WEBVTT
1
00:00:00.000 --> 00:00:10.469
Dan DeLong: automatically starting so live on Facebook Bevin, go ahead and put it into the EVO group and the CBD group so we're we're sharing as much as we can.
2
00:00:11.639 --> 00:00:18.930
Dan DeLong: Well, welcome to another workshop Wednesday i'm Dan along with carrie Khan, and we have a guest.
3
00:00:20.130 --> 00:00:20.940
Dan DeLong: joining us.
4
00:00:21.960 --> 00:00:25.140
Dan DeLong: flying in from Where are you Where are you physically located right.
5
00:00:25.410 --> 00:00:27.780
Ryan Campbell: yeah it today i'm in Las Vegas Nevada.
6
00:00:28.290 --> 00:00:30.480
Dan DeLong: Las Vegas lost wages.
7
00:00:30.780 --> 00:00:31.860
Ryan Campbell: lost wages, yes.
8
00:00:33.630 --> 00:00:39.240
Dan DeLong: All right, well today actually what we're gonna be doing today is we're going to be talking about some of the.
9
00:00:40.440 --> 00:00:44.430
Dan DeLong: online banking, you know school of bookkeeping we created a.
10
00:00:45.600 --> 00:01:03.210
Dan DeLong: online banking course where you can get the most so you can get the most out of your online banking feeds and and I was talking with with Ryan actually came on the qb power hour yesterday and thought well why not, why not we just bring them on to the workshop Wednesday so.
11
00:01:08.190 --> 00:01:22.080
Dan DeLong: So this situation is, I mean we know the powerful tools and the automation that you can have with with online bank feeds whether it's in desk quickbooks desktop or or quickbooks online, but.
12
00:01:23.370 --> 00:01:27.660
Dan DeLong: But Ryan what what is this solve what does money thumb solve for.
13
00:01:28.740 --> 00:01:39.240
Ryan Campbell: Sure, so let's say your clients bring you 12 months bank statements and either they email them over to you and it's you know native statements or they.
14
00:01:39.570 --> 00:01:52.290
Ryan Campbell: come over and drop on your desk 12 months, where the bank statements and say, please magically get this into quickbooks so that we can do all our successful bookkeeping and you say.
15
00:01:54.090 --> 00:01:54.690
Ryan Campbell: That my.
16
00:01:55.740 --> 00:02:08.160
Ryan Campbell: What money then we'll do and i'll show you this when we get into the DEMO is it will convert all of those bank statements in a second page if you blink you will miss it.
17
00:02:09.180 --> 00:02:21.120
Ryan Campbell: and will create a Doc qb oh file that will allow you just easily uploaded into whether it's quickbooks desktop or quickbooks online and so.
18
00:02:21.570 --> 00:02:32.070
Ryan Campbell: Essentially, will cut all the work that you do and manually transcribing things down to a matter of a few seconds, so now, when we do the DEMO i'll do it once.
19
00:02:32.580 --> 00:02:44.460
Ryan Campbell: Once through at lightning speed, so you can see here's how it works and then we'll get into some of the details and the settings that you can do like pay cleanup and some fun things like that.
20
00:02:45.180 --> 00:02:58.170
Dan DeLong: I heard an oh wow out of out of out of care area in your in your history of working with clients has that happened to you or they've come up with just paper statements and.
21
00:02:58.320 --> 00:03:10.410
Carrie Kahn: yeah definitely and they want the magic to go with it, they think that you have a computer it'll just fall in there by by you know as as magic so.
22
00:03:10.530 --> 00:03:29.220
Dan DeLong: I remember, I remember when I worked at into it, there was one call i'll never forget he's like i'm trying to get my bills into my quickbooks i'm like Okay, how are you doing that well i'm taking the bill and i'm putting it up against the screen on my computer and it's not going in.
23
00:03:31.020 --> 00:03:33.720
Dan DeLong: Okay, clearly it's defective.
24
00:03:35.670 --> 00:03:43.440
Carrie Kahn: I can top that one this isn't true story, I was doing a point of sale setup for a customer.
25
00:03:44.010 --> 00:03:59.670
Carrie Kahn: And when I turn when I installed it on the computer and the computer person went with me and we turned it on and she said you mean the inventory is not in there that the inventory here is not in the computer, why not, I thought it just automatically goes in there and also like right.
26
00:04:02.520 --> 00:04:02.820
Ryan Campbell: yeah.
