Category: Blog EN

Blendy provides news and articles about QuickBooks, Receipt Bank and other Apps making things easier for your accounting, tax, cash flow, invoicing, payroll and workflows. 

Boost your Inventory Management with erplain & QuickBooks Online

To optimize the profitability of your online store and/or physical store, or as wholesaler or distributor, beyond customer management, it is essential to control your stocks and supply chain. That’s why, in order to make your life easier and be more efficient on a daily basis, QuickBooks Online now allows you to connect to erplain.

Dedicated to small and medium-sized businesses (B2B and B2C), erplain is an online application for inventory and sales management. Simple and user-friendly, it allows you to track your inventory in real time, automate your purchases, and manage your quotes and invoices. All synchronized with QuickBooks Online.

Optimize your inventory in real time

With erplain, you can easily manage all your inventory and products, regardless of your distribution channels or the number of warehouses.

  • Follow in real time the available stock, taking into account all sales and purchases in progress.
  • Issue inventories at any time.
  • Manage Multi-warehouses.
  • Define your selling prices
  • Manage products sold in batches, packs or kits
  • Access detailed reports (valuation of stocks, profitability reports, best sales follow-up…)

Master your supplies

Easily manage your resupplies, purchases and all of your suppliers, anywhere in the world.

  • Centralize your supplier accounts
  • Define reorder points and alerts to anticipate stock-outs
  • Generate purchase orders in 1 click
  • Support multiple currencies
  • Trace your purchase orders with product references and expiry dates
  • Handle easily partial or staggered deliveries from your suppliers
  • Use barcode reading for quick entry of incoming products

Boost your sales

Boost your business thanks to optimized sales prices, dedicated product bundles or assemblies, precise order and shipment tracking and much more ….

  • Create purchase orders in seconds from a computer, tablet or smartphone.
  • Define price grids per customer or customer types
  • Create dedicated access for your sales teams
  • Ship directly from your suppliers to your customers
  • Set up pick lists and bin locations to speed order processing in your warehouse
  • Handle easily product returns, re-stocking and generation of refunds

 

And Blendy by Cogesten, your QuickBooks Accountant, supports you to configure and synchronize all your information between QuickBooks and erplain, and ensure a quick and seamless setup.

Thus, by combining erplain and QuickBooks Online you automate and simplify the inventory management, you reduce the risk of error, you better manage your purchase and sales prices, you better anticipate possible stockouts …

In short, you save time, gain efficiency and improve your customer satisfaction. The best way to boost your growth!

 

BbyC, expert comptable QuickBooks Online, helps you automize your workflows et accelerate your business developpement.

By Noham

Blendy by Cogesten (BbyC) – #Experts-comptables3.0 certified QuickBooks Online
Excellence for your growth!

Stop aux mauvais payeurs avec Legalcity, QuickBooks et Blendy by Cogesten

Forget your bad payers and boost your cash flow

As entrepreneur or business owner you know it. There is nothing more stressful than a bad payer.

It penalizes your cash flow and can, in the worst case, jeopardize the survival of your business. And in addition you’ll have to spend extra time on managing your unpaid bills, without the assurance of being paid in the end.

It’s time to reduce the risk to your cash flow and get things back on track without trouble your head about.

Today QuickBooks partners with Legalcity

Legalcity offers small and medium-sized companies easy-to-use and fast online collection solutions at the best price. By connecting Legalcity to QuickBooks, you regain power over your cash flow. By entrusting the recovery of your debts to Legalcity, you save valuable time on your administrative tasks. Thus, you better control your risks, and acquire (finally) more serenity in the management of your daily business.

Simple and fast

In order to be effective, a recovery must be actioned quickly. Because the more an unpaid invoice is handled early, the higher are the chances to recover the amounts due.

With QuickBooks you can now act immediately. Within your QuickBooks account, simply select your outstanding invoices. Then, with a simple click on “launch the recovery”, you entrust your bad payers to Legalcity. The entire process will immediately be supported by a dedicated advisor within Legalcity‘s teams of specialists of ​​legal recovery. No more manual entries are necessary on your side.

Friendly and courteous

Legalcity will manage on your behalf all the necessary reminders, whether by phone, email, SMS, mail and until notification by registered letter. And the progress of your different recovery files can be tracked directly via the Legalcity platform.

Beyond a commitment of efficiency, Legalcity guarantees you also to always favor “amicable” recoveries. This in order to preserve as much as possible the business relationship with your clients.

