RightTool Pro
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Restream recording May 03, 2023 • 05:01:39 PM: Well, welcome to another workshop Wednesday brought to you by school of bookkeeping.com where we have casual conversations for serious workflows. What's that? Isn't that nice? Carrie ? Yeah, I like that.
So today is actually it's, this is a pinch me kind [00:01:00] of day because here we have Carrie Con and Mark and Mark and, and Hector and, and, and I'm just kind of. along for the ride here. So this is pretty cool to have have everybody here in in, in the workshop today. So last week we, we had had a, had a nice conversation with Mark about the right tool app the free version.
And so, so now we're gonna talk a little bit about the pro version and the things that. that you, that you can do inside of that. But I did want to talk to Hector and Mark first about like how this collaboration started. You know, we, mark had mentioned last week that he's, he had created this this extension MonkBe and you happened to a upon it.
So how did that, how did that come to be? You were like scouring the internet, like Google and came across it, or how did that, how did that come to be? So, Yeah, so, hi everybody. So I think I did scour the internet randomly, and [00:02:00] and maybe in a LinkedIn video that Mark had put, has shown, I think it was the feature where we lock in the item And it logs in the item description and the price.
So when you go switch an item it doesn't change that for you, which is something that drives me insane in QuickBooks Online. And in QuickBooks Desktop. It does it too. But the funny thing, and Carrie can probably answer this, is I'm not sure under what circumstance. In QuickBooks Desktop, you can switch the item and it'll stay and in what circumstances it will switch.
For some reason it's something that happens just completely random based on the mood that QuickBooks is in so, so often, right? We, as a accountants, we go back and change the item on a, on a bunch of transactions cuz we want it to map differently or want it to hit the right inventory item or whatever. And.
We just want the mapping to change in the reports. We don't want to change the description or the price. And if you're not paying attention or copying and pasting that into a word file simultaneously while you're switching stuff, you sort of lose your [00:03:00] work. So this brilliant feature he added in, in Monk B allows you to lock in the item so you can switch, swap the item for another one, and it keeps the price and the the text in place now.
When that happened, I, I thought it was pretty much close to sorcery and I was looking at it. I'm like, how did the world do this? Like, I don't, I didn't understand the mechanics of it. I didn't understand the mechanics of it. And then after looking at it and, and, and seeing. Watching it behave kind of in slow motion.
Like I re did a screen record at like, you know, 300 frames per second and try to see what's happening. What was happening is basically the Chrome extension was doing robotic, you know, it was doing rpa. What it was doing is it was, it was copying sort of, let's call it in the clipboard. It was copying the information, it was swapping the item, and then it.
Pasting that back in and I go, holy crap. There are so many things, you know, that, that this type of functionality could do. And like nine years ago I [00:04:00] had a developer develop this thing called Paste Excel. It's a little app that I developed for the, for the pc that could. You could copy an Excel spreadsheet and then you, you press a button and it runs the equivalent of a paste, but it will do is it'll paste one cell, hit tab, paste an Excel, hit tab, paste an Excel hit tab, because in QuickBooks, in another software, you know, you can't just paste a grid, you know, perfectly in there.
Sometimes when you paste stuff in there. It puts everything in that one cell, all one cell, . So, so, and that was killed when windows went from Windows eight to Windows 10, cuz for whatever reason, the security settings didn't allow you to sort of emulate the spaced type of functionality. So that Uptide and the app never even sold.
Actually I used them myself for a couple functions, , and I went to Mark and I said, Hey Mark, I got this weird idea for an app. And I kind of showed him a video that I had, you know, could we do something like this, for example, in a. Journal entry, right? Because like importing journal [00:05:00] entries is something that QuickBooks should have natively and randomly in the uk you can do it in Canada, you can, but in the US you cannot.
So could I work around importing journal entries into QuickBooks by doing this weird paste Excel functionality that emulates this this other feature that Monk be had, which is locking the item and rep pasting the description and the in place. And then Mark said like, usually he does. . Yeah, I think it's possible.
And I'm like, okay. Like you know, I reply back and you see like your LinkedIn. Okay, let's chat about this on Wednesday or something. Like, I was looking at my calendar, see when I'm, when I'm open and literally the next day, like at seven o'clock in the morning, he sends me a video of like something that he built and I was like, huh.
Wow. That's quick
Okay, hang on a second. You might be good person to pair up with. Cuz I have this other idea, I said this whole different concept where, yeah, you've got Hector's list of bonkers things that, that QuickBooks does, right? [00:06:00] Yeah. I, I have a big list of things that drive me nuts with, with QuickBooks and I, you know, obviously like I'm envisioning like this.
This being like the person that can get me there. Right? When I, when I met Mark, but I had this other thing, which was a list of bookmarks. Like I had made a, I made a database of every report, every, every place you can get into QuickBooks via direct url, including custom reports, including like, you know, like subsections of particular screens.
And I made, I just, I kept the database and I built it. I made it into like a, Like a browser bookmark. And I put him for sale for like 25 books. And like in four years we, I've sold $9,000 worth of that. So like people have seen value on having all these things and I figured could we make this into an app?
So I'm not out there setting selling bookmarks. I mean, I feel like, so, Bad, but I'm selling a bookmark, you know, like a You like a door to door book salesman? Yeah. Yeah. I'm selling a bookmark, so could I make this to a app Edia? Yeah. Could I make this into an app so it's like more [00:07:00] official? And also so I can have a backend to upload these things so I don't have to tell people, Hey, delete the bookmarks, add new ones, because it was just very clunky.
For it to work. So I sent Mark my, my list of bookmarks and then he built this thing, which was like, it was just like a blue thing on the right and sometimes he, somehow, he picked navy blue, which is a color I like, and that color stuck as a color that he picked. So a navy blue. He pulled all the bookmarks in there, and I don't.
I'm not sure there was a search feature yet, but there was only like a, I think it was, he put all the bookmarks and then you can only favor them. I think it's the only thing that you could do. Yeah. And then, so he built, he built this MVP and I was playing with it. I said, you know what, this is it. This is, this is the person that's gonna help me fix all the things that QuickBooks drives me.
