Accounting mistakes happen occasionally, but you can avoid numerous common mistakes with proper preparation and planning. Remember, it typically takes more time to rectify an error than to get it right initially. Interestingly, it’s also cheaper to recognize and rectify errors early instead of waiting to correct the issue later. While some accounting...
These days, more businesses are turning to remote bookkeeping services due to technological advancement. For some businesses however, the concept of hiring a virtual bookkeeper is new and terrifying, while for others it simply won’t work. Over the past decade, a shift has occurred within the accounting and bookkeeping industries and the terms “virtual” and...
Our recent Technology Tuesday on the new QuickBooks features for version 2020 highlighted multiple features. We did a deep dive, not too long ago, on a key feature: Find a Company File option in the “No Company Open” window. Another key feature – Customer Payment Reminders – aids your business’ accounts receivable workflows in QuickBooks.
A look into the QuickBooks tool that makes tracking expenses, comparing expenses to revenue, and ensuring accurate records for your business. This webinar will help you understand the job costing tools that QuickBooks has to offer in their various software editions, as well as how out of the box technology...
It’s getting near the End of Life for QuickBooks 2017. For many longtime users, it’s that time of the year. For those of you who have just started using QuickBooks Desktop, you may be wondering what that means. Put simply: anyone still using 2017 will lose access to important add-ons, at the end of May 2020. Also, any live assistance for any inquiry or troubleshooting measure revolving around Desktop 2017 you currently utilize will not be available come May 31. What does this entail? Keep reading to learn exactly what services and apps are affected; and how discontinuation affects your support experience.
What is a data migration? How can a migration benefit my business? Is it time? These are all great questions, and certainly there are more lingering in your mind when it comes to your business.
Today’s Technology Tuesday insights have been percolating for a few hours. The presentation took us on roads toward jewels of financial insight. Some were principles long held in business, while others got to minute details around inventory and personnel management; the latter two made a teammate chuckle – while reminiscing of a college lecture on the equilibrium between “hiring/firing”. While this is an important business aspect, there were others meriting equal attention. Let’s journey, a little, shall we?
For those in the middle of year-end, or just about to start, here’s a rundown of important dates to keep in mind – courtesy of our friends at QuickBooks; and other sources (if applicable) you’ll see below.
Out Of The Box Technology has been selected as a member of the Bob Scott’s VAR Stars for 2019, a group of 100 organizations honored for their accomplishments in the field of midmarket financial software.
Members of the VAR Stars were selected based on factors such growth, industry leadership and recognition, and innovation. Selection is not based on revenue and those firms chosen represent a wide range of size and many different software publishers of accounting software.
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!
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...
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.
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!
As we reflect on the last year here at Out Of The Box Technology, it is humbling to realize all that we have to be thankful for. 2019 was such an impactful year, not only for what we were able to accomplish, but for the people who made an impact on us; our clients, our partners, our colleagues, and our families!
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!