Learn how to setup Email in QuickBooks Desktop Pro
Want to send transactions through webmail or outlook in QuickBooks? Well, QuickBooks lets you send invoices, reports, and much more by simply setting up emails. QuickBooks Desktop has many options like integrating your email with Outlook, Web-mail and QuickBooks mail. If you are currently using Google mail and you want to choose the webmail option but now cannot get it done with Google mail, this segment will help you with the process to setup Email in QuickBooks desktop.
To further explore setting up emails in QuickBooks, make sure to stick around till the end, or you can further connect with us at +1-888-510-9198, and we will assist you with the best support services related to QuickBooks. Having said that, let us further discover about setting up email in QuickBooks.
Often when you email directly from QuickBooks, it saves you time and is one of the best features so far. Setting up email service in QuickBooks is quite easy and can be done by performing certain set of steps. However, you might require the following information to set up email services successfully:
Username and Password
Outgoing and Incoming email addresses
Incoming email server type
Why do You Need to Configure Email Services in QuickBooks?
Configuring email services is essential due to the following reasons:
It sets payment reminders to all the clients via email.
Another reason why email service is essential is that it helps in importing data from particular spreadsheets and adding attachments not more than 2MB.
You can also send the estimates to the clients and direct email invoices with the QuickBooks email setup.
This feature also gives details from the vendors and customers.
And further, allow users to share reports within departments and offices conveniently
Benefits of QuickBooks email setup
Setting up email in QuickBooks can be really beneficial. This feature boosts the overall productivity of the business and ensures making things easier.
One can simply email invoices whenever the customer needs it using this feature
Furthermore, it permits the user to send customers their payment reminders by emailing them invoices.
It serves both as a storage and tracking device for client and vendor contact details.
It further assists in importing data from spreadsheets.
Form a list of the products that you deal with and send them to the vendors using this feature.
Configuration of your email service with QuickBooks desktop
You usually have various options for email integrations like Webmail, Outlook and QB Email when you work with QuickBooks Desktop products. There is a chance that some people cannot get it to work with Gmail.
QuickBooks Email Options:
There’s a chance that you will see all three options for Email in your QuickBooks Desktop preferences. Several versions of QB do not provide all three and even if you have a version which supports all three versions you might not see all the options on some particular computer installations.
WebMail- It was introduced by QuickBooks in the year 2011 and it allows you to connect via Gmail, Yahoo email or your own web-based email service.
Outlook- Outlook support is only there if you have already installed Microsoft Outlook on your computer. It is preferred email integration as it provides the greatest degree of control.
QuickBooks Email- It is the least favorable. It is dependent on Intuit mail servers plus they don’t own web-based email services.
You can configure your QuickBooks via webmail, outlook and email to Email invoices, reports and other transactions. Make sure that your QuickBooks is compatible with your version by checking QuickBooks Desktop system requirements.
Webmail
In the updated version of QuickBooks you can work out with Secure Webmail for an easier connection to your Email service provider and reliable on your QB Desktop version and it’s only vacant for some providers.
QuickBooks 2019 and 2020: Left for Gmail, Yahoo Email, Hotmail and AOL like Mozilla Thunderbird Email Client.
Note: Supports simple text version in Mozilla.
QuickBooks 2018: Available for Gmail and Hotmail/Live clients in the US, Canada and UK.
Newerand QuickBooks 2017 R5- It is available for Gmail users in the United States.
QuickBooks 2017 R4 and older- Secure Webmail not vacant for its version.
To setup a Secure Webmail:
Initially, select ‘Preferences‘ and then click on ‘Send Forms‘ from the QuickBooks ‘Edit‘ tab.
Choose the ‘Webmail option‘ and then select the ‘Add button‘.
Now, choose your provider from the drop-down list and then input your ‘email address‘.
Make sure that ‘Enhanced Security‘ checkbox is marked.
Click on ‘OK‘ button.
When asked, sign in to ‘Intuit Account‘.
On the screen, you’ll see webmail provider login page.
Sign in and then select ‘Grant Intuit Access‘.
Outlook
Firstly, you have to ‘create a new Outlook email profile‘
If you have Outlook accounts then move to the Next Step.
Select the information to configure Outlook as your Email client.
Username
Password
Incoming email server address
Incoming email server type
Outgoing email server address
Quick tip: You can contact your Internet Service Providers for the above given information.
Set up Outlook in QuickBooks.
Quick Tip: Want to see Outlook is missing in QB Desktop Send Form preferences if Outlook is unavailable in your QuickBooks.
