56 posts categorized "Tools and Tips for Small Businesses"

Easily Import and Export Information Between QuickBooks and Excel With Transaction Pro Tools

Ever find that your business needs the ability to import or export information between QuickBooks and Excel?

Of course, QuickBooks natively offers the ability to export any report to Excel, and does offer the ability to import customers, vendors, and items via Excel too.

But if you need more features, functionality, or control over moving information in and out of QuickBooks, you'll want to take a closer look at the Transaction Pro tools from Baystate Consulting.

TRANSACTION PRO IMPORTER AND EXPORTER

Baystate has created both a Transaction Pro Importer tool to take data from Excel or CSV files and import it into QuickBooks. Their Transaction Pro Exporter program moves data the other way - from QuickBooks to Excel or CSV files.

What type of information are we referring to here?

This is just a short list of the information you can move between QuickBooks and Excel:

  • Customer lists, vendor lists, chart of accounts
  • Item lists (including inventory assemblies!), fixed asset lists
  • Groups and price level lists
  • Item receipts, purchase orders, bills, bill payments
  • Sales orders, sales receipts, estimates, invoices
  • Much, much more...

FREE TRIAL IS AVAILABLE

Care to try before you buy? Fully functional demos of both the Transaction Pro Importer and Exporter tools are available (there are limitations on the number of items you can import/export in the trials of course).

I have found the Baystate team to be exceptionally responsive and helpful to customer inquiries, and they have a very helpful support forum as well where folks can exchange ideas and get questions answered.

Hope you find these tools to be great additions to your tool kit...

 

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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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History of Items Purchased Report in QuickBooks

Many businesses that carry inventory need to run a purchase history of those items now and then for planning purposes.

If you are one of those businesses, QuickBooks delivers with the Purchases by Item Summary report.

Located by clicking Reports > Purchases > Purchases by Item Summary (there is a detail version too!), you'll unlock a report that looks like this sample (click the image for a larger view):

Purchase by Item Summary Report

Here you can easily pick the range of desired dates, and QuickBooks will then populate the report with the quantity of the item purchased and the total dollars spent on that item as well.

NOTE: This report works just as well for non-inventory parts too!


GETTING A MORE GRANULAR VIEW OF THE PURCHASE HISTORY

Here's a tip if you want to do a more detailed analysis of the purchase history of your items:

On the report above, look for the option at the top of the report that says "Show Columns" and change it to month. Here is how it would look once you do that:

Purchases by Item Summary by Month

In this view, you can see on a monthly basis exactly what is happening with the purchase history of each of your items!

Pair this with the ability to export this report to Excel, you have unlocked a simple yet powerful way to track the purchase history of your inventory and non-inventory items in QuickBooks!

RELATED TOPICS:

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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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Understanding and Tracking Inventory in QuickBooks -> A Webinar for You

Join me and take a deep dive into the core inventory functionality within QuickBooks Pro, Premier and Enterprise.

On Thursday, February 25, 2016, I'll be hosting a webinar that digs down into the details of what you need to know, including:

  • How to set up and use inventory properly in QuickBooks
  • Figuring out why your current setup isn't working as planned
  • The key differences between inventory parts, non-inventory parts, service items and other charges
  • An understanding of the key inventory reports available to you
  • Much, much more...

We'll be walking through the entire order to shipment process as it relates to inventory in QuickBooks.

For more details and to reserve your spot (be sure to take advantage of the early bird pricing), visit my QuickBooks Inventory Webinar page 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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QuickBooks Report Filter Enhancements

If you find yourself using the filter option while working with QuickBooks reports, you'll like this new feature (first appeared in QuickBooks 2015 products):

Check out this screen shot for more details:

Report Filter Updates

Note there is:

  • A new search box to quickly locate a filter
  • An alphabetic sort in the available filter options (finally!)

Sometimes, it's the little things that help, and this would be one of those...

ADDITIONAL RESOURCES

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What a genius idea! For Dummies book series tackles sales tax

Repost from Avalara.com

Life lessons. They’re never ending. There’s the stuff that you’d like to learn like paddle boarding, pasta rolling, conversational Spanish, and there’s the stuff that you have to learn, like web design, drywall hanging, and programming the DVR. We’re guessing sales tax falls into the latter category. Because, let’s face it, unless you’re a member of Mensa (or a masochist), sales tax is hard. And boring.

But now it doesn’t have to be. Avalara wrote the book on making sales tax easy. No seriously, we did. Okay, we had a little help on the “easy” part from the folks at For Dummies. Yes! That’s right; those massively popular bright yellow and black books that that offer useful instruction on, well, everything.

Odds are you’re familiar with For Dummies. Hard not to be, with more than 1,800 titles to choose from on everything from sushi to sewing to search engines and now (with Avalara’s help) sales tax.

Sales-&-Use-Tax-for-Dummies-120x240

The beauty of these DIY guides is that they take topics that are inherently overwhelming to most of us and condense them down into something digestible. Who doesn’t love that? Sales & Use Tax Compliance for Dummies is a 49-page powerhouse of plain speak on everything sales tax from understanding nexus (the obligation to collect sales tax based on sales activities) to product taxability to proving tax exemption to registration and returns filing. There’s helpful tips to avoid costly mistakes that could led to an audit and practical reasons to consider automated tax software to make compliance easier to manage.

It’s a simple, straightforward look at a not-so-simple problem and a primer on why getting sales tax right is so important—and so hard to do on your own. There’s counsel for businesses of all types and sizes on how to make this process easier and business cases for tax-decisioning software that works right in the financial systems you already use in your business—from QuickBooks for smaller businesses to ERP or ecommerce systems for larger companies with more complex selling structures.

It’s a quick read (and a must read)! Download your free copy of Sales & Use Tax Compliance for Dummies.

Download Now

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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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