Friday, February 28, 2020

6 Ways to Motivate Your Team | Brian Tracy

If you are in charge of a group of employees, then chances are you know it can sometimes be hard to motivate a team to produce their best work. Here are 6 tips and tricks that you can use to become a more powerful motivator and raise your team to new levels of success!

Tuesday, February 25, 2020

How to Set Up Your Expense Settings in QuickBooks Online

QuickBooks has features to help you keep track of your expenses. Let’s go over the options and settings that let you see your profitability from different angles, such as by project or for your business overall.

We’ll go over your options for tracking expenses and turning on purchase orders.

Saturday, February 22, 2020

How to Make Faster Decisions | The Way We Work, a TED Series

In a world of endless reviews and options, it's easy to become paralyzed by indecision. Investor and writer Patrick McGinnis shares the dangers of "FOBO" -- the fear of better options -- and how to overcome it.

Wednesday, February 19, 2020

10 Productivity Tips to Help You Reach Your Goals | Brian Tracy

What is your biggest obstacle when it comes to reaching your goals? Boosting your productivity may be all you need to reach new heights. If you are looking for a few simple ways to be more productive and efficient with your time, check out these ten productivity-boosting tips.

Sunday, February 16, 2020

How to Mark Expenses as Billable in QuickBooks Online

This video will go over how to make expenses billable in QuickBooks so you can charge your customers for them later. You’ll see where to turn this on in QuickBooks and then how to mark expenses as billable. We’ll show how to do this both for accounts connected to QuickBooks and for expenses you enter manually.

Thursday, February 13, 2020

Case Study for Carefree Recreation Boat Club

At Turn Key Office, we delight in using QuickBooks as a component tool of a more comprehensive business solution. We take pride in understanding our clients’ unique business challenges and in implementing solutions that often extend well beyond the basic capabilities of QuickBooks. The case studies below illustrate some of these challenges and solutions for vastly different industries.

Company: Carefree Recreation Boat Club


History: Carefree recreation offers annual membership and access to a wide variety of recreational boats in marinas throughout the United States. Their slogan: “Boating without Owning! It’s about Time” says it best, as clients throughout the United States enjoy all the benefits of being a boat “owner” without the maintenance, storage fees, insurance and hassle of owing, weather and docking. For a reasonable monthly fee, members can enjoy premium access to boats at a time and location of their choosing.

Business Challenge: To maintain member billing, the owners Jessie Clark and Doug Zimmerman kept membership start/stop dates in a spreadsheet and manually entered monthly invoices into QuickBooks. Each month, the member’s service expiration date is checked and an invoice mailed for the monthly dues if appropriate. Each payment was processed through Intuit payment network if the member had a payment method on file.

In addition to being time-consuming, the owners felt they were held captive to Intuit merchant prices and wanted to make sure the merchant fees they were paying were market-competitive.

Another challenge Jessie and Doug faced was how to delegate bookkeeping tasks on payables without delegating check-signing authority. Like many business owners, controlling who, when and how much vendors are paid is an important part of managing cash flow and preventing fraud. They desired a more flexible solution that would also accommodate travel and temporary relocation overseas and examine vendor invoices before making payments. In short, they needed to make sure they remained an effective and integral part of the day-to-day activities of their business while they could not be in the office.

They turned to Turn Key Office for help.

Solution: Based on the growth of her business, we converted the company data file to QuickBooks Enterprise on our back office server so Jessie and Doug could have 7×24 access from any internet connection. Instead of a spreadsheet, the monthly memberships were set up as memorized transactions with expiration dates set up for each member so invoices would automatically generate for the right periods and amounts.

Additionally, we helped set up Intuit Bill Pay and established a dedicated email box for their vendor invoices. Turn Key Office staff is able to post the payables each week, and add electronic images of all bills received to the bill copy in QuickBooks. Jessie and Doug retain full control (via a secure PIN) over which vendors are paid – when – and how much. As an added bonus, bookkeeping is minimized because payments are posted directly into QuickBooks immediately as they are paid.

Next, we looked at the merchant solution. We love the integration of merchant payments with QuickBooks and its ability to eliminate redundant data entry. However, the solution does not allow clients to shop for competitive merchant providers. We located and implemented a third-party software solution called Fi-Soft that drops payments seamlessly into QuickBooks, but “back-ends” into any merchant using a compatible gateway. Thus, we were able to create the best of both worlds – merchant integration with QuickBooks, virtually zero data entry, and competitive rates. As an added bonus, the solution helps with security because NO sensitive payment data is stored on the host network or in the QuickBooks file.

Conclusion: Jessie and Doug now have peace of mind they are able to manage all of their payables, billing and competitive merchant fees with one platform. The platform accommodates their busy schedules allowing them to travel and manage marinas throughout the country. Payables and client payments “auto-post” and are up to date in real-time. Their effectiveness using hosted QuickBooks with Intuit Bill Pay and Fi-soft integration allows them to focus on other important aspects of growing their business.

Monday, February 10, 2020

Why You Need Clarity to Achieve Your Goals

Clarity is everything. Clarity is power. If you don't know exactly what you want, how are you going to get it? You can't hit a target that you can't see.

So a great mantra to live by when you're unclear is this: Clarity comes from engagement, not thought. 

This means that you aren't going find answers in your head, sitting on your couch, making pros and cons lists. You need to get out there, you need to take action, and you need to engage physically. That's when you're going to feel your way to your truth and to your clarity.

Friday, February 7, 2020

How to Track Time w/ TSheets in QuickBooks Online Payroll

Both QuickBooks Online Payroll Premium and Elite come with TSheets to track employee time. This video will go over how to invite employees to TSheets, so you can track their time, see who’s working, and then approve timesheets when it’s time to run payroll.

Tuesday, February 4, 2020

How to Become a Problem Solver | Brian Tracy

Problems are an unavoidable fact of life. They will never end; they only vary in size and importance. Instead of feeling overwhelmed, learn to control your response to the problems that come your way. Watch today's video for tips on how to become a master problem-solver.

Saturday, February 1, 2020

How to Create a Sales Receipt | QuickBooks Online Tutorial

This video covers how to create a sales receipt in QuickBooks. We’ll also show you how to use the undeposited funds account, so you can group transactions together into a single deposit to match your bank records. Note that if a customer pays you for their purchase right away, you record a sales receipt. But if they‘re going to pay you later, then you create an Invoice. We’ll go over that in a separate video.