27
00:04:05.160 --> 00:04:06.570
Dan DeLong: yeah some of that not all.
28
00:04:09.420 --> 00:04:20.280
Dan DeLong: But in the time scary that you've seen that happened, where they just pop the statements and wanted to just how much time does that take you, you know for statement that you.
29
00:04:20.910 --> 00:04:30.840
Carrie Kahn: made manually do it, it takes it obviously takes a while it's you have to have some people that have I mean I usually get lower end data entry people.
30
00:04:31.500 --> 00:04:45.840
Carrie Kahn: The challenge isn't just give this to challenge levels, which I know you'll get to, but one of them is getting the data inside of something and then having someone with the expertise, knowing how to code it and then maybe the magic of roles.
31
00:04:48.840 --> 00:04:50.880
Dan DeLong: yeah so I mean this this money.
32
00:04:51.990 --> 00:05:03.210
Carrie Kahn: To answer your question the old days it's very time consuming and customers don't and for a pro advisor it's really hard to say this, how long is that going to take you.
33
00:05:03.570 --> 00:05:10.440
Carrie Kahn: What are you going to build me I I don't know, but if I guess I usually under gas and I usually lose my fanny on it and.
34
00:05:10.800 --> 00:05:20.370
Carrie Kahn: And there's no, I have no nothing to do other than to say I didn't get it done, and then I look stupid like well, you should know what it takes and I, and I really don't that's where I get stuck.
35
00:05:21.930 --> 00:05:27.210
Dan DeLong: yeah just done, trying to budget your own time, and what it's actually going to take.
36
00:05:27.750 --> 00:05:37.380
Dan DeLong: Another another use case right for for many thumb correct me if i'm wrong Ryan is situation where it does connect to quickbooks but it doesn't go back.
37
00:05:37.860 --> 00:05:53.340
Dan DeLong: far enough, like you, can't necessarily go back in time, like, I think, somebody was saying yesterday TD TD bank only goes back two months maximum of two months, and then the rest, you have a PDF of the statement and that's it right so you're kind of stuck.
38
00:05:53.850 --> 00:06:01.380
Carrie Kahn: I don't know if you've noticed too thanks for even getting rid of those pdfs they're making it harder and harder for us to get that data so.
39
00:06:02.820 --> 00:06:12.330
Dan DeLong: And then, all those Those are all saying the other day isn't know now the banks are kind of encrypting their pdfs to make it a little bit more even more proprietary right.
40
00:06:12.690 --> 00:06:20.790
Ryan Campbell: Oh sure we see that all the time and with encrypted statements our system functions just fine right you just run the PDF plus and.
41
00:06:21.270 --> 00:06:35.730
Ryan Campbell: You know the encrypted it's a collection of the image is embedded into a text based statement which throws most programs, you know off kilter but for us where we're able to process of with no issue.
42
00:06:37.410 --> 00:06:49.470
Dan DeLong: And then the cool part is is that it's a death what I mean you have desktop and on an online software for for many thumb, but you have a desktop software that can also be installed on the MAC Gary.
43
00:06:53.100 --> 00:06:54.750
Carrie Kahn: We don't ever.
44
00:06:54.780 --> 00:06:56.010
Dan DeLong: ever again windows.
45
00:06:56.310 --> 00:06:56.820
windows.
46
00:06:58.020 --> 00:06:59.610
Dan DeLong: windows or MAC doesn't matter.
47
00:07:00.600 --> 00:07:01.950
Carrie Kahn: But it will also work with.
48
00:07:02.490 --> 00:07:13.500
Dan DeLong: It will walk work with quickbooks online or desktop right so it's it's agnostic to the final destination of where you're going to and then, once you've gotten it in there now you're using the.
49
00:07:14.700 --> 00:07:31.740
Dan DeLong: The the online banking feeds, you know, to help speed up entering those those those transactions into quickbooks so i'm going to turn it over to Ryan, so that he can kind of show us this wizardry that he has.
50
00:07:32.730 --> 00:07:40.530
Carrie Kahn: Any you alluded to a clue that I wanted to make sure anyone listening picks up on because it took me a while to know.
51
00:07:41.070 --> 00:07:51.300
Carrie Kahn: But when you do create that file You said something like Doc qb Oh, which originally when I saw that or if i'm even in my bank logged in and I tried to export that list that you're talking about.
