The 5 Best QuickBooks Apps for eCommerce

QuickBooks® is undoubtedly the most popular accounting software targeting small and medium sized businesses. The software contains a lot of useful features that ease the task of managing money and understanding your profitability. What’s great about the accounting software is that it supports the integration of hundreds of third-party apps, greatly expanding its functionality and boosting employee productivity. Below you’ll find the 5 best QuickBooks apps for eCommerce. Each app has been highly rated by users.

The QuickBooks apps can help businesses save time and expense while managing business resources, and all of the apps recommended here are available through the Intuit App Center. They are reasonably priced, making them affordable for small business owners. Some of the apps integrate with QuickBooks desktop while others work with the online version of the accounting software.

Here we will take a look at 5 great QuickBooks apps that are especially suited for small business owners.

1. Unify
Unify is one of the best QuickBooks apps for eCommerce firms. The app allows you to track everything relating to your online website including expenses, revenues, fees, customers, and products inventory. It integrates with about 70 e-commerce platforms and automatically syncs all accounting related data to QuickBooks.

2. Amazon Sync – Unify

Amazon Sync allows online business owners to save on the cost and time involved with transferring Amazon account data to QuickBooks. The app features tons of functionality to sync sales information across multiple channels, view financial reports, and email customer lists to email marketing platforms for carrying out promotional efforts. It works with QuickBooks Online and desktop, Amazon, eBay, Bigcommerce, Etsy and various other eCommerce platforms.

3. Magento QuickBooks App

Magento online app developed by JMA Web Technologies allows you to sync inventory, customers, products, and orders with QuickBooks Online. For integration with the desktop version, you can use another software made by the company known as Connex for QuickBooks. Using this third party app, you can automatically sync accounting related data with QuickBooks.

4. eBay Sync

eBay Sync integrates with QuickBooks Online and desktop editions. It saves the time involved in transferring data from eBay to QuickBooks. The third party QuickBooks app allows you to stay organized. You will always remain up-to-date on the financial position of the company. You’ll gain insights about the trends and margins of your sales.  Plus, you can view financial reports that show you order volume, revenues, expenses, inventory and much more.

5. ShipRush

The fifth best accounting software for eCommerce firms is ShipRush. It allows you to compare rates, obtain discounted postage, and print shipping labels. You can import shipping orders from QuickBooks Online and print labels for FedEx, UPS, and US Postal Service. Another popular option is ShipStation. Review and compare to determine which app suits your needs best.

Apart from the above, you can find a number of online apps that help you run your eCommerce store. Third party QuickBooks apps can save you the time, cost, and effort involved in performing accounting related tasks. If you want to add to the list of best QuickBooks apps for online firms, feel free to share a comment.

To read an in-depth article on QuickBooks Online versions, click here.

‘ Top 100 ProAdvisor ‘ Terumi Echols

With more than 25 years in the accounting and marketing world, there isn’t much that Terumi Echols’ hasn’t seen. What she sees a lot of these days is disruption. Mobile. The cloud. Artificial Intelligence.

The role of today’s accounting professional, as Terumi sees it, continues to evolve into that of an advisor – a trusted ally who can go deeper than what the numbers say for her clients.

She honed her expertise on both the business and creative sides of the business. So when it comes to financial accountability, Terumi, MBA, ACOPA, ACPA, knows what kind of difference a ProAdvisor can make in today’s ever-changing business climate.

As the VP of Client Services for the Brilliant Solutions Group, she works closely with small- and mid-size companies offering services, solutions and support wherever and whenever needed.

The Business Solutions Group’s focus is on providing strategic solutions tailored to meet its clients’ business and industry-specific needs.

What Does It Mean To You To Be Recognized Out Of More Than 200,000 ProAdvisors In The World?

Being recognized means that, in part, the time, energy and effort put into ProAdvisor training is, not only keeping me update on the nuances of the software I love, but it also means I am serving my clients well and staying abreast of business change. ProAdvisors are striving to be the change, and I’m blessed to be one of them.

Your first thoughts on getting news of the honor?

My first thought was, “Wow. How amazing is that? You go girl.” There are so many talented and gifted ProAdvisors. I was shocked and humbled by the recognition.

How has your ProAdvisor practice changed or evolved over the last couple of years?

Today, 95 percent of our clients are using QuickBooks Online with the majority of those using Plus, and 20 percent use integrated apps like, Receipt Bank, TSheets, Gusto, Shopify, and others.

Why is continuing to enhance your skills and acumen critical to staying one step ahead of the curve?

The shifts in technology and the disruptors to our industry and our clients seem unending. Small businesses need advisers who are aggressively seeking new ways to help them manage their business activities. They are looking to us to reach beyond the data to provide insights. They are also looking to us to advise them on relationship management, such as connecting them to bankers, lenders and payment processing that works for their businesses, not places just dotting the “i’s” and crossing the “t’s.”

To read more, click here: Insightful Accountant.

Automating Sales Tax Returns with Taxify

Preparing and filing sales tax returns can be a time-consuming activity. Filing sales tax returns in a timely manner is essential to avoid paying costly late fees. Although QuickBooks allows businesses to organize and prepare sales tax, it does not help with the filing of these taxes.

Taxify is a comprehensive solution that helps businesses not only prepare but also file sales tax returns. Below is a detailed look at the software and how it works. Overview of Taxify Sales Tax Software.

Small and mid-sized business organizations spend around $63,000 annually on sales tax compliance and filing, according to the  Aberdeen Group research firm. The top challenges for businesses submitting sales tax include excessive labor time, poor accuracy, and delays in filing.

Taxify saves costs on filing sales taxes while complying with legal and state tax laws. By automating tax compliance, Taxify also saves on the time involved in tax preparation. Taxify integrates with QuickBooks to offer automated sales tax filings and features real-time sales tax rates and industry based tax calculation.

<img alt="taxify connected apps">

Although the software is suitable for all types of businesses, it was specially built to cater to online businesses. Using the tax software, online businesses can simplify the tax preparation and filing process. Taxify also integrates with dozens of eCommerce platforms including Magento, Bigcommerce, eBay, Amazon, Shopify, and Woo Commerce. It even integrates with the PayPal payment platform for order and product information transmissions in bulk.

Benefits of Taxify

Most tax apps are either complicated or too expensive for businesses, yet Taxify offers various benefits for businesses. It is a comprehensive solution at an affordable cost. It automatically determines the tax amount relating to a particular jurisdiction and tracks taxes on an order-by-order basis. Last and most importantly, it is easy to implement and use.

Automating Sales Tax Filing

With QuickBooks integration, Taxify literally puts sales tax reporting on cruise control. It saves time and cost of accountants in preparing and filing taxes with its AutoFile capability. You can integrate the software with a few clicks of the mouse.

With the AutoFile service, you can streamline the process of filing sales tax returns. You can file in every state and local area in the US. It will automatically fill out the return by taking information from QuickBooks and other integrated software. Moreover, the software automatically writes a check for the amount due or pay via ACH in the case of returns filed electronically.

Paperless Filing of Taxes

Taxify helps small businesses file taxes electronically. Businesses can file taxes without printing paper, licking stamps, or signing checks. All the tasks occur electronically, so you not only save stationery costs, but you also do your part to minimize your company’s carbon footprint.

File Taxes Accurately in the US

A big challenge for small businesses is -determining the sales tax rate applicable in their jurisdiction. The reason is that tax rates can from county to county within the same state. Taxify maintains the tax rates for thousands of jurisdictions, so you are guaranteed an accurate accounting of what’s due when.. You just have to specify the state and local jurisdictions where you need to file taxes, and the software will automatically calculate the taxes based on the tax rates applicable in that area. You can submit the sales tax returns yourself or use the AutoFile service to file the taxes.

Easy QuickBooks Integration

Taxify integrates with QuickBooks easily. Once you take the steps to connect the accounting software with Taxify,  your QuickBooks orders and products are perfectly synced without the need for manual entry. You can perform a sales tax gap analysis and file accurate sales tax returns using your QuickBooks data.

Avoid Errors in Filing Taxes

The software helps avoid errors and inaccuracies when submitting taxes. Businesses can use Taxify to submit accurate sales tax returns that comply with the sales tax laws. It automates the sales tax compliance using real-time tax rates in state and local jurisdictions.

Moreover, the software prevents human errors and helps generate forms that are ready-to-sign and/or dispatch electronically. This helps you avoid sales tax gaps and late submission of your returns. As a result, you avoid the prospect of paying late fees by relying on Taxify’s easy to use automated tax compliance software.

Easy Auditing of Sales Taxes

The sales tax accounting software allows access to past sale tax reports and transactions. This makes it easy for the auditors to examine the past records of the company. Moreover, it saves costs for the company because you don’t have to spend time making the sales tax data accessible for the auditors.

Excellent Customer Service Support

Businesses benefit from exceptional customer service support when using Taxify. Their team knows sales tax. They want to help you get your sales tax preparation done efficiently and effectively, so you can have peace of mind and devote your time to your other business responsibilities.


Taxify greatly simplifies the task of tracking and calculating sales tax that is due to your local and state agencies. The software has established itself as a leading sales tax compliance software, garnering glowing praises from business owners in a variety of industries. There are different plans available based on your monthly transaction volume. Every price level includes simple setup, automated tax filings, and live phone support. You can also upgrade your package anytime as the sales tax filing needs of your business change.

What’s New with QuickBooks 2017

The latest version of Intuit’s QuickBooks accounting software has arrived. This latest release of the accounting software contains a lot of new features and impressive improvements. Let’s dig in to find out the value added new features of the QuickBooks 2017, so you can decide whether upgrading to the latest version is worth the money.

Scheduled Reports

Scheduled Reports in QB Desktop 2017

If you email QuickBooks reports on a regular basis, you will certainly like the new Scheduled Report feature in QuickBooks Desktop 2017. The new feature allows you to create a schedule to automatically email memorized reports to the recipients. You can select the frequency and time of the day on which to send the report, and the software will do the rest for you. The reports can be scheduled by the Windows Administrator.

Keep in mind that this feature is for single user mode only. The feature will not work with hosted environment or Multi-User Setup. Also, you must have the default email program open on your PC for the feature to work. Lastly, the feature will not work if the PC is turned off or has been placed in hibernation or sleep mode.