All the things that drive me crazy about QuickBooks, which I didn't know at that point what could be fixed or couldn't be fixed. It was just a matter of like throwing stuff at Mark. And Mark would say, yeah, I could do this. I can't do this. And like nine months later we have this thing. That I think completely transformed QuickBooks altogether.
[00:08:00] Like QuickBooks, like there's two lives, you know, there's pre-write tool and there's pro Right Tool, and I could tell you right, tool users they put in a Facebook group, they're saying, Hey, I switched another computer and I forgot they didn't have right tool. And I felt so weird and discombobulated and naked, you know, without it.
So it like, it really did change. How people navigate qbo. So we're very proud of what we built so far. And I think Mark covered with you guys last week, all the stuff that was available on the, not all because it, it literally was like three hours to cover everything, but most of the free, free stuff worth mentioning.
Yeah. And today I think I'm gonna be able to demo some of the pro features, right? Yeah. Right. So let's let's kind of just gonna put a pin in that for a second here. Cuz what we want to do is, is make sure that people know what we're talking about here. And you guys put a little commercial together.
So we'll, we'll, we'll share that first to kind of give you an idea, you know, that people may be joining us or maybe missed last week and [00:09:00] didn't see, you know, this will, this will help you in 60 seconds, get you caught up to to today. So let's let's go ahead and roll. This is a nice this is a very attractive photo of you Hector
So let's go ahead and play. Need to keep the beard. Would you love QuickBooks Online? You're a QuickBooks Online fanboy. But have you noticed how sometimes it takes three to four clicks to get to where you want to go? Wasting and wasting seconds of your life you will never get back. Hi, I'm Hector Garcia and I'm an accountant that loves QuickBooks Online.
But I designed the right tool in order to save you those seconds. It's a Google Chrome extension that works at Microsoft Edge Two sits on the right side of your screen, right by QuickBooks Aside, gives you the ability to create your own custom shortcut links. You can search for any screen or report available in QuickBooks Online, a fully expanded set of keyboard shortcuts, and even a nifty tap manager that allows you [00:10:00] to navigate.
Through all your open tabs, which is an aash to QuickBooks desktops open window list. Best part is that it's free. No sign up, no credit card required, and for my fellow power users, there's a perversion that will blow your mind. Well, not really, but it will save you seconds guaranteed. All right. . I like the little choir homage too.
Yeah. So I, I'll give prop to props to Jason Stats for, so I, I reached out to Jason Stats who is I will say an, it's already a. Pretty really great YouTuber. I'm saying up and comer from the perspective of reaching more and more popularity. And I really like his content. That's S T A A T S, Jason Stats.
And I emailed him. I said, Hey dude you know, I like your content. I like your newsletter. You know, how much would you charge me to do it? To do a, a commercial for for, for right tool for my, for my app. And, you know, he gets a lot of requests like this. I think he did one for keeper. He did an [00:11:00] awesome job.
That, but he comes back and goes, look, Hector, I'm getting a lot of requests. Instead, tell you what, you don't have to pay me anything, but send me a one minute pitch of your app and extra points for. Quirkiness . So I'm like, okay, I'll go all out, I'll go all out on the, I'll go all out on the quirkiness and it had to be 60 seconds.
So that's what you saw. You saw what, you know, what might be the official commercial for, for right tool and we haven't done any real advertising. other than we did some trade with our cloud accounting podcast where we, you know, plugged in their podcast. They plugged us in in some, in some ad reads. And then obviously my YouTube channel and the people that already follow me and, and, and it's pretty, we're pretty amazed at the results.
We have over 4,000 downloads in the Google Chrome Store. We have documented the ones that we can actually identify about 2,600 active users based on. You know, log logins and emails and stuff like that, that we, that we, that we, that we track mm-hmm. [00:12:00] and we have, I don't remember Mark exactly, it was like about 500 pro users.
Somewhere in that range. Yeah. So maybe, maybe high fours. So, and right now we're making enough to pay half of Mark's salary. So alright, so Mark is hitting mostly ramen and, and and and canned corn, but we'll get there. . We'll get there. Well, I, I think, I think what's amazing and, and what I, what I really gravitate towards is like when, when people really you know, because we, we can sit here and we can put in feedback about QuickBooks online.
And like you, Hector, you had, you had Intuits ear, right? For a lot of these things. It's just, they, they were slow to respond, you know, to, to the feedback that you would be providing and maybe they didn't understand the whole thing. And, and what I really love is like when, when people go like, Oh, f it, I'll fix it myself.
Right? Like , you know, Jason over a bookkeeper. He created his own [00:13:00] point of sales system and, and Ash over at Net net Tracker where they created their own fixed asset manager depreciation thing. You know, so like, when people really take it and they understand their own pain and, and, and know what the pain is, and like, you know, like the, like you said in the ad, it'll save you seconds guarantee, like you'll never get those seconds back in your life.
You know what, what, what else could you do with your time? You know, that, that you're, that you're not doing ro remotely clicking around in QuickBooks because, you know, they, they've added extra, extra things. So I, I applaud you right. To, for for, for taking this on and, and, and being able to, you know, impact so many people's lives just in, you know, the time back, the, the time that get gets back, gets put back in their day.
Yeah. And and, and, and saving seconds is the ethos of our company. Like where Mark and I are, are brainstorming all tons, like we get tons of feedback of [00:14:00] things that we should be adding or should be working on, or things that are broken that we should be fixing. And it, it's fast the. How the approach and how we're using stuff.
It's, it's fascinating if you're, if you're nerdy enough to like really, truly appreciate it, but we are not using the api. The API is the standard way in which third party apps communicate with QuickBooks. We're using a Chrome extension and we're modifying, we're injecting lines of code to the software in real time, which has some pros and some cons.
You know, some of the cons that it has is that we are, we're messing with. With the code, we're not messing with like the backend code. Like we, there's no security risk really. We're, we're messing with what the customer sees. Okay. And that's what Chrome extensions do. That's exact essentially what, what they're designed for.
So I really can't stop it. But anytime the QuickBooks changes anything in the code like, you know, they'll change the, the size of a table. They'll, they'll change the order or something. It could fundamentally change how are. The program that Mike writes figures out whether [00:15:00] or not that code could be injected in that page, and many of our features overnight disappear, and Mark has to go back and check it out.
