11 posts categorized "Dashboards for QuickBooks"

Using the QuickBooks Cash Flow Projection Tool

Little known, but quite helpful, the desktop versions of QuickBooks (Pro, Premier and Enterprise) have a built-in cash flow projection tool.

Learn how to project your business cash flow in QuickBooks for a 6 week period with the video tutorial below:

WHAT ARE YOU USING FOR CASH FLOW PROJECTIONS?

If you're not using the QuickBooks cash flow projector, I'm curious as to what app or program you may be using to see how the upcoming cash flow looks for your business. Are you using Excel? PlanGuru? Something else?

INTERESTED IN TAKING A CLOSER LOOK AT YOUR BUSINESS FINANCES?

If so, you may be interested in learning more about my "Beyond QuickBooks: Making Sense of Your Numbers" program. Designed to help you feel a lot more confident and capable when it comes to managing the profitability of your business!

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Online Order Management System and Customer Portal for QuickBooks

Does your business focus on the Business-to-Business (B2B) marketplace?

Want to spend less time on data entry and related non-value added tasks and are looking for one or more of these solutions?

  • An easy way for your customers to enter their own orders, check order status and inventory levels?
  • A solution for your sales reps so that they can enter their own orders so you don't have to?
  • A link between your order system and your warehouse with full shipping integration?

AND have the ability to have all the above automatically sync with QuickBooks desktop software?

If so, you should take a closer look at Now Commerce.

 NowCommerce Logot

CUSTOMER PORTAL

The Now Commerce customer portal feature brings the following possibilities to life for your business and allows your customers to:

  • View real-time pricing and inventory levels
  • Check shipping status
  • View pending orders
  • View account history

This is all done with customized order forms that can be tailored to the specific needs of each customer. These order forms can range from super simple to complicated matrix pricing.

SALES REP PORTAL

The Now Commerce sales rep portal brings many time-saving features into the way sales reps take care of your customers, including:

  • View real-time pricing and inventory levels
  • Check shipping status
  • View pending orders
  • View account history

As well as:

  • Monitor customer activity
  • Set customizable alerts
  • Manage pricing and discounts
  • Only see their own accounts, and not those of other reps

NOW COMMERCE FULFILLMENT PLATFORM

This module provides you the ability to:

  • Share shipping information with your sales reps and customers
  • Electronically transmit shippers from QuickBooks to your third party warehouse
  • Automatically populate QuickBooks with critical shipping data

CHOOSE JUST WHAT YOU NEED

The Now Commerce products are set up in such a way that you can choose just the module(s) you want - if you only want the customer portal, that's all you'd pay for. If you want all three, they can do that as well.

Now Commerce offers a free trial so you can "kick the tires" before making any commitments. In addition, you can watch their video series to get a quick overview of just how these modules work, and the potential savings they can bring your business. You can also take a look at the wide variety of products they have helped their customers sell.

NEED HELP SORTING IT ALL OUT?

B2B businesses are at the core of my consulting practice, especially those in manufacturing and distribution. Feel free to contact me for more information on the Now Commerce set of tools as well as other QuickBooks and inventory concerns you may have.

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New Feature in QuickBooks 2015: The Insights Dashboard

A new feature in QuickBooks 2015 called "Insights" is proving to be quite popular with those looking for a quick and easy "dashboard" view of their business.

The Insights screen sits just off the home screen, and looks like this:

Insights Tab Snapshot

FEATURES OF THE INSIGHTS SCREEN:

The following snippets of information can be turned on and off via the "gear" icon in the upper right hand corner of the screen:

  • Profit and loss
  • Previous year income comparison
  • Top customers by sales
  • Income and expense trend
  • Business growth
  • Net profit margin
  • Previous year expense comparison

Even better, all of the graphical elements that appear on the Insights screen have full drill-down capabilities so you can see the specific details behind a value.

You can also print the contents of the Insight screen or save it as a PDF as well.

If you are so inclined, you can even launch the create invoice or enter bills screens directly from the Insights page.

ADDITIONAL QUICKBOOKS TIPS:

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Powerfully Simple Dashboard for Your Small Business

Score some bonus points with your boss...

If you know they are frustrated trying to pull together reports and key metrics from a number of different sources, they will want to know about the Grow Dashboard (feel free to check it out yourself too!)

MEASURE WHAT MATTERS TO YOU

The Grow dashboard offers a simple way to select the metrics that are important to running your business...

  • Need information from QuickBooks? (desktop or online)
  • Want to pull information from a customized spreadsheet or database?
  • Interested in pulling together information from Salesforce, Google Analytics, MailChimp, Facebook, Twitter and a host of other places?

If so, Grow is for you...