2. Locate Vendors and Customers Faster

Find Vendors

Find Customers







Another great new feature in QuickBooks 2017 is the Vendor and Customer Type filter. You can click the magnifying glass under the Vendor tab, and then select the Vendor Type from the drop-down menu. Similarly, you can select the magnifying glass under the Customer and Jobs tab and then click on Customer Type from the drop-down list.

The option greatly helps in searching the required vendor or customer. You can easily locate the information about the vendor or the customer by applying the search filter.

3. Apply Amount Filter

Apply amount filter 1

Apply amount filter 2Apply amount filter 3





A valuable new feature included in QuickBooks Desktop 2017 is amount filter. This will greatly help in finding the required transaction in QuickBooks. You can apply this filter in transaction search (Edit >Search > Amount > Range), reports (Customize Report > Filters > Amount), and advanced find in QuickBooks (Edit > Find and click the Advanced tab).

Note that cash basis reports do not support amount filter. In addition, you won’t be able to apply this filter for multi-currency transactions.

4. View Applied Filters and Deleted Users on QuickBooks Reports


Applied FiltersDelete Users




In QuickBooks Desktop 2017, you can view applied filters on the report when you select the Show button. You can view all the filters and also print them if required. In the printed report, the filters will be shown on the last page.

Apart from the applied filters, you can also view users that you have deleted on the report. In previous versions, the report displayed ‘unknown’ for deleted users. The name of deleted users back to version 2014 will appear in Audit Trail and other reports in QuickBooks.

5. Improved Search Criteria

Search Criteria

Improved Search Criteria









QuickBooks 2017 boasts of improved search criteria. You can select multiple names like Item, Vendor, Customers, and Account Filter. You can find individual names and select and de-select names from the search criteria. The advanced search feature will save a lot of time in finding the required transaction in QuickBooks.

6. Notification in Record Deposits

Record Deposit Notification

In the Banking section of the QuickBooks home screen; you can see a record deposit screen. The latest version of the accounting software now displays a red notification that shows deposits that need to be entered into QuickBooks.

7. Monitor Credit Card Status

Monitor Credit Card Status

A useful new feature in QuickBooks 2017 is that it allows you to keep track of credit card purchase status. Whenever a credit charge has been approved, you will see a ‘Cleared’ stamp next to the transaction. This will make it easier for you to keep tabs on approved credit purchases.

8. Enhanced Multi-user Mode

Enhanced Multi-User Mode

The QuickBooks Admin will certainly like the improved multi-user mode in QuickBooks 2017. Now the admin can easily switch to single-user mode without much of a hassle. You can view who is active and give them enough time to save their work. Moreover, it’s easier to communicate to the users to save their work and log out from QuickBooks. The Admin can give a time limit to the users, and also cancel the time limit if required.

9. Improved Search Feature

The new search feature allows you to see the possible matches when you type in the search field. The program looks at the first few letters that you type in the field and displays the required results. For example, when you type ‘Customer Storage Shed’ in the search box, you can view items that match customer, storage and shed.

Remember that space is required for the program to recognize a word. If you type ‘CustomerShed’, the software will not display the required information.

Apart from the above, QuickBooks 2017 supports additional features and bug fixes. Memorized transaction will not show blank when you have applied the frequency filter. Also, users with no or limited access will not be able to change the general company preferences.

The latest edition of QuickBooks Desktop supports high-resolution monitors. It also supports Windows 10, .Net 4.6, IE 11, and Mozilla thunderbird Email clients.

So, should I Upgrade to QB 2017?

The answer is not that simple.

By reading about the new features include in QB 2017, you will be able to make up your mind on whether or not to make the switch. Updating to the latest version of the accounting software is not the best option for everyone. While there aren’t significant additions to the latest version of the accounting software, many would find the new features helpful while performing their daily work. You must consider the costs involved versus the benefits of upgrading to the latest accounting software. Need help with the decision? Give us a call.


2017 Quick Tax Guide for Small Businesses

For most small businesses, the few months of the year means preparing for the tax season. They have to finalize the previous years’ invoices, receipts, and other documents for tax filing. However, before you meet with your accountant to prepare your tax returns, here are a few things you should know regarding the tax season 2017.

About the Tax Season 2017

The most important thing that you should keep in mind is that the deadline for filing taxes has been changed this year. The filing dates of Partnerships and S-Corps have been moved up, while C-Corps’ filing dates have been pushed back.

The due date for Partnerships (Form 1065) and S-Corps (Form 1120-S) has been pushed up from April 15 to March 15. Also, the filing date of C-Corps (Form 1120) has been pushed forward from March 15 to April 15.

Make sure that you keep the new deadlines in mind when preparing for the current tax season. Small businesses that miss their deadline for filing taxes will have to ask for an extension from the IRS. That being said, the taxes are still due on the tax day even if the IRS grants an extension, and any money owed to tax collection agency must be paid.

Tips to Prepare QuickBooks Online for Tax Time

QuickBooks Online (QBO) can make the process of filing taxes super easy for the accountants. Almost everything that you need to enter into the tax returns will be available in the QBO accounts. But you need to ensure that the accounts accurately reflect the transactions carried out during the year. This is a critical step. Otherwise, if the IRS finds any errors such as missed transactions during an audit, you will have to pay a hefty fine.

The first task that you should do is review the accounts and ensure that they correctly reflect actual transactions. Make sure that all the credit and cash transactions are entered into the accounts. Also, you should review the accounts and ensure that the transactions have been categorized correctly. Here are some of the other things that you should specifically look at when reviewing the accounts.

    • Transactions recorded to uncategorized expenses and income
    • Duplicate Transactions
    • Old balances in the account receivable and payable,
    • Old balances in the undeposited fund’s accounts

Next, you must review the profit and loss report and balance sheet to ensure they accurately reflect the transactions entered. Also, don’t forget to reconcile and update the bank account.

Once the above steps have been completed, call your accountant to prepare the tax returns. Remember that taking these steps will make the tax process straightforward and uncomplicated. You will save your accountant time and you will save money. It will also ensure that tax file doesn’t contain any errors, thereby, avoiding the need to pay the large fine to the IRS.

QuickBooks 2017 R4 Update

A Look Inside QuickBooks 2017 R4 Update

Intuit, the maker of QuickBooks accounting software, has recently released the R4 update for the US version of QuickBooks Desktop 2017.  Manually download the update from the QuickBooks support webpage.

The latest update of the popular accounting software includes a number of changes such as improvements in scheduled reports, 1099 tax filing, corrections to bank feeds and much more. Here we will look at some of the most valuable improvements in the latest update of QuickBooks Desktop 2017.

1. Additional Filters
The R4 update allows the users to specify different filters in reports. Also, the user can click on the blue hyperlink text to edit the selected filter. The last page on the printed report displays the filter descriptions.

2. Smart Search Option
Another great improvement in this latest update is the smart search feature. List names can be found quickly once the first few words are typed in the search box. For instance, if you type Family, the search box will display one or more matches to the keyword in the drop down box.

3. Improved Scheduled Reports
The scheduled reports feature is revamped in the latest update of QuickBooks Desktop 2014. You can select schedule reports by selecting them from the memorized report list. Also, you can schedule automatic delivery of the reports to other persons. The attachments are password protected and sent in the PDF format.

4. Credit Card Clear Status
Credit card clear status will be displayed after you apply the R4 update. The Cleared status word with a checkmark will appear whenever a credit payment has been reconciled to the merchant’s statement.

5. Copy and Paste Line Details in Time Sheets
The latest update of QuickBooks Desktop 2017 allows you to copy and paste line details in the weekly time sheet cards. This makes it easier for the accounting personnel to process time-in information of the employees.

The above are some of the new and improved features of the R4 QuickBooks 2017 update. Apart from introducing new features, the latest update also resolves some of the issues with the scheduled reports.

After you apply the R4 update to QuickBooks 2017, you no longer have to select ‘run as administer’ to create scheduled reports. Also, schedule reports even if you have an older version of QuickBooks installed on the PC.

In addition, QuickBooks informs you of any issues that must be resolved before you can run or create a schedule. The information is displayed before you start the scheduling process instead of after scheduling the tasks. Also, you don’t need to turn off the quick startup feature in order to schedule the reports.

The latest update of QuickBooks 2017 also introduced several changes that improved performance and stability of the accounting software. Contact your friendly neighborhood QuickBooks Pro Advisor if you want to learn more about the R4 QuickBooks Desktop update.

alt="QuickBooks Online Job Costing"

Job Costing Using Class Tracking in QBO

Intuit’s cloud accounting application, QuickBooks Online, is the preferred software choice of small business owners. And, this is not surprising. Intuit continuously improves QuickBooks Online to meet the ongoing demands of businesses. It makes performing accounting tasks a breeze.

QuickBooks Online also contains numerous features like a mobile app to manage your business on the go and class tracking. We will a talk more about the class tracking feature in QuickBooks Online.

So, What is Class Tracking Anyway?

Class tracking is a useful feature that is available in QuickBooks Online Plus only. With this feature, you will be able to track income and expenses transactions to specific projects, jobs or departments.

Although, technically speaking QuickBooks Online doesn’t feature job costing, you can make it work using class tracking. Using this feature, you will be able to track customer jobs. There is another method to track customer jobs known as the sub-customer method, but we will cover that topic in another article.

For now, you should know how to enable class tracking in QuickBooks Online.

Setting Up Class Tracking in QuickBooks Online

You can setup class tracking in QuickBooks by following these simple steps.

Step 1: Click on the gear icon on the upper right corner of the screen.

Step 2: Now, select Account and Settings listed in the sub-menu under Advanced.

You will be presented with the picture as shown below.

alt="Class Tracking On"

Step 3: Scroll down until you see the Categories section, and click on Track Classes.

And that’s it. You have just setup class tracking in QuickBooks Online.

Jobs in QuickBooks begin with an Estimate. You will be able to add Class directly within the Estimate, Invoice, Expense, Check, etc.

To add a new class, you must select Add New from the sub-menu in the Class column.


Apart from the above method mentioned above, you can also add Classes from the Class Lists as depicted in the figure below. You can access Lists from the Gear icon in the top right navigation.

alt="how to find lists"

Just click on All Lists. A new window will open up like the one below.

alt="Where to find class lists"

Next, you must select Classes from the Lists screen. To add a New Class, you must click on the New button. Next, you must add the required Class, and then save it.