Now that would be awesome if, if everybody was working on the same version of QuickBooks Online, so we could just monitor it daily. The problem is like there's six different versions of QuickBooks online, so our users come back and go. In my version, I don't see this thing, it's not working. So Mike has to look at it, look at the code, and if we don't have a company file, sample file with the same code, he literally has to copy and paste the architecture of that page from that user to then figure out how to fix it in the backend.
And we're, and he's posting updates daily. So like this is a very exhausting thing to do, and in many ways, not sustainable, like Right. Tool in many ways is a patch for QuickBooks into it to go, oh. It seems like you guys not only know how to develop faster, but you also understand what users need. Let's bring you in and it would be a, it would be great if Intuit were to acquire the tech per se, and then make all the stuff standard in QBO for power users for [00:16:00] Accounters.
We're not saying for all the users, I'm saying for the account for people that truly appreciate it. That would kind of be the end goal. . Mm-hmm. , because it's actually kind of tiring for both of us, mark and I, especially Mark , to like have to check with the code because again, what we're doing is not the conventional way that Intuit invites people to develop for their app.
So, right. The nice thing about that is that in many ways there's no rules. , so. Mm-hmm. , so we can do whatever we want but in other ways, we also have to always catch up and keep up with whatever version of the. App that, that Intuit publishes. But the, the, the con in that would be that many things are super easy to do with an API we can't do.
So it's, it's, it's a, like, I think we're, we're a very unique company or we're, we have a very unique product cuz we're the only ones in the world. We're the entire app. Has zero access to the API and in essence, zero access to the data. Although that has starting to change or some of the developments that we have made.
[00:17:00] But everything is happening in front of you, like nothing's happening Automated. Yeah. Or behind the scenes. So we're not out there to. automate a process. We're out there to, it's like a, the name of a company Streamline Accounting Power Tools. So we're there to, like, instead of you having a, a tiny little bit of a drill, we're giving you the big mama drill with the, with all the different drill bits.
So when you're doing, when you're doing the work, you have tools available at your disposable to do the work differently, better, more efficiently. That has been our approach, plus a whole bunch of like extra little things that we have added and thrown in there. And as we show you today with the pro features, I think you will, you will appreciate exactly where we're coming from.
All right, well, let's, let's go, let's get our mind blown a, a Hector. So, and again, this is, this is really cool because Carrie has not really seen any of this. So this is like all of a blind reaction from, from someone who. One hates Cubio, [00:18:00] problem, and two you know, loves desktop, right? So and, and hasn't seen these things.
So this may be make a, make a believer of her . So, so Carrie, I can't help you love Qio more than desktop, but I could help you feel the qbo. It's more. Productive than what you're used to. Okay. Okay. So the very first thing, the very first thing I'm gonna do again, like the video set homage to the beautiful open window list in QuickBooks Desktop is manage tabs.
Okay. So some of the, I'm gonna, I'm gonna demo a little bit of what mark didn't get to cover just to. To, so we can build up to, to the Pro features, but imagine you have a list of a bunch of favorites or, or windows that you usually go into when you first log into a QuickBooks Online file. In QuickBooks Desktop.
You can have multiple windows open, save your desktop, and then every time you log in, the seven things that you always look at are open. So the Imagine to QuickBooks Desktop in this case is you set up all your favorites, and then [00:19:00] you click on this button that says Open All, and it opens up all the favorites in one shot.
Okay. And also we ha we also have a group version of this where you can have like a custom one for every client. So you can essentially have your own set of groups, of reports and screens that you can access every time you go to a QuickBooks online company file. Another really cool thing that we built in to, to this concept, open tabs.
Is in the settings, especially for people switching across multiple company files. And I don't know if, if that's a setting that we have by default or if we change it where peop when when you switch you re Oh, is it over top management? I think it's this one. So right now the, the, by default, the way it works by default is if you have a whole bunch of tabs open and you come in here and you switch to another company file, it will switch.
and it will refresh across all the tabs and not give you that weird silver gray screen of death that says, Hey, [00:20:00] sorry, a weird error happened. We don't know what to do. And you have to refresh each one manually. So if you switch to any client and you have multiple tabs, QuickBooks know, I mean write tool knows to go out there and and do like a batch refresh of all the tabs.
If you don't like that, that's okay. You can. You can click on this button that says close tabs prior to company change. And you can even like give it a warning so when you do switch all the tabs close automatically. I think Mark did show you that on the first time how all the tabs close automatically.
But the really nifty thing about this is having the open window list, basically a list of all the things are open and you being able to navigate straight to it. Similar to where the way the open window list works in QuickBooks Desktop. You can also close 'em all in one shot. You can send a refresh to all in one shot for whatever reason you want to, you have a whole bunch of reports open.
You wanna run a refresh or something like that. Or you can manually close any of them that you want in here. And then when you, when you refresh those those sort of fall off [00:21:00] and then only the ones. That are sort of actively open will show up there. The other thing that's really interesting is that if you don't have right tool, when you have multiple tabs open, and probably the main reason why most people don't like multiple tabs is because up here in the top, it doesn't tell you the screen that you're in.
It just says QuickBooks. QuickBooks, okay. Or, or it says sales receipt, but it's not. In the sales receipt or, right. Oh, say something wacky. That doesn't make any sense. So something else that we built into this is we have an automatic renaming system that renames all the tabs to logical things, including reports.
So if you have a p and l open or a balance sheet open, it actually says balance sheet, not QuickBooks, not the company name. So we fixed that. And the other thing is, if you have a register open, , it will say, reg to let you know it's a register, and then it gives you whatever you can fit in there. The actual account name that you're looking at, if, if you're reconciling it will say rec and then the actual account that you're reconciling.
And if it says [00:22:00] I think there's one more. Is there one more? Maybe like banking. Forget if there's banking or, or, or bank fees. No. I think, not banking, but ju just reg and, and rec tho those two. So those two actually identify the account you're in, in case you have multiple registers open or multiple reconcile windows open.
