How to evaluate an app like a pro

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Another key feature of Rewind Backups for QuickBooks Online is incremental and granular restores. With Rewind, you can restore one item, a few items, or the entire company file. “Being able to back up and restore data so transactionally is a big piece of work lifted off my shoulders.”

When it comes to selling the benefits of a backup app for clients, Kellie focuses on their data security. “I make sure clients know that Rewind backs up and restores the whole file to a point in time as well as transactionally,” she explains. “Rewind is key for data location redundancy and correcting mistakes: apps, nefarious characters, human errors, gremlins…”



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Parks uses a custom intake form to thoroughly vet any apps she’s considering. “I use different criteria for evaluating what apps to use: security, viability for longer than 5 years, features that solve issues I have, support channels, and corporate culture.”

Kellie has a simple mantra for evaluating cloud apps: “I don’t try to solve problems I don’t have.” Consider if the app solves an existing problem in your workflow, and decide “Does this app fit the way that I work?” she explains.

“You need to evaluate your apps based on whether you need it, whether you can interface well with it, and whether or not you and your teammates understand it.”

Summing up
Security conscious accounting professionals often have hesitations about moving to the cloud, but Kellie disagrees. “You can still have great control, even if you’re not the one doing the pecking of the information in. People think they’re going to lose control because everybody says to automate, automate, automate. What they need to do is systemize, systemize, systemize. Whatever you do, make sure you’ve got a system for it.”