You can track each of the jobs by creating reports in QuickBooks Online. You can create budget vs actual report,s as well as profit and loss by class report for the job.

After the job has been completed, you can remove the Class from the list. Note that a Class will not actually be deleted, but it will be made inactive when you delete it from the list. You will still be able to see classes along with the related expenses by generating a report.

For a more in-depth look at the process, click here to see a video on Class Tracking.

Results CRM

Results CRM QuickBooks Integration

QuickBooks® is  a reliable, affordable, and feature-rich accounting software that is ideal for small to mid-sized businesses. The software comes with powerful features that simplify complex accounting tasks. Despite its versatility and flexibility, QuickBooks can’t possibly satisfy every business needs. As a result, most other tasks are best performed by third party add-ons that connect with the software to extend its functionality.

One of the add-ons that we will discuss here is Results CRM that is a must have for every small business owner. This application helps you manage relationship data, contacts, marketing campaigns, leads, sales quotes, and expenses. It also allows you to prepare reports that you can view to make important financial decisions relating to the business.

And above all, the application brings a new meaning to connected applications. It supports multi-directional integration with 3rd party applications such as Constant Contact, SmartVault, and much more. This greatly helps enhance business productivity.

Results CRM – Features and Functionalities

Results CRM is an important business productivity tool for any business. Some of the value added features of Results CRM are briefly mentioned below.

Contact Management

Results CRM provides complete contact history. It combines contact information from different departments becoming a “one-stop-shop” location for accessing contact data. The software merges information from sales, customer relations, accounts, and other departments, and makes it accessible for relevant personnel within the company.

When the employees know what has been promised to the customer, what are the requirements, and what is the scheduled delivery date, they are better able to serve the customer and exceed expectations.

Sales Management

Using Results CRM, the sales manager can easily monitor and manage sales opportunities and leads. The software allows sales personnel to send quotes, create follow-ups, and better manage sales pipeline. It streamlines sales workflow and preserves every detail from the sales process from first contact, sales quote, invoices, and payments.

Automation and Customization of Processes

Another great value added feature of Results CRM is that it allows creation of custom processes and automates assignment to company personnel. It provides  for the creation of process templates that are customized to the needs of the business.

The processes are automatically assigned to the person(s) at a specified time. This ensures consistent delivery of services that result in complete customer satisfaction.

Tasks Schedule and Assignment

Using Results CRM, you can view available resources and open tasks that can be assigned to the employees. Through its user friendly interface, you can easily view task schedule and assignment. It features a Work Group calendar. You can drag and drop assignments and reschedule workloads in no time.

Scheduled activities can be sorted by date, customer, product, and assigned personal. This provides maximum flexibility and control in viewing and scheduling assignments. The end result is a happy customer who will gladly recommend services of the company to friends, family, and cohorts.

Maintain Accurate Customer Information

Results CRM allow information accuracy when it comes to managing purchase orders and invoices. All the contact information can be kept up-to-date, which will ensure that the quotes and invoices are sent to the correct address.

Project Management

One of the most useful features of Result CRM is that it allows tracking of product status, costs, tasks, resources, and revenues. Using the customer relationship software, managers can know how to schedule and optimize the workflow. With just a few clicks of a button, they can get detailed information of the project to ensure that everything is in order.

Customer Invoice Management

A great feature of Results CRM is that it allows billable employee time to be converted into invoices. The software integrates with QuickBooks, and transfers accounting relating data. Users can view products ordered, payments, account balances without needing to access the accounting software.

Results CRM Pricing Plan

Results CRM has three different options available to users based on their requirements. Let’s take a look at each of the plan to see how they best serve different needs of the customers.

Results CRM – Standard Plan

The standard Results CRM plan is well-suited for sales and marketing team of a company. At the moment, the standard plan costs $95/month for five users. This is apart from the initial set-up cost of $395. The standard plan provides sales personnel to manage leads and customers, create a to-do list, prepare and send quotes, and evaluate sales opportunities. It preserves sales processes and automates scheduling thereby allowing sales personnel to deliver consistent results.

Results Business Suite

The Results Business Suite plan builds upon the features of the CRM software offering more control over managing projects, invoices, and processes. At the moment, the plan costs $195/month for five users, while the initial set-up cost is $595.

Results Field Service Management (FSM)

Results FSM costs $295/month for five users with the initial set-up cost being $985. This plan is suitable for general contractors, electricians, HVAC repair technician, and other companies that have employees working in the field. It allows remote multi-device access that helps in managing workforce spread over different geographical locations.

The initial set-up cost, also known as onboarding cost, includes training and support services provided by the company personnel. It includes user setup information where the users are trained to properly setup and configure the systems. Moreover, the service includes customization of lookup tables according to requirements of the company.

The onboarding service also includes information on QuickBooks integration, Outlook integration, and Constant Contact integration if required by a company.


QuickBooks and Results
Results CRM is a robust tool that helps businesses provide exceptional customer relationship services. The software helps sales teams and managers efficiently manage their sales pipeline. It also connects with a host of external applications including SmartVault, QuickBooks, Constant Contact, Outlook and various others that boost business productivity, and make a positive impact on the bottom-line.

By integrating Results CRM with QuickBooks, all of the account related information of the customer is synced with the accounting software. This saves time and costs of the accounting personnel recording customer related data including invoices, bills, and much more.

alt="Corelytics Basics"

Corelytics QuickBooks Integration Basics

Corelytics® can help you understand vital signs of your business. It connects with QuickBooks® and other accounting software to give you important insights about your business. The application generates trends, forecasts, goals, and benchmarks that can help owners visualize and share vital accounting stats relating to the business.

Three words that best describe Corelytics and what it does are: Monitor, Diagnose, and Adapt.

By using this QuickBooks add-on app, your accounting staff will spend less time preparing reports and more time diagnosing the financial health of the business. The software app allows you to gauge the overall financial health of the business and gain valuable business insights.

Let’s see what some of the value added features of Corelytics are and the benefits they offer to you as a small business owner.

About Corelytics: How it Offers Value to Business Owners?

alt="Corelytics Finacial Dashboard"

Corelytics is a financial dashboard that can give deep insight into your business. The software app uses predictive analytics that ties to industry benchmarks. It connects with QuickBooks to provide owners with a visual overview of their business.

The application can give you an intelligent and quick analysis of the business health without making any data entry. By just a few clicks of the mouse button, you receive detailed and intelligent insights about the financial performance of your business.

Corelytics helps you monitor financial opportunities and challenges. It keeps you on track about the business health and lets you make key strategic decisions to chart the future direction of your business. Using this software, you can understand vital signs of the business and make important financial decisions.

Probably the best thing about Corelytics is that it aggregates industry data and presents the information in the form of a simple to understand graphs. In this way, you can compare your company’s financial performance with that of the industry.

Growth Trends

Corelytics financial dashboard provides you with information that helps you gauge both short and long term trends. Using this information, you get a clearer picture of your business and understand where it’s headed. This information proves invaluable when making important financial decisions and helps make a meaningful impact on bottom-line of the company.

LOB Gross Margin

Another great feature of Corelytics Dashboard is that it helps you find out about the line of business (LOB) that is putting a drag on the company and which is generating profits. This allows you to see the problem areas that need to be tweaked or fixed. It also shows areas that need do not require change, so you avoid wasting resources on things that aren’t broken.

Contributions of the Staff

A useful feature of Corelytics is that it gives indication of revenue generated by full time equivalent employee (FTE). If the revenue per employee is decreasing, it will give an indication of employee productivity at the company. As a result, you can take appropriate actions to rectify the problem, and boost overall company profitability.

In conclusion, Corelytics allows business owners to find answers relating to the financial health of a company. By integrating QuickBooks with the application, you can gain deep insight into the financial health of your business. And, you improve the odds of success by making the informed decisions.


alt="How to Create Budgets in QBO"

How to Budget Using QuickBooks

Budgets are important for any business irrespective of its size. The activity helps keep finances on track by prioritizing expenses. This is especially important for small business owners who run a business on a limited budget. They need to conserve money to meet essential company expenses, and stay in the business.

Whether you are trying to pay back a loan or just trying to cover your company’s expenses, it’s in your best interest to make a budget. Without this you cannot efficiently manage your limited resources, and meet unexpected business expenses.

The good news is that you can easily create a budget in QuickBooks®. With just a few clicks of a button, you can quickly create a budget for your business. In this article, you will learn about how to setup a budget in QuickBooks Online and Desktop versions.

How to Create a Budget in QuickBooks Online

The first step to take when creating a budget is to set the first month of the company’s fiscal year. To do this, you must perform the following simple steps.

Step 1: Select the Gear icon on the upper right section of the screen, and click on the Company Settings.

Step 2: Next you must click on the Advanced in the Settings window (see figure below).

alt="QBO Settings"

Step 3:   Now, you must set the fiscal year by clicking on the pencil button in the Accounting section to set the First month of fiscal year.

Step 4: Once you have set the fiscal year, you must click Done.

After you set the fiscal year, your next task is to prepare a budget. You can easily create a budget using an on-screen wizard. To set up a budget, you should perform the steps that are outlined below.

Step 1: Again, select the Gear icon on the upper right screen, and click on Budgeting (see figure below).

alt="Budget WIzard in QBO"

Step 2: Create a Budget wizard will start that will provide instructions on creating a budget. Once you’ve read the instructions, you must click next.

Note: You must add QBO website as an exception to blocked pop-ups in your browser. This is important otherwise the budgeting wizard will not start.

Step 3:  In the next page of the on-screen wizard, you need to select an option to establish budget amounts. You can select option to start with actual amounts from last fiscal year, create a budget from scratch, or copy from an existing budget. Click Next when you have specified your preferences.

Budget Setting

Step 4: In the third page of the on-screen wizard, you will have to specify whether you would like to subdivide the budget. By subdividing a budget, you will be able to track separate accounts for each of your customers. Click, Next when you have made a selection.

Step 5: In the last page of the step-by-step wizard you must select a fiscal year, and then name the budget. Once this is done, you click Finish, and you are presented with a screen that is similar to the one below.

alt="Budget Input Screen"

Step 6: At the bottom of the screen, you will find boxes. You must click on any cell, and then enter the required values. Select Enter by list box and choose Monthly, Quarterly or Yearly to enter respective amounts. You can also enter an amount and click on Copy Across to have the amount copied in every boxes. Clicking on the Save button will transfer the amount in the boxes to the respective income and expense item listed at the top of the page.

