Automation tips and tricks: Dext and cash flow planners

Automation tips and tricks: Dext and cash flow planners

Welcome back to another article in an ongoing series about ways to save time in your practice. This tip comes from Martha Yasso of Yasso Bookkeeping Solutions in Garden City, NY.

I recommend Dext to import invoices clients sent using Word or Excel templates. Dext even allows me to enter line items.

In addition, I use QuickBooks® Online Cash Flow Planner, CashFlowTool, Helm, and DryRun to analyze cash flow without needing Excel coding.