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QuickBooks的技巧

QuickBooks的技巧 > 设置和自定义提示 > 使用QuickBooks的移动应用程序

使用QuickBooks的移动应用程序

In days gone by, running a company was a 40-hour per week proposition. You might have taken work home some evenings or gone into the office on weekends.

Those days are over, thanks to the internet 和 mobile technology. This fundamental change in the way we do business means that it's now hard to get away from work. Your smartphone 和 tablet are usually within easy reach, 他们总是诱惑你去登记.

On the flip side, that kind of 24/7/365 accessibility has numerous benefits. 有, 例如, apps that can be integrated with your desktop QuickBooks company file, 使您能够:

  • 无论你在哪里,都要做销售。
  • 记录发生的费用,以及
  • 监控员工的工资发放时间.

让我们更详细地看看这些.

手机销售


Figure 1: One of the oldest apps that integrates with QuickBooks is GoPayment. You can process transactions on your smartphone or tablet from anywhere.

Payment-processing on smartphones has become commonplace these days. You've probably seen merchants accepting credit cards on mobile phones in one of two ways: by swiping the card on a small card reader that attach to their device or by entering bank cards numbers directly.

直觉的 GoPayment 你可以任意选择. You can download the free app 和 process a customer's payment on your smartphone. 然而, you still have to download it into QuickBooks 和 either create a sales receipt or match it to an open invoice. This isn't a difficult process once you underst和 it, but you must be sure to do it correctly from the start. 我们可以和你一起练习跑步.

Benefit: Improved sales that aren't dependent on location.

出差费用

最聪明的一个, most useful apps that has ever been created is the expense reporter particularly when used by your road warriors for on-the-go expenses. 这样的例子屈指可数. Travelers can record expenses in two ways: they can either enter the information directly or snap a picture of a receipt with a smartphone. 当你的员工回到办公室, 他们能够准备完整的费用报告, whose approved data can be transferred into QuickBooks.

同意 是这些应用程序中的一个吗. 当你设置它的时候, 它导入帐户代码, 客户, 工作和班级, 和 Vendor 和 Employee Records from QuickBooks so that these can be assigned for each expense entry. 信用卡交易可以直接导入. 当费用报告完成时, 它可以发送给经理审批, 和 reimbursement is then deposited in the 员工's bank account.


Figure 2: 直觉的 App Center is home to hundreds of add-on applications for QuickBooks.

Tallie 类似的工作. It can automatically categorize expenses 和 alert approvers to expense policy violations. 与…连用 比尔.comSmartVault, it can accommodate a sophisticated, seamless accounting workflow. We'll see more multi-app integration as cloud-based financial solutions mature, 但如果你要尝试这样的设置, 让我们帮助你完成最初的机制.

Benefit: More accurate, policy-compliant expense reports.

时间跟踪和时间表

If all of your 员工s walk through the office door every morning 和 stay there, 你不需要手机应用来追踪时间. But for businesses whose cash flow depends on recovering 和 recording every minute of billable time, 智能手机时间追踪器是理想的选择.

TSheets时间跟踪器 能在很多方面帮助提高你的底线吗. 这个特殊的应用程序:

  • 适应实时移动数据输入;
  • 用GPS追踪员工的位置
  • Creates timesheets that can be synchronized with QuickBooks, 按客户跟踪计费时间, 工作, 员工, 等.

Benefits: Employee accountability; recovery 和 correct classification of all billable hours; 和 less time required to create timesheets.

迈向一体化

考虑到智能手机的尺寸限制, some mobile apps contain only a subset of the features found in their desktop counterparts. But that subset is chosen based on the needs of mobile users.

Fewer features mean that your learning time for the mobile apps that integrate with QuickBooks will be minimal. But the steps to sync with QuickBooks must be followed to the letter, 你可能不熟悉这个过程. We want you to experience the benefits that these smartphone solutions can offer 没有 compromising the integrity of your QuickBooks company file. Let us introduce you to these forward-looking, beneficial tools.

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