You should repeat step 6 for each of the item in the budget line. That said, you don’t need to enter a budget amount for every income and expenses listed on the screen.

Step 7: Once you have completed entering the values, you must click on Finished.

Congratulations! You have just set up a budget in QuickBooks Online.

How to Create a Budget in QuickBooks 2016

The process of setting up a budget in desktop version of QuickBooks is somewhat different than creating a budget in QuickBooks Online. You need to follow the steps below to create a budget in QuickBooks 2016.

Step 1: Select Company, Planning & Budgeting, and then Set Up Budgets.

Step 2: Next, you must select Create New Budget. The following window will show on the screen.

alt="Create New Budget Screen"

Step 3: You must specify a year, and choose the type of budget that you want created in QuickBooks. Selecting the Profit and Loss option will reflect all activity for the year, while the Balance Sheet option will reflect ending balances. The former creates a budget of income and expense amount, while the latter creates a budget of assets, liability, and equity. Normally, you would create a budgeted income and expense account. Click Next, once you are done.

Step 4: In the new screen, you can specify additional criteria and instructions. You can budget using Class or Customer: Job information. Again, click Next, once you are done.

Step 5: Now, you should select an option whether you want to create a budget from scratch or using values from a previous year’s budget. After you have made a selection, you should click Finish.

alt="QBO Budget Grid"

Step 6: You will see a screen similar to the one shown in the figure above. Here you can specify the amount that you want to budget for a particular item. Enter the monthly budgeted amount in each of the cells. To copy a value across the row, you should click on Copy Across Button. Also, you can click on Adjust Row button to adjust values by a specific percentage, for instance increasing the amount by 25%.

Note: If you selected to create a budget using last year’s value, the screen will be already filled with values.

Step 7: After you have entered all the values, you must click Save, and then OK at the bottom right corner of the screen.

Well done! You have just created a budget in QuickBooks 2016.

In the end, creating a budget will allow you to better manage your finances. You can prioritize your expenses and ensure that important expenses of the company are being met. Just remember to set aside money for unexpected costs for expenses that occurs out of the blue.

alt="QuickBooks Online Subscription and Pricing"

What are the Benefits of QuickBooks Online?

QuickBooks  Online (QBO) is the cloud version of the popular accounting software by Intuit®. It is the perfect solution for anyone that wants the ease and flexibility of access while on the move. Over the past few years, Intuit has done a lot of tinkering to cloud accounting software. Today, the online edition of the popular accounting software comes with powerful features and functions. This has made it the most popular choice of small and medium sized business owners.

Using the cloud accounting software, you can benefit from dozens of features that will streamline the function of managing company financial data. Here, we put the online edition of the accounting software under our magnifying glass to find out what it offers in value added benefits to companies.

QuickBooks Online Benefits: What’s in It for You?

QuickBooks® Online stands apart from its competitors when it comes to ease of use and time saving functionalities. The subscription based accounting software is available in different versions that you can select according to your company’s needs and requirements. These include Self Employed, Simple Start, Essentials and Plus that costs $10, $15, and $30 and $40 per user per month, respectively.

All the versions of the cloud accounting software provide basic accounting functionalities as well as advanced features such as:

  • Connecting online accounts and downloading transactions
  • Automatic upgrades and backups
  • High grade security
  • Reporting features
  • and Mobile access

Below are some of the value added benefits you gain by purchasing QuickBooks Online.

a. Access Anytime, Anywhere
The most important benefit that you gain from using QuickBooks Online is accessing the software from anywhere and anytime. There is no need to be confined to your desktop PC to know how your company is faring financially. You can easily access the software while on the move using an internet enabled device.

And you know what’s even better. You can access the software anytime even late in the night when your office is closed. This is beneficial for those late owls who find that they think better during the night. You can access the company data while you are on a vacation abroad to track your company’s finances, and give direction to the employees if necessary.

b. Managing Remote Employees
A great benefit of QuickBooks Online is that it allows you to better manage remote employees. If your company have workers that perform tasks at remote locations, you can use the software to keep track of their work time. When your workers use time-in compatible attendance software that syncs with QuickBooks, accounting data such as number of hours worked, late arrivals, holidays, etc. can automatically transferred from the online attendance software to QuickBooks Online. This eliminates the need to manually enter the data in QuickBooks. Thereby, you save precious time for your accounting personnel. The end result is increased productivity of the accounting personnel and reduced operational costs for the company.

c. Third Part Software Integration
Without hesitation, one of the most important benefits of QuickBooks Online is integration with third party apps. The online version can easily connect with other popular third part apps such as Spotify, SalesForce CRM, Square, Revel POS, and eCommerce payment software platform.

Integrating the accounting software with the third part apps will keep the accounts updated in real time. You will always have access to accurate and up-to-date accounting information. Moreover, it will ease the task of the accounting personnel in performing their tasks and reduce the chance of error in manually entering the data. As a result, they can prepare timely, error free, and quality accounting reports for you that will prove invaluable in charting the future course of the business.

d. User Friendly Interface
A great thing about QuickBooks Online is its easy-to-use interface. You can easily access important functions without having to navigate deep into the menus. Most of the accounting tasks can be performed by clicking just a few clicks of a button.

The left vertical pane consists of tabs that you can click to access Vendors, Customers, Employees, Reports, Transactions, Taxes, and Apps. A gear icon located towards the top portion of the screen gives you easy access to advanced accounting features. Overall, the user interface is simple and less cluttered as compared to the desktop version of the accounting software.

The reports can be filtered and customized in a way that you get exactly the information you require. Generally speaking, although the reporting feature is not as robust as the desktop version, most business owners are satisfied with the amount of information provided by the QBO reports.

e. Automatic Updates and Backup
With QuickBooks Online you don’t have to worry about updating the software or creating a backup of the company file. The company file is automatically backed up. Moreover, you also don’t need to upgrade the software every year. The accounting software automatically updates on the back-end. This allows you access to the most recent features and functionalities.

How Does QuickBooks Online Differ from Desktop Version?

Now that you know the benefits of the QBO, you might be wondering how the online version differs from the desktop version. The simple answer to this question is that if  you want flexibility to access the software from anywhere, you should opt for QuickBooks Online.

However, if you want powerful features like the following:

  • Average cost valuation of inventory
  • Batch invoicing
  • Multiple price levels
  • Batch time sheet entry
  • Modify and covert estimates to sale or purchase order
  • Advanced reporting features

You should buy one of Desktop version of the accounting software. Contact us for assistance in choosing the best software option for your business and to receive special discounts.



QuickBooks small business software

QuickBooks: Small Business Accounting

Are you the owner of a small business enterprise, and wish to expand your company in the near future? In order to achieve your dream, you need to ensure the smooth management of all business expenses. Otherwise, losses may prove the main hurdle to your future aspirations.

The efficient management of finances is one of the most important aspect for every small business. Without a proper accounting system to ensure timely payments, small business owners find it hard to keep a track of all their expense accounts. Generally, limited funds and a set source of income make it difficult to manage company expenses. As a result, entrepreneurs and small business owners need an accounting solution that offers them efficient bookkeeping with no hassle. This is where QuickBooks accounting software comes into the picture.

It is premium accounting software designed with the expressed idea of assisting business owners who lack the accounting knowledge and skills to manage their company finances effectively.

Running Your Small Business Better

QuickBooks is the all-in-one solution to efficient business financial management. The software features offer a system that ensures timely payments to vendors while keeping track of all the different company payment transactions. It maintains a much needed record that provides business owners with a clear idea how their business is progressing.

Following are some of the helpful features that can help with the efficient management of all company expenses and income accounts.

Send Invoices Easily

QuickBooks generates customized invoices for your business. As a result, your customers receive invoices created by you.  Add your company logo to the design of your choice. Also, include customized fields in the system generated invoices.

Accept Payments through the Software

QuickBooks helps businesses accept payments through online systems as well as by means of a mobile payments system. This makes it possible to ensure the smooth and efficient management of invoices and on-time payments to from the customers for a positive cash flow.

Track Sales and Expense Transactions with Ease

The software generates detailed reports and statements that help business owners keep track of all company expenses and sales. The software generated records are highly accurate and free of any risk of human errors that could affect the records of the company.

With system generated records available for scrutiny, it is easy to skim through documents and entries. More importantly, you get an idea of the different expenses handled by the company. As a result, you can remove or reduce any unnecessary expenses to make the business more profitable. Hence, you avoid the wasteful squandering of your limited resources.

The software maintains an updated view of all the company sales and expenses, and assists the business owners to get a clear idea of their generated profits. This gives a good understanding of the current financial condition of the company, enabling the owner to make guided decisions in the future.

Integrated Payroll Feature

Employee salaries are a major company expense. And, an integrated payroll feature ensures easy management of workforce salaries and record-keeping. QuickBooks also manages your payroll taxes and monthly, quarterly and annual payroll filings.

Linked To Your Online Banking Account

Link QuickBooks to your online bank account for all business related transactions. Doing this, helps you to keep a track of your expenses easily and without any hassles. With the online transactions connected with the software, you can control and monitor all transactions.

QuickBooks automatically uses data from your bank to update your company financial records. Therefore, it removes any chance of error because of manual data entry, and it also saves you valuable time.

The software is so sophisticated. It automatically classifies transactions according to your accounting method by arranging the data and management of your accounts.

Ensure and Enjoy Fast Payments

QuickBooks accepts debit and credit cards for business convenience, as well as ACH payments by customers. Invoices can be sent by email. And, business owners can check the status of their invoices in real time.

Easy VAT Calculation

Intuit equipped QuickBooks with a feature that lets company owners easily view their VAT liability. This helps them complete and file their return each quarter and avoid any legal problems.

The software generates profit and loss statements and balance sheets. These statements give an accurate idea of the current financial condition of the company.

Use the Software on a Variety of Devices

QuickBooks syncs easily to a variety of devices. Therefore, your financial details are available whenever you need it. The software can be accessed through computers. iPhones, iPads and Android devices provide easy access while on the go.

More importantly, password-protected logins and firewall protected servers give you piece of mind. QuickBooks also uses the same encryption technology (128 bit SSL) as the world’s top banks. As a result, your data is secure.