Select Preference and then select Send Forms from the QuickBooks Edit menu.
ISP obeys the Webmail servers. QuickBooks automatically select out the information for the many common service providers, like Gmail, Yahoo and Hotmail etc.
Select Preferences and then select Send Forms from the Edit menu in QuickBooks.
Select Webmail and then choose Add button.
Choose your provider from the drop-down list and then input your email address.
QuickBooks Desktop will ask you to enter your webmail password the first time you send an email using regular webmail unlike with Secure Webmail.
If you have issues in open account by password in QuickBooks Desktop and note that webmail providers require the user to confirm configuration for two-step verification.
Fox Cox user: When we send email, the standard SMTP setting of Cox then uses SSL or login information. QuickBooks needs login credentials and prefers SSL connections and hence, use port 25. Use SSL with such alternatives port 587 or 465.
For CableOne users: Make use of these credentials as CableOne uses Google servers.
We hope that with the help of these above-mentioned steps you have now successfully setup Email in QuickBooks Pro version. However, these steps are a bit confusing and consume a lot of time to follow.
In case you are facing any kind of difficulties or unable to do the specific task or you have any other QuickBooks related issues then no need to worry. Please feel free to get in contact with our QuickBooks customer support team at+1-888-510-9198, to share your concerns with one of our Intuit certified ProAdvisor to get 24/7 help.
Frequently Asked Questions (FAQs)
Information required to set up QuickBooks Email?
The information required to set up the service includes email address, username, and password, details of the server along with incoming and outgoing email settings, and a few other things mentioned in our blog in detail.
What is the process to set up Office 365 email in QuickBooks?
The user can set up office 365 in QuickBooks using the steps below: 1. Head to QuickBooks and then select Preferences 2. Choose the icon of email 3. Send emails using by selecting Custom 4. A list of Email Accounts will appear on the screen 5. This list will only be full if you have entered any email accounts and in case you haven’t then the list will be empty 6. In order to add a new account choose the + icon 7. Also, add an account name, then from your email provider add the settings 8. To add any other account repeat the same steps for any other accounts too.
Can QuickBooks desktop automatically email reports?
The feature named Scheduled Reports is available in QuickBooks which helps in emailing reports on a daily and recurring scheduled time.
How to fix QuickBooks email?
This can be done by performing the steps which include: 1. At first, press Windows + R keys simultaneously 2. Now, the run command will open on your screen. 3. The user should now enter control panel there 4. When the control panel will open, head to Programs and Features 5. Select QuickBooks and click on Uninstall/Change 6. Also, click on continue and then on Next 7. The next step is to choose Repair and then click Next 8. Hit ok once done
Interested in accessing QuickBooks accounting software remotely? Well, QuickBooks lets its users remotely access the software and perform necessary accounting activities at a click. QuickBooks remote access lets you work in QuickBooks from a different computer than your server. However, before you can access QuickBooks desktop remotely, you need to map server or host computer as a network drive. And further set up computers that will access the files for multi-user mode and then set up the folder where the company file is stored.
To help you easily access QuickBooks desktop remotely, we have curated this piece of writing sharing the complete information. Note that, in case you have an issue when mapping the drive when you use UNC, try to use the IP address of the server. Moreover, if there is any query or if the user requires our assistance at any point, then contacting our team at QuickBooks enterprise solutions help number i.e. +1-888-510-9198, is suggested.
QuickBooks Remote Access is one of the safest and most secure servers with the help of which the users can access the system from any other computer with an Internet connection. QuickBooks Remote makes it easy for the users to access QuickBooks, email, and other programs & documents regardless of place and time. It also allows the users to transport a file or folder between machines. Without any difficulty, QuickBooks remotely allows you to print the documents from a remote computer to a local printer. This simply means that you log in to QuickBooks remotely without being closely present on the system on which it is installed.
Advantages of QuickBooks Desktop Remote Access
With the help of WebEx tool that supports online meetings & communication services, the user can easily and swiftly access the QuickBooks software from anywhere, at any time.
The user can import/export a QB file or a whole folder from one system to another and vice versa
Also, this software saves the traveling time and office infrastructure cost for accounting purpose
Another benefit that it offers is that Copy & Paste among remote machine and local PC’s is possible
It is possible for the users to effortlessly and smoothly print, from the remote system to a local printer
Client or managers can without any hassle track or trace the activities or actions of the accountants
Lastly, one of the basic purposes served by this accounting software is that multiple users can work together on the same QuickBooks file
QuickBooks Remote Access Cost
The user will have to pay for the QuickBooks Remote Access software. As it is not free, it is accessible in two different versions.
