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rajeshpv/thor_app_list.md

Created July 24, 2023 18:29
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thor_app_list.md

App.1) https://www.propersoft.net/

What is it:

  • It is windows or Mac , standalone app installed to import/convert pdf into Excel or Quickbooks file format

How can it help:

  • To convert Customer Bank Staments into Excel or QuickBooks file format to import
  • Prevent manual entering of Transcations - which is strainful to eyes or typo mistakes with amounts or sum :)
  • Can sum or balance numbers before importing into QquickBooks by means of Excel to validate

What did we test

  • Raj/Sandhya imported/converted our checkout account pdf and it imported flawlessly

What are next steps

  • I/we want to use it for importing real customer data, and help (speed up) entering Transcations from pdf into QuickBooks-Online
  • For that to be tested, Raj needs to see (share though Zoom) how Quick books is used to enter, or Raj to figure out imporing by Qquickbook file format

App.2) Uncat https://www.uncat.com/

What is it:

  • It is online service, whcih can work with QuickBooks, and provides easy means for Customers to provide details for "UN-CATEGORIZED" Trensaction

How can it help:

  • It saves time you/team stop calling customers with questions like
    • Hey: I see description as just "Deposit" in Bank statements and we have no clue about what category or details it needs to be grouped or recorded under to settle or balance
  • Customers can provide details at their own time, in the alert what they notice
  • The alerts get triggered by you/team when you flag them as "un-categorized"

What did we test

What are next steps

App.3) https://www.keeper.app/

What is it:

  • It is online service whcih maintains the dashboard for Quickbooks etc., at one place

How can it help:

  • It saves you/team maintianing status of balance or close of quesrter or issues at one place, INSTEAD of maintinting our own Excel sheet to flag the payments received etc.,

What did we test

  • Raj/Sandhya need to test it out with QuickBooks

What are next steps

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