Backup Database Feature for Information Protection

QuickBooks offers a feature for keeping a backup of your daily transactions, so the information is safe and secure. Files are automatically backed up once a day, every day. Business owners can keep their critical financial data in the cloud.

QuickBooks is a complete accounting solution. It is the answer for many small business owners worries. Especially, those who lack the accounting skills and knowledge to manage their company finances will find it efficient and effective.

Finally, for more information on small business accounting, read article Tips for Starting and Growing Your Small Business.


QuickBooks attachments tips and tricks

QBO Attachment Feature Enhanced

QuickBooks Online (QBO) contains a number of powerful features including document attachment that makes accounting a breeze. You can save a great deal of time when you use QuickBooks accounting software for recording financial transactions. The cloud accounting software provides great flexibility in managing accounting information for small business users.

One of the top features is the ability to attach documents to transactions such as estimates, expenses, bills, and invoices. You can use attachments for various purposes such as:

  • Attaching contracts to invoices or estimates
  • Adding receipts to expenses for such things as making purchase in stores etc.
  • Attaching bills to payments and expense forms

The attached documents can be used by auditors to verify payments made using the online accounting software. Intuit improved and enhanced the feature in QuickBooks Online, allowing users to add a picture to name of product or services regardless of whether it was inventory, non-inventory, or service item.

Recently, the attachment feature in QBO received a slight upgrade. Now, users can attach documents and pictures to list names including Vendors and Customers.

How Do You Upload an Attachment in QuickBooks Online

You can upload different types of attachments in QuickBooks Online. They can be in the form of scanned photos, PDFs, and Word documents among others. The attachments can be uploaded from multiple places in QuickBooks. These include:

Individual Transaction Forms — You can upload attachments when recording new transaction such as an estimate, an invoice, or expense. The attachment will be linked to the transaction that you can view at later time.

You can add attachments by creating a new transaction and selecting Create (+), and then Estimate, or Invoice, etc. Afterwards, you must scroll down to the attachment section and drag-and-drop new attachments.

The attachments that are linked with estimates and invoices can also be emailed to the customers. To do this you need to click on ‘attach to email’ and then send to the customers. This is a great way to keep the client updated about the transaction by sending relevant photos or reminders.

Attachments Page — This is a convenient place to upload multiple attachments from a single location. You can then link them to individual transactions. Go to the QuickBooks Attachments page: Gear > Attachments.

Attachment features in QuickBooks Online

To upload the attachments, drag and drop them in the attachment window. Also, you can click on the paper clip icon to select the files that you want to attach in QBO. The attachment file cannot be greater than 25 MB.

Sort attachments by clicking on the header area above the attachments, Name, Type, Size, and Note. You can also edit the attachments by adding a note.  Click in Action column, click the Down arrow next to the appropriate item, and select Edit. A window will open showing you the receipt and a Notes area where you can add additional relevant information.

On the Attachments page, you can create a compressed Zip file of multiple attachments. You can also link the attachments to expense/invoice from this window. Furthermore, you can edit or delete the attachments, and print them if desired.

One last tip, you can zoom in on the details of each attachment displayed on the page. Just click in the Action column, click the Down arrow next to the appropriate item, and select Edit. A preview of the receipt or attached document will open. Use the mouse to zoom in on document and scroll either vertically or horizontally to view detail of the invoice. You can also use Up, Down, Left, and Right button to view details of the attached documents.

Bank Feed and Register — You can also add attachments in the Bank Register and Bank Feed areas. To upload an attachment in the bank, you go to Registers via the home page or Chart of Accounts. Click on Register, then the gear icon, and lastly, attachments.  You will be able see an Attachments column appear. It is indicated by a paperclip icon. You can see which transactions have an attachment and those that do not.

Quickbooks- Bank Feed and Register
To attach documents in the Banking area, you must select a transaction by clicking on the line item. The line item will open up to display more details on the transaction, and the Add Attachment link in blue. Select Add Attachment, the file window will open, so you can attach the appropriate document.

Quickbooks-bank and credit cards

Customer Center — The latest upgrade allows you to add attachments from the customer center. Using this feature you can add multiple attachments to transactions for any of your customers.

To add the attachment, you must click on the Customer Center. Then, select the name of the customer.  The Attachments field can be found at the bottom of the screen under the Customer Details tab. Click on the paperclip icon or drag and drop your desired attachments. You can add and link multiple attachments to the customer. View the attachments by clicking on the customer name. Select customer details. Then, select the attachment that you want to view. A new window will open in another browser tab or screen.

Attach records to customers


Vendor Center — Another upgrade is the option to put attachments with Vendor names.  To add attachments, go to the Vendor Center. Click on the name of the vendor. You will find Attachments field at the bottom of the screen under the Vendor Details tab. Similar to adding attachments in Customer center, you can select and upload multiple attachments.

Preview attachments by clicking on the Vendor name, and then select Vendor Details. A new window or tab will open where you can view the attachment details/image.

A final tip, you can attach email receipts in QuickBooks Online. This is a handy feature to attach receipts received from online vendors such as Amazon and Uber. To save the receipts, you must click on the attachment, save them on the desktop, and upload them to QuickBooks.


The QuickBooks Online attachment feature is certainly useful for accountants. The saved attachments come in handy during the audit of the company accounts. These attachments serve as primary documentation of your business expenses. Each and every expense can be traced, thereby, helping your accountant and auditors to verify your expenses.

The information mentioned here will make it easier for you to add attachments in QBO. If you have further tips to share relating to QBO attachments, you can comment in the box below.

Projector – One of the Best Hosted Solutions Designed for Professional Services Firms

A projector is an online software solution that can be integrated with QuickBooks Online and Desktop to offer enhanced accounting functionality. The software is designed for consulting firms and automates their accounting process. Projector is not a single software, but a total integrated solution for optimizing accounting tasks and activities.

Users can export Account Payable, Account Receivable, and General Ledger transactions to QuickBooks. Moreover, the software also allows import and export of the customer and employee data in QuickBooks, and synchronize the data on a continuous basis. Lastly, the software offers analytical reports and tools that can help when reconciling and auditing accounts during the closing process of an organization.

Here we will explore the powerful functions and features of Projector in enhancing and optimizing the accounting functions of companies.

Projector – An Overview
Projector Overview

The secret of running any professional services firm successfully is to efficiently manage three important resources – human, capital, and time. These three resources are the critical ingredients that when managed properly can allow the business to reach the height of success. Inefficient resource management, on the other hand, leads to increased cost of operations that will make it difficult for the firm to survive over the long term. By integrating QuickBooks with Projector software, you can efficiently manage the company resources that will ultimately lead to an improved bottom-line.

Projector online accounting solution offers tools to better manage the resources. The software contains three key functionalities: Resource Scheduling, Project Accounting, and Enhanced Project Management. The modules are customized for the firms that offer consultancy services. Some of the modules of the online service include:

  • Time and expense entry
  • Creating invoices
  • Billing review
  • Resource scheduling
  • Budgeting and tracking
  • Task planning and tracking
  • People and project management
  • Detailed analytical reporting

The online add-on also contains multi-currency and multi-company sub-ledger that seamlessly connects with QuickBooks accounting software. Whether you want to accurately invoice your client, gain greater control over resources, or manage different projects, Projector online solution offers it all.

Detailed Overview of Projector
Projector software is designed especially for professional service firms. The professional suite comes with powerful features and functionalities that will allow you to control your costs and improve your bottom-line. The efficient intuitive interface of the online enterprise class solution makes it easier for you to reap benefits and streamline your accounting operations. The software is delivered on a cloud-based Software as a Service (SaaS) platform that is ideal for both small startup businesses to big multinational companies.Let’s take a look at each module in detail.

Project Accounting Module
The Projector accounting module allows you to keep track of the time and expenses you have invested in various projects. The module makes it easier to manage the invoicing process. Using the module, you can bill clients with the correct amount in a timely manner. The online software helps ensure that every time and cost invested in the project is billed accurately and sent to the client. The software can act as a sub-ledger of the project in your general ledger, and automatically sync the information with QuickBooks.

Resource Scheduling module
The resource scheduling module allows you to efficiently manage the human and capital resources your company. Using the software you can easily assign staff to projects. The software allows project managers to make the right decisions and ensure that the tasks and activities are completed on time while utilizing minimum resources. Project managers can also describe the type of resources needed based on certifications, skill sets, and physical locations. The software gives greater control to project managers in allocating resources to different projects. Using the resource scheduling software will help with effective utilization of resources and can have a positive impact on operational costs, revenues and overall company profitability.

Project Management Module
Project management module offers more power and control in planning, tracking, and implementing tasks and activities of a project. The module is a simpler and low-cost alternative to Microsoft Project that allows project managers to check the project health in complete detail. Moreover, the software also allows better collaboration and coordination among the team members that goes a long way in ensuring that the project is completed according to exact specification of the client.

Apart from modules, Projector also contains various foundational layers that greatly help in optimizing accounting functions and tasks. The layers allow accounting personnel to have greater control and visibility of the expenses that determine the health of the business.

1. Projector Visibility Layer – This is a powerful feature that allows you to customize the dashboard. You can modify the dashboard to view the information that is essential for making the right business decisions. Moreover, you can use the powerful analytical reporting engine to create reports that can help you perform ad-hoc analysis of accounting data. When combined with the software’s operational dashboard and email alerts, you will have accurate and updated information about the current position of your business.

2. The Control Layer – The control layer allows you to manage user permissions and workflows. It gives you greater control over what information each individual is allowed to access and when. You can conduct full audit trails to see what the employees did on a particular day. With the control layer, you can setup the software in different ways to manage different parts of the project and organization.

3. The Integration Layer – This layer allows you to integrate Projector with other important systems used by the company. Apart from QuickBooks, you can integrate the online software suite with (a powerful customer relation management tool) and Microsoft Project (Project management software). The fully integrated system will work wonders in improving operational efficiencies and streamlining operations.

Final Remarks!
Overall, Projector is a fine online accounting solution that is specifically tailored for service firms. You can use the software to better manage and utilize your resources, which can lead to an improved bottom line.

How BillQuick and QuickBooks Work Together to Streamline Small Business Operations

BillQuick is easy to use time tracking, service billing, and project management software. The software is suitable for different kinds of service businesses including architects, CPSs, computer consultants, engineers, contractors, marketing consultants, and others. BillQuick integrates with Intuit’s QuickBooks desktop software to streamline several accounting functions.

