13 posts categorized "Dashboards for QuickBooks"

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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Dashboard Option for QuickBooks: WebKPI

What if you need a dashboard for QuickBooks that has more power and functionality than is offered in the Company Snapshot tool?

Enter WebKPI!

POWERFUL, CUSTOMIZABLE DASHBOARD FOR QUICKBOOKS

WebKPI provides the ability to choose from a predefined library of dashboard templates or you can even build your own.

KPI is the acronym for Key Performance Indicator and this tool lives on the web as a service - hence the name WebKPI.

Here is a list of some of the features found within WebKPI:

WebKPI Features

Starting at $30/month for the base package, consider how much time WebKPI can save you when it comes to capturing and reporting the KPI for your business or organization.

WANT TO TAKE A CLOSER LOOK AT WEBKPI?

Just fill out this quick contact form and I'll be sure to connect with you to provide some additional details and insights.

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