52
00:07:51.900 --> 00:08:06.030
Carrie Kahn: They would say you want to export this to qb Oh, and I would think, oh no i've desktop that won't work but it's that format that doesn't it's agnostic but it's got the word qb Oh, which can be the railing to people that don't understand it's okay.
53
00:08:06.390 --> 00:08:21.090
Ryan Campbell: I have so true and the qb oh file extension came out well before the quickbooks online, so it just it seems like it's just a coincidence that is pure yoga we get that question all the time.
54
00:08:21.210 --> 00:08:21.930
Ryan Campbell: So i'm gonna.
55
00:08:23.610 --> 00:08:24.930
Carrie Kahn: need there's an faq.
56
00:08:25.440 --> 00:08:29.070
Ryan Campbell: yeah that's really know we definitely need you, for the qb ill.
57
00:08:29.400 --> 00:08:31.080
Ryan Campbell: Effects yeah we.
58
00:08:32.880 --> 00:08:42.060
Ryan Campbell: You know, I will say that that you know i'll give you a brief overview of the company fires, but you know it wouldn't just because we're on the subject of.
59
00:08:42.510 --> 00:08:52.650
Ryan Campbell: faqs I will say that that we do have a great faq on our site, but even more so, I think that one of the great things about our company.
60
00:08:53.160 --> 00:09:03.480
Ryan Campbell: Is that when you purchase a software for money thumb you get unlimited support and it's as easy as writing into support at money thumb calm.
61
00:09:04.020 --> 00:09:24.180
Ryan Campbell: And we will provide just a really quick response, and it is everything from we have it, the file extension types to I can't get this one to convert What if it doesn't reconcile and there's all all sorts of questions, but our support team is lightning fast and getting a great response.
62
00:09:25.680 --> 00:09:32.130
Ryan Campbell: To tack on to that i'll tell you money thumb is not a brand new company, we were founded in 2012.
63
00:09:33.360 --> 00:09:43.710
Ryan Campbell: It was initially created by Ralph mayor, who was really just trying to solve a workflow problem that one of his accountant friends was was happened having.
64
00:09:44.400 --> 00:09:57.210
Ryan Campbell: And since then we have grown into this Ai powered data intelligence and process automation company that is an approved partner of into it and we have regular conversations and they great.
65
00:09:57.840 --> 00:10:08.820
Ryan Campbell: great source of information and leads for us and and we become a go to software for 10s of thousands of accountants already so.
66
00:10:09.360 --> 00:10:20.850
Ryan Campbell: In general, if you're running statements through and you're having an issue chances are we we've probably seen it so reach out to our support team and they're they're more than happy to to help.
67
00:10:21.300 --> 00:10:35.310
Carrie Kahn: that's really good highlight, because often when you get in these projects and you in the customer is breathing down your neck, you need help and you don't want to wait, you know wait for a response so that's good call.
68
00:10:35.550 --> 00:10:46.740
Ryan Campbell: yeah absolutely, so I think I already mentioned, we can do both native statements and image based, and we can convert those to quickbooks desktop or quickbooks online.
69
00:10:47.400 --> 00:10:48.180
Ryan Campbell: When you.
70
00:10:48.360 --> 00:11:05.280
Dan DeLong: know when you say image, based on the kind of clarify that's like if all you have is the paper statement you could turn it in and bring it in that way, so if you don't have a PDF from the Bank, you could bring it in that way, with a with a with a scanned image.
71
00:11:05.580 --> 00:11:11.100
Ryan Campbell: that's right, because then it becomes a image show it's essentially like a picture that we're we're reading.
72
00:11:11.760 --> 00:11:24.180
Ryan Campbell: And the The only difference is, you know as long as it's above 300 dpi and free of those those hand reconciliation marks that that sometimes people draw through numbers are words, then.
73
00:11:24.660 --> 00:11:30.750
Ryan Campbell: Then we're gonna we're going to pick it up really well or or my favorite is always the coffee stains on through all the transactions.
74
00:11:32.820 --> 00:11:35.940
Ryan Campbell: Those are little difficult to to deconstruct.
75
00:11:36.120 --> 00:11:39.000
Dan DeLong: By the blood, the sweat and the tears on the state.
76
00:11:40.680 --> 00:11:41.040
Ryan Campbell: Right.
77
00:11:42.090 --> 00:11:53.250
Ryan Campbell: We can do reconciliation checks and so i'll show you we can enable people to do pay cleanup and then automated fashion that's going to save you a ton of time and.
