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Powerful Tricks, Tools and Strategies for QuickBooks Users
Muir & Associates, LLCwww.muirassoc.com 1
Powerful QuickBooks Tools, Tricks and Strategies
Powerful Tools, Tricks and Strategies for QuickBooks Users
Powerful QuickBooks Tools, Tricks and Strategies
Powerful Tools, Tricks and Strategies for QuickBooks Users
Job Costing
Saving Time
Refining Profitability
Cash Flow Tools
Powerful QuickBooks Tools, Tricks and Strategies
Version Dictates Tools, Tricks & Strategies
ES Plan
Job Costing
QBO v QBDT Comparison Chart New in 2019
20193
Levels
Remote Access
Videos
www.muirassoc.com/nalp2018
Powerful Tricks, Tools and Strategies for QuickBooks Users
Muir & Associates, LLCwww.muirassoc.com 2
Powerful QuickBooks Tools, Tricks and Strategies
Job Costing Tools & Tricks
Setup
Workflow
Equipment
Powerful QuickBooks Tools, Tricks and Strategies
Job Costing ‐ Setup
Little Changes with Big Results
Classes
Chart of Accounts
Items
Powerful QuickBooks Tools, Tricks and Strategies
Profit Centers
Division
State
County
Foreman
…
Job Costing SetupClasses
Powerful Tricks, Tools and Strategies for QuickBooks Users
Muir & Associates, LLCwww.muirassoc.com 3
Powerful QuickBooks Tools, Tricks and Strategies
Job Costing Setup ‐ Classes
Powerful QuickBooks Tools, Tricks and Strategies
Simplify and easily compare with Classes
Job Costing Setup ‐ Classes
Powerful QuickBooks Tools, Tricks and Strategies
Turn on Class Tracking (QBDT)
ES
Job Costing Setup ‐ Classes
Powerful Tricks, Tools and Strategies for QuickBooks Users
Muir & Associates, LLCwww.muirassoc.com 4
Powerful QuickBooks Tools, Tricks and Strategies
Turn on Class Tracking (QBO)
Job Costing Setup ‐ Classes
Powerful QuickBooks Tools, Tricks and Strategies
Job Costing Setup
Chart of Accounts
Job expenses are COGS
(including labor costs)
Helping businesses make dollars &
sense with QuickBooks
301-696-1303
www.muirassoc.com
Powerful QuickBooks Tools, Tricks and Strategies
Job Costing Setup
Chart of AccountsJob expenses are COGS (including labor costs)
Helping businesses make dollars &
sense wit QuickBooks
301-696-133
www.muirassoc.com
Powerful Tricks, Tools and Strategies for QuickBooks Users
Muir & Associates, LLCwww.muirassoc.com 5
Powerful QuickBooks Tools, Tricks and Strategies
Helping businesses make dollars &
sense with QuickBooks
301-696-1303
www.muirassoc.com
KEY to Job Costing in QBDTUse Items for detail not CoA
Job Costing with Items (Workflow)Little Changes with Big Results
Use Items for Job costs
Powerful QuickBooks Tools, Tricks and Strategies
Helping businesses make dollars &
sense with QuickBooks
301-696-1303
www.muirassoc.com
Job Costs in QBO
Job Costing with Items (Workflow)
Powerful QuickBooks Tools, Tricks and Strategies
Job Costing with Items (Setup)
1 sidedCost or Income
2 sidedCost for PurchaseIncome for Sale
Powerful Tricks, Tools and Strategies for QuickBooks Users
Muir & Associates, LLCwww.muirassoc.com 6
Powerful QuickBooks Tools, Tricks and Strategies
Job Costing with Items in QBO(Products & Services)
Powerful QuickBooks Tools, Tricks and Strategies
What Items Should You Have?
What needs to show on an estimate?
What needs to show on an invoice?
What detail do you want to see when you review your job costs?