Hosting QuickBooks Desktop on Cloud: The very first option is hosting QuickBooks desktop on cloud, as Authorized hosting of QuickBooks desktop software on any third-party servers is now permitted by Intuit. The authenticated users can access QuickBooks installed on the server of hosting providers from anywhere via Internet.
Using QuickBooks remote access tool: This option is suggested by the experts as this tool can easily connect to the remote system that has the QuickBooks accounting software installed in it. The basic tasks such as copying files from local to remote and vice versa, printing files using local printers, accessing QuickBooks data folders and files remotely, etc. can be smoothly performed by this tool.
Switching to QuickBooks Online: The third and the last option that the users have is to Convert to QuickBooks online (QBO) from QuickBooks desktop. For the ones who don’t know what is QuickBooks online, it is basically a solution from Intuit working entirely on cloud and increasing efficiency of the software. The user can access QuickBooks from any device that has an internet connection.
After that Log-in the account credentials such as registered mail ID, password, etc. on the QuickBooks Remote Access website. It should be noted that before login, the user should launch the Web browser on the system through which he/she needs to access the QuickBooks software remotely
Once done with that, download the remote access tool installation file, followed by tapping the “Setup computer” icon
Now, in the “Nickname” field, the user has to type in the System nickname, and then tap on to the “Next” icon
Moving ahead, the user is supposed to tick the checkbox next to the options to initiate each time a remote session is logged in. The options include: “Automatically reduce screen resolution to match”, “Use full-screen view by default”, “Disable this computer’s keyboard and mouse” and “Make this computer’s screen blank”
Jumping on to the next step, the user is supposed to tick the checkbox next to the applications, in order to attain access remotely on this system
Click the “Next” button
Coming to the end of the process, the user needs to tick mark the box for the authentication option to use. In that case the user can enter a passcode or can also use a phone number. When he/she accesses QuickBooks desktop remotely, the passcode option permits to enter the passcode on the login page. The phone number option needs that the tools call the user, and then prompt for accessing the code each time.
In this process, the very first step is to launch the Web browser on the system. After that log in to the account via the QuickBooks Remote Access website.
The user is then required to check out the box that was used earlier to define the system nickname. After that hit the “Connect” icon.
The user is required to authorize the desktop by using the password or by means of phone authentication. In case the remote tool calls the user and prompts for passcode. Then the user is supposed to enter the passcode on the phone.
To end the process, hit the “Remote Access” drop-down menu, followed by opting for “End QuickBooks Remote Access Session”.
You can work in QuickBooks from different computer than the server. However, you will have to map server or host computer as a network drive. Furthermore, set up computers that will access the files for multi user mode and then set the folder where the company file is stored. In case you have trouble when you map network drive when you use UNC, you can try to use IP address of the server.
Install QuickBooks database server manager on the remote computer
The QuickBooks database server manager is used to configure the QuickBooks server for multi-user access. The steps involved in installing database server manager are:
Once done with that, choose switch to multi-user mode on the QuickBooks file menu
You now have to choose yes in the multi-user hosting setup required window.
Also, note that QuickBooks installs and runs QBDBMgrN.exe as a background service. This service must be running on the system storing the company file even if QuickBooks is not open.
Now, select ok tab on the multi-user setup information window
And then, add necessary users by going to company and selecting users then set up users and roles and choose new tab.
Optional: Turn Network Discovery On and Password Protected Sharing Off
The server requires network discovery turned on and is visible to try opening the file using a UNC path. Along with that, windows will ask for a network password in case the password protected shairng is turned on. In case this happens, you can either log in using the network password or turn off the feature. You can carry out this process on the server or host computer and all the workstations that need access to QuickBooks remotely over the network.
The very first step is to open the control panel.
After that, select network and sharing center and then choose change advanced sharing settings
The next step is to expand the profile type that you are using at the moment.
Now, under network discovery, you need to choose turn on network discovery.
Once done with that, choose turn off password protected sharing under password protected sharing.
The last step is to choose save changes.
Locate then open the company file
You need to first choose open or restore company from the file menu.
The next step is to choose open a company file and hit next tab
Now, browse the location of the company file.
In case your company file is mapped to drive E, then you need to look for the company file name E: in the list.
The user will then have to choose the company file from the list and click on open tab.
Toward the end, enter the username and password.
Conclusive lines!!
