As we move our firm into “virtual” mode, I’ve been looking for a solid cloud-based time and billing program that totally syncs with QuickBooks in a remote hosted environment. Believe me, that is hard to find. To perform this well takes a company with the ability to build a sync tool that is robust, and will sync all of the popular functions of QuickBooks (like job costing and classes).
I’ve looked at tons of options and then decided to go with one recommended by SmartVault, our firm’s DMS. Virtual Time + Expense is just the time and billing system I was looking for. So I called them and told them I was ready to make the switch to Virtual Time + Expense. To my delight, they told me CPA firms were eligible for a free account. Freakin’ icing on the dang billing cake!
Virtual Time + Expense will also track all of your employees’ expense reimbursements too, but I didn’t activate that part (you can paperlessly attach your receipts directly into the system, or through SmartVault, if you did use this feature). You can turn on and off many different features within the app. Though it seems difficult to setup at first (because there is so much you can do with it), it does move pretty quickly when you figure out what you are doing, and when you get some support help from Virtual. As a suggestion, you need to clean up your QuickBooks file before performing the initial sync. Get rid of inactive employees, vendors and customers before doing the initial sync. Virtual Time + Expense will pull all of your data right out of QuickBooks upon the first sync, so the cleaner your file the better. Read this great Sleeter review article of the app here.
The program is very robust, making government DCAA (Defense Contractor Audit Agency) compliance billing a great option for your client if they work with the government. It’s also a great option for
- staffing companies,
- accounting firms or
- other professional service industries needing to track their time and sync with QuickBooks.
With that being said, we’ve added this software now as part of our CoreCloud Services.
Though this product doesn’t sync with PayCycle, the online payroll system we use, it does sync with ADP, Paychex, and SurePayroll. And like most cloud-based companies, they are committed to continue their sync with other accounting technology products in the cloud.
Let me know if you have any questions about the product.
Virtual’s contact info: sales@virtualsoftware.net or 1-888-874-1118.
Building culture used to be an esoteric activity the dot-com companies, marketing agencies and cool startups thought about. But building culture is just as important for CPA firms as it is for the next Silicon Valley success. Building culture takes a lot of work, is highly strategic at its core, and is done over an indefinite period of time.
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