So all this stuff is still available in the free version. So I wanted to, again, to, to, to try to make Carrie fall in love a little bit with Q B O navigation, not so much lack of functionality, lack of a sales order or whatever that we can't fix , but the big one. Yeah. Yeah. Those, those are really big ones for it.
Big QuickBooks desktop users. Okay, so I'm gonna go run through. The pro features and there's, there's so many of them. So I'm gonna do is I'm gonna point out the ones that I think would have sort of the, the biggest impact. So I'm just gonna turn them all off really quick. So I'm just going through and turning off all the features.
And as you can tell, as I go to each of these screens, there's a lot of things to turn off and on me do. [00:23:00] Some people don't like this sort of ex overexaggerated. Cockpit feel, you know, there's way too many buttons. And I gotta tell you, I know accountants don't like the anxiety of having so many options, but I, I'm gonna tell you, I'm pretty sure that over time you will appreciate choosing what you want to change.
Okay? Yeah. Because if you be completely transformed, go ahead, ahead. I always think that is, well, I always think that is the, that was the best option. Like, you know, coming from the Intuit perspective, like when they would when they would make a change. , you know, we, we would hear from the people who liked it the old way.
Right, exactly. . Exactly. So, you know, giving people a preference or a choice in the matter is, I think, a better way to, to, to approach things. Because then you're, you're appeasing the people who liked it the way it was, but then you're also, you know, offering people a new way to, to do things and it's not forcing them to do it one way or the other.
Exactly. So I wanna turn on reconcile [00:24:00] transaction indicator. This is probably one of the biggest ones, I guess a standing ovation. Well, , we never done a live presentation of this, but I'm saying I, I imagine it will get a standing ation cuz we get the virtual one in the webinars. But you'll also notice that it.
All the features have a description and then a video next to it, and we have to catch up. There's still a couple of new features. We'll probably be doing videos in the next couple days, so I'm gonna turn on reconcile indicator. , and essentially what this is, is it lets you know if the transaction you're looking at has been reconciled or not.
Simple, something that should always be there and you will see like, yeah, that's like a no-brainer type of thing. Yeah. Many of the things that we do are things that when you look at it, you're like, oh, really? You need an app for that? It's almost like that should have been there all along. So you see right there, it just says reconciled.
So the transaction's being reconciled, it'll just say reconciled. Now the neat thing about this is if you click on reconciled, it will take you to an audit log. and let you know which side of the transaction has been reconciled, which is particularly important [00:25:00] when a transaction is hitting another balance sheet account.
Or when is it like a transfer or a credit card payment, something where there's two different bank accounts that could be cleared? Unfortunately, we cannot we cannot on this screen tell you because that information is not available to us unless we're digging through the API and checking.
Things in detail, but at least we know that there is a reconciliation flag on this because if I try to delete the transaction it gives me the warning. And essentially what Mark did is it recognized whether or not that warning exists in the HTML and added the reconcile in there. So very simple coding.
I mean, it's seems simple now that you explain it, but I'm sure it took many hours to, to find it . So simple reconciled indicator every transaction. Every transaction in QuickBooks that's been reconciled, it would say reconciled up there. So that's the, that's the first one. Does it, does it only show that if you're looking at the, that side of the transaction?
Like in the, in the, in the case of any, a credit card email, [00:26:00] if, if there's any reconcili, I mean, at the end of the day, a reconciliation flag mostly is for, so people. Do not inadvertently delete something they're not supposed to. That's u usually the, the biggest role that that reconcile flag has. Right. So that's the first one.
Okay. The second one I'm gonna show you is chart of accounts filter and show all accounts. So one of the things that is another pet pave of many of us is that when we go into a chart of accounts there's a limit. It only shows 300 accounts. Right. Now I, I'm gonna switch to another QuickBooks file that has like, Thousands of accounts.
So one that I literal, I literally went to chat g p t and say, can you give me like 1200 accounts randomly named , you know, and I imported it in the file. yeah, in there. So like, so I basically loaded up a whole bunch of fixed assets into this particular play file. So I have a, a really large chart of accounts, okay.
Cuz in demos I can't use like a live demo, right? So like [00:27:00] I have a very large chart of accounts. In this one, I think it's like 1200 or or, or 1300 or whatever. And right now it's limited to 300. That's probably the biggest pet peeve that most people have. Now, there's a specific technical reason for this, which is it will make your browser very slow if you show more than 300.
So if you have a fast computer like I do, and everybody watching this, every power user in the world, if you don't have a $3,000 computer you. Paying for it in inefficiencies, by the way. So like, I know some people have slow computers or whatever, and I get it, but like, if you have a fast computer, that's, that's what this is designed for.
It's like, Hey, we don't care. You got a bunch of ram, we can handle it. So I'm gonna click and show all. And again, in the real world, if you had a slow computer and you click there, it, it would take a long time for it to kind of resolve. Okay. So then when you, when you do show all these things should refresh and show all the accounts.
And the purpose of that is so we can run filters on them. So we have a lot of [00:28:00] accounts. You know, one of the things that we can do, and this, this is a dropdown menu, that's a right tool thing. If I click on equity, it will filter and only show me the equity accounts. Let me refresh here for a second. Well, the thing is, even with a fast computer, this particular.
Thing will take a little bit of time when you go to equity even. But only if you have 1,200 accounts. If you have less than that, then you'll be going super quick. Yeah, it'll, it'll load eventually. It's just, alright. Now it should be a little faster than that. So I'm gonna take a quick pause here for a second just to make sure that this is all bank.
Okay. This is all bank, and then we have other current assets. Okay, there we go. And then we got let's say credit card. Okay, so yeah, so we're mine, for some reason it's stuck in the show all script. And this is one of the examples I like, you know, QuickBooks could have changed something here. And essentially there's, there's a, there's a part of this feature that the first thing that it does, it triggers a, a show all [00:29:00] and then it does the other piece, I'll, I'll go back to this.
If it resolves itself somehow in a second. Cuz I'm gonna open this in in edge as well. And then Mark, you could do some tests on your back end to see if there's something, a change in the QuickBooks website that stopped that particular piece from happening. So, but, but just so you get some, an, an idea.
The bank worked because it was already in the first page of, of the chart of accounts, and the other accounts receivable worked and the current assets worked. But in this case, equity or credit card, it's in a, it's in a secondary page. That's why it's not working. So if I go to the next page, it will work, but obviously that's not.
