach ball not get it’s 15 minutes of fame, I present to you: My  #QBFirmoftheFuture GIF:


Last year, I made it to the top 20 – this was my video submission:

Don’t forget to enter! You have until July 31, so get moving!

Here is how to enter for each country:

United Kingdom:
United States:

Remote Team Engagement: All You Need Are the Right Tools

Remote Team Engagement: All You Need Are the Right Tools

Do you have a remote team? I’ve been advocating the work-at-home lifestyle since my son Arik was born, 7 years ago. At that point, I realized there is no need to go into the office everyday—I can be as productive at home; probably even more so, if I try to avoid all the Law & Order reruns that are on.

I got this here.

Sorry, Stabler. I love McCoy best.


Work at home is no longer a trend—a remote team is a proven way for small and large companies to save money while increasing productivity. In fact, according to an article in,  two-thirds of managers say employees who work remotely increase their overall productivity. The same article cited that remote working policies decrease employee turnover and increase employee engagement.

Remote team members are more engaged.

Increased employee engagement when working from home, how is that possible? A 2012 Harvard Business Review article found that remote team workers are MORE engaged than those who work in the office. According to the article (and me), people work harder to connect when they aren’t in the same location.

I got this here.

I got this here.

See? Look at how difficult this is for him.


Take my home-based bookkeeping practice and consulting firm as an example. I have clients and colleagues all over the country. Even though I’m at home, I’m constantly collaborating with my remote team. We see each other rarely (even the folks that live in the same town as I do), yet we really know one another, our strengths and weaknesses and what’s happening. That’s important because all teams work better when the members take the time to know each other.

I got this here.

I got this here.

Maybe not like this.


I’m here to tell you, you can have great team relationships wherever your team members may be—in the cubicle next to you or working from a Wi-Fi connection on the beach. It just takes a little effort and the right technology.

That’s why I’m hosting a webinar, Small Business/Distributed Office Teamwork Tips: How to Stay Connected on April 28 at 2 p.m, sponsored by Ooma Office.

In it, I’ll cover techniques to engage your remote team and technology to keep it simple. Register now—this webinar may just be what your business needs to improve team communication and collaboration.

PS: If you can’t make the live webinar – please register! I’ll send a link to the recording.

PPS: There are two other opportunities to find out about Ooma Office: Thursday, April 21, we’ll have Ooma VP of Product Dennis Pang as our guest on the QBO Show & Monday, April 25, we’ll be doing a special Q&A with Ooma in our FaceBook group, Between Wall & Main (you’ll need to request access to the group to participate).

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