With this we come to the conclusion of this post, and we expect that information that we have tried to convey with the help of this article might help the user in accessing QuickBooks desktop remotely. If in case you have any queries or are facing any kind of difficulties – you can contact our QuickBooks certified experts and technicians at our toll-free helpline number i.e. +1-888-510-9198.
Our QuickBooks ProAdvisors will look forward to your concern and provide you with a feasible solution for all your accounting problems. Thus, do not hesitate in talking to our technical support team.
Frequently Asked Questions!
Is QuickBooks remote access still available?
Yes, the remote access feature is still available for users. One can make use of QuickBooks remotely regardless of the location.
What is the purpose of remote access?
The remote access feature allows the user to gain access to their devices over network from any place. The user can also perform different activities, manage company files and also perform all the usual accounting tasks.
What are the requirements for using QuickBooks Remote Access?
The major perks of using this feature of QuickBooks are: 1. QuickBooks should be installed on the remote system 2. The user is required to set up hosting service and mapping the network drive 3. You should have seamless internet connectivity
How to map a network drive?
One can perform the below stated steps to map a network drive: 1. The very first step is to click on windows tab 2. Now, move to my computer 3. Also, click on the computer tab and also select the option to map a network drive 4. The last step is to opt for a drive letter that is unused. 5. Also, click on browse
Here are 10 ways by which grow your business with QuickBooks:
QuickBooks is unarguably one of the best accounting software available in the market today and preferred by entrepreneurs all across the globe. This application has changed the way accounting and bookkeeping is done and thereby helping in the growth of small and medium businesses. QuickBooks assists the businesses with their day to day financing and bookkeeping activities, which makes managing finances much easier and error free for the users. In fact, this software is being considered a boon for the organizations for its amazing features. If you want to know the most compelling ways QuickBooks assists the businesses to grow the business.
In this article we will discuss about the best ways for QuickBooks Desktop to run your business fluently. Thus, stick to the article till the end and explore the ways this software will help your business to grow. Or you can also get in touch with our QuickBooks desktop support team via our toll-free number i.e. +1-888-510-9198.
Our team members will ensure to provide you with the best possible support services in a single call.
List of Ways QuickBooks helps the businesses to grow
Checkout the following ways that can help your business to grow:
1. Invoice Customers
The first in the list is Invoice customers. Invoices are basically used to ask for money owned. In fact, the invoice entails a list of products and items that were given to customers and for which the person owes money. All these facts makes it important to make these invoices properly, and ensure to receive the right amount of money and thereby it increases the cash flow. This is where QuickBooks helps the businesses, with its invoice feature. With the help of this feature in QuickBooks, the users can send invoices to their customers with much ease and that too without any error.
QuickBooks is a great application to manage your cash flow. Controlling one’s cash flow is now possible with QuickBooks accounting software. Instead of using online banking one can use QuickBooks Desktop 2020, but the users have to keep the file updated regularly. Moreover, the user can manage the cash flow by analyzing the break-even point as well as by using cash flow worksheet. Thus, controlling cash flow becomes easy with QuickBooks features.
3. Manage Bills and Account Payables
Paying bills to vendors and suppliers on time is one of the most important tasks that is to be performed by every business owner. Many times people miss out the due dates and fail to pay bills on time, but this can be now rectified by using QuickBooks. Entrepreneurs can make use of QuickBooks online bill pay feature to make the payments on time. Moreover printing of checks will reduce the hassle of data entry and enhance the productivity.
The Memorized transaction are basically templates that speeds up the data entry process. This feature is used for the automatic transactions that happen regularly and this consists of journal entries, payments, invoice bills and more. As most of the items are entered automatically this increases the efficiency. Thus, memorized transaction also helps the users in growing their business.
5. Journal Entries
The journal entries basically help in keeping the accounting transactions in proper sequence. This feature is important to resolve QB issues or make year end entries as per your CPA to match your tax returns. The QuickBooks users can make the best out of this feature and get rid of various issues.
To use online banking the users have to set-up a QuickBooks account. This will lessen the data entry hassles, and at the same time enhance the growth of the business.
7. Printing Checks
Printing of Checks is a great way to keep the cash flow updated while increasing the efficiency and also reduces the data entry hassles. The check will not be clear the bank statement until and unless cash is deposited and it also ensures that it includes cash flow analysis.
Payroll is basically the money paid to an organization’s employees and Payroll Management plays an important role. Even though many companies outsource payroll, it can also be easily processed through QuickBooks. However, it is very important to keep a proper record of your outsourced payroll. Thus, payroll management becomes easy and less time consuming with this amazing feature of QuickBooks.