That's not how we designed the tool. The way we decide, see, it shows up now we designed the tool that this show up button, it should trigger first, but that show all button is not working now. So Mark's gonna tested on his side and it just, it could be my, it could be I just did an update, the right tool.
It could be acting up or maybe, you know, we, he has to go in there, achieve something in the back end. Good example. And again, this is [00:30:00] one of the things that we can't control. I promise you we have a video on it. It worked at some point, right? ? Alright, so let's. Let me go and, and knowing, and knowing Mark's work ethic.
It'll probably be fi fixed by the end of the show here. , oh, mark is mark is cording with his fingers and toes right now trying to get it fixed. So anyway, I'm gonna go to Report Pro and I'm gonna show you the next thing. So one of the things that we did is report report. Exports to CSV and exclude headers.
And one of the common use cases for this is we export the report to Excel and then we have to clean up Excel and it takes like forever to like do a pivot table. So by doing this, I get a, I get a quick CSV of it, so I'll show you what that means. So let me do a. I think it's by date. Transaction detail by date is kind of the closest thing to a transaction detail report.
So Carrie exporting, exporting your customer list and vendor list that you do every month, [00:31:00] would ne would be so much easier. Absolutely. Absolutely. So, so, so we hit that in here in the export button. You see there's two red things, these two things because they're, they're red, they're an indicator, they're from right tool, so you can either copy to the clipboard, which is pretty cool too.
So I can go copy, copy the clipboard, and then I can open up Excel on my side here and show you and bring it here to the left, and then right click paste. Yep. That's, we're only seeing quick. We're only seeing QuickBooks. You may not, may not share. I'll warn you. Do not change. Do not stop sharing so you can share the screen.
Just to be quick. Just let roll. If you can imagine, everybody, everybody, close your eyes and imagine of me pasting this information if you'll in a CSV format. in in, in Excel. Okay. But I'm gonna do export to CSV and you can't see that either. [00:32:00] Oh, that's true. Look, I have it on my screen if you ever want to just quickly show it.
This is, or what it looks like. But you also don't have to I have an idea because you, you can't see my browser, right? That's, that's for sure. Oh, nevermind. Maybe I don't have Yeah, we can. Yeah, we can't see. So, there you go. Here we can. There you go. There you go. So I, I, I, so I just copy and paste it. So just imagine that A CS a CSV file as well in red.
This is a Google sheet. So look, no headers. Look at that. Isn't that a beauty ? Okay. So if you, like, if you're a Excel nerd, like I am and you want to run a pivot table, you don't have to do all this extra work, you know, to clean up the headers and the footer. That weird. That weird footer that has a collab, I mean, a collapsed cell, it just merged freaking insane.
Yeah. So, so that's, that's, that's what that is attempting to fix. Now I'm gonna show you the next three are reports very popular. We have collapsing rows and columns, and then we have the report preset. Actually, let me just start with Rose and Columns first. [00:33:00] And then we go to reports preset. And you guys have to tell me how much time we have left, cuz I know that we have a hard stop.
So let, keep me, keep me honest on the, on the timeframe. 10 minutes. Oh God. Okay. . Okay. Okay, so I'm gonna run, let me run a, I'm gonna run a p and l report. Okay. And most people know that there's a big collapse button up here that when you click on collapse, it does what's called a quick work. We call it a QuickBooks collapse, where it takes all the sub-accounts, it hides them, but it also hides a little triangle for you to be able to open up those sub-accounts.
So under expand mode you have to manually go in there and collapse any of the accounts that you want, which is a freaking. Pain on the butt . So what we've done is we added this button here called Subrow. When you click on that, it's like a little macro that goes in there and collapses all of them for you.
So it's the same thing as the collapse button, but it keeps them potentially expanded. So if you wanna expand just one or just [00:34:00] two for that particular scenario, you can do that. So that's kind of the point. It will expand or collapse all the rows. And then there's three modes. The the first one you click, there's a high level collapse.
Sorry, there's a. There's a, a, a parent account collapse. Second time it does a category collapse, and then the third time it expands the whole thing. So it's really cool. It's got three modes, per se. It's a cycle. Yeah, three cycle. So I'm gonna do it by customer actually I'm gonna do it by class. It's a little bit cleaner, so I'm gonna go back.
So a good example for nonprofit users. Yeah. Yeah. A lot of times. So, so one of the things that's a little bit painful about that is I have a parent class. I have sub. Classes, and then I have the total here. I hate that. I mean, I just hate that in so many ways. So like QuickBooks desktop up in like 2018 or 19 added this option to like do like a vertical collab or horizontal collapse.
So right here it says col sub column. So if I [00:35:00] click on this, it will hide all the subclasses and only show the parent. In this case, and also if I click on parent columns what it does is it shows all the, all the Sub columns, all the columns, all, all the, all the sub columns and parent columns that have numbers in them.
But it hides the totals cuz you know how like the, that subtotal goes in there and it just messes, messes, messes up with you. And also I can click on net zeros and it also gets rid of anything that has just zeros throughout. Okay. So it just allows you to really nicely collapse and expand. Now, one of the challenges with this is you can't print it like this because the quick QuickBooks print comes from the database and everything we're doing here is in the surface only.
So it's only really to like, so the report, but you can export it to v or copy to the clay board and paste it into Excel. even with our modifications. Mm-hmm. . Now, one of [00:36:00] your one of your comments is are these features and right tool ones that QB does not plan to implement within the system itself?
And really, you don't know, right? Like, I don't know, who knows? They're, they're just not available today and you've, and you've, you've built a better mouse trap to do it today. So, so number one, QuickBooks does not give you a roadmap for what they're working on. Because they don't like to, they don't like to overpromise.
they like to overpromise because QuickBooks is famous for, for Underdelivering. , right? So, so they're like, okay, the less we promise, the, the less exposure we have to underdelivering. And second, sometimes when the features get rolled out, nobody knows. And, and nobody knows who has it, who doesn't have it, when are they gonna have it?
