#How to enable PDF in QuickBooks

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Cognos:The Power of Business Intelligence in Accounting

The phrase "Cognos – Best Accounting Software" might be a bit misleading, as IBM Cognos is not specifically designed as an accounting software. Instead, Cognos is a suite of business intelligence (BI) and performance management tools that offer advanced analytics, reporting, and decision-making features. While it can support accounting functions, it is not a dedicated accounting software like QuickBooks, Xero, or Sage. 

However, many organizations use Cognos for financial reporting, forecasting, and budgeting due to its analytics and data integration capabilities. Cognos can connect with various accounting and ERP systems to help streamline financial data management, but it’s not the primary choice for day-to-day accounting tasks such as invoicing, payroll, or tax filing. 

Here’s a clearer understanding of why Cognos may be mentioned in the context of accounting: 

Financial Reporting: 

Cognos can generate in-depth reports such as income statements, balance sheets, and cash flow statements, making it useful for accountants who need to produce detailed, accurate reports for stakeholders. 

Data Integration: 

It can pull in data from various accounting systems and other business tools, allowing accountants to have a consolidated view of financial data in one platform. 

Advanced Analytics: 

With Cognos, users can analyze financial data more effectively, using predictive models and advanced analytics to support budgeting, forecasting, and decision-making. 

Automation: 

Cognos allows for automated report generation and distribution, saving time for accounting teams and improving the accuracy of financial information. 

What is Cognos? 

Cognos is a suite of business intelligence (BI) and performance management software developed by IBM. It is primarily designed to help organizations make data-driven decisions by providing tools for reporting, analytics, data visualization, monitoring, and forecasting. Cognos allows businesses to gather, analyze, and report on data from various sources to gain insights that improve decision-making, operations, and performance. 

Here are the key features of Cognos: 

Reporting: 

Cognos provides powerful reporting tools to generate detailed and customizable reports, such as financial statements, operational reports, and ad-hoc reports. 

Reports can be generated in various formats, including PDF, Excel, and HTML. 

Data Visualization: 

Users can create dashboards and visual representations of data, such as charts, graphs, and tables, to easily analyze trends, performance, and key metrics. 

This is useful for decision-makers who need a visual understanding of data. 

Analytics: 

Cognos includes tools for descriptive, diagnostic, predictive, and prescriptive analytics, enabling users to analyze data patterns, forecast trends, and recommend actions. 

It supports both basic and advanced analytics, helping users make data-driven decisions. 

Performance Management: 

It helps organizations track key performance indicators (KPIs) and monitor business performance. 

Cognos provides tools for budgeting, planning, and forecasting, particularly in financial analysis. 

Data Integration: 

Cognos can integrate with various data sources, including relational databases, spreadsheets, and ERP systems, to provide a unified view of organizational data. 

Collaboration: 

Users can collaborate on reports, share insights, and interact with data across teams to align decisions with business goals. 

Cloud and On-Premises Deployment: 

Cognos offers both cloud-based and on-premises deployment options, providing flexibility in how organizations choose to deploy and access the software. 

Security: 

Cognos ensures that data is secure by providing user access controls and robust security features to protect sensitive business information. 

Key Uses of Cognos: 

Financial Reporting: Organizations use Cognos for generating financial reports, ensuring compliance, and tracking financial performance. 

Operational Reporting: It can be used for operational data analysis, such as inventory management, supply chain optimization, and customer service metrics. 

Executive Dashboards: Senior executives and managers use Cognos dashboards to monitor business performance at a glance, using visualized data to make informed decisions. 

How Cognos is best accounting software? 

Cognos is not specifically designed as accounting software but is a powerful business intelligence (BI) and performance management tool that complements accounting functions. It excels in financial reporting, budgeting, and forecasting, allowing accountants to generate detailed financial statements, track KPIs, and analyze data from various sources. Cognos enables automated report generation, saving time and improving accuracy. Its data visualization and advanced analytics provide valuable insights for decision-making. By integrating with other accounting systems and ERP tools, it allows businesses to consolidate financial data in one platform for better analysis. While not a traditional accounting software, Cognos supports financial operations by streamlining reporting, improving efficiency, and enhancing financial insights, making it an excellent choice for data-driven accounting and financial management. 