9. Financial Reporting
Another feature that successfully made to this list is financial reporting. Without any doubt, financial reporting is an integral part of bookkeeping process. So, without running or analyzing the financial reports your bookkeeping process will not perform to its full capability. With the help of QuickBooks, the users can successfully report the financial activities with much ease.
Import capabilities is an essential feature in QuickBooks. You can make use of ‘CSV’ converter to QuickBooks so as to make your data importable. For this you might require to seek developer data to create the IIF files.
This brings us to the end of this article. The list of features of QuickBooks that help the users to grow your business with QuickBooks doesn’t end over here, rather there are a lot more aspects associated with it. QuickBooks has many benefits for businesses. For being packed with powerful features today most small and medium businesses are taking the help of QuickBooks. Seeing the increasing demand for QuickBooks, Intuit launches a new version of the applications every year. What is best that 24/7 QuickBooks support services are readily available that helps you with issues as well as answers all queries regarding the software. If you want more discussion on this topic or you have any queries regarding it, you are free to contact one of our Intuit Certified ProAdvisor by dialing +1-888-510-9198 to get all your answered in the best possible way.
FAQs Related to QuickBooks
How QuickBooks help the company grow?
QuickBooks allows businesses to form detailed financial reports, directly helping financial planning to induce growth and development. The software brings an expert integration of a variety of features to aid development in the company.
What QuickBooks can do for your business?
QuickBooks is an easy to use software that helps automating accounting tasks such as bookkeeping, invoicing, time tracking, expense tracking, inventory tracking, etc. with increased accuracy.
Which 3 of these are benefits of using QuickBooks time?
With QuickBooks time, you can gain access to powerful mobile apps, scheduling software , GPS tracking, overtime monitoring, customizable alerts, real-time reports, etc.
Which are 3 benefits of using QuickBooks Online?
QuickBooks online benefits include better shared access to data with employees and your accountant. No software or local data to manage, no upgrades, or release updates.
Get all the information of about the best Inventory Management tools that help with Inventory Management for small business
Inventory management can be simply put as a record of stocked goods of a company. So, this is the pure management of all the products and inventory. Inventory management comes with a number of benefits right from managing goods to streamlining the process of stocking and giving companies a good control of their business.
Best 25 tools designed to streamline Inventory Management for small Businesses.
Here are some of the best 25 tools specially designed for small business and will help you manage your inventory in a better way:
1. Unleashed:
Virtual inventory management is no longer a dream with Unleashed. With this software you can take control of inventory health and scale your business. Unleashed provides you with a Cloud-based dashboard. Its starting price is $60 a month.
2. AdvancePro:
With an advantage to integrate all the QuickBooks records into the AdvancePro system, AdvancePro comes with a series of high-performing inventory and warehouse management tools. These tools can be customized to the needs of a small business.
3. InFlow:
InFlow is an online inventory management system providing business from different industries. The software makes it easy for the business to receive orders and reorder stock. The good news is that it offers a free package for the new small businesses.
4. Ordoro:
Popular in the industry as the smartest shipping app, Ordoro is a cost-effective solution for business to goods inventory for shipping operations. The pricing plan of this software starts from $25 a month.
5. Lettuce:
With the use of Lettuce inventory app, one can integrate the systems which include payment processing, shopping, CRM among many others. The starting price of this app is $59 a month.
Providing a highly effective inventory management system, Infoplus is a web-base system that is highly suitable for retail, beverages and electronics business. Its pricing plan start from $379
7. Retail Inventory:
Starting from a Basic package of $20 per month, Retail Inventory is considered as a comprehensive inventory management system and includes an option to scan barcodes as well.
8. Inventory Now:
Making inventory tracking quite easier, Inventory Now provides business the complete overview of their inventory. Moreover, you also have an option to check about a particular inventory item number any time, and is considered suitable for small and medium sized business. It’s starting cost is $4.99.
9. Cin7:
Offering real-time tracking of inventory and sales, Cin7 is a point of sale and inventory management system. Its price starts at $249 a month.
10. Stitch Labs:
A retail business has a benefit of this tool as they can take control of their inventory from anywhere and anytime. In addition to the Stitch Labs inventory management, it also allows them to go for order processing. It also syncs availability across all sales channels and warehouses. It’s starting price is $499 a month.
