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Helping businesses make dollars & sense with QuickBooks 301-696-1303 www.muirassoc.com Timesaving Tools & Strategies Powerful Timesaving Tools and Strategies.

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Presentation on theme: "Helping businesses make dollars & sense with QuickBooks 301-696-1303 www.muirassoc.com Timesaving Tools & Strategies Powerful Timesaving Tools and Strategies."— Presentation transcript:

1 Helping businesses make dollars & sense with QuickBooks 301-696-1303 www.muirassoc.com Timesaving Tools & Strategies Powerful Timesaving Tools and Strategies for QuickBooks Users

2 Helping businesses make dollars & sense with QuickBooks 301-696-1303 www.muirassoc.com Monica Mitchell Muir Timesaving Tools & Strategies

3 Helping businesses make dollars & sense with QuickBooks 301-696-1303 www.muirassoc.com Powerful Timesaving Tools & Strategies for QuickBooks Users Timesaving Tools & Strategies

4 Helping businesses make dollars & sense with QuickBooks 301-696-1303 www.muirassoc.com Time Helping businesses make dollars & sense with QuickBooks 301-696-1303 www.muirassoc.com Timesaving Tools & Strategies Problem Areas Time tracking Job Costing Payroll Invoicing …. Common Issues Overwhelm Stress Costs of overtime …. Limited Resource

5 Helping businesses make dollars & sense with QuickBooks 301-696-1303 www.muirassoc.com Time Helping businesses make dollars & sense with QuickBooks 301-696-1303 www.muirassoc.com Benefits of less time spent on books Lower payroll/overtime More sales More billable work Less stress Go home sooner! Other Timesaving Tools & Strategies

6 Helping businesses make dollars & sense with QuickBooks 301-696-1303 www.muirassoc.com Streamline Workflow with Power Tools Power tools in QuickBooks Remote access Integrate with other software/services Timesaving Tools & Strategies

7 Helping businesses make dollars & sense with QuickBooks 301-696-1303 www.muirassoc.com Power Tools in QuickBooks Benefits Save time Cut down on errors Can save money Timesaving Tools & Strategies

8 Helping businesses make dollars & sense with QuickBooks 301-696-1303 www.muirassoc.com Helping businesses make dollars & sense with QuickBooks 301-696-1303 www.muirassoc.com Version of QuickBooks Timesaving Tools & Strategies Power Tools For feature comparison chart and videos http://www.muirassoc.com/gic

9 Helping businesses make dollars & sense with QuickBooks 301-696-1303 www.muirassoc.com Power Tools in QuickBooks Timesaving Tools & Strategies Customize Duplicate Batch Memorize Group Automate

10 Helping businesses make dollars & sense with QuickBooks 301-696-1303 www.muirassoc.com Customize Free Up Your Time! QuickBooks Desktop Centers/Lists Templates Custom Fields

11 Helping businesses make dollars & sense with QuickBooks 301-696-1303 www.muirassoc.com Customize the QB Desktop Timesaving Tools & Strategies

12 Helping businesses make dollars & sense with QuickBooks 301-696-1303 www.muirassoc.com Customize the Icon Bar Timesaving Tools & Strategies

13 Helping businesses make dollars & sense with QuickBooks 301-696-1303 www.muirassoc.com Customize the Icon Bar Timesaving Tools & Strategies

14 Helping businesses make dollars & sense with QuickBooks 301-696-1303 www.muirassoc.com Customize the Icon Bar Timesaving Tools & Strategies

15 Helping businesses make dollars & sense with QuickBooks 301-696-1303 www.muirassoc.com Customize Centers/Lists Timesaving Tools & Strategies

16 Helping businesses make dollars & sense with QuickBooks 301-696-1303 www.muirassoc.com Customize Centers/Lists Timesaving Tools & Strategies

17 Helping businesses make dollars & sense with QuickBooks 301-696-1303 www.muirassoc.com Customize Centers/Lists Timesaving Tools & Strategies

18 Helping businesses make dollars & sense with QuickBooks 301-696-1303 www.muirassoc.com Customize Templates Timesaving Tools & Strategies

19 Helping businesses make dollars & sense with QuickBooks 301-696-1303 www.muirassoc.com Customize Templates Timesaving Tools & Strategies

20 Helping businesses make dollars & sense with QuickBooks 301-696-1303 www.muirassoc.com Customize Templates Timesaving Tools & Strategies

21 Helping businesses make dollars & sense with QuickBooks 301-696-1303 www.muirassoc.com Customize Templates Timesaving Tools & Strategies

22 Helping businesses make dollars & sense with QuickBooks 301-696-1303 www.muirassoc.com Customize with Custom Fields (QBES) Timesaving Tools & Strategies

23 Helping businesses make dollars & sense with QuickBooks 301-696-1303 www.muirassoc.com Duplicate Items Transactions Timesaving Tools & Strategies

24 Helping businesses make dollars & sense with QuickBooks 301-696-1303 www.muirassoc.com Duplicate - Items Timesaving Tools & Strategies

25 Helping businesses make dollars & sense with QuickBooks 301-696-1303 www.muirassoc.com Duplicate - Transactions Timesaving Tools & Strategies

26 Helping businesses make dollars & sense with QuickBooks 301-696-1303 www.muirassoc.com Batch Timesaving Tools & Strategies Timesheets Invoicing Time & Expense Invoices Reports