Economical and risk-free

Also, as a QuickBooks user, Legalcity offers preferential rates and no management fees. You also benefit from one of the cheapest handling rate (9%) without any minimum flat fee. The whole applies regardless of the number of recovery files launched. In short, you reduce risk and ultimately pay only for success.

So, do not wait any longer to tregain control of your unpaid debts and get rid of your bad payers. To learn how to set everything up in QuickBooks, ask our teams!

 

Blendy by Cogesten helps you gain peace of mind and regain control of your cash flow.

By Noham

Blendy by Cogesten (BbyC) – #ExpertsComptables 3.0 – certified QuickBooks & Receipt Bank
Excellence for your growth!

Digiposte fait peau neuve by Blendy certifié QuickBooks

New look & feel for Digiposte, the apps of the French mail company

We have already presented, some time ago, Digiposte, launched in 2010 by “La Poste”, the French mail company (read the previous article). Here are some new things to know.

The digital safe created by La Poste

Dedicated to both professionals and individuals, Digiposte helps you to centralize and preserve all of your important administrative documents. This digital safe was originally designed to allow you to automatically retrieve and classify your electricity, phone, internet, transport bills,… All together, the application integrates 450 connectors to automatically retrieve your documents and access them at any time.

Many features

And the application goes even further. It also allows you to save your proof of residence, bank statements and even your pay slips. More than 3,000 companies are already using this solution to digitize pay slips for more than 1.3 million employees.

The directly integrated mobile scan function is also very convenient. It allows to add documents manually, such as a copy of your ID card or passport. And to make your life even more easier, thanks to a personalized download link, your accountant recovers the documents he needs directly.

A new look & feel

After 10 years of existence, the mobile application will now benefit from a small facelift with a new logo, a new design and a new more intuitive user interface. The management of organizations and suppliers has also been simplified. In addition, the application now also includes tips and tricks to better manage all your documents.

As always, BbyC’s “apps addict” team will help you configure the application and ensure automatic transfer of all your important documents?

BbyC, as QuickBooks certified digital accounting firm, helps you automate your financial processes and eliminate 100% of your administrative tasks.

By Noham

Blendy by Cogesten (BbyC) – #Experts-comptables3.0 certifiedQuickBooks
Excellence for your growth!

Bonnes Pratiques Quickbooks par Blendy Expert Comptable certifié

5 best practices for QuickBooks Online

Blendy by Cogesten, as digital accountant, has more than 15 years of experience on QuickBooks Online in France and internationally.
 
We therefore would like to share some best practices for an optimal use of this accounting software. After having examined the different way to use this solution in France, England, Canada and the USA, we have identified 5 best practices which will enable French SMEs to use QuickBooks Online in the most efficient way.

1- Configure QuickBooks Online according to the financial flows and work process of your company

This step is certainly the most important, because the errors are then almost irreversible in QuickBooks Online. Your Receipt Bank QuickBooks accountant must absolutely be able to assist you in this process, in order to achieve a healthy and solid work basis. The central element is the organization of the import of your various financial flows (purchases, sales, payments, etc.) into QuickBooks.
 
ADVANTAGE: Once properly set up, you access in one place to all necessary information for efficent decision making.

2- Red rid off your Excel files to improve financial management

Many small businesses and SMEs still use Excel to drive their business, which is often a source of error. However, the primary goal of QuickBooks Online is to eliminate the use of Excel and always provide reliable data to make the difference in the executive’s strategic decisions.
 
ADVANTAGE: With more reliable and error-free information, your decisions are more accurate and more value-added.

3- Automate the reconciliation between your bank accounts and your invoices

The most convenient feature of QuickBooks Online is certainly its super simple integration with your bank accounts. Indeed, QuickBooks Online connects to your bank and automatically imports the transactions listed on your statement. Thus, your QuickBooks Receipt Bank accountant will no longer have to contact you to obtain this information and he will be able to perform bookkeeping and reconciliations independently and on a weekly basis.
 
ADVANTAGE: Your accounts are up to date each week for a better cashflow management.

4 – Anticipate your outstanding suppliers and customers easily with QuickBooks Online reports

QuickBooks Online gives you access to many reports and indicators to better pilot your business. Among these, reports on customer receipts and supplier payments are particularly interesting to better anticipate your outstanding customers and suppliers. These also allow you to identify in detail by customer or supplier the monthly or annual transaction volume achieved.
 
ADVANTAGE: You acquire a better knowledge and understanding of your customers and suppliers to better develop them.