Popular as the all-in-one inventory management software, SalesBinder has all the basic tools relevant for a small business. A business cannot just manage their inventory but also manage their invoices, customers, suppliers and purchase orders. You can also find a free platform on this management tool. Its Bronze package is available at $19.
12. TradeGecko:
TradeGecko allows business to manage their sales and stock. It also allows them to create inventory reports and automate shipping. Its plan starts from $79 a month.
13. RedRock Warehouse Manager:
It is an efficient inventory management tool which is suitable for the small business dealing in retail, manufacturing and e-commerce fulfillment. It is integrated with the QuickBooks’ records.
14. Wasp Inventory Control:
Wasp Inventory Control provides businesses the real-time approach to the inventory and includes a printer, supplies and a mobile device.
15. JumpStock:
An all-inclusive inventory management system, JumpStock lets businesses to take care of their full inventory requirements. Its price starts at $99 a month.
SOL Inventory management software integrates with QuickBooks and allows businesses to manage their inventory at multiple places. Its plans range from $25-$200 per month.
17. TRXio:
TRXio integrates with QuickBooks and allows businesses to manage their inventory at multiple places. Its plans range from $25-$200 per month.
18. Fishbowl:
Fishbowl integrates with QuickBooks very easily and I highly flexible for small businesses. It also includes a 14-day free trial.
19. OrderBot:
Right from automating time-consuming orders, OrderBot is famous for its quick automation in shipment process as well. This system is capable of creating customization packing slips. Owing to its customizable features, businesses are required to use a quote based request for few of their requirements.
20. Clearly Inventory:
Featuring a simple interface, Clearly Inventory is ideal for those firms that are involved in investing so much of their time in understanding the new software. The software allows the businesses to pay for what they need as and when they expand.
A free software solution for the businesses, LoSoftware operates in e-commerce, service-based industries and retail. This is easy-to-use software which provides a good control over stock to the businesses.
22. Stockpile:
Delivered by Canvas applications, Stockpile saves a lot of time and money on the inventory tasks. You can add inventory, record sales, and take returns.
23. Zoho Inventory:
Allowing small businesses to manage their inventory and orders with great efficiency, Zoho Inventory provides a multi-channel selling and inventory control. Its basic package costs $29 a month and $249 per month for a professional package.
24. NCR Counterpoint:
A business dealing in retail, mail-order or wholesale can use this cloud-hosted point of sale software. NCR Counterpoint comes with a range of features to automate purchase orders and a host of other payment processing features.
25. Goldenseal Accounting:
Goldenseal Accounting has been designed for small business and offers a complete set of accounting and inventory management services. This accounting system is considered suitable for construction firms and other such business. The basic version of this system is available at $495.
The above mentioned software has its own role and function. These software are important management tools for small business and are easily available. You can also avail the trial facility for these. Just download the tools and enhance your multi-channel inventory management strategy.
What is the best inventory method for a small business?
The most common inventory accounting method is FIFO because it typically provides the most accurate view of costs and profitability. However, because there isn’t a one-size-fits-all solution, it’s a good idea to talk with your accountant or tax expert to determine what will work best for your business.
What are the 4 types of inventory management system?
Inventory management tries to efficiently streamline inventories to avoid both gluts and shortages. The four major inventory management methods include just-in-time management (JIT), materials requirement planning (MRP), economic order quantity (EOQ) , and days sales of inventory (DSI).
What are the 3 key measures of inventory?
Crucial metrics that you should keep a close eye on over the course of the year are: inventory turnover, average days to sell, return on investment, and inventory carrying costs.
Here Is what benefits of using QuickBooks desktop pro
Majority of QuickBooks users and other entrepreneurs believe that QuickBooks can only be used for Bookkeeping. They are unaware of the capabilities of QuickBooks and the various tasks it can perform with perfection. Contradiction to the misconception, QuickBooks is a multitasking software that has helped millions of small- and mid-sized business owners to meet their business goals. The maker of QuickBooks – Intuit keeps on introducing new features and versions of the software, in order to offer better user experience. And it can be used to perform a lot more tasks than just bookkeeping such as customer support and inventory creation. The users should accept the fact that QuickBooks can perform a lot more tasks than just bookkeeping.
Businesses that are incorporated and have employees typically need more advanced accounting packages then QuickBooks is the solution to all. QuickBooks is a good compromise between trying to do your own accounting using spreadsheets and hiring a professional accountant and bookkeeper to perform all of your small business’s accounting.
