95 posts categorized "Customers, Jobs and Projects"

TSheets Adds Employee Scheduling Features

One of the most loved employee time tracking apps for QuickBooks (rated 5 stars!) has recently added some new functionality for tracking employee schedules too.

TSheets Logo New

TSheets now offers you the ability to:

  • Eliminate dry-erase boards and funky Excel sheets
  • Schedule employees by shift
  • Schedule staff by job or task - just drag and drop on the schedule
  • Push notifications to employees by text or e-mail

Naturally, TSheets offers an impressive array of methods to capture your employees time, including:

  • Desktop or laptop computers connected to the internet (you can even work offline and upload when online)
  • Smartphones or tablets (Apple or Android)
  • Text message
  • Even call-in capabilities to record time

And did I mention that they offer GPS time-stamping too?

A 14 day, no risk free trial of TSheets is yours for the asking, so if you need an easy way to track employee time or create employee schedules, visit with them today for a closer look. If you like what you see, use code BLASACCTG and get 10% off the TSheets service.

ARE YOU CURRENTLY USING TSHEETS?

If so, your comments and feedback on how it is working out for you are welcome!

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A Super Easy Way to Track Mileage (and a special bonus for you!)

Are you one of the 55 million U.S. workers that can deduct or expense the miles you drive?

If so, the MileIQ app is just for you.

FEATURES OF MileIQ

  • Catch every drive automatically with automatic drive capture
  • Build a comprehensive mileage log
  • One swipe drive classification
  • Additional drive details (vehicles, parking, tolls and notes)
  • Standard and custom trip purposes

EVEN MORE FEATURES OF MileIQ...

  • Vehicles and odometer readings
  • Editable mileage rates and units
  • Work hours and custom drive purposes
  • Email and notification preferences
  • Support for mileage reimbursement and mileage deduction
  • And more!

MileIQ works on Android and Apple platforms and is available in annual, monthly, or limited plans.

DOWNLOAD FOR FREE AND SCORE THIS BONUS!

Download MileIQ for free today so you can see it in action for your needs.

Use this special download link, and your free account will be tagged with a 20% discount if you ever decide to upgrade into the paid version of MileIQ.

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Vertex SMB - A Sales and Use Tax Management Solution for QuickBooks

Do you find your business struggling to manage sales and use taxes?

Looking for a more automated sales and use tax solution that also integrates with QuickBooks?

If so, you may be interested in the Vertex SMB solution.

INSIDE THE VERTEX SMB (small and medium business) SALES AND USE TAX SOLUTION

Here are some of the features of their solution:

  • Calculations and returns in one one place - perform tax calculations and generate PDF ready returns all in one place
  • Use tax calculations - calculate and report use taxes
  • Exemption certificate management - store, update and manage your exemption certificates
  • Sales tax rate files - get the rate files you need for the specifics of your business
  • Works with QuickBooks!

PAY AS YOU GO

Vertex SMB is designed to be easy on the budget - you simply pay for what you use every month. No long term contracts involved - pay for the service monthly.

ABOUT VERTEX

Vertex SMB is the business division of Vertex Inc. dedicated to small and medium-sized businesses. Vertex calculates tax for over 10,000 taxing jurisdictions across the globe and tracks and maintains over 600,000 unique taxability rules across tax types.

LEARN MORE

See how the Vertex SMB sales and use tax solution that integrates with QuickBooks can benefit your business today!

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Learn How to Get Paid Faster from Your Customers

Want to get paid faster?

Get a better handle on managing your customer accounts receivable?

Funding Gates is offering their Ultimate Receivables Training Management Program in February, and I wanted to be sure you knew about it. Here is your special bonus discount code to save 20% on your registration: ARPRO

WHAT YOU'LL LEARN IN THE ULTIMATE RECEIVABLES TRAINING PROGRAM

The program consists of three key segments:

Part 1: Key Accounts Receivable Metrics

  • Master the A/R ratios that determine the health of your A/R
  • Run and analyze monthly reports and trends
  • Get actionable insights and develop a working game plan

Part 2: Setting Up the Right Receivables Management Process

  • Understand when and how to set the right payment terms and credit limits
  • Learn best practices around invoicing and electronic payments
  • Set up the right tools for managing this critical area

Part 3: Active Receivables Management

  • Flag problematic accounts that need attention
  • Gain the knowledge you and your team need to take action
  • Stay on top of your A/R tasks

WHO IS THIS SESSION FOR?

