Out of the Box Technology Blog - QuickBooks Information & Resources

top reasons to have out of the box technology as your cloud hosting service provider

Tech Tuesday Recap: Cloud Hosting DIY

December 18, 2019

We had the privilege of our Director of IT, Chad, sharing pithy tips and practices for you to resolve encounters on your own – when working in our hosting environment, or others.

Such are handy when time is not a luxury; and you need to get work done immediately. Speaking from experience as a support representative, clients call in to tackle items preventing them from finishing their work at inopportune times.

Additionally, waiting to get in touch with a representative is a factor intensifying the experience. As Chad suggested however, contact us for anything more complex than what he presented. Without any further ado, here are cloud hosting tips to resolve common issues in little to no time!

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Running a Profitable Business – Small Business Focus

December 10, 2019

Jennifer

Tech Tuesdays

As a small business owner, making a profit is probably pretty high on your list of priorities. Join Dawn Brolin, our very own VP of Business Development and Compliance, as she discusses the action items that will help lead to increased profitability.Learning Objectives:Understand how standardization of the processes will help...

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Identify 10 places to look for cash flow problems and how to get more out of your business. Calculate how much cash is leaking from your business using a “Find Hidden Cash In Your Business” Strategy. Learn a method of communicating financial issues with your clients that strengthen your position as a “necessary adviser” to their business. SHARE

10 Ways to Supercharge Cash Flow – Everyone Misses #7

November 27, 2019

Jennifer

Free Resources

There is a new kind of adviser in the world. The one who connects with their clients with more than just numbers. They really care about the personal, professional, and financial well being of others. If this is you, then you are today’s adviser. This course goes beyond the ordinary list of usual suspects in solving cash flow issues, and exposes a unique way to see your business through the eyes of the financials. Learn 10 ways to improve cash flow with real actionable advice on how to execute with your clients.

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out of the box technology & Keap team up!

November 21, 2019

Jennifer

Free Resources

Out Of The Box Technology is excited to partner with Keap to get your business organized! We first welcomed Keap to our Technology Tuesday line up in October, where audiences were introduced to the exceptional way that the Keap software solution can get your customer database organized. Watch that presentation on-demand now!

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we at out of the box technology wish all of you a happy thanksgiving and glad tidings during the 2019 holiday season - this picture of is of our chief operations officer and founding partner Lisa McCarthy

Happy Thanksgiving from Out Of The Box Technology!

November 21, 2019

Jennifer

Recur360 Quarterly Updates

November 21, 2019

Jennifer

Free Resources

Our developers have been hard at work on Recur360 these last few months. As we ring in the new year, they are excited to share with you what’s new with Recur360. From general integration updates and minor workflow improvements to our major Bulk Update feature, there is a lot to show you! We will also recap some of our client’s favorite features and the main highlights of our award winning, nationally recognized solution!

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sales and marketing tool from keap will show you how to organize and segment your list of contact, automate setting consultations or appointments and even buld a business card email campaign

The Perfect Customer Lifecycle

October 29, 2019

Jennifer

Free Resources

In this presentation you will get a live look inside of a sales and marketing automation tool, KEAP. You will see how you can start to organize and segment your list of contacts, automate setting consultations or appointments, and even build a business card email campaign to help stay in touch with new contacts. (Yes! There’s a mobile app that can automatically help you follow-up with your new leads)

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one of the niftiest features in quickbooks desktop 2020 is the find your company file feature. It will a very targeted search for any file type used by QuickBooks: accountant copy, QuickBooks portable file and others!

Tech Tuesday Recap: New QuickBooks® Features for 2020 – Find Your Company File

October 11, 2019

Lester San Jose

Free Resources, Tips & Tricks

We recently wrapped up another Technology Tuesday. This time, we had one of our own – Jonathan Harvey – giving attendees the new QuickBooks features your business can leverage for greater efficiency, and transparency.

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dawn brolin talked about fraud detection and prevention during today's technology tuesday. here are some ways you can do the same in QuickBooks Desktp.

Tech Tuesday Recap: Detect & Prevent Accounting Fraud

October 9, 2019

Lester San Jose

Free Resources, Tips & Tricks

What a way to kick off Technology Tuesday for October 2019! This particular Technology Tuesday was met with great anticipation leading up to the presentation; and it didn’t disappoint!

Out Of The Box Technology Executive V.P. of Business Development & Compliance, Dawn Brolin, delivered endless insight. Her pedigree as a Certified Fraud Examiner (CFE) & Certified Public Accountant (CPA) enabled her to deliver technical and contextual insight in a manner attendees were able to understand, and relate to the topic presented. It also enabled the presentation’s smooth, methodical flow of presenting the ABCs of Fraud Detection & Prevention.

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Top Reasons to Host with Out Of The Box Technology

September 27, 2019

Jennifer

Free Resources

Did you know that Out Of The Box Technology provides hosting services for QuickBooks Desktop software and more! Consider us a “boutique” hosting company.

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An Introduction to Keap

September 20, 2019

Jennifer

Free Resources

Keeping your customers and leads organized is essential to growing and running a successful business. From contact management and database segmentation to lead followup and even QuickBooks Online integrations, Keap is the solution to making it easy to do business!

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fishbowl inventory presented today's technology tuesday on how they can help bolster your inventory management to a level of detail not achievable in other inventory management solutions.

Tech Tuesday Recap: Inventory & Warehouse Management

September 13, 2019

Lester San Jose

Free Resources, Tips & Tricks

In case you missed it, this past Technology Tuesday was the first, among many future webinars, to offer CPE credits for live attendees. We were graced with our friends from Fishbowl presenting. It, however, wasn’t so much highlighting Fishbowl’s capabilities – which are many.

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QuickBooks 2020 is now available and our team is hard at work diving into the new release. From new features, updated functionality, and more, Out Of The Box Technology is your go-to for this new version. Let us navigate the speed bumps and learn how the latest software can be the best fit for your business.

What’s New in QuickBooks 2020

September 12, 2019

Jennifer

Free Resources

QuickBooks 2020 is now available and our team is hard at work diving into the new release. From new features, updated functionality, and more, Out Of The Box Technology is your go-to for this new version. Let us navigate the speed bumps and learn how the latest software can be the best fit for your business.

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