78
00:11:53.460 --> 00:11:59.010
Dan DeLong: So the Gary look look at this through your all the times that you've spent wasted lens.
79
00:11:59.250 --> 00:12:02.220
Dan DeLong: yeah as he, as he shows you.
80
00:12:03.780 --> 00:12:04.470
Dan DeLong: All this work.
81
00:12:04.740 --> 00:12:05.340
Ryan Campbell: yeah so.
82
00:12:06.120 --> 00:12:09.180
Dan DeLong: Yesterday I blinked and I, and I didn't and I missed it.
83
00:12:11.880 --> 00:12:16.380
Ryan Campbell: very true Okay, so when I share my screen, I can I can show you a statement.
84
00:12:19.380 --> 00:12:35.250
Ryan Campbell: Okay, I think you can see my screen hopefully okay wonderful so let's pull up the the problem child here is a bank statement redacted information, as you can see i've done, you know, two zeros and ones and reproductive information out of here.
85
00:12:36.390 --> 00:12:49.080
Ryan Campbell: Great meals food group and we're looking at checking In summary, and we have checks paid and ATM withdrawals are our summary sections and, of course, you know.
86
00:12:49.110 --> 00:12:50.400
Dan DeLong: Basic stuff.
87
00:12:50.490 --> 00:13:01.860
Dan DeLong: Right and then they're all like the almost the same you know you're only paying for and leasing rental you know I mean like how long would that take you carry to sort through just that one month of.
88
00:13:03.240 --> 00:13:04.380
Dan DeLong: of transactions.
89
00:13:04.890 --> 00:13:06.930
Carrie Kahn: A long time, I mean the best of it.
90
00:13:06.930 --> 00:13:08.670
Carrie Kahn: Is say.
91
00:13:09.360 --> 00:13:22.800
Carrie Kahn: You know, go into vendor setup the vendor put what I would code it to for like best time payment payment, no one that's probably another credit card or something who knows, I mean it would be, it would take a while to scour through that.
92
00:13:23.880 --> 00:13:26.190
Carrie Kahn: and create by hand create that stuff here.
93
00:13:26.550 --> 00:13:27.990
Dan DeLong: Sorry sorry to interrupt you.
94
00:13:28.200 --> 00:13:28.800
Ryan Campbell: Ryan, but.
95
00:13:28.860 --> 00:13:30.810
Ryan Campbell: No, no, all.
96
00:13:30.930 --> 00:13:32.880
Ryan Campbell: All great points and so.
97
00:13:34.020 --> 00:13:47.880
Ryan Campbell: So now we'll go over to to money phone I will point out really quick, that this is probably the most simplistic looking software that you can see right in between all of these logs you have.
98
00:13:48.870 --> 00:13:56.280
Ryan Campbell: You really have your your settings and convert that you're going to use the rest is you know, taking you to our website or.
99
00:13:56.700 --> 00:14:07.200
Ryan Campbell: Information about your your license but, really, these are the top two that you're going to use, and in order to convert the statement that we that we've just seen.
100
00:14:07.680 --> 00:14:14.220
Ryan Campbell: You can either walk through the settings which i'll show you later, or you can just drag and drop right here to the drop zone or hit convert.
101
00:14:14.760 --> 00:14:23.760
Ryan Campbell: i'm only working on one screen right now, so, so let me just hit convert and so start to finish we're going to pull up convert i'm going to.
102
00:14:24.180 --> 00:14:34.320
Ryan Campbell: Let me go ahead and do what I haven't done, which is February and then i'm just going to hit preview and it's going to think for for a little bit.
103
00:14:34.950 --> 00:14:48.600
Ryan Campbell: seems to be thinking for a little bit longer I must have grabbed an image on so it's going to think for a little bit and boom we've we've converted the false statement and it's going to pull out the the preview section.
104
00:14:51.090 --> 00:14:59.760
Ryan Campbell: drag this zoom around here so right off the BAT, we can see it has reconciled will see the starting and ending balances.
105
00:15:00.960 --> 00:15:10.290
Ryan Campbell: PDF totals of how many credits and how many debits there are if we needed to make any changes, we can do that directly in the previous screen.
106
00:15:11.700 --> 00:15:32.370
Ryan Campbell: So if we feel that something didn't reconcile we want to see, we want to do some some cleanup there and then we just it's super easy we hit create qb oh file and there it is and now let's walk over to quickbooks and we just hit import data.