Anyone can get trained -- whether it’s your staff, your accountant or bookkeeper, get the tools for your team to be super-effective in receivables management. Access your online training program from your home or office; all you need is your computer.

SPECIAL DISCOUNT CODE JUST FOR YOU

Funding Gates is extending a very special discount to you as a reader of my blog - just enter ARPRO at the registration page and you'll save 20% on your registration.

Learn more about the Funding Gates Accounts Receivable Management program and register today to take advantage of their early bird registration discount!

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What the heck are the flat and hierarchical list view options in QuickBooks?

Take a closer look at the following screen shots out of a sample QuickBooks item list (could just as easily be a view of the QuickBooks customer/job list):

View #1:

Item List - Indented

View #2:

Item List - Flat View

Feel like you are at the eye doctor?

See any difference? (hope so!!)

"HIERARCHICAL" (INDENTED) VIEW VS. FLAT VIEW

When looking at view #1 above, you are looking at what QuickBooks refers to as the "hierarchical" view of the item list (I like to call it the indented view). Whatever you may call this view, it is visually representing that there is an "item/sub-item" relationship going on here.

In this case, Bath/Vanity Fixture is the main item, so it sits at the top of the list. Below it, you see the subitems, such as item # 5029-03-55. These sub-items show up being indented on the list so you can visually see they belong to the parent item above it.

QuickBooks provides this view (and the corresponding item/sub item or customer/job if looking at customers) so you can easily group similar things together within the list - makes for easier viewing and easier filtering of the list data in many cases.

View #2 represents the "flat" view of the list information. There is no indenting going on - all of the item numbers are showing up "flat" up against the left hand side of the list.

CHANGING THE VIEW DOESN'T CHANGE THE UNDERLYING DATA

You can easily switch from hierarchical to flat view and back by simply right clicking on the list and choosing the view you prefer, as shown below:

Item List Display Options

Keep in mind that the view you choose does not affect the data itself. If you have items/subitems or customers/jobs set up, those relationships will stay just as they are.

AND IN CASE YOU SEE THIS...

If you go to do some searching within your customer/job list, you'll then see the list automatically switched over to the flat view of the information. I'm not sure exactly why that happens, but you can easily reset the view by right clicking inside the customer/job list and resetting it back to hierarchical/indented view.

MORE QUICKBOOKS TIPS FOR YOU

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How to Get QuickBooks Job Profitability Summary Report to Show the Cost of Inventory Adjustments

Do you track inventory adjustments to jobs or projects in QuickBooks?

If so, have you ever noticed that the cost of those adjustments does NOT show up on the job profitability summary report? (hopefully you noticed that is, or you are having a major "oh crap moment right now!!)

Strange, isn't it? You'd think that if you set up the transaction properly, the information would flow automatically to the report.

A TWEAK TO THE JOB PROFITABILITY REPORT SETTINGS

This support article from Intuit discusses the quick tweak that needs to be made for the inventory adjustment detail to appear on the report.

Once you do that, this vital inventory adjustment information will appear and your job profitability reports will be much more accurate!

ADDITIONAL RESOURCES AND INFORMATION

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Pending Sales Report for Pending Invoices in QuickBooks

If you choose to use "pending invoices" to track open/unshipped orders in QuickBooks, you'll want to know about the Pending Sales Report.

Located by clicking Reports > Sales > Pending Sales, you can quickly and easily see a list of all your pending invoices in one place, as shown in the sample screenshot below:

WHY NOT USE SALES ORDERS INSTEAD?

During a recent consulting call with a client, we were discussing their use of "pending invoices" to track open orders.