Using this software, business owners can maintain Job, Customer, and Employee data, and Activity and Expense codes tables. If you are a small business owner, and you want to further streamline the accounting function in your business, then you should continue reading. We will reveal not only the function of this QuickBooks add-on but also its benefits.

Overview of BillQuick Integration with QuickBooks
BillQuick can be integrated with QuickBooks to expand on its time tracking, project management and service billing accounting features. The add-on enhances these accounting functions and makes it more efficient. The software helps accounting personnel perform these additional tasks in less time, resulting in increased cost savings for your company.

BillQuick comes with its own billing, time and project management features. You will NEVER have to enter the data twice when integrating the software with QuickBooks. Moreover, you can fully customize the integration, and you have control over when, where, and what data is synchronized. Your accounting personnel will be working smarter instead of harder when using this QuickBooks add-on. The software improves data entry accuracy, avoids duplicate entry of data, and provides better control over the way accounting functions are performed.

The following tables depict how the data flows between QuickBooks and BillQuick.


Highlights of BillQuick Functions
The main benefit of using BillQuick is that it automates repetitive tasks, which in turn, saves time for your staff. The software is suitable for all business sizes and is completely scalable. You can choose Basic, Pro and Enterprise versions depending on the needs of your business.

BillQuick software will allow you to speed up time keeping processes, decrease the time involved in the billing process, and help you gain a better understanding of the different projects your team is handling. Moreover, you can check compliance with the Defense Contract Audit Agency (DCAA) with a single click of the mouse. Below you will find a brief description of the various tasks you can perform with BillQuick:

1. Time & Expense
BillQuick includes a time card that records employee work time, overtime, compensation, and vacation, sick, and holiday leaves. Time Card is available in spreadsheet, calendar, and stopwatch format. You can create time entries from the TO-DO items. Moreover, you can also run multiple timers at the same time. You can also record the expenses in different currencies!

You can view full history of time and expense entries including the date of submission, approval, or refusal from authorized personnel. This history can prove to be invaluable during audit – internal and external – of the accounting process. Also, you can link images and documents to the time and expense entries.

2. Project Management
The project management module of BillQuick allows you to instantly see the status of projects. You will know what projects that are in the red (loss) and have incurred more cost than budgeted. You can also schedule tasks and activities through an interactive Gantt chart. This chart can be customized by dragging, stretching, and dropping tasks on the timeline.

An employee workload forecaster allows you to view the tasks assigned to each employee in calendar format. By glancing at the colored-coded calendar, you can quickly find out the status of tasks assigned to the employees. You can also learn what staff members are being underutilized or overextended. Moreover, you can also keep watch on the next forecasted project and assign available staff to the project.

Apart from managing project tasks and employees, you can also use QuickBooks to manage project expenses. In addition, a revenue forecaster calculates the revenue based on the existing and forecasted expenses. This tool allows you greater control over managing cash flow.

Other highlights of the project management module include the following:

  • Assign employees, tasks, and expenses to projects
  • Track status of projects in real time with automatic updates and notifications
  • Organize and classify the projects according to four stages of workflow:
    • Project
    • Phase
    • Segment
    • Sub-segment
  • Select from among different contract costing methods including:
    • Fixed Fee
    • Recurring
    • Hourly
    • Cost + Percentage
    • Cost + Fixed Fee
  • Compare actual costs versus the budgeted costs Billing and Accounts Receivable
    Billing and Accounts Receivable is another important module for the QuickBooks accounting software. The module allows you to view all the information you require to improve the collection process. Using the QuickBooks add-on, you can view key historical data, payment history, and account notes. You can see an aging summary of account receivables for 60, 90, 120 days and more. Moreover, you can view the aging reports in multiple formats and utilize a number of filters to view the receivable data.BillQuick also allows you to create billing invoices using 180 templates. You can perform batch processing, create PDFs, customize the reports using Crystal reports, and much more.Accounting Module
    The Accounting module of BillQuick enhances the powerful functionality of the QuickBooks accounting software. You can perform bank reconciliations, view trial balances, chart of accounts, and make payments to vendors. You can also view both cash-basis and accrual balance sheets and profit and loss reports.You can select from approximately 500 report templates when creating accounting reports. The report center allows you to filter the information, so you can view important aspects of your accounting data. Employee snapshot offers a breakdown of resource utilization and billable work. This information is especially helpful for consulting firms, so they can accurately bill their clients for work performed.Bottom Line!
    On the whole, BillQuick® is one of the most powerful add-ons for QuickBooks Desktop. The software seamlessly integrates with QuickBooks and extends its features and functionalities. Using this QuickBooks add-on, you can lower the administrative costs, save time in performing billing and expense functions, and efficiently manage the projects.

Intuit Partners with FundBox to Streamline Invoice Financing Function

Intuit® announced partnership with FundBox® earlier this month to tap into the powerful features of the invoice financing software. Intuit’s QuickBooks is one the most popular accounting software programs available, especially among small business owners. The company’s collaboration with the invoice financing software will allow it to further extend services to its customer by capturing customers that use FundBox for invoice financing and also provide financing options to QuickBooks customers.

QuickBooks online users can now link their accounts with the FundBox. This will offer greater convenience to the users in performing accounting function and tasks. As a result of the partnership between the two companies, small business owners that depend on QuickBooks accounting software will be able to get quick access their capital or funds in FundBox from the QuickBooks interface.

Users won’t have to leave QuickBooks to get access to the working capital. This will make it easier for small business owners to gain access to the capital to finance short term needs of the business.

FundBox: How it Works?
FundBox is an invoice financing software that helps small business owners to obtain cash advance on outstanding invoices. Also known as account receivable financing, invoice financing is similar to invoice factoring that large companies use to obtain cash by selling their customer invoices at a discount to a factoring companies.

The financing option is useful for B2B companies that need instant cash to meet short term financing need. Invoice financing allows companies to address the issue of slow paying customers that negatively affects their cash flow position. The option is ideal for businesses that want quick cash without having to apply for loans. The financing option is also helpful for small business companies that do not qualify or don’t have the time to go through the lengthy process associated with traditional loans.

FundBox is a type of invoice factoring company that offers online funding ranging from $500 to$25,000 to B2B companies i.e. companies that sell products and services to other companies. The funding is usually provided to the companies about three days after approval of the application.

The online software is the most transparent and easiest solution for small businesses to fulfil gaps in cash flow. The process of obtaining fund through FundBox is as simple as 1-2-3.

Step 1- Create a Free Online Account

The first step is to sign in for the service. This process takes about one minute. You need to enter your email, select a password, and choose your online bookkeeping software. The online software will automatically sync outstanding invoice information that you can access in your FundBox account.

Step 2 – Select Outstanding Invoices
Next, you have to select the outstanding invoices that you want to sell for obtaining the cash amount. Instead of waiting around 30 to 90 days or even more for the invoices to clear, you can easily obtain invoice cash by selling them to the FundBox for a discount.

Step 3 – Obtain Money in the bank Account
FundBox automatically transfers the cash amount to your account. As mentioned previously, the cash amount is usually transferred to the account three days after approval of the application. The instant cash may have greater value to you because it can be invested elsewhere to earn additional income.

FundBox Fees and Other Charges
You have to pay a specific clearing fee to the company. When you select the outstanding invoice, you will be shown the exact fees (in US dollars) that you will have to pay the company.

The fee is based on your business’s financial health and also on the amount of outstanding invoices that you want to clear. For instance, the fee for a $1,000 invoice with a due date of three months will be in the range of $52 to $72. The clearing fee is set automatically based on your business health and the specific invoice you want to clear.

The fee is paltry as compared to the amount you can earn on the cash that is obtained earlier. This is due to the time value of money, which basically means that the money that you invest right now will earn greater profits as compared to investing in the future.

Is FundBox Safe and Secure?
FundBox is completely safe and secure. In fact, FundBox claims that safety is the highest priority for the company. In fact the invoice financing company has incorporated state of the art bank level security in its systems that conform to strict safety requirements specified for online companies.

The funds arrive in the accounts safely without much risk of online theft. The highest level safety standards implemented by the company ensure that there is no incidence of hacking or online attacks. In order to assure the fastest delivery of funds into the accounts of the customers, the company sends the amounts before 1:00pm PST on weekdays.

Final Remarks!
Small business QuickBooks users will benefit greatly from the integration of QuickBooks with FundBox. You can ramp up your cash flow positions with the obtained funds. Moreover, the funds can also be used to earn additional income that can boost cash position of the company.

As a QuickBooks user, you will be notified about the option to link your accounts with FundBox on the Sales Transaction page. By linking your accounts with the online invoice financing software, the application process may be cut down from days to even minutes.

Eligible individuals can obtain short term financing against outstanding invoice for up to 12 weeks. FundBox may charge a higher weekly fee as compared to traditional business invoicing companies, but the ease and convenience of obtaining the fund more than makes up for small business owners by easing their short term financial needs.

With a service like FundBox, you will no longer have to worry about cash flow problems. You can easily obtain the required cash to settle your outstanding debts or invest in lucrative investment avenues.  The QuickBooks partnership with FundBox will make it even easier for B2B small business owners to obtain funds by selling outstanding invoices.

QuickBooks® – What Are Items and How Are They Used?

QuickBooks has not only made it easier for organizations to manage their accounting and bookkeeping tasks but with innovative features integrated into the newer versions, businesses can be sure to witness a boost in productivity. A large number of organizations use QuickBooks and for some, it has even replaced the need for an in-house accountant.

Among the many useful tools integrated into QuickBooks, there is another feature called ‘item types.’ QuickBooks refers to items as anything that a company sells, buys, or resells in the course of business transactions. Products, shipping charges, sales tax and discounts are all examples of items. It is easier when items are thought of as something that shows up on an invoice or any other type of sales form.

Different Types of Items
QuickBooks offers around 11 item types that can be presented on a sales form like services and products you sell or the things you buy. You can use items when you create new invoices, create orders for purchase, or you buy new equipment or supplies.

While items provide a convenient way to enter data, much of their role is on the back-end, where all the complex accounting jobs are handled. When you create an item, you are supposed to link it to an account. When the item is used on any type of sales form, it records the entry in the account, i.e. in the account receivable/payable, checking or fixed asset accounts.

