Are you effectively using QuickBooks Online?

Intuit has done a great job responding to the small business market with user friendly,functional products. However, QuickBooks desktop and Online platforms are only as good as the small business owners who effectively use the products. I recently had a 3-hour work session OVER THE PHONE with a small business owner to help him effectively use his QuickBooks online subscription. Now, you should know that I love to on-board clients because it gives us an opportunity to explore all of the "bells and whistles" of their accounting software. The best part in this process would be customizing the work flow to best suit the owner/bookkeeper/accounting professional who will use the system. I normally do this process in person. I tend to "drive" the mouse as I am demonstrating for the client. I could not do that for the "over the phone" client , but it proved to be my most successful on-boarding ever! The client had begun using the Projects feature in QuickBooks Online Plus to keep track of the transportation loads, he and his logistics agents, were booking. The client had developed a workflow that actually worked for him! I needed only to guide him to clean up some earlier mistakes, educate him on how the transactions impacted his reports, and help him to customize and schedule his weekly reports. At the end of the call, the client was empowered and I was satisfied that I contributed to the success and growth of another business. I suggest that every small business owner take some time to determine what are the results they are striving for. Do you want to track your profitability by project, service, etc.? Do you want to track your cost of goods sold for a certain period? Do you want an all inclusive record system to ensure you maximize your deductions at the end of the year? What ever your goal, be sure that you and/or your ProAdvisor develops a workflow that truly works for you!

https://quickbooks.intuit.com/features/projects/