Top Features That Make Cognos the Best Accounting Software 

While Cognos is not specifically designed as traditional accounting software, it offers several features that make it highly beneficial for accounting and finance teams. Here are the top features that contribute to making Cognos an excellent tool for accounting and financial management: 

Advanced Financial Reporting 

Cognos excels in automated reporting for financial data. It can generate customized reports such as income statements, balance sheets, and cash flow reports. The ability to automate and customize reports saves time and ensures data accuracy, which is essential in accounting for compliance and decision-making. 

Scheduled Reports: Reports can be scheduled to run automatically, saving time for accounting teams who would otherwise need to generate them manually. 

Data Integration 

Cognos integrates seamlessly with various accounting systems, Enterprise Resource Planning (ERP) platforms, and data sources. It enables accountants to pull data from different systems, consolidating financial information in one unified dashboard or report. 

ETL Capabilities: It can extract, transform, and load data from multiple systems, making it easier to analyze financial data across the organization. 

Budgeting and Forecasting 

Cognos offers tools for budgeting, forecasting, and financial planning, which are key tasks in accounting. These tools help accountants predict future financial performance based on historical data and business trends, improving decision-making and resource allocation. 

It allows businesses to track budget vs. actual performance in real-time, providing insights into any discrepancies that may require attention. 

Advanced Analytics and Forecasting 

Predictive analytics tools in Cognos allow accountants to identify future financial trends, potential risks, and opportunities based on historical data. This helps improve financial forecasting and strategic planning. 

Financial analysts can use what-if analysis to simulate different scenarios, helping accountants make informed financial decisions. 

Data Visualization 

Cognos offers powerful data visualization capabilities, making it easier for accountants to present financial data in an intuitive and easily understandable format. Using charts, graphs, and dashboards, accountants can present complex financial data to stakeholders more effectively. 

This visualization is particularly useful for executives and managers who need quick insights into the company’s financial health. 

Security and Access Control 

Given the sensitive nature of financial data, Cognos offers robust security features, including user access controls and permission management, ensuring that only authorized personnel can view or modify financial information. 

The system supports granular access control, allowing accounting teams to limit access based on roles and responsibilities. 

Collaboration and Sharing 

Cognos enables collaboration between team members, making it easier to share reports and insights with stakeholders across the organization. It provides tools for commenting, discussion, and annotations within reports, which facilitates teamwork and decision-making. 

Accountants can easily share financial reports and dashboards with senior management, ensuring that everyone has access to the latest financial data. 

Real-Time Reporting 

With Cognos, accountants have access to real-time data and reports, which is crucial for up-to-date financial monitoring. This feature helps finance teams identify issues as they arise and respond quickly to changes in financial performance. 

The real-time analytics support quick decision-making and improve the ability to adapt to financial changes and challenges. 

Scalability and Flexibility 

Cognos is highly scalable, making it suitable for businesses of all sizes, from small companies to large enterprises. It can handle large volumes of data, making it an ideal solution for growing businesses that need more complex financial reporting and analysis. 

It is also flexible in deployment options, supporting both cloud and on-premise installations, allowing businesses to choose the best option for their needs. 

Audit Trails and Compliance 

Cognos supports auditing capabilities, which are essential for ensuring compliance with financial regulations and internal policies. The system provides detailed audit trails, making it easier to track financial transactions and ensure transparency and accountability in financial reporting. 

This is particularly useful during audits and when ensuring adherence to standards like SOX (Sarbanes-Oxley) for corporate governance. 

Why Choose Cognos Over Other Accounting Software? 

Cognos stands out for its unique combination of business intelligence (BI) and accounting features. Unlike traditional accounting software that primarily handles transactional processes, Cognos focuses on providing data-driven insights and strategic financial management. Its robust integration capabilities, scalability, and intuitive interface make it a preferred choice for businesses seeking to not only manage finances but also gain actionable insights to drive better decision-making and growth. Cognos allows organizations to analyze and visualize data from multiple sources, making it ideal for companies that require advanced financial analysis and reporting. 

How Cognos does make working so easy? 

Cognos simplifies work processes in organizations, especially for accounting, finance, and data-driven teams, through a combination of automation, integration, user-friendly features, and advanced analytics. Here’s a detailed breakdown of how Cognos makes working easier: 

Automation of Reporting and Data Generation 

Cognos automates the generation of financial reports, dashboards, and ad-hoc queries, saving significant time for employees who would otherwise have to compile data manually. Reports are automatically generated and can be scheduled to run at specific times (daily, weekly, or monthly), ensuring data is always up-to-date. 