107
00:15:34.500 --> 00:15:36.270
Ryan Campbell: And we're going to do bank data.
108
00:15:37.860 --> 00:15:39.180
Ryan Campbell: So select.
109
00:15:39.780 --> 00:15:52.350
Dan DeLong: And you're showing it in quickbooks online, but you can do the exact same thing in in quickbooks desktop by importing that qb oh file even you know, like carrie was saying that's qb oh means it's.
110
00:15:52.770 --> 00:15:56.070
Dan DeLong: Online web a web connect file that can be bright.
111
00:15:56.760 --> 00:16:02.430
Ryan Campbell: Correct yeah and so now we're just going to grab I think I just did February so we're just going to go ahead.
112
00:16:03.450 --> 00:16:14.010
Ryan Campbell: And grab February hit continue and because you have already set up some some rules for here we're going to bring it into the bank account for great meals.
113
00:16:14.610 --> 00:16:27.870
Ryan Campbell: And our imports completed, so now we have all that data into quickbooks, and so I want to now i've shown you how quick, it can be done and that's even with all my narratives.
114
00:16:28.500 --> 00:16:40.140
Ryan Campbell: But let me kind of show you how the the soup is made a bit and so going into settings I do view all settings Just to give you a more holistic view.
115
00:16:42.540 --> 00:16:47.610
Ryan Campbell: In settings you can select whether or not you're doing a checking or savings or credit card.
116
00:16:49.290 --> 00:17:05.250
Ryan Campbell: In here, we would set the quickbooks F ID, this is a dynamically updated list, where you can see anything that's listed anything that has a any bank that has an F ID in quickbooks, we can see that they're listed right here.
117
00:17:06.570 --> 00:17:27.270
Ryan Campbell: So really simple in our bank routing number and the account numbers, so that it knows what to do, matching quickbooks we can select currencies, you know our top to being US and Canadian dollar but, as you can see, we are an international company and process in any number of currencies.
118
00:17:29.040 --> 00:17:37.020
Ryan Campbell: I think I mentioned before, if there's a password for the the file just enter it here and it's not initially.
119
00:17:38.820 --> 00:17:49.500
Ryan Campbell: Paid cleanup settings this is going to save you a ton of time or you can come in and and ask it to remove and pay clean up words that are dates.
120
00:17:50.070 --> 00:18:05.460
Ryan Campbell: Things that are currency values phone numbers state abbreviations special characters and you can see, you can remove with a checkbox pretty much any number of items that you would have to go in and manually.
121
00:18:06.570 --> 00:18:14.340
Ryan Campbell: manually edit but then there's different phrases right I don't want the word corporation or card purchase or Thank you or.
122
00:18:14.970 --> 00:18:30.240
Ryan Campbell: For any of these in there, I want that to remove so that it imports better into quickbooks without me having to manually update things and, as you can see, you can enter I mean keep entering them in and we'll we'll keep making space for you.
123
00:18:32.700 --> 00:18:44.370
Ryan Campbell: So, moving on we have we can process statements in many languages are tough to being English and Spanish, but you can certainly do other languages as well.
124
00:18:45.630 --> 00:18:50.430
Ryan Campbell: On the dates, we can read either us format dates or Euro format dates.
125
00:18:51.060 --> 00:19:04.740
Ryan Campbell: And then you can tell us how you want to write because maybe you're reading in one version that you want to actually upload it in a different in a different format, and this is for how how we handle charges that are negative or payments that are positive.
126
00:19:05.880 --> 00:19:07.110
Ryan Campbell: This is a normal mode.
127
00:19:08.250 --> 00:19:28.530
Ryan Campbell: no reason to to modify that and now that we've set all our settings now we can either switch to the wizard and step through those again, and you know this is all the settings we just we just set and go ahead and finish and and we're ready to convert and if.
128
00:19:28.710 --> 00:19:40.140
Dan DeLong: You don't have to do this, all you know month by month, you know right if you add that 12 months of statements you could just bring in all the all the pdfs at once and create one file to bring in right.
129
00:19:40.500 --> 00:19:48.000
Ryan Campbell: Correct as long as it's the same number it's the same account number, then we could do all four at one time.
130
00:19:48.720 --> 00:20:00.270
Ryan Campbell: You can pull in as many as you want right and so now we'll we'll hit a i'll do the preview just because it's normally just do convert to ppl but on the on the preview.