I asked them why they weren't using sales orders for this purpose. They indicated they didn't really know about the sales order functionality in QuickBooks (Premier and Enterprise versions), so didn't think to use them.

Once we reviewed the sales order process, they immediately saw many benefits to this approach over the use of pending invoices, including:

  • The ability to see open sales orders both by customer and by item
  • The ability to see inventory demand on sales orders appearing on the inventory stock status report
  • The ability to use the sales order fulfillment worksheet to visualize and prioritize shipments

If your business has a need to track open and unshipped/unfilled orders, I definitely recommend the sales order approach over the pending invoice approach.

Download my guide that discusses how to use sales orders in QuickBooks today.


ADDITIONAL RESOURCES

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QuickBooks Enterprise 2016 - Discounts, Details and Resources

Discounts, details and other important information about QuickBooks Enterprise 2016 are right here  - dig in!

Get the best discounts and unbiased advice directly from me - as a top Enterprise reseller, I've been knee-deep in everything related to QuickBooks Enterprise for over 11+ years.

QUICKBOOKS ENTERPRISE 2016: RESOURCES YOU NEED

PLACE YOUR QUICKBOOKS ENTERPRISE ORDERS WITH ME…

As a fellow small business owner, I welcome the opportunity to take care of your purchase of QuickBooks Enterprise 2016.

You get the same package Intuit offers, PLUS I offer some special bonuses like free training videos and more!

QBES 2016 Blog Click Here Button


 

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Online Freight/LTL Management Software for Small Businesses

Does your business regularly make shipments by LTL?

Do you find yourself wasting time gathering quotes, typing bills of lading and trying to manage your carrier relationships?

If so, you'll want to take a closer look at Freightview.

ONLINE FREIGHT MANAGEMENT SOFTWARE FOR SMALL BUSINESS

Freightview software was created to solve the pain points small businesses experience when it comes to freight shipments.

It provides the ability to:

  • Dramatically cut shipping-related costs
  • Improve shipping efficiency and productivity
  • Gain visibility and insights to optimize freight shipping
  • Maintain control of carrier relationships

COMPARE LTL RATES FASTER

The Freightview product was designed specifically for small and medium businesses like yours, and allows you to:

  • Quote - collect and compare multiple carrier quotes on a single screen
  • Book - select the best option for you, using your carriers, your rates, and your schedule
  • Print - automatically print bills of lading and shipping labels complete with PRO numbers
  • Track - view shipment status from any device
  • Report - review historical cost analyses to optimize your decision-making

Even better - this is all done in one place. No need to hop around multiple web sites or software apps to make it happen.

FREE TRIAL IS AVAILABLE

Freightview provides you with the ability to take a 30 day test drive of the software with no credit card required for the trial.

Once the trial is complete, your cost is $99 per month per location. You can use their handy on-site calculator to get a feel for what your monthly savings will be.

See what Forbes and WhataSoftware are saying about Freightview.

CONNECTING TO OTHER SOFTWARE

At this time, Freightview has the ability to connect to:

  • Salesforce
  • WooCommerce online merchants
  • Other systems via their API

Here's hoping they build a connector to QuickBooks and add it to this list!

WHAT SOLUTION ARE YOU USING?

Is Freightview something your business is interested in? How do you deal with your LTL quoting and freight management today? Please drop your comments in the box below (or click the "view in browser" link in the top of your e-mail version of this blog post) and let us know your thoughts - thanks!

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Build Assemblies in QuickBooks - Differences in the Premier vs Enterprise Editions

When it comes to building assemblies and kits in QuickBooks, both the Premier:Manufacturing and Wholesale and Enterprise:Manufacturing and Wholesale editions offer the functionality.

However, there are some key differences between the two versions that you should understand. My video below will provide a quick overview of these key differences in the build assembly process in the Premier and Enterprise versions of QuickBooks:

 

Can't see the video above? Watch it on my YouTube channel.

If you find that QuickBooks Enterprise has the features you want, you can grab a 20% discount on your purchase of Enterprise on my web site.

 

ADDITIONAL RESOURCES FOR YOU:

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