InvoiceSherpa Blog
Posted on November 5, 2019


If you have a business, you probably know you need to track your income and expenses. But what is the best way to do that? Many small businesses begin the easy way - spreadsheets. But if you’re busy, you will very quickly find that spreadsheets are a tedious way to record everything. Even if you’re an expert at building formulas and creating macros, you’re still doing a lot of manual work. Do you have time for that? No, you don’t. Can you afford to pay someone to do that? Maybe, but your money is better spent on Small Business Accounting Software.

Posted on October 7, 2019

It’s so exciting! You make a sale and you have dollar signs in your eyes. But sometimes those dollars never actually make it to your bank account. You have Bad Debt, and that can be as ominous as it sounds. How do you deal with it?

Posted on November 15, 2017

What if there were an App that connects to QBO and facilitates better cash flow, lower DSO, create fewer Bad Debts and saves you a ton of time? Would you be excited and eager to learn about it? That App does exist; it’s InvoiceSherpa. The following video shows you how QBO and InvoiceSherpa work together to improve each other and accomplish those crucial cash flow objectives.

Posted on September 5, 2017



Problem – Poor cash flow can kill a business. Learn more about it and how to manage it, and you increase your chances of survival.

Eighty per cent of all small businesses fail in the first year. Think about that statistic for a minute. If one hundred people start a small business on New Year’s Day, only twenty of them will be celebrating on the next New Year’s Eve. The other eighty will be trying to figure out what happened.

Posted on September 5, 2017

Roll Up Your Sleeves!

What’s the origin of this idiom? We know it means to get ready for hard work, but why? Maybe this is the reason:

My long-time accounting mentor, called Mr. Mac by friends and family, was born in 1910. By the time I was learning accounting procedures from him, he had already retired from one career and embarked on a new one to “keep busy.” Mr. Mac kept busy into his nineties.

There is much to gain from the wisdom of experience, but my favorite times with Mr. Mac were when he was talking about his early accounting jobs in the 1930s. [...]

Posted on August 15, 2017

If you’re an entrepreneur, managing a healthy cash flow is vital for the survival of your small business. It's essentially the main artery of your company. This is why it’s important to adopt several proactive strategies and anticipate any future peaks or valleys.

Posted on June 28, 2017


Posted on June 28, 2017

For most services-oriented start-ups, there’s never quite enough time, staff or money to go around in the early days. Putting your new customers first is the top priority, but behind the professionally confident façade you’re presenting to them, it can be a major struggle to manage priorities and achieve balance.

Thankfully, service-based start-ups these days can easily locate the additional resources they need in core areas from accounting to data security and back-up, marketing and sales, IT, eCommerce, social media management, project management; [...]

Posted on June 28, 2017

Congrats! Your app’s integration with QuickBooks Online finally launched on the QuickBooks App Store.  While you should definitely take a moment to celebrate this accomplishment, there is still work to be done.

Posted on June 28, 2017

Looking for an easier way to manage accounts receivables? Then you need to check out This app first hit my radar a few years ago, when I met the founder, Shaun Clark, at the California Accounting Show. Hands down, I think is the easiest way to manage accounts receivables, and I’ll give you 4 examples.

Posted on February 6, 2014


Posted on January 31, 2014
Posted on January 31, 2014


Today we're going to expand on a subject that is close to our hearts here at InvoiceSherpa, getting your invoices paid faster.  As a hard working person you deserve to get paid and your customers actually do really want to pay you. But regardless of whether your challenge is getting paid faster or at all, we're here to drop some tips on how to make this a bit easier.

Posted on January 27, 2014




We're on a mission to get you paid faster in QuickBooks and as a result we can't help ourselves when we come across more great ways to do this. So today lets talk about a technique that can be a huge time saver and a great way to drive not only faster payment from your customer, but a lot more love when it comes to customer service.

Posted on January 26, 2014


Now that the new QuickBooks Harmony is online and rolling out lets talk about you can use its new features to get you paid faster. First up sending customers the invoice via e-mail.