Category: Cool Tools

Elevate Your Project Management Game with Asana Custom Fields

In the dynamic realm of project management, Asana has emerged as a beacon of organization and efficiency. But did you know that with the addition of Custom Fields, Asana’s capabilities are significantly enhanced? Custom Fields in Asana introduce an unparalleled level of flexibility, allowing you to tailor your task management to fit the unique contours...

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Streamlining Your Finances: A Comprehensive Guide to QuickBooks Online Bank Rules

In the rapidly evolving world of digital finance management, QuickBooks Online (QBO) stands out by integrating machine learning to enhance user experience and efficiency. This powerful tool allows users to take command of their financial transactions by implementing bank rules for both bank and credit card downloads. By establishing these rules, users can dictate the...

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What’s up with the Cloud?

Everything! It’s where most businesses already are and where your business is headed. Salesforce.com, Oracle, and QuickBooks are just a few platforms that have embraced the Cloud. At Zumifi, we understand the power and potential of the cloud, especially in accounting and bookkeeping. What’s up with the Cloud? ✨ Cloud Integration Services ✨ Zumifi specializes...

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Simplify Sales Tax Management with Avalara

Sales tax compliance can be a complex and time-consuming task for businesses, especially as tax regulations continue to evolve. That’s where Avalara comes in. Avalara is a powerful sales tax management tool designed to help businesses of all sizes navigate the intricacies of sales tax compliance. From determining nexus to calculating tax liabilities and filing...

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Boost Your Productivity: Convert Emails into Asana Tasks with Ease

Managing tasks efficiently is crucial for productivity and staying organized in today’s fast-paced business environment. Asana, a popular project management tool, offers a smart solution that allows you to transform your emails into actionable tasks seamlessly. In this blog post, we’ll explore how you can leverage Asana’s email integration feature to convert emails into tasks...

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Simplify Data Management in Excel and Enhance Financial Discipline with Zumifi

Have you ever struggled with duplicate data in Excel? Not anymore! Excel offers a straightforward way to identify and remove those pesky duplicates. Simplify Data Management in Excel and Enhance Financial Discipline with Zumifi Simply navigate to the Data tab in the Ribbon, and in the Data Tools section, you’ll find the ‘Remove Duplicates’ button...

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Harness the Power of the Cloud with Zumifi’s Cloud Integration Services

Are you frequently using screen captures to write procedures or mark up documents? If so, we highly recommend using SnagIt, an invaluable tool for capturing and highlighting specific areas on your screen. Not only can you add arrows, text, or other indicators, but you can also easily share these captures, making SnagIt perfect for creating...

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Optimizing Financial Data Management: Excel Concatenate and Zumifi’s Expert Bookkeeping Solutions

Optimizing Financial Data Management: Excel Concatenate and Zumifi’s Expert Bookkeeping Solutions As a financial manager, the meticulous task of managing spreadsheets is integral to your role. Although it might not be highlighted in your formal job responsibilities, the need to maintain precise and orderly financial records is indisputable. Fortunately, Microsoft Excel is a savior with...

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