Small Business Solutions LLC
PO Box 10053
Huntsville, AL 35801
256-337-5200
  
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 January 2013
The QBC
Happy New Year!

 

Hope all of your holiday wishes were fulfilled and you are ready for an exciting 2013!
 
This year you will be hearing a lot more about working in the Cloud and going Mobile.  Have you ever found a need to access your QB data when away from the office?  If so, give us a call.  We have a solution. 
  Bob 
Discounts, specials, and promotions! Don't forget to check our website each month www.qbbob.com
 
Don't forget to tune in each Thursday at 6:45am to "QB Bob" on the radio (WTKI 1450AM 92.9FM) for QuickBooks tricks & tips.  Tune in on Wednesday, 1-30-13, for Bob's Monthly One-Hour Power Show from 8-9am.  Past podcasts are also  available on our website under the QB Bob Community header. 

 

Thank you again for your support!  Please don't hesitate to contact us if we can be of any assistance!
  
 
Certified QuickBooks Help 
 
 
 
 "QB Bob" Crook
Owner, Small Business Solutions LLC
QuickBooks ProAdvisor
 Intuit Premier Reseller (IPR)
Certified - Advanced, Enterprise, & Point of Sale
Community Corner!
Would you like to see your business highlighted in our newsletter? 
 Send a short paragraph highlighting your business to info@qbbob.com, and we will pick a client each month to share with our QBBob community.   

Fun Trivia - January 25th is Opposite Day!

 

It's a topsy, turvy day when everything you say, do, see, and hear are the opposite. If you say go left, you mean go right. If you say look up, it means look down. If you see your left foot...is it really your right? Yesiree, Bob. Opposite Day can be a whole lot of fun. It can also be very, very confusing. This special day is celebrated primarily among school children. Sponge Bob Square Pants even got into the act, with an episode containing the whimsical nature of this day.

Origin of Opposite Day:  No one knows who discovered this day, or the original date of creation. References to Opposite Day date back to around 2000. However, we found some casual reference to President Calvin Coolidge in the 1920's. Is it possible that a president said one thing and meant another?  

 

Thought for the Day: Opposites attract

Is 2013 the Year You Finally Go Mobile With Financial Data?
 

Photobucket
Figure 1: You can see this screen no
matter where you and your smartphone
are they recently upgraded Android
version is pictured here).

Using QuickBooks Mobile, you'll improve business relations, put out fires before they start and unchain yourself from your office computer.
 

There are only a few reasons why you
wouldn't be using QuickBooks Mobile on your smartphone. Maybe you don't have a smartphone. Or when you're out of the office, you don't want to be available for accounting work. Or you might not think that it has enough features to make it worth using.

While the first two reasons are a matters of personal preference, the third just isn't true. QuickBooks Mobile automatically -- and almost instantly -- synchronizes the data from your desktop or laptop computer copy for QuickBooks. While it's only focused on sales, not payables or payroll, you can manage receivables quite nicely whether you're in a customer's office or at a trade show or community event -- or sitting on the couch at home.
Photobucket
Figure 2: You can record sales receipts and payments on your smartphones -- even schedule appointments that move to your Google calendar.

Countless Scenarios


There are numerous situations where you might want to access, add or edit customers, estimates, invoices, sales receipts or payments when you're not near the PC where QuickBooks is installed, like these:

 

  • You do a half day of onsite training and your client wants to pay you cash right then to qualify for a discount. You can record the payment and email a sales receipt.
  • You're on the road and you want to see how well your bookkeeper is managing receivables. QuickBooks Mobile displays three views: recent activity, today and upcoming.
  • You're with a client who would like to give you a check to get current, but he or she can't find the invoice. Rather than calling your office and sitting on hold until someone has time to look, you can pull up the form on your smartphone to discuss it.

 

 

Photobucket
Figure 3: Missed your flight and afraid you'll miss the current payroll run, too? Intuit Online Payroll gives you access from your Android or iPhone.

The Perils of Payroll
 

QuickBooks Mobile doesn't support payroll, but Intuit Online Payroll does. Like QuickBooks Mobile, the app itself is free (of course, you have to pay for the service itself). You can view the most recent payroll run and employee information, as well as preparing, previewing and approving the current payroll.

Neither app is available yet for the iPad, though QuickBooks Online is.

Paper or Plastic?

If you've been in business for very long and still don't accept credit cards, you have an idea of how many sales you've lost. And QuickBooks Mobile won't let you do so, anyway. You'll need to get a merchant account from Intuit Merchant Service for QuickBooks (fees apply). A merchant account allows you to accept plastic through QuickBooks itself, your web browser, your web storefront -- and on your smartphone or iPad.

To do so, you'll need to apply for a merchant account and download Intuit's free GoPayment app. You can either swipe cards on the free mobile reader or type numbers in. Your customers sign their names on the surface of your mobile device, and you can print or email a receipt.

It would be nice if those credit card payments were just instantly zapped into the right places in QuickBooks, but alas, it isn't so. You'll need to do some setup and processing both within QuickBooks and in the online Intuit Merchant Service Center. We can help you with setup and your initial transactions to make sure all of your payments get through and are deposited and/or credited correctly.

We think you'll find that once you start using all of the mobile payments services that Intuit offers, you'll wonder what took you so long.
 
QuickBooks Tip

Here's another nifty keyboard shortcut. Hit F3 to open a find window for the active field.  A great time saver when you're in a hurry.  Share your tricks & tips in the next newsletter by emailing me @ jerie@qbbob.com.  "Like" our FaceBook page by clicking below for more monthly tips.
Small Business Solutions LLC
PO Box 10053  Huntsville, AL 35801
256-337-5200  info@qbbob.com  www.QBBob.com
 
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