QuickBooks® for Integrators –
Tips & Tricks that can save you Time & Money
One-hour webinar
recorded Friday, March 4...
Now available as a Windows Media Video download.
Actual comments from webinar attendees...
“Wow, this is awesome and exactly what I need to fill in the blanks!”
- DW in CT
“That was a fantastic
webinar today!” - GC in NJ |
“Great presentation today!”
- MY in IL
“Highly recommended” - webinar-related
post on Integration Pros forum |
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In my work with business owners across
the US, I have seen QuickBooks used dozens of different ways. Some of the processes I’ve seen have been highly imaginative,
others were head-scratchers. But few capitalized on the logic and efficiency designed into the QB software.
During this one-hour webinar, I share the
best project administration practices I have learned thru years of working with integration companies and teaching the popular
QuickBooks for Integrators™ course…
- How to produce proposals
quickly
- How
to price proposals profitably
- How to manage projects more efficiently
- How to maintain up-to-date records of project progress and funding
These practices are applicable no matter what software you use
to develop your proposals. Key to the efficiency of QB and the accuracy of your bookkeeping is this simple practice: as
soon as the proposal is accepted, enter it in QB.
Look
at all the key info QB can provide if you follow the practices we will show you during this webinar…
Actual screen shot of
Customer Center for client Eve Nadam
§
The first line, estimate #1001, shows us the amount of the proposal, and
its “open balance” – how much work remains to be done on the project.
§
The invoice lines quantify how much
work has been performed to-date, and when the work was performed. This is how we track actual production on the project.
§
2 payments have been received from the client…
o The first $3000 (received Jan 15) has been fully-applied to invoices; its “open balance”
is $0.
o
The second payment, $5000 received on Jan 28, has had all but $759.21 applied to invoices. This leaves the customer with a credit balance in AR, which
is reflected by the negative balance in the left column. The customer doesn’t owe us money – we owe the customer
work.
§
On Jan 22, a “Request for Payment” was made using a QB Sales
Order. The RFP was for $6000; the $1000 amount for the Sales Order reflects the $5000
payment received Jan 28. Another RFP for $7500 was issued Feb 3, for which payment
has not yet been received.
On
a single screen, QB summarizes…
- the project total
- how much work has been done, and when
- customer payments received, and when
- RFPs issued
- who owes who how much, and
for what.
That’s a lot
of important project information, all in one place. We’ll show you how to get here during the Tips & Tricks webinar.
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Click the button to order the download of
this valuable webinar -
and the webinar bonus resources - for only $37! |
Upon receipt of your PayPal confirmation,
we will e-mail the download link for the webinar.
Here are the special bonus resources you will also receive:
1)
A 3-page customizable process flowchart. Use this to outline, sequence,
and assign the steps of your project administration process.
2) Valuable documents
from the 6-hour QB for Integrators course:
§ How to order & receive goods in QB
§ How
to create & report on Requests for Payment
§ The
TLM Chart of accounts (with uploadable MASTER account list)
§ Item Classification Guidelines (to help you create a super-useful database of items and prices)
§
The TLM Bid Pricing Worksheet
§ How
to create a Jobs-in-Progress "pipeline" report in QB
3) 100% credit of your webinar fee towards the QB
for Integrators course, or the Management Practices Coaching Group.
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Get
this important webinar now, only $37! |
This webinar has been an eye-opener for
those who have been through it. I promise it will be for you, too.
Thanks for your interest!
Steve Firszt
Fast-Forward Business Coaching
(314) 918-0338
steve@ffbizcoach.com
Please call or e-mail if you have
questions, comments, or concerns
QuickBooks is a registered
trademark of Intuit
QuickBooks for Integrators is a trademark
of Fast-Forward Business Coaching
