Category Archives: Productivity Tips

5 Fast Ways to See Key Reporting with QuickBooks

You’re busy, you have information you need to see, but don’t want to spend all day getting it. Especially during your busy season! Here are 5 ways you can view multiple reports quickly 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 … 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 frequently get requests from clients who want or need to access their QuickBooks remotely. … 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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Save Time with Mobile Barcode Scanning and Enhanced Sales Order Workflow

Platinum Enterprise now has 2 new features that should be a great help for those of you using inventory in a big way – mobile barcode scanning and a greatly improved sales order workflow with real-time updates! Both features need … Continue reading

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Work More Efficiently and Faster

This year’s new QuickBooks 2018 features focus on solving for some common pain points and issues.  These first few are for QuickBooks Pro, Premier and Enterprise, the latter ones I specify the version(s) of QuickBooks. Multi-Monitor If you use multiple … Continue reading

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How Fast Can You Be Back Up and Running? Seven Areas Often-Overlooked in Backups

Between storms and malware, many are learning the importance of backups and access.  Hopefully, you’re already making backups of your data on a regular basis.  It’s simple to set up data backups automatically and then forget about them until you … Continue reading

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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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