Latest / The (Not Boring) Boring Small Business Bookkeeping and Accounting Podcast
Third Party Software - Yay or Nay? The Good and the Not So Good S10E11
Kicking off the next 100 episodes, our favorite Bookkeeping Mensch, Paul Rosenblum, shares a cautionary tale about what happens when third-party software quietly works against you. A client's industry-specific CRM was secretly exporting her invoices into QuickBooks Online as sales receipts. That doubled her sales, threw off undeposited funds, and nearly meant she would pay extra 2026 taxes for no reason. Two three-hour cleanup sessions later, the books are fixed, but it raises a bigger question: just because software CAN connect to QuickBooks, SHOULD it?
Paul walks through the third-party…
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