BUILD YOUR OWN DASHBOARD

If the built-in dashboard connections mentioned above are close, but not quite good enough, the support team at Grow can help you construct the perfect dashboard - no internal IT team required.

Grow allows you to connect your data, wherever it lives, and get the key metrics needed to monitor, manage and improve your business...

Take a closer look at the Grow dashboard solution today...

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Time Tracking Software that Connects to QuickBooks

If your business is looking for mobile timekeeping, ways to streamline the time tracking and reporting process, or searching for time tracking software that connects to QuickBooks, TSheets is for you.

Having recently joined their TSheets Pro program, I wanted to share some information about this product with you.

MULTIPLE WAYS TO CAPTURE TIME

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?

But that is just the beginning...

JOB TRACKING AND PTO/VACATION TRACKING IS BUILT IN

TSheets provides the ability for you to capture this essential information when it comes to your jobs and projects:

  • Where employees are working
  • What projects they are working on
  • How long they have been working on those projects

In addition, the software provides a "Who's Working" button that shows which of your employees are clocked in and working in real time.

Need Paid Time Off (PTO) and/or vacation tracking? You're covered there too.

THE REPORTS YOU NEED TO HAVE

TSheets offers you a wide variety of reports to help you manage, control, and streamline your timekeeping and payroll reporting processes.

These reports include:

  • Real time report
  • Payroll report
  • Approvals report
  • Project/job report
  • Audit trail
  • Data export report

EASILY CONNECTS TO YOUR QUICKBOOKS AND OTHER SOFTWARE

TSheets offers connections to the following:

  • QuickBooks Pro, Premier and Enterprise (QuickBooks "desktop" versions)
  • QuickBooks Online (sorry, no connection to QuickBooks for the Mac)
  • Zen Payroll
  • Zendesk
  • Other payroll solutions such as Paychex, ADP and others (one-time fee applies)

For those that want to write their own software connections, TSheets also offers an open API to make the process seamless.

14 DAY FREE TRIAL AND PROMO CODE

It is important to know that the TSheets package gets high marks in the Intuit App Center - a 5 star (highest) rating to be exact!

If you'd like to take a closer look at how TSheets can help take the pain out of the timetracking and payroll areas of your business, take advantage of their 14 day free trial

Like what you see? Use promo code: BLASACCTG and save 10% off the subscription price of TSheets.

SHARE YOUR THOUGHTS

Currently using TSheets? Feel free to share your experience with it in the comments section below (or click here to access the blog post) - thanks!

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17 Things You Should Be Doing to Reduce Accounts Receivable

My friends at Anytime Collect have put together a terrific resource guide titled "17 Things You Should be Doing Right Now to Reduce Outstanding Accounts Receivable."

Bookkeeper - July 2014As you think about your accounts receivable (you are thinking about them, right?) and the systems you have in place to monitor them, one key fact stands out:

  • Every dollar outstanding in your receivables is a dollar that is NOT sitting in your bank account to fund your operations!

WHAT'S IN IT FOR YOU?

Having an effective credit and collections strategy and related applications has been shown to have the following benefits:

17 THINGS YOU CAN DO...

To get you started, here is a short list of ideas:

  1. Create a plan - this becomes your road map to success in managing your receivables
  2. Provide accurate and timely information - this step covers not just those internally that are managing receivables but also to your customers as well
  3. Set up Key Performance Indicators (KPI) - your favorite NFL team is evaluated by their won-loss record and and other statistics, right? So should your credit and collections systems.

Here are 14 more ideas on how to reduce your accounts receivable.


GET WAY MORE THAN QUICKBOOKS OFFERS...

QuickBooks can provide you with some of the core reports to begin the process of managing your receivables such as:

  • The A/R Aging Summary
  • The Collections Report

However...

QuickBooks is really not so hot at handling the automation many businesses need to see real improvements in reducing the money they are owed.

Enter Anytime Collect.

Anytime Collect is a budget friendly and rich suite of tools you can rapidly implement to start putting a dent in your receivables and keeping them under control.

Anytime Collect has full integration with your QuickBooks as well, so put your worries about double-data entry to rest.

Get more information on Anytime Collect for QuickBooks today or contact me with questions.

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The Income Tracker "Dashboard" for QuickBooks

A great new tool called the Income Tracker has been introduced in QuickBooks 2014.

This little gem can help you get a "dashboard view" of your open estimates, sales orders and invoices - all in one handy place.

In addition, the Income Tracker will allow you to do a number of "batch options" such as printing or e-mailing invoices.

My YouTube video offers a deeper look at how the Income Tracker works. Take a quick look...