Items are really easy to setup, but before you begin, you should decide whether using items is what you want and how you plan to benefit from them. Decide on the nature and amount of details you want on your invoice and other financial statements and be sure to keep these details in mind when you setup each item. For example, if you are a carpenter and you create furniture, you can either charge a flat rate for the entire sofa or break it down into labor and material.

Here are the types of items QuickBooks allows you to setup:
Service: Charged services, like, labors, consulting, and fee.

Inventory Part: Purchases that are tracked as inventory and resold.

Inventory Assembly: Assembled goods, which you purchase, track as inventory and resell.

Non-Inventory Part: Goods you buy but don’t track such as office supplies.

Fixed Asset: An asset, which you don’t plan to convert to cash for at least a year.

Other Charges: Labor, material, service, or, product charges, fees, surcharges, sales tax, handling fee, etc.

Subtotal: Creates a total amount of all the items above it.

Group: Groups offer a great way to associate individual items that appear together on invoices, purchase orders, and other items that can be added to the form at one time.

Discount: Subtracts a percentage or set amount from the total.

Payment: Records the payment received at the time of a sale.

Sales Item Tax: Calculates a single sales tax item at a specific rate that you can pay to a tax agency.

Sales Tax Group: Calculates and keeps records of two or more sales tax items that apply to the same sale.

If you wish to do more with the items option, you may need to look at upgrades for your current version of QuickBooks.

10 Essential Tips & Tricks to Become a QuickBooks Power User

QuickBooks is the most versatile accounting software available. It is ideal for most small and medium businesses. The software can help you monitor business expenses, manage invoices, and organize customers and payroll data. You can set up a chart of accounts for a variety of business organizations with ease. Whether you run a small boutique shop, a financial advisory firm, manufacturing company, or a real estate company, QuickBooks has you covered.

Do you want to know how to accurately record financial data using QuickBooks? Do you want to know how to file tax forms? Do you want to know how to determine your business’s profits or losses? Then, you have to look no further. You will learn this and more so keep reading.

Note: The tips mentioned below relate to QuickBooks 2011 Desktop and above. If you have an older version of QuickBooks, you should upgrade your software since it no longer supported by Intuit. Go to the Products page to purchase your software upgrade.

A. Customize Your QuickBooks Desktop

1. Change the Default View

QB Search

The QuickBooks default screen can be customized according to your preferences. Simply click on Preference and then Desktop View. From this tab, you can opt to change the startup screen, show single or multiple windows on the screen, display home page when opening a company file, or switch to color icons/light background on the top icon bar. You can also customize the display color and fonts displayed on the QuickBooks screen. In addition, if you want to hear specific sounds for actions like minimizing, opening, or closing reports, you can customize this through the sounds tab.

2. Customize the Icon Bar

Customize Icon Bar

The QuickBooks default interface is loaded with icons that you may never need. You may also be missing icons that you may need for easier interface. In order to modify the icon bar, right click on the icon bar and click on Customize Icon Bar from the sub-menu. From this screen you can add and remove icons according to your needs. You can also create new icons by clicking on the Add button. From the Add Icon Bar Item screen, you can select a specific action and write a label and small description of the icon event.

B. Time Saving Tips for QuickBooks

1. Use Keyboard Shortcuts

Similar to other Windows applications, QuickBooks supports a number of different keyboard shortcuts. Using these shortcuts, you can save considerable time in operating the software. Some of the important keyboard shortcuts are listed below:

  • Start QuickBooks without a company file Ctrl (while opening)
  • Create Chart of Accounts Ctrl-A
  • Delete Transaction Ctrl-D
  • Edit transaction selected in register Ctrl-E
  • Find transaction Ctrl-F
  • Go to Other Account Register Ctrl-G
  • Display Transaction History Ctrl-H
  • Create invoice  Ctrl-I
  • Open Customer Center  Ctrl-J
  • Memorize transaction or report Ctrl-M
  • New invoice, bill, check, or list item in context   Ctrl-N
  • Copy Transaction in Register Ctrl-O
  • QuickReport on transaction or list item  Ctrl-Q
  • Open memorized transaction list Ctrl-T
  • Write new check Ctrl-W
  • Display Transaction Journal Ctrl-Y

2. Speed Up QuickBooks Searches

QB Search

You can also customize the QuickBooks searches from the preference screen. The search feature lets you find items in the programs’ help file or in your company file. By default, QuickBooks allows you to choose whether you want to search from the help file or company file every time you make a query in QuickBooks.

If most of your queries pertain to the company file, you can speed up the search by specifying that the software search within that location only.  To do this, click on Preference and then Search. In My Preferences tab, you can specify that the software automatically make a search of the company file without asking you every time you initiate a query.

From the Company tab, you can also specify how often the software updates company file indexes.  Specifying lower duration of indexing will speed up the program. But the searches will not reflect the most recent changes made to the file. In order to update the entries, you can click Update Now button in the window.

3. Automate Form Entry


Do you have to enter certain transactions regularly? Not in a mood to enter recurring transactions every day? Then, let the amazing memory of QuickBooks works its magic for you. QuickBooks can memorize certain recurring transactions like rent payments, utility bill payments, and depreciation expenses. You can specify that the software make entries for memorized transaction automatically. To access the tool, type Ctrl + M.

4. Record Favorite Reports

Do you work on certain reports regularly that you want to access instantly? QuickBooks lets you do this easily. You can designate certain reports as favorites by clicking on the heart icon underneath the report in the Report Center. You can access your favorite reports from the Favorites Tab in the Report Center.

C. QuickBooks Power Tips

1. Batch Invoicing

Batch Invoicing

QuickBooks 2011 and above has a very useful feature called batch invoicing. Using this feature, you can create multiple invoices for a single transaction. To access this feature, go to Customers Menu, and select Create Batch Invoice.

2. Create Customized Templates


In QuickBooks, invoices, purchase orders and sales orders are referred to as templates. You can customize these templates in QuickBooks. Just go to Lists Menu, Templates, and right click on a template. From the sub-menu, select Edit Template. You will be taken to the Layout Designer button. You can import your company logo, so it shows on your documents. You can also download additional templates and colorful themes that will enhance all your templates.

3. Paperless Accounting Through QuickBooks

Did you know that you can achieve paperless accounting through QuickBooks? The software allows you to attach an electronic version of the documents to the transactions either locally or in cloud-based storage. With QuickBooks 2012 and above, this feature is absolutely free. To use the tool, click the Attach button with the paper clip icon in any document or template.

4. Enable Remote Access

QuickBook Remote Access is a cloud-based service that allows accountants and other users to log in remotely. The remote access feature is available in two versions: Full desktop access for $7.97 per month or QuickBooks data access only is priced at $3.95 per month. You can purchase this additional service by going to File > Remote Access in QuickBooks.

The above are just a few of the tips that you can use to make QuickBooks more efficient for your business. QuickBooks allows you to save a lot of time, money, and resources when managing your business income and expense data.  The survival of businesses often depends on timely and relevant accounting data, and this goal can be obtained easily using QuickBooks financial software.

"Advanced Inventory Add-on"

Is QuickBooks Advanced Inventory For You?

So are you managing a small or medium business? How long has it been? Have you tracked your progress and growth? Do you feel it is time to upgrade your inventory management system?

Inventory management is hands down one of the most difficult tasks to do, so difficult that previously before there were any software or programs, it would take small to medium organizations up to 3 or 4 days to manually record the inventory. Then, there came a list of software tools to help manage inventory while taking care of other accounting and bookkeeping tasks, but none of these tools has been as popular as QuickBooks. If you feel that your inventory has grown a lot since you first started, and it is gradually becoming difficult to record, you may need to upgrade to QuickBooksⓇ Advanced Inventory.

How much inventory do you have on hand? What cost accounting methods do you want to implement? What inventory valuation method should you use? What kind of inventory reporting do you wish to use to make good business decisions? You may have asked yourself when it comes to managing your inventory.

The Advanced Inventory Add-On For QuickBooks
The advanced inventory add-on for QuickBooks Enterprise Solutions simplifies inventory management for any sort of business. If you are already using barcodes to manage your inventory, you will experience the complete integration of QuickBooks right away. When you scan, QuickBooks automatically puts your data in the correct fields; moreover, if you don’t have barcodes for products, QuickBooks creates them automatically.

Easy To Use Tools
The Advanced Inventory add-on is loaded with tools and features that can streamline your inventory management procedures within a few minutes.

Bin Location Tracking
One of the most important tools is bin location tracking, which helps you boost efficiency to new a whole new level. This option gives you pinpoint location of each item in your inventory, doesn’t matter if they are located at the end of the warehouse or at the end of another warehouse. One glance at the dashboard and you know the exact location of each item.

Barcode Scanning
Barcode scanning lets you record each transaction for each item without even touching the keyboard. IF you don’t have a barcode system in place, Advanced Inventory add-on creates barcodes for you!

Inventory Transfer
If one location is low on inventory, not to worry, with a few simple clicks you can transfer inventory from one location to another just through a few simple clicks.

A Complete System
Inventory transfer, recording, barcode designing and that is not even all of it. QuickBooks Enterprise Edition, Advanced Inventory add-on gives you a one-stop shop for inventory management. So you can track the inventory in service trucks, a consignment, or even the items which are on the move through air, land or water.

Everything is completely integrated into QuickBooks Advanced Inventory add-on, in fact, once you start using it, you will not need any other software. So the question now is, are you ready to move to the advanced inventory system?

How To Manage Expenses Using QuickBooks

Keeping costs down is not only crucial to insuring profitability for a small-business, it is vital to its survival. Now more than ever, small business owners must be attentive to managing costs. Overspending can quickly put a small business on a path to ruin.

How do you manage your expenses?

1.  Use QuickBooks® throughout the year

  • QuickBooks will help you manage your expenses and make better decisions every day.

2.  Establish an operating plan.

  • A useful tool at your disposal is the QuickBooks budgeting tool.
  • Go to Company, Planning and Budgeting, Setup Budgets.
  • If you used QuickBooks last year, you can pull in data from the previous year as a baseline.
    • Select: Create budget from previous year.
  • You also have the choice to create a budget from scratch.

QB Image 1

  • Tracking your expenses against a budget helps you to stay mindful of the operating targets (goals) you set for the business at the beginning of the budget year. It shows how well you are meeting those targets.

