Tag Archives: Enterprise

QuickBooks Desktop vs. QuickBooks Online

If you’re in a desktop version of QuickBooks (Pro/Premier/Enterprise) you may be wondering if it’s time to move to QuickBooks Online (QBO) so you have remote access and because some 3rd party products are saying Desktop QuickBooks (QBDT) is going away or work only with QBO. With the new products rolling out soon, I thought this would be good to discuss pros/cons – and my opinion ;-) 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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QuickBooks Setup for Success

It’s the start of a new year and for many, this is the time to make changes to your QuickBooks before your season gets busy. There are 4 major areas I consider when working with contractor clients: Software – So … Continue reading

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2017 Year-End Review and Planning

By now you probably have a good idea of your year-end numbers.  As you look back over your year, take the time to list what worked – and what didn’t. Here are a few recommendations to help you review 2017 … 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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QuickBooks Setup For Success

It’s the start of a new year and for many, this is the time to make changes to your QuickBooks before your season gets busy. There are 4 major areas I consider when working with contractor clients: Software – So … Continue reading

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Is it Time for a Change?

Is it time to make a change with your bookkeeping and accounting products?  As you get near the end of 2016, it’s a good time to evaluate whether or not you need to make some changes.  Here are some questions … Continue reading

Posted in Business Finance, Credit Card Processing, Merchant Services, Payroll, QuickBooks, Year End | Tagged , , , , , , , , , | Leave a comment

5 Areas to Review to Plan for a Successful 2017

While you still have 2 more months to generate income (and expenses), you probably have a somewhat good idea of your year-end numbers.  As you look back over your year, take the time to list what worked – and what … Continue reading

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Common QuickBooks Issues and Their Solutions

Having just returned from the Green Industry Expo where I got the chance to talk with lots of contractors, I heard many of the same issues: I don’t have confidence in my reports It’s hard to discern profitability of jobs … Continue reading

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Are You Guilty of Any of These Mistakes?

When I talk with contractors, I hear many of the same issues. I don’t have confidence in my reports It’s hard to discern profitability of jobs and/or divisions (or departments or ….) I can’t get good job cost reports It … Continue reading

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