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Category Archives: Productivity Tips
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 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. Continue reading
Posted in Job Costing, Power Tips, Productivity Tips
Tagged duplicate, estimate, estimating, Group, job cost, memorize, save time, time
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Are You Prepared If Disaster Hits Your Business
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 need them. But have you ever looked around to see if there are any gaps in your backup strategy? Here are seven places to look to make sure all your business data is backed up safely. Continue reading
Posted in Business Finance, Productivity Tips
Tagged backup, browser, calendar, cloud drive, email, Online banking, online data, overlooked, website
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Commonly Overlooked Features In Quickbooks Pt 2
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
Posted in Features, Job Costing, Payroll, Productivity Tips, QuickBooks
Tagged billable, collections, Payroll, QuickBooks, timesheets, work order, Workers Comp
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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 share a few of the features I like either as a business owner or from a timesaving bookkeeping perspective. So here’s my list: Continue reading
Posted in Features, Power Tips, Productivity Tips, QuickBooks
Tagged Features, Power Tips, Productivity Tips, QuickBooks
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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? The profit from your jobs needs to cover your overhead and still leave you with a profit. So it’s a good idea to review what gets done and see if there is a more efficient way to get the work done. Here are 5 ways that can help lower your overhead costs. Continue reading
Posted in Business Finance, Productivity Tips
Tagged jobs, Overhead, overhead costs, Productivity, profit from job, QuickBooks, saving time
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Commonly Overlooked Features In QuickBooks Pt 1
As I work with clients, I frequently see that there are features that can be useful but my client was unaware. So, today’s article takes a look at several features you might find helpful. First, whether or not you have … Continue reading
Posted in Features, Productivity Tips, QuickBooks
Tagged preferences, QuickBooks, reminders, reports
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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
Posted in Business Finance, Credit Card Processing, Productivity Tips, QuickBooks, Remote Access
Tagged CRM, Invoice, leads, payment, QuickBooks, Time Tracking
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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
Posted in Productivity Tips, QuickBooks, Remote Access
Tagged Enterprise, hosted, mobile, online, QuickBooks, Remote Access
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