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Category: Product Tips for QuickBooks

Support for QBO, Profitability Coaching, & AI Workshops

Business owner reviewing QBO and profitability reports with a financial advisor.

AI Workshops, Coaching, and Support for QBO: Change is in the air at Info Plus! After 30 years of helping businesses succeed with QuickBooks Desktop and job-costing solutions, we’re proud to announce our new name: Info Plus Consulting, Inc. That’s because we’re adding Profitability Coaching, AI Workshops, and Support for QBO to our lineup! This …

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Top 7 Reasons Business Owners Call a QuickBooks ProAdvisor

Checklist showing seven reasons a business owner may call a QuickBooks ProAdvisor.

Why You Need A QuickBooks ProAdvisor Based on 30+ years of being QuickBooks ProAdvisors, here are the top 7 reasons businesses contact us for assistance. See if any of these scenarios sound like what you may be facing in your company… As a business owner, you learn through trial and error what makes your company …

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How Cloud Hosting Really Works With Quickbooks Desktop

Real life Cloud Tech with Diane and Jake

QuickBooks Desktop Cloud Hosting Jake Reeves (Director of Sales at Summit) joins Diane as she does a live (and “real-life”) demonstration of how cloud hosting REALLY works for QuickBooks desktop! Why this matters to you: See how you can set up your own cloud hosting “desktop.” Get answers about how cloud hosting can work for YOUR …

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How to Set (& Keep!) Your Hierarchical View in QuickBooks Lists

Hierarchical View

Hierarchical View in QuickBooks Do you have QuickBooks lists structured to show in a Hierarchical View? (Think “outline” with headers and sub-elements.) For instance: In your Customer:Job list, do you have a “header” as a Customer and sub-elements as Jobs? (If not, you may want to do so…) Open your Item List. Do you have …

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QuickBooks Memorized Transactions + Pizza – Can They Really Improve Your Memory?

How do QuickBooks’ Memorized Transactions relate to pizza? Join Sheila as she experiences an eye-opening and rewarding “Pizza-Lunch-n-Learn” with her friend, Gail…  Overwhelmed With Bills and Emails and P.O.s and Invoicing… Sheila sat at her desk, staring at the stack of emails, Purchase Orders, and Bills she’d need to sort through and enter before she could …

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Why Nick Might NOT Get His Business Loan…

Ever wondered if you could receive more useful and meaningful reports from QuickBooks? Good financial information is not just a matter of convenience! Nick is finding out that what he DOESN’T know about his financial system could pose a major setback to his business… Nick’s “Unique” Profit & Loss Statement “Wow, this is about the longest …

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Choosing a QuickBooks ProAdvisor? 13 Crucial Questions to Ask

Download your Choosing a QuickBooks ProAdvisor eBook… Recently, a participant in one of the online forums that I like to ‘attend’ asked “What should I look for when I choose my next accountant?” As a QuickBooks ProAdvisor who’s worked with many different clients within the construction, manufacturing, and various other industries (and ‘in the wake’ …

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7 Reasons To Love QuickBooks Desktop Assisted Payroll

Fast easy payroll with QuickBooks Desktop Assisted Payroll-

QuickBooks Desktop Assisted Payroll is our payroll service of choice at Info Plus Consulting. Because we ‘eat our own (QuickBooks) dogfood,’ we know the quality of this product. And we nearly always recommend Assisted Payroll to our clients. Why do we typically recommend this product to our clients? Here are my top seven reasons: 1. …

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Top 5 Tips for QuickBooks Experts Know (and You Should Too)

New to QuickBooks? Feel like you’re all alone? Well, you’re not! Every new user could use tips to get them started in QuickBooks… You’ve started your new business from scratch and know you need to really get a handle on your numbers. Maybe you’ve been recruited by a family member – or hired by a business owner …

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Using AI to Reduce Manual Data Entry Costs and Errors – Transcript

MakersHub - Reduce time spent on accounts payable by 90%

In this interview, you will learn about an AI tool that will help companies reduce accounting costs and errors by automating the process of entering bills, approving invoices and making payments. Why this matters to you: In most companies, a large percentage of accounting efforts goes into the tedious and error-prone process of manually entering …

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Insights About QuickBooks Project Management Apps

QuickBooks Project Management Apps - Pro, Cons, and Insights

QuickBooks Project Management Apps – Pros, Cons & Insights Managing construction projects can be complex, and finding the right tools is key to your success. Have you ever wondered if a project management app (plug-in) might be right for you? (You may have already heard of apps such as JobTread, CoConstruct, BuilderTrend, BuildTools, and ECI’s …

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The Worst Training You Can Buy (And Waste Your Time On)