 

Remember, you can always save 20% on your QuickBooks upgrade at my web site!

 

RELATED POSTS:

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Time to Trash Your Multi-Colored Pack of Highlighters?

Ok, be honest...

When it comes to tracking your accounts receivable, you've probably got a well refined color coding system using your highlighters week in and week out on tens or even hundreds of pages of your aging reports, right?

It's very likely this system is actually costing your business a lot of money...

DIALING FOR DOLLARS

Open invoices are the foundation for future inbound cash for your business. It is essential to have a really solid and efficient system in place for tracking them.

QuickBooks is great at providing the core reports you need to see the big picture with your receivables.

Unfortunately, QuickBooks is not so great (some have said even worse things!) when it comes to the day-to-day follow-up that is crucial for an effective accounts receivable management system.

ANYTIME COLLECT TO THE RESCUE

What if you could have a system that automatically pulls data out of QuickBooks, and then gives you a completely modern set of tools to automate your accounts receivable collections process?

You can!

I was so impressed with the Anytime Collect accounts receivable management software for QuickBooks that I recently signed on as a referral partner with them.

TOOLS YOU NEED FOR EFFECTIVE RECEIVABLES MANAGEMENT

Anytime Collect comes pre-loaded with the following (this is just a short list of all the ways it can help you trash your pack of highlighters):

  • Action Center - a tool that tells you who to call, when to call, what invoices are involved, etc. According to Paystream Advisors, this allows up to a 300% increase in the amount of time you spend on actual collections compared to businesses using a manual system. Just imagine how that translates into better cash flow!

  • Communication Center - allows you to manage every piece of communication (phone, e-mail, fax, carrier pigeon - ok, just kidding about that) in one place.

  • Dashboard/Intelligence Center - a live snapshot of just what is happening within each piece of your accounts receivable management processes and procedures.

  • Full integration with QuickBooks - no double-data entry needed.


LEARN MORE ABOUT ANYTIME COLLECT

If you're looking to slash the amount of cash your business has tied up in accounts receivable or find ways to get more collections work done in less time, Anytime Collect needs to be on your radar...

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Today is an Awesome Day to...

Run your QuickBooks profit and loss report to see how your business is doing.

To me, this report is one of the three most critical reports you should be monitoring on a regular basis. The other two? Your accounts receivable report and a cash flow report.

If your business only gets a profit and loss report (aka income statement) when your CPA hands you a wad of papers at tax time, you're really, really missing out.

Without hesitation, your profit and loss report should be reviewed on a monthly basis.

ACCESSING THE PROFIT AND LOSS REPORT

Getting there is easy - click Reports > Company and Financial > Profit and Loss Standard. You'll see something that looks like this:

Now come the hard parts of dealing with your income statement:

  • Making sure the information in the report is accurate
  • Trying to figure out what it means (in something other than accounting-speak!)

GET THE HELP YOU NEED TO MAKE SENSE OF IT ALL

Knowing that you aren't an accountant (and likely don't want to be!), I've created two easy ways to get you the help you need to manage (and improve!) your finances.

Take a closer look my solutions:

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Building Better Business Finances: A New App for Tracking Accounts Receivable

If your business sells on credit, it's downright essential to have a winning system in place to track the bucks your customers owe you.

When was the last time you evaluated how well your business tracks it's receivables? Back during the Nixon administration you say?

A BETTER SYSTEM IS JUST A CLICK AWAY

It goes without saying that you should take advantage of the reports that are baked into QuickBooks that relate to accounts receivable.

The A/R Aging Summary Report (be sure to see my tip to improve on it!) as well as the Collections Report are excellent places to start.

However, many businesses use these reports as starting points in building a system for monitoring accounts receivable. They also cobble together other tools such as e-mail, Excel and others as part of their "system"."

SIMPLIFY WITH ONE SYSTEM -> INTRODUCING FUNDING GATES

 

FundingGates is a new application designed to help simplify your receivables management, and put everything you need in one easily accessible place with 24/7 access.

A look under the hood shows these benefits for your business:

  • Track all conversations in one centralized location
  • Know who pays late and who is on time
  • Eliminate of notepads and spreadsheets
  • Send reminders with a single click
  • Collect on deadbeat accounts that don't respond
  • Sync with your QuickBooks - one click does the trick

Get a free trial of FundingGates so you can see just how it can simplify your management of accounts receivable.

GET 15% OFF YOUR SUBSCRIPTION

As a special bonus, I have arranged for you to get a 15% discount on your subscription to FundingGates. Simply use code FGPRC8131 during your registration process, and you're good to go!

Have thoughts to share on FundingGates or other aspects of managing accounts receivable? Feel free to share them in the comment box below...

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