I mean, it's just a big black box. So, . You know, I wish all these things were available in QuickBooks. Really. I mean, the, the only reason that Right tool exists, it's out of our dream of the possibilities of what QuickBooks can do. Like, like Right. Tools [00:37:00] shouldn't be a viable business. Right, right. Tools actually prove that.
If. Actual users build the software, they can make it better if non-users build the software. Right? So obviously we want the attention of Intuit to like, like if Intuit comes in and copies all of us and, and, and basically makes Right tool obsolete. Okay, fine. I mean, that's, it would suck, right? That we build the, we build a business around this, but it also kind of pushed QuickBooks into doing the right thing from our perspective.
Right, right. So so for now, right, tool is a solution, right? Let's just, let's just call it that. Mm-hmm. . Okay. Lemme show you. I had a quick question too. I know you mentioned earlier that when QuickBooks does changes, then Mark has to go back and fix a couple things. Do you have problems with the with like Chrome making a change?
Is that effect right tool or It's more of what QuickBooks does underneath. So when, when Chrome has like a pending update, Like, like, sorry, a pending update. It'll start, [00:38:00] it'll start acting weird once it's fully updated and you closer open usually just kind of fixes itself. I, I'm sure that in the world of development Marcus had to tweak a code because of something that Chrome changed, especially when it comes to security settings and stuff like that.
But for the most part Chrome itself is not the issue. Mark, let you answer. Yeah, it's been pretty stable. They, they're usually pretty good about not removing things that I've u that you use it, they might add things going forward, but the things that I've used usually are working into the future, so it's been pretty nice in that respect.
Yeah. Your, your frustration. It's with QB as ours. . Yeah. So, so we have a lot of things, a lot of, not, lot of things to cover. Not so much time left. So, on the report preset, I'm just gonna ha, I'm just gonna ask you to imagine that every time you run a report, if you want the default to be negative reds, or if you want the.
Default to be cash basis if you want a default to be [00:39:00] a particular year set or you want a particular fixed note to show up a, a printable note to show up on every report. So basically what this does is it, it just has a little preset button next to the next, next to every report. And when you press preset it, it uses the presets that you set up in there.
So that's what that is. Bank Feed Pro. Oh my God, there's so many things to show here, . But I, I'm wanna show you like, kinda a couple of the big ones. You, you can come back next week if you want. You know, . So we have auto update, bank feed. Basically every time you log in to QBO o it, it runs the update for you.
So it saves you that click. I know it's just a click, but hey, if it saves you one second, it qualifies as a right tool thing. Okay? Then we have the new transactions button, which is really interesting too. Then we have. Trying make a quick decision on what to show, why not to sell . So let's do larger account and memo boxes, and then let's do bank feed, additional detail and text under display.
[00:40:00] And then we'll do the pay history. So I'm, I'm just gonna select those. And there's a. , there's more stuff in there. And what you're, what you're about to see when I get into bank feeds is you're about to see a lot of new things that you've never seen before. A lot of red buttons all over the place. It looks like a massacre, right?
That we did in, in bank feeds because all these red things are right. Tool stuff. Okay, so let me go through them. Let's start with. . Usually when I'm in banking and this, this comes from like the way I work, I don't like to see, I don't like to have the left navigation bar. A particular find that it takes way too much real estate.
So I always collapse left navigation bar when I'm on bank feeds. The challenge with that is particularly is that then I lose my, that new button that I'm used to. So what I've done is usually the transactions that I'm. Generally open to creating from bank feeds are gonna be an expense, a sales receipt, a deposit, a check, or a journal cause of the only things that affect the bank.
What was also really cool is if I [00:41:00] initiate, let's say a check from here it opens it up in a new tab so I don't lose wherever I am in banking and also it. Automatically puts the bank account contextually that I was working on. So instead of just using the default one, the QuickBooks decided to use, or the last one that you have used, it will do it based on whichever specific bank account that you're in from bank feeds.
So that's just a quick, quickly open a transaction. And that was actually one of the first features that Yeah. That, that was added and we haven't changed it much. The other feature, and it was actually suggested by an employee of my firm, is sometimes we will have. like credit cards. With sub-accounts, we will have a lot of sub-accounts, accounts and accounts that are so big in terms of number of characters in the parent account and the sub-account that up here in the top, you don't even know which credit card you're working on.
Okay? Right. You have to click on it or you have to hover, hover over it. So what we've done is. If you turn on this feature, anything that you have in [00:42:00] parentheses in your chart of accounts will show up down here at the bottom. Okay. So for example, you know, I put 4 0 0 5 with a, is the last four digits of the account.
And then I put vehicle, which is a credit card that we use mostly for a vehicle or whatever, right? And then when, so contextually, when you're doing a, a categorization who uses the credit card or what the particular sub-account for that credit card could contextually change how you categorize stuff.
Right, right. Like if the owner of the company goes to a restaurant, that might be personal, but if an employee goes to a restaurant because they get fired, if they don't have a receipt, it's probably grabs, you know, like meals while on the job or whatever. So as a bookkeeper, it gives you tons of context to understand what the source account is.
The other thing that you're gonna like is, In, in in QuickBooks online, you essentially have two modes. You have show bank details, which shows you the original bank text, and then when you uncheck that, it gives you QuickBooks as cleaned up version [00:43:00] of the pay list. So what we've done essentially is we are giving you both.
So you see both. QuickBooks's version, which is orig name, stripe, and then in red the original bank texts. So, so when you're seeing both of 'em contextually, maybe it'll help you categorize. Now the last thing we'll cover here is these, you see this category drop down without right tool, it would be half the size.
So if you have like a, a really long account with, or sub-accounts or something like that, you won't be able to see them when it's half the size. Oh yeah, that's maddening. , we just, you get like 20 characters. It's insane. It's insane. So we made, we made that field bigger and we also made the memo bigger too.
Cuz look, sometimes our memos are bigger than just a line look. So we made the memo bigger. And then we also have the ability to enter memo in in multiple lines. Whoops. I hit the wrong button there in multiple lines. So like, you can have like line breaks. I know that's kind of weird, but you can have.
As many amounts of texts you want [00:44:00] in that, in that memo. So I've only covered 10% of what what right to a pro can do. But I'll just, I'll add a couple of teaser here. On their Batch Pro, we fixed shift click, so any, all the screens that should have shift, click to check, both multiple transactions, we fix that.