131
00:20:01.170 --> 00:20:12.300
Ryan Campbell: Here we've done our our march statement and created that qb oh file and we can select whether we want to use things, but we can see again that it's.
132
00:20:13.170 --> 00:20:24.750
Ryan Campbell: reconciled and you know we could go in and do custom paint clean up if we wanted, or if, for whatever reason, we need to add a transaction, and we can we can certainly do that here.
133
00:20:25.980 --> 00:20:31.020
Ryan Campbell: And that's that's the software it's it's elegance is in its simplicity.
134
00:20:34.110 --> 00:20:34.980
Dan DeLong: What do you think carrie.
135
00:20:36.420 --> 00:20:36.690
Dan DeLong: Can you.
136
00:20:38.610 --> 00:20:45.750
Dan DeLong: Can you think of like go back to all those times we were like oh gosh i've got again and slave Labor to.
137
00:20:48.510 --> 00:20:48.960
Carrie Kahn: add up.
138
00:20:50.850 --> 00:20:58.080
Carrie Kahn: So we had a project, years ago, probably about when this came out and the.
139
00:20:58.410 --> 00:21:10.710
Carrie Kahn: And are really nice she's a nice client she just they have credit card problems they have 20 credit cards, and some of them had their groceries on it, so they could get points and they had all this junk on it.
140
00:21:11.070 --> 00:21:19.680
Carrie Kahn: And I finally just hired somebody to just manually key all that in we had the statements we could have done this, I think it was around when this was born.
141
00:21:20.880 --> 00:21:27.840
Carrie Kahn: So it would have saved us a tremendous amount of time, the customer was very frustrated amount of time it took for us to put that stuff and.
142
00:21:28.920 --> 00:21:42.270
Carrie Kahn: rules would have been nice and she was on desktop so you know we just and I don't even think at that time, the bank feed stuff was that was that good anyway, so we were super stock let's go to this tool.
143
00:21:42.360 --> 00:21:46.740
Dan DeLong: So as a as an accounting professional you know, this is a.
144
00:21:48.030 --> 00:21:51.750
Dan DeLong: Great tool, you know, to have in your in your toolkit.
145
00:21:52.200 --> 00:21:55.830
Dan DeLong: Of Okay, this is this is going to make my life easier.
146
00:21:57.300 --> 00:21:59.010
Dan DeLong: But I don't need to.
147
00:22:00.240 --> 00:22:02.340
Dan DeLong: The customer doesn't know either know that right.
148
00:22:03.390 --> 00:22:09.930
Dan DeLong: So you can bring that value okay i'm going to turn these into and bring them in all in one fell swoop and.
149
00:22:10.950 --> 00:22:18.600
Dan DeLong: You know, then use the the bank feeds rules and and magic of that to bring in those transactions much faster.
150
00:22:19.650 --> 00:22:30.150
Dan DeLong: To get to get people caught up so when you talk about you know, quoting cleanup work, you know, we had we had that workshop on on cleanup work, this could be.
151
00:22:30.540 --> 00:22:43.860
Dan DeLong: You know if that's something that you do on a regular basis, this will be a great tool to have so you don't get surprised by a bank feed that doesn't go back far enough or a bank feed to the new and connect you know to quickbooks.
152
00:22:44.790 --> 00:22:45.210
To.
153
00:22:46.800 --> 00:22:54.870
Carrie Kahn: Do you see most people that purchases are pro advisors or consultants, or are there some end users, that are savvy enough to handle it.
154
00:22:55.470 --> 00:22:57.030
Ryan Campbell: Oh shoot it is.
155
00:22:58.290 --> 00:23:06.630
Ryan Campbell: it's a wide range, so we have everything from small businesses who are we're doing this, to get their own stuff in.
156
00:23:07.110 --> 00:23:26.730
Ryan Campbell: yeah we up to pro advisors and some of the larger accounting firms in the country, or in other countries as well, so it's it's all over the place it's the majority of customers download it and just use it without ever asking a question.
157
00:23:27.900 --> 00:23:28.770
Carrie Kahn: That until enough.
158
00:23:29.220 --> 00:23:32.640
Ryan Campbell: yeah I mean, as you see, there really only two buttons that you can.
159
00:23:33.870 --> 00:23:45.960
Ryan Campbell: You can use and and once people walk through that wizard once or twice then it's kind of in there right so it's but That said, I always want to go back to the fact that.
