Category Archives: Productivity Tips

I Need a Product That Does…

Perhaps you’ve been complaining about a problem and don’t realize that a solution exists.  Sometimes it’s helpful to know what’s out there. I put add-on products in 2 categories – Industry-specific and Task-specific Typically you’ll find predominantly industry-specific products at … Continue reading

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A Few of My Favorite Features in QuickBooks

There are many features I like in QuickBooks, guess that’s why I support the software!  But I find when I’m with new clients who have been using QuickBooks for a while or clients who are upgrading, I always like to … Continue reading

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Commonly Overlooked Features in QuickBooks Pt 2

Last time I wrote about useful features that many don’t know exist.  So, today’s article takes a look at more features you might find helpful. Workers Comp – If you use Intuit Payroll, you might like the Workers Comp feature … Continue reading

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5 Ways to Lower Overhead Costs

Many focus on saving time out in the field – watching hours spent on jobs, looking for ways to improve productivity.  But how often do you look at saving time in the office?  So often, time on office tasks, time … Continue reading

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Commonly Overlooked Features in QuickBooks Pt 1

I frequently see that there are features in QuickBooks that can be very useful but clients frequently are unaware of their existence or how they can help. So, today’s article takes a look at several features you might find helpful. Continue reading

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Save Time with These Mobile Products

With today’s technology, we’re able to do so much more by web and smart devices. You can save time (and not worry about forgetting), if you can jot down notes or handle details quickly. And for many, QuickBooks is still in the office. So here are some task-specific products that work with QuickBooks you can use away from the office saving you time and sanity! Continue reading

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Going Mobile with Quickbooks

Do you need mobile access to estimates or customer payment information? Or do you have staff in multiple locations who need remote access to QuickBooks? I’m getting more requests from clients who want or need to access their QuickBooks remotely. Here’s a list of options to consider. Continue reading

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4 Ways to Get Your Estimates Entered Quickly In QuickBooks

For those who job or project cost, it all starts with the estimate.  When the estimate is simple, then it’s often easy to create in QuickBooks. But for many of you, you either have many of the same types of … Continue reading

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8 Ways to Get Your Invoicing Done Quickly

Those of you providing snow services, I know how you scramble to get those invoices out the door so you can get the cash coming in!  And for those of you who will start getting really busy soon, it’s important … Continue reading

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Automate Sending Reports with the New Scheduled Reports in QuickBooks 2017

Do you need to send a business partner, boss, accountant or board members reports on a regular basis? Don’t you wish you could automate that? Now you can with the new Scheduled Report feature in all desktop versions of QuickBooks! I’ll … Continue reading

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