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 tools he actually likes, including inventory programs like Fishbowl and SOS Inventory, outside payroll companies, DAVO for sales tax, and hosting for QuickBooks Desktop. He also covers the ones that make him nervous, from receipt scanners that are "only" 99.9% accurate to AI tools that promise to learn your patterns and create rules for fixed assets. Along the way he looks at merchant fees, the new free edition of QuickBooks Online, Tabby, and Syncabill, and makes his case for keeping the H.I. (Human Intelligence) in bookkeeping.

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About the host

Paul Rosenblum has been doing hands-on bookkeeping for over 30 years, starting with QuickBooks Desktop.

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