27 Helping businesses make dollars & sense with QuickBooks 301-696-1303 www.muirassoc.com Batch - Timesheets Timesaving Tools & Strategies

28 Helping businesses make dollars & sense with QuickBooks 301-696-1303 www.muirassoc.com Batch Invoicing Timesaving Tools & Strategies

29 Helping businesses make dollars & sense with QuickBooks 301-696-1303 www.muirassoc.com Batch Invoicing Timesaving Tools & Strategies

30 Helping businesses make dollars & sense with QuickBooks 301-696-1303 www.muirassoc.com Batch T & M Invoicing Premier & Enterprise Timesaving Tools & Strategies

31 Helping businesses make dollars & sense with QuickBooks 301-696-1303 www.muirassoc.com Batch T & M Invoicing Premier & Enterprise Timesaving Tools & Strategies

32 Helping businesses make dollars & sense with QuickBooks 301-696-1303 www.muirassoc.com Batch T & M Invoicing Premier & Enterprise Timesaving Tools & Strategies

33 Helping businesses make dollars & sense with QuickBooks 301-696-1303 www.muirassoc.com Batch Reports Timesaving Tools & Strategies

34 Helping businesses make dollars & sense with QuickBooks 301-696-1303 www.muirassoc.com Memorize Transactions Reports Timesaving Tools & Strategies

35 Helping businesses make dollars & sense with QuickBooks 301-696-1303 www.muirassoc.com Memorize - Transactions Timesaving Tools & Strategies

36 Helping businesses make dollars & sense with QuickBooks 301-696-1303 www.muirassoc.com Memorize - Reports Timesaving Tools & Strategies

37 Helping businesses make dollars & sense with QuickBooks 301-696-1303 www.muirassoc.com Groups Timesaving Tools & Strategies Items Memorized transactions Reports

38 Helping businesses make dollars & sense with QuickBooks 301-696-1303 www.muirassoc.com Item Groups Timesaving Tools & Strategies

39 Helping businesses make dollars & sense with QuickBooks 301-696-1303 www.muirassoc.com Item Groups Timesaving Tools & Strategies

40 Helping businesses make dollars & sense with QuickBooks 301-696-1303 www.muirassoc.com Item Groups Timesaving Tools & Strategies

41 Helping businesses make dollars & sense with QuickBooks 301-696-1303 www.muirassoc.com Memorized Transaction Groups Timesaving Tools & Strategies

42 Helping businesses make dollars & sense with QuickBooks 301-696-1303 www.muirassoc.com Memorized Transaction Groups Timesaving Tools & Strategies

43 Helping businesses make dollars & sense with QuickBooks 301-696-1303 www.muirassoc.com Report Groups Timesaving Tools & Strategies

44 Helping businesses make dollars & sense with QuickBooks 301-696-1303 www.muirassoc.com Automate Default Settings Transactions Timesaving Tools & Strategies

45 Helping businesses make dollars & sense with QuickBooks 301-696-1303 www.muirassoc.com Automate with Default Settings Timesaving Tools & Strategies

46 Helping businesses make dollars & sense with QuickBooks 301-696-1303 www.muirassoc.com Automate with Default Settings (QBES) Timesaving Tools & Strategies

47 Helping businesses make dollars & sense with QuickBooks 301-696-1303 www.muirassoc.com Automate Transactions Timesaving Tools & Strategies

48 Helping businesses make dollars & sense with QuickBooks 301-696-1303 www.muirassoc.com Power Tools (Remote Access) Timesaving Tools & Strategies Benefits Ease of Access Information entered sooner Cuts down on double-entry Saves times Fewer errors

49 Helping businesses make dollars & sense with QuickBooks 301-696-1303 www.muirassoc.com Power Tools (Remote Access) Intuit Options QuickBooks Online Remote Desktop Other Options LogMeIn/GoToMyPC/TeamViewer Hosted Method Integration Timesaving Tools & Strategies

50 Helping businesses make dollars & sense with QuickBooks 301-696-1303 www.muirassoc.com Power Tools (Add-ons) Timesaving Tools & Strategies Benefits Does what you need/want more easily Cuts down on double-entry Saves time Fewer errors Can save money

51 Helping businesses make dollars & sense with QuickBooks 301-696-1303 www.muirassoc.com Power Tools (Add-ons) Timesaving Tools & Strategies Intuit 3 rd Party Solutions

52 Helping businesses make dollars & sense with QuickBooks 301-696-1303 www.muirassoc.com Payment Solutions Timesaving Tools & Strategies Check/ACH Merchant Services

53 Helping businesses make dollars & sense with QuickBooks 301-696-1303 www.muirassoc.com Payroll Timesaving Tools & Strategies Enhanced Online Assisted Full Service

54 Helping businesses make dollars & sense with QuickBooks 301-696-1303 www.muirassoc.com 3 rd Party Solutions Timesaving Tools & Strategies Examples John Deere Landscapes Import Tool TSheets CLIP HindSite Landscape Management Network Field Service Management Method Integration Tips Not all integration is equal May want to check with QuickBooks ProAdvisor

55 Helping businesses make dollars & sense with QuickBooks 301-696-1303 www.muirassoc.com Q &A and More… Helping businesses make dollars & sense with QuickBooks 301-696-1303 www.muirassoc.com Monica Mitchell Muir 301-696-1303 support@muirassoc.com http://www.muirassoc.com/gic FREE Free QB Package of Your Choice FREE 2 nd Free QB Package of Your Choice with survey

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