Tag Archives: Remote Access

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

Posted in Job Costing, QuickBooks, Remote Access | Tagged , , , , , , , , , , | Leave a comment

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 , , , , , | Leave a comment

QuickBooks Desktop vs QuickBooks Online

If you’re in a desktop version of QuickBooks (Pro/Premier/Enterprise) you may be wondering if it would be better to move to QuickBooks Online (QBO) so you have remote access and because 3rd party products are saying Desktop QuickBooks (QBDT) is … Continue reading

Posted in Job Costing, QuickBooks, Remote Access | Tagged , , , , , , , , , | Leave a comment

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

Posted in Cash Flow, Payroll, Productivity Tips, Remote Access | Tagged , , , , , , , , , , | Leave a comment

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’m getting more requests from clients who want or need to access their QuickBooks remotely. Here’s a list of options to consider. Continue reading

Posted in Productivity Tips, QuickBooks, Remote Access | Tagged , , | Leave a comment

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

Posted in Cash Flow, Payroll, Productivity Tips, Remote Access | Tagged , , , , , , , , , | Leave a comment

News for You

While much of what I learned and saw at the Intuit conference I’m not able to share yet due to my NDA (Non-disclosure Agreement) with Intuit, there is still plenty I can share. Continue reading

Posted in Business Finance, Payroll, QuickBooks, Security | Tagged , , , , , , | Leave a comment

Is Your Business Using the QuickBooks Best for You??

Have you ever tried on a shirt or jeans and found they didn’t fit at all? They looked great on the hanger, but that was the end of it. QuickBooks come in various sizes, shapes, and colors just like clothing; and just like clothing, some versions of QuickBooks fit your business better than others. You may not be aware that your version of QuickBooks does not fit your business, but there are signs that will give it away. Continue reading

Posted in Business Finance, Job Costing, QuickBooks | Tagged , , , , , , , , , | Leave a comment

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

Posted in Productivity Tips, QuickBooks, Remote Access | Tagged , , , , | Leave a comment

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

Posted in Productivity Tips, QuickBooks, Remote Access | Tagged , , , , , , , , , , | Leave a comment