Great PDF Apps

I use Egnyte to store my client files, and to provide an upload page for clients to send me documents. I also use Email It In to automatically store all client emails and attachments on Egnyte. For each client, I have folders like Bills Unpaid, Bills Unpaid Entered in QB, and Bills PAID. Within these folders, I use this file name pattern or convention, using the bill due date:

YEAR.MO.DA [Office] Vendor Name Inv# $Amount.pdf

Of course, the files that clients send me aren’t already named that way, so I have to rename them all. I found the most wonderful application (program) to help me with this. It’s called A-PDF Preview and Rename. It allows me to view the content of PDF files while I rename them. I can extract due dates, invoice numbers, amounts, everything I need to create the new filename. A-PDF makes the process so much faster! I highly recommend it if you have to rename large numbers of PDF files. Another problem with my Egnyte system is that sometimes clients send me documents as JPGs instead of PDFs. I use FastStone Photo Resizer to batch convert these files to PDF.

Finally, I use PDF-XChange Editor to edit PDFs. Clients often send me multiple bills in one file, for example. PDF-XChange Editor allows me to easily split and extract one or multiple pages to create separate files for each bill, and rotate pages that were scanned upside down. The program is a very robust PDF creator and editor. I used to use NitroPDF, but that program became expensive and bloated, taking forever to load and hanging frequently. PDF-Xchange Editor has been a wonderful replacement.

Happy PDF editing!

Getting QuickBooks and Paypal to Sync Automatically

Make QBO and PayPal CoexistUntil yesterday, I’d read and heard so many things about this app for QuickBooks Online (QBO), that I was very reluctant to use it. But after manually inputting hundreds of Paypal transactions for one of my clients (a local charity), I decided to give it a try.

Attempts to activate it in both Firefox and Chrome failed miserably. SO, I initiated an Intuit support chat. The rep instructed me to open QBO in an incognito Chrome window. When I did that, the activation went perfectly.

And this app is freakin’ awesome! It imports all your customer’s contact info and creates a customer record for them. In addition to the Paypal transactions and fees, it also syncs transfers to your bank account.

Learn more about this app on Intuit’s QuickBooks Online Apps page. Xero offers a similar function.

And if you’d like FREE help converting your QuickBooks desktop file to either QBO or Xero, so you can enjoy secure, real-time, anywhere access to your financial records, call me today at 256-883-5008. If you prefer Skype, my UserID is gwen.harrison.205. Or you can email me.

Blog Break!

I’m taking a break from writing my blog to focus on several time-sensitive projects. I’ll add new posts when business slows down. Thanks for your understanding.

Two Weeks Off

Why Choose Rocket City Bookkeeping thumbnail I took a couple of weeks off from my blog to overhaul my website, help another business with a special project, and begin onboarding Alabama Boston Terrier Rescue as a new pro bono client. Check out the cool video I created for my home page.

Now that I’m finished with those projects, I’ll have time for writing blog posts and promoting my business.

Happy 240th America

Happy 240th Birthday to my native country, the United States of America. I’m taking the day off from my blog and my bookkeeping practice to spend time with family and celebrate.

And I’m wishing everyone who reads this post a safe and happy July Fourth!

 

New! My Bookkeeping Blog

I just recently decided to start a blog. As often as possible (one to five days a week), I’ll be publishing short articles to help with your bookkeeping tasks.