Wednesday, January 21, 2009

Automated Alerts for QuickBooks Online

Today I am announcing the first major module for OE Companion - automated alerts. For example, you can ask OE Companion to alert you automatically via email or text message if:
  • The balance in any account drops below (or exceeds) an amount you set
  • A bill is past due (or coming due)
  • A customer is late with payment
  • A customer is due for a service call

And that is just a partial list! If you are like most small business owners, you don't sit around in QuickBooks all day double-checking to make sure everything is neat and tidy. I know I don't. For my service business, I am pretty much an absentee owner. Our general manager runs everything, and she does a great job. However, I still pay certain bills and manage a few other tasks in QuickBooks Online. Unfortunately I tend to get busy on other things and I forget about those tasks. That is one reason that the alert feature is particularly important to me.

I will post more detailed information including screenshots soon. For now, if you are interested in helping us test this feature before we release it to the public, sign up for our beta trial. I would also greatly appreciate any feedback that you have, including any suggestions for alerts that you would like to see added.


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