You Found the Perfect Seminar… It’s the training resource you’ve been looking for to make the changes you want in your company. The main problem – your QuickBooks company file was set up wrong from day one. You’ve been making do, but haven’t been getting the job-costing information you need. Now you’ve found the solution …

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Using AI to Reduce Manual Data Entry Costs and Errors

MakersHub - Reduce time spent on accounts payable by 90%

Using MakersHub AI to Reduce Accounting Costs Diane and MakersHub founders Charley Howe and Phong Ngo demonstrate how you can reduce the time your company spends on accounts payable – by 90%! This live demo with Diane, Charley and Phong reveals how you and your company can wave goodbye to detailed manual entry for Bills, Approvals, …

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How Cloud Hosting Really Works With Quickbooks Desktop – Transcript

Real life Cloud Tech with Diane and Jake

In this video, you will learn the power of cloud hosting for QuickBooks Desktop and see a demonstration of how easy and effective it is to manage QuickBooks using a cloud hosting service. Why this matters to you: If you are a QuickBooks Desktop user, cloud hosting is a powerful service that enables essential functions …

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QuickBooks Online Payroll Features: Complete Guide & Benefits

Computer and Payroll related objects

Key Points QuickBooks Online Payroll provides three plans with different features to suit various business requirements. Payroll setup is easy with automatic tax calculations and simple employee data entry. Users can run payroll as often as desired and enjoy features like same-day direct deposit and tax filing. Complying with federal and state laws is made …

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How to Use QuickBooks Job Costing Features to Achieve Your Gross Profit Goals

Job Costing In QuickBooks QuickBooks is designed to help you plan, measure, and monitor company and job results. You can even use QuickBooks Job Costing Features to Achieve Your Gross Profit Goals! Use its management reporting tools to immediately SEE operating and financial results. Proactively correct problems – before they spin out of control – …

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Paying QuickBooks Bills with a Credit Card or Vendor Credits

Use Credit Card to Pay Bills in QuickBooks

Paying your QuickBooks Bills can be easier (even pain-free!) – when you use your software to its fullest capacity. QuickBooks Pay Bills with a Credit Card Company owners and bookkeepers often use credit cards to pay QuickBooks bills. Those who appreciate the convenience of purchasing items or paying bills using credit cards often ask how …

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QuickBooks for Contractors – Using Items for Job Costing

This post about QuickBooks’ Items is excerpted from our more extensive training video that’s included in our Construction Accounting & Management Program (CAMP). QuickBooks Items: Automating Job Costing for Construction Companies QuickBooks Items enable construction companies to automatically track and report on the financial detail underlying what’s REALLY going on within the financial side of …

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Setting Up Payroll Schedules in QuickBooks

QuickBooks Payroll and Payroll Schedules

One of your early tasks as a payroll administrator or when you convert to QuickBooks Payroll will be to establish payroll schedules in QuickBooks for your employees. Here’s how. Setting Up Payroll Schedules in QuickBooks Payroll administration can be complex and time-consuming. It requires precision and tremendous attention to detail. Because your employees are counting …

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Elevate Your Business with Cloud Access

Elevate Your Business with Cloud Innovation

Jake Reeves (Cloud Productivity Expert – Summit Hosting) joins Diane Gilson to illustrate innovative ways to use “anytime/anywhere” cloud access services. Why this matters to you: You’ll see how “elastic scalability” and “resources-on-demand” can help you collaborate between team members, securely share data and company information, and grow your business. Watch this seminar to see …

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QuickBooks Payroll: 5 Major Benefits

QuickBooks Payroll makes payday much easier

Yes, your initial QuickBooks payroll setup can take some time and requires attention to detail. BUT manual payroll processing requires even more work – and you have to do it over – and over – and over… Which sounds like the better choice?    QuickBooks Payroll Ask any 10 small and mid-sized business (SMB) bookkeepers and …

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Custom Fields in QuickBooks

Custom Fields to Customize QuickBooks Desktop

5 Ways to Tailor, Tag, & Track Specialized Information QuickBooks Custom Fields Have you explored the many ways to use Custom Fields in QuickBooks?  If not, you’ll likely be surprised at how this feature can vastly expand the “trackability” of specific data that’s unique (and, often, vitally important) to your company. Would it be helpful …

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QuickBooks Payments: Easier, Faster ‘Money-in-the-Door’

QuickBooks Payments or Merchant Services - Get Paid from your desktop, a customer invoice, or mobile app

When you make it easier for your customers to buy from you – and pay you – two things typically happen: your sales increase, and you get Quickbooks payments faster. That means enhanced cash flow and fewer collection calls. Plus, a side benefit is that customer satisfaction is often higher when goods or services have been …