We can copy and paste from a, as I alluded to earlier, from a spreadsheet into into a, a. into a journal entry. We can bulk delete transactions in the. Customer vendor detail page. We can ly transactions from the check register. We can also, this is brand new. This came out this morning. Basically, we can batch edit transactions in the register so we can change payees in batch.
Finally, that's a huge one. We can quickly zero out inventory in the in inventory reports. Copy down. If you have an extra minute, I can show you. Copy down and copy down will blow your mind. This is the, this is the, the one feature I could tell you will blow your mind. Do [00:45:00] we have one minute? One minute to get we, we do.
I. Okay. I told you, I told you a hard stop at at 40 fives because I knew you were gonna go over so
that's deliciously evil. All right, . Okay. All right, so let's pull up a. Journal entry. Let's see if I can pull one. That's long. Okay. So imagine you have this huge journal entry here, okay? And in this case there's already stuff in here. But I'm gonna ask you to like close your eyes for a second.
Okay. If you don't mind this question, actually close. I actually did it. There you go. Ok. Ok. So imagine, imagine you have a journal entry and you have to put like a customer name, a location, or a class or a memo across multiple lines, and that's a super painful thing to do it manually. Or for example, let's say I want [00:46:00] to change this description to 4 29 adjustment.
Post, let's say post audit or whatever. Okay. So what's really cool about this feature is we can take, and again, this could be very destructive too. So it's like, like with great power comes great, great responsibility type , right? So let's say I want this description to be, to be copied across how many lines in my journal?
Entry 501. I've looked at it. Okay. And you saw that already. Okay. So I will click that little triangle up there. Okay, call the Triangle of Truth. We'll click on that triangle and it says, now click on the cell. You want to copy down. So I'm gonna click on the 4 29 and ready. I'm gonna click on it once, and then it says, are you sure you wanna do this?
Okay. And boom, in one shot, it copies the entire thing. Got an audible. Whoa. I like that. good. Finally, . Finally we get something. Something from Carrie. Good, good. I love it. See, same thing with [00:47:00] customer job. Come in here, click on it and boom, it does it. And nice. It also works. And correct me if I'm wrong mark.
It also works in bills. Is that right? It works on every page that you can make it work and, yeah. Sorry. When you do a 501 line journal entry, it slows down QuickBooks is response time to things . Sure. . So that's why it was like, why is it not working? Sure. So let's say we have this bill here, for example, typical case.
It's like, oh crap, I forgot to put the customer job on that. Or, or, you know, I, I, I hate, what about the class? The class is the common one. You forget to put, I'm gonna put, I'm gonna put the customer job, I'm gonna put the class. Okay, then I'm gonna click on the triangle of truth. Click on the first one. Okay.
Boom. Triangle of truth. Click on the next one. Boom. If that doesn't make you jump out of your chair, you have no sense . All right, . Okay. So I wanted to make sure we didn't leave that one out. And, and there's tons of other cool things. [00:48:00] I would probably say I, I, I am at this point. You know, the reconcile indicator used to be like the big one.
It used to be like the. Like the free what, what's the Leonard Skinner song that they play in all the concerts? Is it like Free bird? Free bird, something? Yeah, , sorry. That used to be the Free Bird, the Right Tool. I think Copy Down will be the Freebird. Alright, that's right. . In, in, in the Register Pro, we can we could delete, Transactions in, in batch, in a register.
And there's also a keyboard shortcut to delete transactions. If you want to kind of like find finesse it. On the reconcile, we have a couple really cool things we can finally shift, click in the reconcile screen. All. We can delete transactions from the reconcile screen. I'll say that's second.
That's second to the Freebird of copy down . You can also voice stair way to heaven. Stairway. Yeah, exactly right. And then, oh, hey Jude. Right. So export, export to reconcile. Okay. This is a really cool one. Export to [00:49:00] reconcile table. So if you have a reconciliation, And, and for some some reason it's just not working for you.
We, you can click a button and export it to Excel or csv and then maybe you could do some of the magic work in Excel to try to figure out what's wrong. And then you can go back to QuickBooks. It's like sometimes you, like, you wish you had this in Excel, and if it's never happened to you, man, I wish this reconciliation was in Excel because I could figure out one way, shape, or form.
Then we have deposits we can show and hide. On the positive funds. So if you have like a lot of payments pending, you know it takes a whole screen. We can also filter payments by date. Same thing. We can just say, Hey, just gimme the filters up to a particular date range so we can find those transactions.
And then on their beta, we have a really cool one here. And this is another one that's gonna get people jumping out of the chairs which is chat j p t. We're gonna use, we're gonna use chat, j p t with with QuickBooks. And This one's gonna start freaking people out a little bit, and I totally [00:50:00] understand.
Why? Because this is gonna do some of the work that we are used to doing, such as explaining a financial statement to a, to a client. So imagine a world where QuickBooks in real time, you're looking at a p and l, and then next to it there's chat, g p t doing all sorts of analysis for you. Wouldn't that be awesome?
Yeah. Some people might think maybe, or maybe not . Okay. But it's really cool. I, I could come in here and I can click insert chat, g p t report analysis, and then we have a, a prompt built in, already in there, but you can do whatever prompt you want. You can say, Hey, this is are construction company and I'm looking for the biggest expenses or whatever.
You can tell it whatever you want. Then you click on as chat g p t. This will literally copy the p and l and it, it, it heights the company name. It just calls it XYZ Corp. It copies the p and l. Push it in chat, g p T through the a p i asks the question and then comes back and whatever the answer is, it puts it on the notes here.
Wow. So, so the things that you normally point out [00:51:00] for your customer, right. And does it work automatically for you? Does that replace, does that replace the accountant's work? Wow. We went, we went to an, oh my god, from Carrie . Right. Does it, does it, does it, does it, does it replace the accountant with all the contents and, no, it doesn't do any of that, but it starts, it gives you a starting point and you come in here and it's a conversation starter so that they're like, oh, you put all this stuff here, bottom.
number two is a lot of work there . Right, right. But it gets, it gets the work started for you. So Yeah, like you could, you could even, you know, when you're doing a cleanup quote for example, yes, you can, yes. You can say, Hey, can I do, can let, before I start, like using any of my brain cells, I'm just like, see what cha is.
