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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!
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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.
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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 most likely have many of the same types of estimates (such as seasonal maintenance jobs) or have more involved estimates such as construction, landscape design/build projects, etc. Here are 4 ways to get your estimates entered faster.
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For those of you with seasonal businesses, such as landscapers, painters, remodelers and other contractors, you may find this time of year you are doing lots of hiring (or will be soon), depending on the size of your business. And anyone who’s been involved with that process knows that it can be time consuming. For those of you responsible for setting up the employee in QuickBooks, the payroll template could help you save some time
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If you have workers in your business, you likely made a decision when you hired them as to whether they should be an employee or a contractor. If all you hire is employees, then you have nothing to worry about. But if you hire contractors, there may be some financial risk you may be taking that you may not know about.
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While there is so much you can do with QuickBooks, there are still times when an add-on product offers features not found in QuickBooks – or with the same level of functionality. I will put these in 3 “buckets” – invoicing, collections and cash flow.
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Who doesn’t want to have money coming in sooner? While there are some general practices that come with an industry, maybe it’s time to make a few changes so you can get paid faster. Here are a few ideas.
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Do you take payment up front from customers when starting a job? Whether you’re in the construction industry, landscaping, trades or some other type of business, deposits up front help cash flow and enable you to pay employees and purchase materials for the job. While there are different ways to handle this scenario, not all of them are correct from an accounting perspective. The results can be misleading information or confusion for the bookkeeper or customer. Here’s the method I recommend for handling prepayments in QuickBooks.
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Have you looked at your payroll options recently? Although changing your payroll option can be a pain to change, it is worth evaluating from time to time to make sure you’re getting the payroll option best suited to your business needs. And since Intuit recently released some new offerings late 2019, this might be the perfect time to start evaluating!
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