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A Tale of 4 Companies: A Job Cost & Gross Profit Drama (Part III)

job-cost and gross profit percentage

How Bookkeeping Supports Job-Cost & Gross Profit Measurement at Paul’s Perfect Projects, LLC If you haven’t already read them, you’ll probably want to visit Part I and Part II of this “Tale of 4 Companies: A Job-Cost & Gross Profit Drama” before starting the following “Part III.” In Part III, Paul & Dave have just …

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9 Best Practices for QuickBooks Payments

These best practices for QuickBooks payments can improve your profitability as well as the speed and accuracy of your incoming and outgoing payments. In the case of best practices for QuickBooks payments, the rewards are clear. Pump up your cash flow. (More cash-on-hand means less-stressed owners + happier, more-responsive vendors.) Eliminate costly late fees and …

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Labor Cost Calculator: How It Helps QuickBooks & Enterprise Users

Labor Cost Calculators and QuickBooks Business owners who use QuickBooks or Enterprise accounting software can benefit greatly from the built-in job costing features, such as its ability to assign payroll and payroll tax costs to jobs – but there is one major flaw built into those ‘normal’ job cost reports that you need to know …

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Learn How To Use QuickBooks Online

Are you one of the many small-business owners taking on your own accounting? Let QuickBooks desktop help you like it’s helped millions others. In recent years, many small- and midsize-business owners have been steering away from using trained accountants for their financial needs and, instead, have taken on the responsibility internally – either by doing …

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Streamline Your Business with QuickBooks Inventory Software

Let BuildYourNumbers.com explain why you should use QuickBooks-compatible inventory software to integrate and streamline your systems. Do you have an inventory? If so, how do you keep track of that inventory? Whether you’re already using inventory accounting software or keeping track of your inventory through lists, spreadsheets, or year-end adjustments, I’m about to show you …

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Top Five Reasons To Use Inventory Software for Your Small Business

Learn how inventory software can help your small business save time and money over the long term. Small-business owners have to keep track of their inventory just like all other businesses, but with fewer resources available to them. You could try to track inventory by keeping a list in a notebook or on a spreadsheet, …

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An Integrated Accounting System – How Your Business Will Benefit

As a small or mid-sized business you only need one cost-effective, integrated accounting system to effectively manage your financial operations… Have you made the jump to manage your own accounting? If so, have you found yourself lost in a sea of financial software? In fact, you really don’t need those five or six manual systems …

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Using QuickBooks as your Construction Payroll Software

Keeping tracks of hours, union wages, social security, & workers comp can be difficult. Let specific construction payroll software help. If you run a remodeling or construction company with employees, you know that those employees are an essential element of your business. How else would you get client jobs completed for clients in a timely …

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What Does Financial and Accounting Software Offer a Small Business?

Have you ever wondered how financial & accounting software could benefit your business? Learn to manage your own finances with QuickBooks… Every business faces the challenges associated with accounting. But for mid-sized and small businesses especially, the challenges associated with managing money can mean the difference between success and failure. As a small-business owner, you …

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Why Choose QuickBooks Desktop for My Small Business Accounting System?

Choosing an accounting system for your small business? Read about the flexibility, usability, and comprehensive features included in QuickBooks desktop software. As a small (or mid-sized) business owner, you’re faced with multiple options when it comes to choosing the best business accounting system for your company. You’ve probably even searched online for small-business financial accounting …

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QuickBooks Chart of Accounts – One Simple Way To Improve Your Reports

Bookkeeper needs help with Chart of Accounts

Your QuickBooks Chart of Accounts is the foundation for your critical company reports. What unfortunate events can occur when it isn’t set up in the best possible way? Your QuickBooks Chart Of Accounts How you set up your Chart of Accounts in QuickBooks is one of the most important decisions you can make. It determines whether …

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How to Use QuickBooks More Effectively: 10 Tips

How to use QuickBooks Most Effectively

How to use QuickBooks most effectively can be a challenge. But, to help you, here are a series of QuickBooks “how-to” tips from BuildYourNumbers.com! How To Use QuickBooks Do you use QuickBooks to manage your accounting? For years, mid-sized and small-business owners have found QuickBooks Desktop, QuickBooks Online, and Enterprise Solutions to be the most …

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It Just Doesn’t Make Sense!

“Why aren’t we making more money? We’re busier than ever, I’m working harder than ever, but things just aren’t coming together like they should!” If this story sounds or feels familiar, you may want to sit in on this meeting to pick up some ideas on how to create Estimate vs. Actual Reports… It Just …

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