160
00:23:46.470 --> 00:24:05.730
Ryan Campbell: Unlimited support, so if there's any questions anybody has it is not something where you ask a question today, and you get a response in it, even in 24 hours so just something we're getting very quick response by a team that uses the software every hour in only work for us.
161
00:24:06.630 --> 00:24:13.200
Carrie Kahn: To Is this something that that you purchase in order is it a subscription How does that work.
162
00:24:13.620 --> 00:24:33.120
Ryan Campbell: there's two different ways, one is a desktop product all our desktop products are under $500 okay and and so you can buy a desktop product, and if you need the PDF Plus, which is what we could see him and space statements, then it's $99 a year, so it.
163
00:24:34.680 --> 00:24:44.580
Ryan Campbell: And then there's other products where people say I just want the online, because I have you know a few that i'm doing every month, and then the online has some some great functionality to it as well.
164
00:24:44.940 --> 00:24:45.540
Carrie Kahn: see a boat.
165
00:24:46.230 --> 00:24:47.610
Ryan Campbell: yeah, and so there you can just.
166
00:24:47.610 --> 00:24:55.920
Ryan Campbell: buy a certain number of statements so we've tried to make it as easy as we can, for people to consume that that product.
167
00:24:56.610 --> 00:25:06.480
Carrie Kahn: When you buy the desktop version is there a period of time that it's supported and then maybe you had to you know, after a few years, get an updated version.
168
00:25:07.950 --> 00:25:14.190
Ryan Campbell: know we will support it for forever right that's our that's our commitment.
169
00:25:14.280 --> 00:25:16.380
Carrie Kahn: And not like into its desktop so.
170
00:25:17.430 --> 00:25:18.150
Carrie Kahn: I had asked.
171
00:25:18.540 --> 00:25:21.390
Carrie Kahn: Because I wouldn't bet after a few years that I need to.
172
00:25:22.410 --> 00:25:39.720
Carrie Kahn: Either buy it all over again, like the intuit way or, like other software vendors tend to just like 99 more box will add some more bells and whistles so I guess it's the combination of the $500 investment and getting that annual $99.
173
00:25:41.370 --> 00:25:47.730
Carrie Kahn: Conversion tool would be give you all the tools, you need to stay to stay up to date with it.
174
00:25:48.900 --> 00:25:55.200
Dan DeLong: And then, as as as Ryan mentioned that give this is something that all right, I want to, I want to kind of try it out, I want to.
175
00:25:56.910 --> 00:25:59.490
Dan DeLong: Maybe I just have it for this one john before I.
176
00:26:00.030 --> 00:26:15.240
Dan DeLong: You know, when I have go all in you can do the online version and then have a few state, you know you pay by the statement and then Okay, I can see the I can see the advantage here and do want to get the whole the whole kit and caboodle.
177
00:26:16.560 --> 00:26:17.400
Ryan Campbell: caboodle yeah.
178
00:26:20.280 --> 00:26:27.060
Ryan Campbell: And if, when you're going through your your purchasing decision, and people are looking we do offer a trial.
179
00:26:27.510 --> 00:26:28.260
Ryan Campbell: So people can.
180
00:26:28.680 --> 00:26:38.190
Ryan Campbell: People can try it for free just you know because i've i've run I could do this in my sleep right because i've used it so many times and been here for so long.
181
00:26:40.020 --> 00:26:53.010
Ryan Campbell: But we do let people try it for free, where they can download a statement, we only let them download 10 transactions, but it gives you a sense can we read this is this intuitive do I feel like I can can use it.
182
00:26:53.430 --> 00:26:54.810
Ryan Campbell: And when you use a trial.
183
00:26:55.080 --> 00:27:08.880
Ryan Campbell: You have full access to support them, so if you say geez I can't figure out how this works reach out to support and and part of the reason we can offer this unlimited support is because it is so into it.
184
00:27:09.690 --> 00:27:12.870
Carrie Kahn: How long do you get to the trials that just like 30 days.
185
00:27:15.210 --> 00:27:17.190
Ryan Campbell: Well, it only produces 10.
186
00:27:18.510 --> 00:27:19.710
Ryan Campbell: transactions so.
187
00:27:21.930 --> 00:27:26.490
Dan DeLong: You can actually fully functional, but only for a smidgen.