Job Costing with Items (Setup)
Powerful QuickBooks Tools, Tricks and Strategies
Equipment
Tracking Total Costs
Powerful Tricks, Tools and Strategies for QuickBooks Users
Muir & Associates, LLCwww.muirassoc.com 7
Powerful QuickBooks Tools, Tricks and Strategies
Timesaving Toolsin QuickBooks
Templates
Memorize/Automate
Batch
Group
Powerful QuickBooks Tools, Tricks and Strategies
Payroll Template ‐ QBDT
Powerful QuickBooks Tools, Tricks and Strategies
Customize Templates
QBDT QBO
Powerful Tricks, Tools and Strategies for QuickBooks Users
Muir & Associates, LLCwww.muirassoc.com 8
Powerful QuickBooks Tools, Tricks and Strategies
Memorize
Transactions
Reports
Powerful QuickBooks Tools, Tricks and Strategies
Memorize Transactions ‐ QBDT
• Same amount & day of month
• Complex
Powerful QuickBooks Tools, Tricks and Strategies
Memorize – Transactions
Powerful Tricks, Tools and Strategies for QuickBooks Users
Muir & Associates, LLCwww.muirassoc.com 9
Powerful QuickBooks Tools, Tricks and Strategies
Memorize – Reports (QBDT)
Powerful QuickBooks Tools, Tricks and Strategies
Memorize – Reports (QBO)
Powerful QuickBooks Tools, Tricks and Strategies
Batch ‐ QBDT
Timesheets
Powerful Tricks, Tools and Strategies for QuickBooks Users
Muir & Associates, LLCwww.muirassoc.com 10
Powerful QuickBooks Tools, Tricks and Strategies
Batch – Timesheets ‐ QBDT
Powerful QuickBooks Tools, Tricks and Strategies
Groups
Items
Memorized transactions
Reports
Powerful QuickBooks Tools, Tricks and Strategies
Item Groups – (QBDT)
Powerful Tricks, Tools and Strategies for QuickBooks Users
Muir & Associates, LLCwww.muirassoc.com 11
Powerful QuickBooks Tools, Tricks and Strategies
Item Groups – (QBDT)
Powerful QuickBooks Tools, Tricks and Strategies
Item Groups – (QBDT)
Powerful QuickBooks Tools, Tricks and Strategies
Memorized Transaction Groups – (QBDT)
Powerful Tricks, Tools and Strategies for QuickBooks Users
Muir & Associates, LLCwww.muirassoc.com 12
Powerful QuickBooks Tools, Tricks and Strategies
Memorized Transaction Groups – (QBDT)
Powerful QuickBooks Tools, Tricks and Strategies
Report Groups
Powerful QuickBooks Tools, Tricks and Strategies
Report Groups ‐ QBO
Powerful Tricks, Tools and Strategies for QuickBooks Users
Muir & Associates, LLCwww.muirassoc.com 13
Powerful QuickBooks Tools, Tricks and Strategies
Timesaving Options for QuickBooks
Intuit Add-ons
3rd Party Add-ons
Powerful QuickBooks Tools, Tricks and Strategies
Timesaving Options(Add‐ons)
Intuit
3rd Party Solutions
Powerful QuickBooks Tools, Tricks and Strategies
Payment Solutions(Check/ACH Merchant Services)
Integration with QuickBooks
Get paid faster
Customers often spend more
Online payments can reduce employee fraud
No contract
Powerful Tricks, Tools and Strategies for QuickBooks Users
Muir & Associates, LLCwww.muirassoc.com 14
Powerful QuickBooks Tools, Tricks and Strategies
Payroll
Do It YourselfTaxes Done
All Done for YouQBDT QBO
Product Enhanced Enhanced Assisted (DT) Full Service
Job Cost Y N Y N
Integration
Job costing
Powerful QuickBooks Tools, Tricks and Strategies
Timesaving Options Add‐on Products/Services
Task Specific
Home Depot: HammerZen
Payments: Intuit, PayPal
Receivables: Bill & Pay, FundBox
Payroll: Intuit, NetSpend
Time: TSheets
Powerful QuickBooks Tools, Tricks and Strategies
Industry Specific
Understands your needs
Does more than 1 task
A few at GIE
CLIP #1018
HindSite/Field Service #287
Jobber #6019
LMN #296
Service Autopilot #24090
Timesaving Options Add‐on Products/Services
Powerful Tricks, Tools and Strategies for QuickBooks Users
Muir & Associates, LLCwww.muirassoc.com 15
Powerful QuickBooks Tools, Tricks and Strategies
TypesCustomerCommercial
Property ManagerBuilder
ResidentialRetired
Young Family
JobLawn MaintenanceOutdoor Kitchen
PoolsDecks
Water Features???
Profitability Tools ‐ QBDT
Powerful QuickBooks Tools, Tricks and Strategies
Types ‐ QBDT
Profitability Tools
Powerful QuickBooks Tools, Tricks and Strategies
Cash Management Tools
Dashboards
Projector
Powerful Tricks, Tools and Strategies for QuickBooks Users
Muir & Associates, LLCwww.muirassoc.com 16
Powerful QuickBooks Tools, Tricks and Strategies
Dashboards
Company Snapshot
Income Tracker
Bill Tracker
Powerful QuickBooks Tools, Tricks and Strategies
Company Snapshot ‐ QBDT
Powerful QuickBooks Tools, Tricks and Strategies
Company Snapshot ‐ QBO
Powerful Tricks, Tools and Strategies for QuickBooks Users
Muir & Associates, LLCwww.muirassoc.com 17
Powerful QuickBooks Tools, Tricks and Strategies
Money In - Invoicing
Income Tracker
Powerful QuickBooks Tools, Tricks and Strategies
Money Out - PayablesBill Tracker
Powerful QuickBooks Tools, Tricks and Strategies
Cash Flow Projector (QB Premier/Enterprise)
Company>Planning & Budgeting>
Powerful Tricks, Tools and Strategies for QuickBooks Users
Muir & Associates, LLCwww.muirassoc.com 18
Powerful QuickBooks Tools, Tricks and Strategies
Cash Flow Projector
Powerful QuickBooks Tools, Tricks and Strategies
Cash Flow Projector
Powerful QuickBooks Tools, Tricks and Strategies
Cash Flow Projector
Powerful Tricks, Tools and Strategies for QuickBooks Users
Muir & Associates, LLCwww.muirassoc.com 19
Powerful QuickBooks Tools, Tricks and Strategies
Cash Flow Projector
Powerful QuickBooks Tools, Tricks and Strategies
PowerPoint
Report articles
Videos
QB Info Products & Add‐ons
www.muirassoc.com/nalp2018
Resources
Powerful QuickBooks Tools, Tricks and Strategies
Q &A and More…FREE
Intuit Product Review
Free QB Package of Your Choice
Monica Mitchell Muir
301-696-1303
www.muirassoc.com/nalp2018
30 minute QuickBooks
Strategy Session
Drawings