3.  Be disciplined about reviewing your progress against your plan.

  • Set a review schedule (e.g. monthly or quarterly, whichever maybe appropriate for the size of your business).
  • Use the information to make timely and thoughtful operating decisions as the year progresses.

4.  Another useful tool at your disposal is the QuickBooks Forecasting tool.

  • Go to Company, Planning and Budgeting, Setup Forecasts.
  • As with Budgeting, you can pull in data from the previous year as a baseline or you can choose to create a forecast from scratch.
  • A forecast allows you to make month-to-month adjustments to reflect the dynamic events of your business and their effect on your revenue and expense outlook for the year without altering your budget.QB Image 2
  • A forecast helps you track how well you are adjusting to the trends shaping your budget year.

5.  Analyze your expenses.

  • Group them by type: Fixed, Variable, Short or Long-Term
  • Understand how each type drives your cash flow requirements and operating income.
  • Sort them largest to smallest so you understand where you are spending the most.
  • Set goals for reducing expenses, where appropriate.
  • Having an insightful understanding your expenses is foundational to successfully managing your business.

6.  Utilize Tax Planning

  • To help minimize negative tax implications and maximize tax benefits.

7.  Don’t be shy about getting professional help, when needed, to assist you with these important tasks.

  • For additional help call us at: (800) 717-0452

What’s Needed to Start a Small Business?

It’s the dream of many to have a business of their own. Running their own business frees them from being bound to a day job and gives them the authority to be their own boss. Like the sound of that? Then you have come to the right place.

Launching a business is no easy task; it requires the utmost determination, hard work and motivation to leap over the umpteen numbers of hurdles that you may run into along the way. Here’s a general framework that you can follow whenever you are starting up your own company.

Identify the Opportunity
First of all, you will have to review the kind of opportunities you have. What kind of business do you want to start? Each type of business requires a different set of skill, abilities, and knowledge! The choice can be hard, but make sure you grab an opportunity that lies parallel to your passion. If you have passion for something, you may be naturally good at it. For instance, if you’re into cars, then you may want to consider starting up a business related to cars. Get the idea? Let’s move on.

Build Your Business Plan
Just like engineers prepare a plan before they actually start constructing a building, entrepreneurs must also have a business plan that includes each and every detail of how they plan to run their business. From company policies to finances and to marketing – everything is included in a business plan.

Take the time needed to create one. Go to the Small Business Administration site to create one using their free tool. Here’s the link, Going through the process of creating a business plan, using this tool or another one, will make things much easier as you move along your journey.

Get Financing
Without sufficient amounts of money, you may find it difficult to start a business. While you may have enough savings to get you started, many people invite investors to invest in their business. This is where your business plan will come in handy. Investors will want to look at how you plan to use their money, and your business plan will enlighten them on this matter.
Similarly, you may want to approach banks, friends and family or any other sources of finance.

Get Your License and Permits
To start a small business, you will be required to complete some simple paperwork. This paperwork is not too complex; however, it is absolutely necessary. You need to make sure you get all the required licenses and permits to operate in your state, city, and possibly your county. Do a search on the web to find out what is required.

Select Your Business Location
The next thing you would have to do is find a suitable location for your business. Working from your home initially may be a viable option especially if you need to keep costs down. If you plan to conduct your business online, then you may be better off working from your home, at least until your business gets stable.

However, if your work necessitates meeting clients and customers, then you may be better off selecting an office in a business district. Just make sure the location gives off a good first impression of your business. There are a number of virtual offices that provide office space by the hour, conference room space, and mailing addresses. Do your research. The options are numerous. Take your time and determine what will work best for your particular business situation and needs.

Set Up An Accounting System
Proper tracking and management of all your cash inflows and outflows and all your finances are vital for the success of your business. There are numerous accounting solutions for small businesses on the market that can help make the job easier. QuickBooks, for example, is quite popular with small business owners due to its ease of use and abundance of features. QuickBooks also has a number of third party add-ons that provide additional customization that suits your needs. Again, do your research or talk to a QuickBooks ProAdvisor. You’ll be glad you did. 😉

QuickBooks small business software

QuickBooks Adapts to Your Business Expansion Needs

The Business Saga

Most business owners have farsighted vision. Even if they start small, they would rarely plan to limit the scope of their business concern. With time and experience, most business enterprises undergo significant growth and advancement in their field. So if you are laying the foundation today, you need to be prepared for what it is likely to become in the years to come.

How the Large Scaled Businesses Came Into Being?
All large and global enterprises began with a single office, understaffed departments and limited resources. Through strategic planning and management and under the leadership of revolutionary innovators, these organizations grew into global corporations. They now safeguard public interest and enjoy worldwide recognition and consumer loyalty!

Most business owners look up to the leaders of these multinational corporations for inspiration. As the wise people say, “You need to start preparing today if you are looking for a bright future tomorrow”. You need to devise a plan of action that helps you incorporate advancements and growth in your business infrastructure with ease. This doesn’t imply you need to have a large office space or that you need to employ more people than what you need; it simply means that your progress goals should be aligned with your resource transformations.

Problem Identification
There are a few business assets like the place, employee strength and ambience that you can change over time. If your business demands more employees, you can always change your location to accommodate the surplus. However, there are a few intricate things more often related to information technology that cannot be changed as easily. Your accounting and finance software is one of them.

Accounting and finance software does not only record your financial standing on a day-to-day basis but also creates several important business records that serve as a guiding light through the years. Migration of this information database from one platform to another is not easy, not to mention that this information is confidential and of an extremely sensitive nature! If not planned for adequately in advance, your software infrastructure has the tendency to become a limiting factor for your business expansion.

The Solution
There is a simple solution to this problem – QuickBooks. It is a revolutionary accounting and finance software that evolves along with your business needs. As your business expands, QuickBooksⓇ adapts accordingly and offers you a competitive edge over other businesses. With your resource management affairs in order, you have the opportunity to focus exclusively on your business expansion needs.

Why QuickBooks?

There are a wide variety of accounting and finance software tools available in the market. Each software promises to deliver a specific set of features and benefits. Why then should you opt for QuickBooks?

It is a One-Stop Solution
The reason is simple; it offers a full, robust set of all the important features you can expect from an accounting and finance software. In fact, QuickBooks specializes in delivering augmented benefits – those that are not being offered by any competitor. This software has truly set higher expectations with business software in the small to mid-sized business category!

Constant Updates
Another important reason why QuickBooks makes an awesome accounting and finance software for your business is this; it has been through series of improvements. QuickBooks is being updated and improved continuously based on emerging business needs. For decades, newer versions of QuickBooks have been introduced to make account management easier for users.

Most of the new features will be released to your current platform through updates. This means you do not need to go out of the way to purchase new software just because your business has developed a need that is not being catered to by the current version. A simple update will automatically be done to the existing software. This makes it easier for you to scale your current software as your businesses needs evolve. These updates are generally happen seamlessly. It also reduces the downtime during which the update is being made.

QuickBooks Categories
QuickBooks can be backed to a cloud network. This puts all your financial information in a secure environment. It is a virtual storage space lent out by QuickBooks to its customers. Backups are created on this server to make sure recovering information is possible.

Besides this, QuickBooks offer several categories of the accounting and finance software. There is a version for basic users, another for those undergoing transition and one for the experts. You can choose to upgrade your features and services through a single click of the mouse. Since there is no informational migration involved, you get to enjoy the peace of mind while your business is being taken care of professionally.

User Friendliness
The QuickBooks platform is extremely user-friendly. This translates into minimal time spent on learning the software while maxing out the utility of the software. The same goes for the updates and advancements in the software. You can be up and running in no time. So regardless of whether it is a small-scale or large-scale business, you will receive the same quality service and dedication your business requires. After all, global corporations initiated their journey as small scale businesses!

Business Expansion and QuickBooks

The initial years will be the most turbulent ones for your business. This is the time when your effort goes into plowing the ground, trying to plant roots and establishing a solid foundation . However, once this phase is over, you will be surprised at the amount of growth your business can generate. If you are reinvesting your business resources back into your business in a strategic manner, you can initiate a self-sustaining fusion reaction that will multiply through the years.

Through thick and thin, your financial records are on of the most important assets your business owns. It not only reflects experience, but it also speaks to how well the business was managed and how much it has progressed over a given time period. It marks your past, present and future. QuickBooks is the only software that allows you to enjoy peace of mind while staying adept with your business expansion concerns. So what are you still waiting for? Test drive QuickBooks today.

Tips for Starting and Growing Your Small Business

Small to medium businesses are growing in the US day by day, largely because of so many opportunities still out there resting in the market and also due to the entrepreneurship ‘trend’ that has recently begun to take over. Small businesses are also a great way to target the many niches looking for a better solution to their needs.

As small businesses are, well, ‘small’, they have the opportunity to progressively establish themselves as leaders in their categories, depending upon the nature of the business. However, not all small businesses are successful, and there could be a lot of reasons, like lack of knowledge of the market, lack of research or simply, lack of funds or even motivation.

So, what can you do, to stay in the market and keep your business growing? There are some essentials to starting and growing a small business, like:
Understanding Your Brand and Your Target Market
Starting any sort of business means first, you will have to conduct profound market research. What is currently lacking in the market? Who needs the products or services you are willing to step into? What are specifications like age, income, lifestyle, and other demographic, geographic, psychographic features of the niche you are targeting?

To start off right, you need a good understanding of your product, market and the customers and a profound understanding of your brand. Your brand is not just the color, logo, or visuals; they are the experiences your customers share with your brand.

Be Unique
The success of small to medium businesses purely depends on being unique and standing out. If you are successful in portraying your brand as unique, you should be successful in establishing factors that make your offerings unique. Don’t forget to put these unique qualities into the company’s advertising and marketing messages.

Make Sure The Customers Know The Face Behind The Business
One of the most common reasons behind small businesses failing is the absence of the owner. Not only do employees lose motivation due to the absence of the manager, but also this can lead to a rapidly generating fleet of unsatisfied and unhappy customers. Always be present, and find ways to interact with your customers so that they know the face behind the business.

Build a Community And Following
Most small to medium businesses also fail because they are unable to build a community around them- why is it so important?

Building a community, using both online and offline methods gives your business solid opportunities to grow and progress. People start to trust your brand, and you can also keep conducting seminars and events to enhance the image of your brand.

These tips are just a starting point for you to begin thinking about as you work through and develop your business further. Also check out