Right? And then maybe it can give you a framework for, for the things that you start looking again. The, the, the, the, the only challenge that we have here is that it's a maximum of 4,000 characters for now. Right. So, we'll, we'll, we'll see where, where it takes us, but, but. It's [00:52:00] really nice. In many ways it's really cool and I, I stopped sharing the screen to have these guardrails or restrictions because it makes the development process fun.
Mark might be laughing saying, well, maybe fun for you, but no, it fun telling me to do . It's, it's quite a bit more fun to to work on it when you're. Kind of having to, it's kinda like solving a puzzle when you have the api. It's kinda like, here's your tools you have to work with, and there's pretty much just a set way that you solve a problem.
Whereas when you're working with a Chrome extension, it's kind of like, , what do we have at our ? It's like a, it's, it's like an escape room. You know, like if you had a with the api, they give you a bat, an ax and a chainsaw, and they say, okay, go find the treasure. And then you can, you can just start, you know, Hitting things random, but in a, in a, in a, in a escape room, you're supposed to find the hole that leads you to the next room
That gives you access to the limited [00:53:00] amount of things that you can do. So that's kind of the fun part and, and just it's been in the last nine months or 10 months on what are the things that we can get away with. And, and, and some of the big developments that Mark has made is like batch delete. That's a really difficult thing to do.
Just because deleting in general, it's a destructive thing, right? So like, you know, finding that delete loophole was really good because for the most part, accountants, like, I find that most of the work that we do with clients is delete their stuff. , you know, it's, it's, it's, unfortunately that's, that's where we are.
Yeah, so I wanted to you know, put a couple things here cuz the, you were nice enough to to give our viewers a a promo code. And so I want to wanna make sure that we talk about that. If you wanted to get started with, with Right app, there's a QR code in the upper left, you can just point your phone on it, it'll take you to the right site and then in the promo code here.[00:54:00]
So If, if you do wanna take advantage of some of these pro features you can use S of B as a promo code and that'll save you 20% on Pro for the first year. So it's super nice of you to to, to offer that to, to our listeners and, and our, our community. And we really hope that a lot of these things will be.
Would be available and used because, you know, saving those seconds is is definitely, you know, when you're crafting time for, for the future by saving you time today. I think that's, that's a, that's a phenomenal thing because that's the one commodity that none of us has. So , the other thing I, I want to add something.
I have a spreadsheet that basically lists all the features and right tool and whether or not it's available in the free version or the pro version. So I can give you a link to that if you want to put it later on in your, okay. [00:55:00] Whatever. Whatever you. Because there's, there's so many things to try to keep up with.
It's just like, unfortunately, like even Mark and I forget sometimes. Wait, was that even the right tool? I remember did we had that, you know, there's a lot of things. what we talked about last week of like, you know, four year old blog posts that never got, not corrected. You're, you're literally the, the QuickBooks janitor going around and, and scooping up, you know, dust bunnies from from things that, that, that just are left on the floor, right?
So you could lose inventory of, of all of the, the stuff that you actually do. and whether or not that's free or pro or what have you, I mean, that's, that's another, that's another thing. But the, and the setting super awesome. The settings that you showed Hector, those are powerful. They remind me of the desktop setting area where, you know, it's, you just need to spend time in there to see what all it can do, and then you get more, you get comfortable and you can do a whole lot.
with [00:56:00] it. So kudos to getting this thing going and continuously keeping it updated. Well thanks again Hector and Mark for joining us. We really appreciate you taking the time to, to, to. Put this on full display for, for our community. And and we wish you all the best and, and the grace of success with this.
And, you know, maybe you'll be able to pay Mark's full salary you know, and sometime soon speak where I am being paid. All that I ask for right now. I mean, it's just that Hector wants me to be paid more, so, ah, well, let's, let's see. He knows your worth, so there you go. . I appreciate, I I, I don't think there'll be, there's another person on the planet that would've, that would've built this thing the way we have it at this point.
Not, not, not that Mark has a unique skill that nobody else has, but I think the, the connection that Mark and I [00:57:00] have and the trust, like the trust that Mark has for my judgment here, because you know, some, a lot of developers I worked for in the past Their ego kind of comes first and Mark is more like, you know what I, I, I'll let you drive for a bit and then I'll, I'll let you know at what point I, I, I want to interject here, but he has this like, sort of like full trust on, on, on the idea because the, the harder the, the technical part, I think it's really important too, like, I don't know how to.
I don't know how to do any code, although I've sent Mark some lines of code that I had chat g p t, right? For me, that had been the sort of, kind of gateway into like a, a feature. Okay. And Mark would, would, would, would admit that sometimes the code I give him gives him an idea. It doesn't really solve the problem.
But. What, what, what he's really trusting is that I'm discerning the feedback that people are giving us and whether or not there's enough people that would take advantage of that, whether it's worth it, whether it's, [00:58:00] it's, you know, whether it'll be more, whether it won't get, have return investment, like this copy down idea.
It was one of the very first things I suggested, but. He didn't know how to do it. , you know, and, and, and randomly working on, I believe was the inventory adjustments. You know, like I, I said, look, hey look, I'm doing this script to do inventory adjustments and some bulb struck goes, I think I may have a way of doing this much faster.
And then he goes, wait a second with that, can you copy down work? And then we did it. And then I copy down work the copy down button. It's gonna be big. Trust me, it'll be talked about in the hallways of conferences and stuff. , there you go. Because the amount of time that the copy down feature will save you, it's, it's gonna be significant.
You know, big journal entries, big bills, that sort of thing. and you'll only be able to talk about Right tool on the right side of the hallway of the conference . Correct? Correct. All right. Well, Hector, mark thanks again for joining [00:59:00] us today. I really appreciate you taking the time and, and showing us all that well most of what Right Tool Pro can do.
We'll have to find the future time to bring you back. This is really good. like it. Yeah, it's great to be on. We'll see you guys next week on the workshop. Have a great, and thanks for joining us today. All right, bye-bye. Have a great week.
