View profile

What's Next for Accounting? - Issue #55

What's Next for Accounting?
My video judging the Halloween #taxortreat costume contest just released 🎉 featuring judges Keila Hill-Trawick, Lorilyn Wilson, Adam Markowitz, Shane Sullivan and Deanna Zubrickas.
Judging A Costume Contest for Accountants
Judging A Costume Contest for Accountants
🤖 Automate My Thing
Automating Your Spreadsheets
Who says spreadsheets have to be manual? I run through a really simple way to update & pull specific cells with Zapier:
Jason Staats⚡
Spreadsheets are perceived as the *manual* way to do something

But did you know you can automate your sheets?

Buckle up nerds 🤓: https://t.co/9uyCCnWMyB
A few more ideas to get your wheels turning:
  1. Use it to generate workpaper documentation & save to a file system
  2. Build an automated service around a recurring deliverable
  3. Chain with Excel/Sheets extensions - for example using LiveFlow to sync QBO data to Sheets, then send that data somewhere via Zapier
  4. Collect inputs via web form - Send a simple form to your client/whoever has the data, auto-plug it into the spreadsheet & send it back/save to file/send it somewhere useful
  5. Parse a CSV - for example, a CSV download from your payroll software, grab the data you need, plug it into a spreadsheet to do custom allocations by people/department. Then take the output of the spreadsheet & post it to your accounting system. Ecomm exports too.
If you’re new to Zapier, I’ve got two hours of free Zapier CPE in this series. If you aren’t learning it, someone on your team should be.
💎This Week's Sponsor
Sign up for a 14-day free trial today.
👷‍♀️ This Week I Made
😍From The Community
My community Realize is a private space for people to swap ideas & collaborate. At $180/mo it’s also the way I finance everything else I do, pay a full-time creative director, and a part-time developer in an effort to make the accounting industry a slightly better place 💗 The community is currently about 230 members strong.
🕵️‍♂️Where to Find Me
Are you a software co looking to advertise? Subscribe to weekly ad updates here.
Did you enjoy this issue? Yes No
Jason Staats
Jason Staats @jstaatscpa

Weekly accounting & tax tech updates

In order to unsubscribe, click here.
If you were forwarded this newsletter and you like it, you can subscribe here.
Created with Revue by Twitter.