Those days are over, thanks to the internet and mobile technology. This fundamental change in the way we do business means that it’s now hard to get away from work. Your smartphone and tablet are usually within easy reach, and they’re always tempting you to check in.
- Make sales wherever you are,
- Document expenses as they’re incurred, and
- Monitor employee time for payroll purposes.
Let’s take a look at these in more detail.
Mobile Sales
Intuit’s GoPayment lets you do either. You can download the free app and process a customer’s payment on your smartphone. However, you still have to download it into QuickBooks and either create a sales receipt or match it to an open invoice. This isn’t a difficult process once you understand it, but you must be sure to do it correctly from the start. We can do some practice runs with you. Benefit: Improved sales that aren’t dependent on location
Travel Expenses On the Go
Concur is one of these apps. When you set it up, it imports Account Codes, Customers, Jobs and Classes, and Vendor and Employee Records from QuickBooks so that these can be assigned for each expense entry. Credit card transactions can be imported directly. When an expense report is completed, it can be sent to a manager for approval, and reimbursement is then deposited in the employee’s bank account.
Benefit: More accurate, policy-compliant expense reports
Time-Tracking and Timesheets
If all of your employees walk through the office door every morning and stay there, you don’t need a mobile app for time-tracking. But for businesses whose cash flow depends on recovering and recording every minute of billable time, a smartphone time-tracker is ideal.
TSheets Time Tracker can help improve your bottom line in numerous ways. This particular app:
- Accommodates real-time mobile data entry,
- Tracks employee locations using GPS, and
- Creates timesheets that can be synchronized with QuickBooks, tracking billable time by customer, job, employee, etc.
Benefits: Employee accountability; recovery and correct classification of all billable hours; and less time required to create timesheets.
Moving Toward Integration
Given the size limitations of smartphones, some mobile apps contain only a subset of the features found in their desktop counterparts. But that subset is chosen based on the needs of mobile users.
Fewer features mean that your learning time for the mobile apps that integrate with QuickBooks will be minimal. But the steps to sync with QuickBooks must be followed to the letter, and you may not be familiar with such a process. We want you to experience the benefits that these smartphone solutions can offer without compromising the integrity of your QuickBooks company file. Let us introduce you to these forward-looking, beneficial tools.
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