This article is created with an aim to discuss QuickBooks Pro’s usefulness. But since including all the utilities in one post isn’t feasible, we are going to discuss a few major uses of the software. However, if you are still doubtful regarding QuickBooks and its features, then feel free to get in touch with our QuickBooks premier support team via our toll-free number i.e. +1-888-510-9198. Our team will provide you with all the latest facts associated with QuickBooks.
QuickBooks Pro is a financial accounting software application that is made by Intuit. This software is developed for usage by local business, the software flaunts a variety of features aimed at helping users to handle each of their accounting features, consisting of accounts payable, credit card management and financial reporting. Using QuickBooks Pro to maintain your company records allows the users to prevent those possible problems.
There are countless perks using QuickBooks Pro in general, however the user has 2 options in terms of which package to purchase: Pro or Premier. The primary benefits to using QuickBooks Pro falls into a series of common categories. If you have still not utilized QB Pro, then it’s time to pull up your socks and avail the numerous benefits it offers. This software can provide your business the adhering to five advantages:
10 Crucial Usage of QuickBooks Pro Excluding Bookkeeping
In order to broaden the ideas, there are some basic advantages that QuickBooks pro accounting software offers. Mostly all the users taking care of the QuickBooks Pro ought to experience the benefits of it. Here Is What QuickBooks Pro can do beyond Bookkeeping:
1. Customer Service
The first advantage that made to the list is customer service. Catering to customers queries isn’t something any service provider can do. Though, it’s a fact that QuickBooks desktop Pro can’t listen to a user’s issues but certainly does a lot to help its users manage them. The users can write and keep significant notes handy, monitor overdue invoices, and keep all contact information accessible all the time.
Not only this, but also the Customer Snapshot offers users with all their client’s crucial data on one screen. These QuickBooks Pro features enable users to handle a customer without any delay in accessing for vital data. The software is also equipped with advanced email capabilities. Its ability to establish excellent and uninterrupted communication between a user and client make it a valuable software. Thus, QuickBooks Pro can be really beneficial in customer service.
2. Inventory Control
Inventory is an integral part of bookkeeping and this QuickBooks Pro feature comes handy if you are a merchant and sell products or you need to keep some stock stacked for your company. QuickBooks Pro incorporates inventory control with bookkeeping through a few significant features. The accounting software enables users to create orders as well as schedule reorder points. The users need to be watchful for the inventory levels so that they know the exact time when they have to organize a fresh shipment. Thus, if you are not aware that QuickBooks offers inventory control feature, then try it now and make the best use of it.
Not be known to many, QuickBooks Pro is capable of handling more tasks than the most accounting and bookkeeping software and it helps users in managing the details of communication. This accounting software offers something beyond basic email notices. Multiple attachments including information about a particular client or job can be included and previous messages about the same transaction can be checked. Furthermore, users can also thoroughly customize their email templates.
These features of QB Pro make communication with customers, vendors, and affiliates immensely simple, clear, and more professional. As per the requirements, the users can easily add a header, image(s), unique signatures, or all three. Good communication is a vital part of good bookkeeping as well as business management. The tools equipped in this advanced accounting software respond to immediate issues for an uninterrupted workflow.
4. Shipping
Pausing crucial tasks to handle shipping of the deliverable can be frustrating and annoying. The postal services are improvising themselves and working continuously to make the process faster and simpler, but it still going to take some time to provide business with the sort of service that is expected. Leave the postal services, even print, and ship online service also at times may be complicated. It requires separate registration and payment methods. Indeed, you will have to stop whatever you are doing to take care of shipping.
This is where QuickBooks accounting software comes into play. QuickBooks seems to have some great features for the users to save both time and efforts. With QuickBooks Pro the users can now auto setup the shipping process rather than dedicating a significant amount of time for the task and also avoid any kind of hassle or error in performing the task. QB Pro incorporates UPS, USPS, and FedEx, allows users to be able to ship essentially anything with least effort.
One of the most essential benefits of using QuickBooks desktop pro is business improvement. All organizations and individuals make investments to enhance their business values. Though, not all services or software purchased and paid for offering the desired outcome work well. Luckily, QuickBooks Pro does that. Feature to generate advanced reports, ready-to-use templates and multiple other QB Pro features keep users ready to deliver in the least possible time and makes QuickBooks desktop Pro one of the highly preferred accounting software. On top of that, the software can be used to customize the report, build it from scratch, use the existing templates, and to access a wide range of templates used in the industry by other QuickBooks users.
These reports consist of customer rankings, profits, expenses, and other useful details. QuickBooks Pro reports keep users updated with every change. In simple words QuickBooks helps the businesses to generate reports with more accuracy in less time.
