Category Archives: Remote Access

Five Ways to Enhance Your Invoices that can Improve Cash Flow

When it comes to marketing, the company invoice might be the last thing you’d think about. But think again: it’s a great place to make every attempt to get paid faster and have your customer coming back for more services and products. Here are five easy-to-implement ideas to add to your invoices: Continue reading

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Going Mobile

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. While I did a series of articles on this a few years ago, I thought it time to give you an update. Continue reading

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Is 2013 The Year You Finally Go Mobile With Financial Data?

Using QuickBooks Mobile, you’ll improve business relations, put out fires before they start and unchain yourself from your office computer. Continue reading

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Extending the Capabilities of QuickBooks – Part 4

In my first blog on 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 have remote access to QuickBooks, which many businesses want, some customization abilities, and you need only 1 license of QuickBooks but could have more than 5 users. The next level up is Method CRM which gives you sales and case management capabilities. With the full-blown level of Method Integration, you not only get remote access and Method CRM, but industry specific applications (Method Warehouse and Method Field Services) and the ability to customize in awesome ways, which is today’s discussion. Continue reading

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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

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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

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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

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Accessing QuickBooks Remotely – Pt. 2

Last time we discussed the need and desire to access QuickBooks remotely; we looked at Intuit’s Online edition of QuickBooks and then using a 3rd party package like LogMeIn, WebEx or GoToMyPC.  All good options, depending on your needs, setup and … Continue reading

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Accessing QuickBooks Remotely – Pt. 1

More and more, users want to access QuickBooks remotely, for a variety of reasons. Could be key people travel frequently or several staff members are in other locations, or an accountant or bookkeeper wants access. You can certainly send backups … Continue reading

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