5 – Always disconnect from your QuickBooks when you leave your desk

As you can see, your QuickBooks Online is ultra confidential since all the financial information of your company is included. If the storage of your data is perfectly secure, it is absolutely necessary to be vigilant on who accesses your data. Especially since a malicious person will be able to reconstruct from your numbers the different financial processes of your company. So never forget to close your session and log out of QuickBooks Online when you leave your desk, even for a few minutes.
 
ADVANTAGE: Your data is secure and can only be accessed by people previously authorized by you.

To know how to concretely apply these best practices, just book a call! At Blendy by Cogesten we have been assisting our customers for many years in setting up QuickBooks and optimizing their accounting and financial processes.


BbyC, QuickBooks certified digital accounting expert, helps you automate your financial processes and eliminate 100% of your administrative tasks.

By Noham

Blendy by Cogesten (BbyC) – #ExpertsComptables3.0 certified QuickBooks
Excellence for your growth

 

Shopify et QuickBooks pour gérer votre e-boutique plus facilement

Keep calm and connect Shopify with QuickBooks

Did you know that you can sync QuickBooks with your Shopify store too?

Shopify is together with Prestashop (read our article on Prestashop) and WooCommerce among the best known solutions to create its online store.

Now, Shopify also allows you to manage all the financial aspects of your store more easily with QuickBooks.

 

1 / Synchronize your orders and payments

By connecting QuickBooks to your Shopify store, you immediately sync all your orders and refund requests. They will apprear accordingly as invoices within QuickBooks and automatically be entered into your books. In the same way, you can also import all your incoming and outgoing payments for optimal monitoring of your cash flow.

2 / Manage your stock

When you link Shopify with QuickBooks, you do not only sync your orders, but also the number of items sold. This way, QuickBooks automatically deducts sold items from your existing stock. Your stock is therefore always up to date to help you better manage your supply.

3 / Calculate your expenses easily

Every order from your Shopify store that you import into QuickBooks always includes the items and taxes (including delivery charges) to let you know at any time the amount of fees associated with each order.

3 / More visibility on your numbers

Furthermore, QuickBooks offers you the possibility to access a detailed summary of all your data. You can immediately view the overall turnover, with a breakdown by product range. QuickBooks also automatically calculates for you the profit margin generated by month or by product family.

To know how to proceed concretely, call us! At Blendy by Cogesten we support our customers not only in optimizing their accounting, but also in setting up QuickBooks and integrating apps and solutions such as Shopify.

BbyC, QuickBooks Certified Online Accountant, helps you automate your sales process and eliminate 100% of your administrative tasks.

 

By Noham

Blendy by Cogesten (BbyC) – #ExpertsComptables3.0, certified QuickBooks Premium
Excellence for your growth

 

Blendy, PayPal et Quickbooks pour facilier vos paiements client

Get your bills paid online with PayPal

PayPal, is the undisputed leader of online payment with about 9 million users in France. The advantage of PayPal is that once your account is created and the payment method defined, you can pay simply by entering an email address.

And web sites allowing PayPal payments are numerous. Even Air France will offer the purchase of airline tickets via PayPal by the end of March 2019.

But, did you know that your customers can also pay your bills via PayPal? And that, even if you are not an e-shop.

Simply synchronize your QuickBooks Online with your Professional PayPal account.

Easy and riskless

The invoices that you will create and transmit via QuickBooks will automatically include a “Pay Now” button. Your customers just have to click on this button and pay in a few clicks your bill online. They no longer have to look for their credit card, checkbook, or to connect to their bank account to make a transfer.

An additional service to stand out from your competitors and save your customers time. And for you, a simple way to reduce the risk of unpaid bills and late payments!

Time saving and reliable

By connecting PayPal and QuickBooks you will also save your manual data entries. All customer payments are automatically saved to your QuickBooks account. And the same goes for the PayPal processing fees associated with each online payment.

Thus, your accounting is up to date at any times and you have a greater visibility on your receivables. You gain time and peace of mind to manage your day-to-day business.

Easy set up

With Blendy by Cogesten, QuickBooks expert for nearly 15 years, you can rely on a experienced team. We support you for all possible configurations and connections.

And we also offer value-added services to help you make the right decisions at the right time to better drive the development of your business.

 

Blendy by Cogesten helps you accelerate the development of your business.

By Noham

Blendy by Cogesten (BbyC) – #ExpertsComptables3.0 – certified QuickBooks & Receipt Bank
Excellence for your growth!