188
00:27:28.050 --> 00:27:31.710
Dan DeLong: So before you get a scope of transactions.
189
00:27:33.990 --> 00:27:35.310
Carrie Kahn: That one but they're there.
190
00:27:37.080 --> 00:27:39.720
Dan DeLong: twice in one day and said, the word Scotia and.
191
00:27:40.860 --> 00:27:41.970
Carrie Kahn: it's all new to me.
192
00:27:43.590 --> 00:27:45.450
Dan DeLong: quite sure if it's bigger than a pinch.
193
00:27:45.660 --> 00:27:48.840
Dan DeLong: or smaller than a morsel.
194
00:27:51.300 --> 00:27:54.150
Carrie Kahn: need that we need a measuring tool to put the words in order.
195
00:27:57.870 --> 00:28:03.480
Dan DeLong: Well Ryan, I thank you again for for joining us special on such short notice, you came in hot.
196
00:28:11.430 --> 00:28:23.640
Dan DeLong: And really just showing us this this powerful tool that that accountants and bookkeepers I think probably your biggest problem is that, like Gary didn't even know about what many thumb minutes and what what it does.
197
00:28:24.900 --> 00:28:38.790
Dan DeLong: So hopefully you know folks can can see the power of this tool, you know in in our audience and and reach out and and make make their life, a little easier when it comes to supporting their clients.
198
00:28:39.210 --> 00:28:52.170
Ryan Campbell: that's great we really appreciate the invite to to be part of this and it's um it's great we love the veteran's lives in our software because we're we're proud of what we have built and.
199
00:28:52.770 --> 00:29:01.530
Ryan Campbell: We make improvements to it on a weekly basis, so what you see now it's it's only getting better and better and better so.
200
00:29:02.250 --> 00:29:13.740
Ryan Campbell: know when you're sending in those support tickets, if you are definitely, let us know how we can improve the software, because where we didn't read a team of developers ready to to make it even better.
201
00:29:14.400 --> 00:29:22.590
Dan DeLong: So, and the thing that you anything that you mentioned earlier, and I think that really stands out is that that Ralph created this to to solve his own solution.
202
00:29:23.130 --> 00:29:35.400
Dan DeLong: All right, yeah he had his own problem and you wanted to fix it, I think that is the most powerful solutions that are out there are the ones that people have created themselves.
203
00:29:36.540 --> 00:29:47.880
Dan DeLong: You know the data, you know the qq data transfer utility was created by a CPA was having a problem you know I need to get to company files into one well i'll fix it, you know.
204
00:29:49.110 --> 00:29:53.550
Dan DeLong: You know, and then they really understand their own problems, because they are having them.
205
00:29:56.460 --> 00:29:59.160
Dan DeLong: They don't have to follow anyone home they are home with.
206
00:30:00.330 --> 00:30:01.770
Dan DeLong: So they know exactly what to.
207
00:30:01.770 --> 00:30:18.810
Dan DeLong: Do to to fix it so that and when they're happy, then so so as everybody else so it's a really great solution again thanks for thanks for joining us and, hopefully, you know any wants to check out Where do they go to find out more information about money.
208
00:30:19.470 --> 00:30:23.490
Ryan Campbell: yeah they would go to www dot money thumb calm.
209
00:30:24.330 --> 00:30:25.620
Ryan Campbell: And just you know.
210
00:30:25.650 --> 00:30:41.790
Ryan Campbell: click on click on quickbooks and it'll give you all the information that that i've mentioned and feel free to now your turn are out on our phone or directly to our email as we're always happy to answer questions.
211
00:30:42.450 --> 00:30:48.210
Dan DeLong: Alright well thanks thanks again for joining us carry any any last parting words.
212
00:30:48.510 --> 00:31:05.640
Carrie Kahn: Now I just I would recommend anyone trying this stuff i've heard a lot of good stuff and the fate and the Facebook, noise and I just think this is definitely worth checking out and thanks for taking the time to explain it to me because I didn't slow down enough to learn what it was.
213
00:31:06.990 --> 00:31:10.560
Ryan Campbell: Carrying Dan I thank you so much for having us alright.
214
00:31:11.010 --> 00:31:14.310
Dan DeLong: And we'll see you guys next week, on another workshop Wednesday.
215
00:31:14.760 --> 00:31:15.660
Carrie Kahn: Have a great week.
216
00:31:16.200 --> 00:31:17.730
Ryan Campbell: Everybody wait all right.
