Monthly Archives: July 2010

Extending the Capabilities of QuickBooks – Part 3

In my first blog of the Method I mentioned that there are limitations to what you can do in QuickBooks and that frequently a third-party software package can be the answer. The beauty of Method Integration, if you bump up to their full-blown package, is you can address several different areas of shortcomings in QuickBooks with just one solution and customize to suit your unique business. With the first level , you basically have remote access to QuickBooks which many businesses are looking for. The next level up is Method CRM which gives you sales and case management capabilities. Today I want to begin discussing the full-blown level of Method Integration, which not only gives you remote access and Method CRM, but some industry specific applications; I will focus on two applications that come at this level. Continue reading

Posted in Productivity Tips, QuickBooks, Remote Access | Tagged , , , , , , , , , , | Leave a comment

Extending the Capabilities of QuickBooks – Part 2

Last time I talked about a web based program called Method Integration. What I liked about it was its real-time sync with QuickBooks and the power and the customization that comes along with it. I focused mostly on using Method for remote data entry and all the features that come along with that. Today I like to talk about going to level with Method. Continue reading

Posted in QuickBooks, Remote Access | Tagged , , , , , , , | Leave a comment

Extending the Capabilities of QuickBooks

As much as I like QuickBooks as a software, in my line of work as Intuit Solution Provider, I frequently see limitations in QuickBooks. So I keep my eyes open for products that I think would be beneficial for some of my clients. When I’m looking for a solution, I want good integration with QuickBooks, preferably easy to setup and use, and reasonably priced. That narrows the field! I also limit my list to just a few programs so that I can be more familiar with them and more helpful to my clients. Continue reading

Posted in Productivity Tips, QuickBooks, Remote Access | Tagged , , , , , , , , , | Leave a comment

Timesaving Tips Pt. 4

Okay – last set of keystroke tips and then next time it’s an entirely different topic! The Esc key  closes whatever window you’re in Pop-up calculator – hit an operator(+,-,*,/) when you’re in a numeric field and voila – up … Continue reading

Posted in Productivity Tips, QuickBooks | Tagged , , , , | Leave a comment

Timesaving Tips Pt. 3

Last time, I wrote about the Find Transactions feature and different ways to look at your desktop. I mentioned before that I tend to be impatient on the computer. I frequently have 1 hand on the keyboard and the other on the mouse so I can do whatever is quickest! Today I’d like to give you keystroke tips – and they all use the Ctrl key. Continue reading

Posted in Productivity Tips, QuickBooks | Tagged , , , , | Leave a comment

Timesaving Tips Pt. 2

Last time, I wrote about customizing your toolbar, so it becomes a more useful tool for you, not some generic user. Today I have a few more tips. Continue reading

Posted in Productivity Tips, QuickBooks | Tagged , , , , | Leave a comment