 

Blendy et Depenses Express de Quickbooks

New QuickBooks feature for your expense receipts

Do you fight with your vouchers to make your expense reports? You had them stored somewhere in your wallet, but do not find them anymore right now…
As a result, you will again waste time and energy retrieving these tiny pieces of paper when you have to devote your attention to more important subjects…

Keep calm, QuickBooks has the solution! The QuickBooks app includes a dedicated feature, which will definitvely facilitate your life!

All you need is to take a picture of your receipts with your smartphone. They are then automatically imported into your QuickBooks account. It only takes a few seconds and you’re done. You will never waste time again having to find your receipts!

Look at this short video to discover in only 20 seconds how it works: Watch the video here

Currently available on iOS, the Android version will arrive very soon …

 

This feature complements the other options already available to send your accounting documents to your QuickBooks Accountant. Thus, 100% of your expense collection and transmission is now digitized.

Your documents are transfered in real time to your Online Accountant and your QuickBooks account is always up-to-date. The guarantee of saving valuable time in managing your administrative tasks.

Want to know more about QuickBooks and how to streamline your financial processes? Noham Layani, co-founder of Blendy, answers you here.

 

Blendy by Cogesten helps you to get rid of 100% of your tasks without added value.

By Noham

Blendy by Cogesten (BbyC) – #ExpertsComptables3.0 – certified QuickBooks & Receipt Bank
Excellence for your growth!

Blendy et Quickbooks pour des déclarations de TVA plus simple

How to manage your VAT statements (finally) without stress!

Like any business in France, you must declare to the tax authorities the output and input tax (based on your sales and purchase invoices) in order to determine the VAT that you must pay back.

However, these VAT statements are often a source of anxiety and stress, because you have to find all the documents to calculate the right amount and have enough cashflow to pay the due VAT at the right time … With QuickBooks, you will finally be able to blow and simplify you life.

The three VAT regimes in France

As a reminder, depending on the annual turnover and the legal status of your company, there are three different VAT regimes in France:

  • The actual VAT scheme

This applies if your turnover is above € 236,000 for services, or € 783,000 for commercial activities. In these cases, you must declare and pay VAT every month. You can optionally opt for a quarterly payment, if the annual amount of VAT is less than € 4,000.

  • The simplified VAT scheme

It concerns companies whose turnover is between € 32,900 and € 236,000 for services, and between € 82,200 and € 783,000 for commercial and hosting activities. Payment is due by semester, with a deposit in July and the balance in December. If the annual amount of your VAT payable is greater than € 15,000, the actual VAT regime does apply.

  • The simplified agricultural VAT scheme

This concerns farms, whose annual turnover exceeds € 46,000. The statement is made annually, and the payment quarterly.

Automate your tax returns now with QuickBooks

With QuickBooks, you will finally gain serenity and time on your VAT returns.

  • Configuration

You first need to set up in QuickBooks the applicable VAT for each product and/or service that you will bill to your customers. As described in one of our previous articles, QuickBooks helps you to generate, record and track all your customer and supplier invoices (read the article).

  • Automated calculation

Then, from the recorded invoices, QuickBooks automatically calculates in real time the amount of the VAT to be refunded to the tax authorities. This way, you know where you are at any time, and can anticipate future payments more easily.

  • Pre-filling

And QuickBooks goes even further in its automation process. In order to prepare your returns faster and easier, QuickBooks pre-filles your statements. You just have to validate them and pay the amount accordingly.

In addition, QuickBooks gives you access to all our previous statements. This allows you again to anticipate the next deadlines and balances due.

 

So, whether you need to pay your VAT monthly, quarterly or annually, with QuickBooks everything becomes so much simpler. You gain visibility and effortlessly anticipate your cashflow and legal obligations.

Du you have questions about the French VAT system? Do you want to simplify your VAT returns? Ask Blendy by Cogesten, QuickBooks certified Accountant. We support you at every step to set up and automate your accounting processes and your finance function.

 

With BbyC, your Digital QuickBooks Accountants, use automated solutions to streamline the management of your company.

By Noham

BbyC – #ExpertsComptables3.0 – Certified QuickBooks Premium
Excellence for your growth!

Contact Blendy.co - International CPA certified QuickBooks and Receipt-bank
experts comptables Quickbooks
#ExpertsComptables 3.0
Blendy GoCardless et Quickbooks et satisfaction client

With GoCardless increase your customer satisfaction!

To access your services, do your customers pay a monthly subscription, quarterly or even one-off invoices?

So you probably know, running every month after client payements is time-consuming and weary. Between reminders, manual cheque entry and card payments follow-up, and in addition book entry, you spend at least one day a month, if not more.