6. Data Accuracy
Either you have a large or small business you have to keep accurate records of your finances. You cannot avoid the fact that humans don’t make mistakes, with the help of accounting software the chances of calculation error is minimum. You never know how or when a calculation mistake can lead to a disaster. Light yourself from the burden of calculator and paper ledger by letting QuickBooks accounting software automate tasks and minimize the errors. You can easily verify digital documents and fix errors before printing.
If you opt for QuickBooks, the next generation accounting and bookkeeping software then there is no doubt that you can access your business accounts from anywhere. QuickBooks offers you many options, on how you want to manage your accounts either it be on cell-phone or desktop. This will allow you following the independence of following tasks:
You can view client, expense or invoice information.
You can send the invoice directly from your cell-phone.
With the help of a built-in timer track, you can track billable time.
With your contact on the phone, you can directly import a new client.
You can record expenses immediately and attach bills.
It is compatible with any sort of devices.
One more money and time-saving advantage of QuickBooks Pro accounting software is the ability to allow your accountant directly access to your accounts through the online application, rather than manually transfer paper or electronic files whenever they have to access to your accounts.
8. Security
Just think of it that your company file is in wrong hands by accident, it can jeopardize all your business efforts. The abundance of confidential data, such as financial balance, account numbers, social security and employer identification numbers will be at huge risks. Business owners must consider such accounting software which can describe security features in detail such as malware technology, anti-spyware and firewall protection.
One of the most important aspects of using QuickBooks accounting software is that data loss can never happen. It automatically saves a backup of your company file in the main server, in case the software crashes.
The developers of QuickBooks accounting and bookkeeping software developed it in such a way that even a person with minimum knowledge can manage this software. This software is extremely user-friendly and uncomplicated. Although, sometimes an error may pop in your software but don’t worry, with the help of 24×7 QuickBooks customer support you can troubleshoot errors. Not only this, when you opt QuickBooks accounting software it will set up a new user function which will offer you with a visual orientation practice.
With a single mouse click, you can experience this software’s capabilities. As an accounting software, it is its purpose to fulfill the needs of its users in either way.
10. Sales Invoicing
QuickBooks accounting software offers its clients the time-saving feature of keeping track of sales and generating receipts and invoices at the single click of a mouse. Then, via email, you can directly deliver invoices to your customers. This software furthermore enables customers to be charged separately or in large batches. Users that sign up for Intuit QuickBooks Merchant Services get the additional benefit of being in a position to accept credit as well as debit card fees via QuickBooks Pro.
Users who sign up for Intuit Check solution for QuickBooks will get the feature to scan and deposit checks into the software, getting rid of the requirement to manually key in the data.
QuickBooks Pro is useful accounting software of business of all sort and sizes, and is highly recommended for small businesses. The advanced software saves both time and money for business owners. It can multitask with accuracy. It’s an amazing investment that does a lot more than just bookkeeping. In a nutshell, it can be said that QuickBooks accounting software is not confined to bookkeeping, rather it performs manifold tasks that too in the smoothest possible way. We expect that after reading this article carefully, the user will successfully make the best us of this amazing benefits of using QuickBooks desktop pro.
However, if you still have certain doubts regarding this software, or you are seeking for someone who can help you into your problems, then you can directly talk with one of our Intuit certified ProAdvisors by dialing toll free +1-888-510-9198. Do not hesitate, and get in touch with our QuickBooks support team today. Our Certified Accountant and bookkeepers are always ready there to help you!
FAQs Related to QuickBooks Pro
What are 3 benefits of using QuickBooks?
The Benefits of using QuickBooks desktop pro are as follows: 1. QuickBooks allows users to create and track invoices easily. 2. It keeps track of expenses and bills on its own. 3. QuickBooks is intuitive. 4. QuickBooks has an automated backup service. 5. QuickBooks is customer-oriented.
Why is QuickBooks better than other accounting software?
QuickBooks stands out as a leading accounting software, known for its user-friendly interface, comprehensive features, and vast third-party programs.
Why do accountants like QuickBooks?
QuickBooks helps in tracking the business finances all in one place, which makes it easily accessible to you and your accounting team.
Why should I switch to QuickBooks?
Switching to QuickBooks Online offers the ultimate in accounting flexibility, which is one of the best benefits of using QuickBooks desktop pro. You have access to your business data anywhere, on any device when you work in the cloud. With all your data in one place, you can collaborate with your bookkeeper or your accountant in real time.