Automate your Direct Debit collection

With GoCardless, a smart banking solution for small and large businesses, you can now save time and efficiency. This online payment platform allows you to collect easily Direct Debit payments, whether for recurring or one-off invoices.

You simply create your account and then configure the details of your offer: amount, frequency and duration. Then, simply send your client a link or an email via the platform, and GoCardless takes care of the rest.

For recurring withdrawals, the process is almost identical. Invite your customers to complete once a Direct Debit mandate. Then simply schedule the upcoming payments and GoCardless handles the rest for you.

Manage the unexpected

With GoCardless you follow in detail your payments. So you can easily achieve your bank reconciliation, and above all better manage outstanding payments.

Furthermore, you are informed in real time when a Direct Debit is refused because of an insuffent credit of your client. Thus, you can immediately make the necessary steps, like alert your customer or even stop his subscription. This will substantially reduce your losses.

And make customers happy

So, no need to send a Direct Debit request by mail or email to your customer, wait for him to return it, and then transfer it to your bank or manually enter it into your account.

With GoCardless, everything is handled online, securely and automatically. Necessarily, you will gain time on the your payment collection. Time your customers have saved just like you, as they do not have to worry about making a transfer in due time, nor to check if the cheque has been sent …

In addition, your customers receive an automatic reminder before the upcoming Direct Debit. And on their bank statement they will see the name of your company with the debit. This facilitates their bank reconciliation as well. And avoid them calling you several times to check if the debit has been done properly.

In short, you have both, you and your client, saved time you can use to discuss strategy and development rather than paperwork …

And of course, at Blendy by Cogesten, your QuickBooks Certified Online Accountant, we support you in setting up GoCardless and integrating the solution with QuickBooks. Like this, even the invoice creation will be automated. Want to know more? Just book a call!

 

With BbyC, French & international CPA certified QuickBooks, use smart solutions to streamline your financial workflows.

By Noham

Blendy by Cogesten – #ExpetsComptables3.0 – Certified QuickBooks Premium
Excellence for your growth

 

Blendy Receipt Bank et Quickbooks pour gagnez du temps

Receipt Bank: more time and more efficiency

In a small company, the motto is often “multi-skilling”! You must be able to do everything. Sell ​​and generate revenue, find new customers, make sure they pay on time while paying your suppliers, promote your business on social networks, update your website …

In short, the list is long, and you can quickly run out of time once you need to handle also your time-consuming administrative tasks.

At Blendy by Cogesten, we know that your time is precious. That’s why most of our customers have connected their QuickBooks accounting software with a simple and effective apps: Receipt Bank

Do not lose any more your payment receipts

You probably accumulate credit card slips, restaurant receipts and other minibills. A pile of small papers that you store, in the best case carefully in your wallet, or usually somewhere in your desk drawers. With the risk of losing them or simply forgetting them.

Now, with Receipt Bank everything becomes (much) easier. Just take a picture of your credit card receipt or your restaurant bill with your smartphone. Receipt Bank saves them and then stores them securely on its servers. Not only do you not lose them anymore, but you also get rid of the manual entry of your expenses into any Excel file.

Recover your recurring bills automatically

With Receipt Bank, you can connect your recurring suppliers in just a few clicks and automatically import your monthly Internet bill, phone bill and other monthly subscriptions. No need to connect to multiple web sites to download your bills one by one. Receipt Bank manages the process without your intervention. Another time-consuming task saved!

Send it all to your accountant without lifting a finger

And by connecting QuickBooks with Receipt Bank you gain even more time and comfort. Indeed, all the receipts you have scanned with your phone are sent in real time from Receipt Bank to QuickBooks and the corresponding accounting entry is created automatically. And your monthly recurring bills? Ditto! Once recovered with Receipt Bank, they are immediately transmitted to QuickBooks and registered automatically in your accounts. And then, you can check in real time on QuickBooks your expenses, receipts, VAT, etc.

In conclusion, Receipt Bank allows:

  • Collecting more efficiently your receipts and bills
  • Get rid of manual entry of your expense reports, invoices, etc.
  • Ensure you have accurate book-entries you could access in real-time 
  • And, earn each day several hours of work, that you will (finally) be able to devote to what is essential

 

BbyC, French & international CPA certified QuickBooks and Receipt Bank, helps you eliminate your time-consuming tasks and automate your financial processes.

By Noham

Blendy by Cogesten (BbyC) – #ExpetsComptables3.0 – certified QuickBooks and Receipt Bank
Excellence for your growth

BbyC - Experts-Comptables Digital - Accelerated with QuickBooks

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