Automated Data Updates: Once set up, Cognos pulls data from integrated sources, automatically updating reports, which eliminates the need for manual data entry or the risk of outdated information. 

Data Integration Across Multiple Systems 

Cognos integrates seamlessly with various data sources, such as accounting systems, ERP platforms, CRM tools, and databases. It can pull data from multiple departments and systems (finance, operations, sales, HR, etc.), providing a single source of truth. 

This eliminates the need to switch between different applications, helping users work with consolidated data in one place, improving efficiency and reducing errors due to data inconsistencies. 

User-Friendly Interface and Dashboards 

Cognos provides intuitive dashboards and easy-to-use tools that make it accessible for users with various levels of technical expertise. Accountants, financial analysts, and managers can quickly create customized dashboards that display key metrics, trends, and real-time data. 

Self-Service Reporting: Non-technical users can create and modify reports or dashboards without relying on IT, empowering business users to explore data and insights independently. 

Advanced Analytics for Quick Insights 

Cognos simplifies decision-making by providing advanced analytics capabilities such as predictive analytics, trend analysis, and what-if scenarios. This allows users to uncover trends, identify issues early, and make more accurate forecasts. 

It offers interactive features like drill-down analysis, which lets users click into reports or visualizations to view more detailed data without needing complex queries or technical knowledge. 

Real-Time Access to Data and Insights 

With Cognos, users have access to real-time data. This is crucial in today’s fast-paced business environment, especially for financial and operational decision-making. 

Real-time data access allows teams to quickly adjust their strategies based on the latest financial or performance information, avoiding delays in decision-making that can occur when relying on outdated reports. 

Collaboration and Sharing 

Cognos promotes team collaboration by enabling users to share reports, dashboards, and insights across the organization. Commenting and annotations within reports allow users to interact with the data, discuss findings, and suggest improvements, all within the platform. 

This eliminates the need for emails or separate meetings to discuss data, as everyone can access the latest version of reports in one centralized location. 

Mobile Access for On-the-Go Work 

Cognos offers mobile apps for accessing reports and dashboards on-the-go. Whether you're in the office, traveling, or working remotely, users can easily view financial data, KPIs, and performance metrics from their smartphones or tablets. 

This flexibility ensures that decision-makers have constant access to the information they need, increasing responsiveness and efficiency across the organization. 

Security and Access Control 

Cognos makes working easier by managing user access with detailed security controls, ensuring that only authorized users have access to sensitive financial data. 

Role-based access and permissions ensure that employees can only view or edit data that is relevant to their responsibilities, which helps streamline workflows by limiting unnecessary information overload. 

Scalable and Customizable to Meet Needs 

Cognos is scalable and customizable, making it adaptable to businesses of different sizes and industries. As your business grows, Cognos can handle increasing data volumes and more complex reporting needs. 

Users can personalize their workspaces and dashboards according to specific preferences and tasks, making the tool even more efficient and tailored to the team’s needs. 

Simplified Compliance and Audit Trails 

For businesses that need to stay compliant with financial regulations (like SOX or GDPR), Cognos simplifies the process by maintaining detailed audit trails of all actions, changes, and reports. This helps accountants and auditors track data movements and ensures compliance with industry standards. 

Automated compliance reporting ensures that teams can quickly provide the required documentation during audits, saving time and reducing the risk of human error. 

Conclusion: 

Cognos is not traditional accounting software but offers powerful business intelligence tools that complement accounting functions. It excels in financial reporting, budgeting, forecasting, and data integration, enabling organizations to make data-driven decisions. While not designed for day-to-day accounting tasks, its advanced analytics, automated reporting, and scalability make it a valuable tool for financial management and strategic decision-making. 

FAQs: 

What is Cognos used for in accounting? 

Cognos helps with financial reporting, budgeting, forecasting, and data integration, supporting accounting teams in generating accurate financial insights. 

Is Cognos better than traditional accounting software? 

Cognos is not designed as accounting software but offers advanced analytics and reporting that complement accounting functions. 

Can Cognos integrate with other accounting systems? 

Yes, Cognos integrates with various ERP and accounting systems to consolidate financial data for better analysis. 

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Free Printable Invoice Generator Tools

An invoice generator is a digital tool designed to simplify the invoicing process for businesses and professionals. It automates the creation of printable receipt invoice templates in pdf, ensuring accuracy and efficiency. Whether you're billing clients for services or tracking payments, this tool is indispensable for modern businesses.

Why Businesses Need Invoice Generators

Invoicing is a critical aspect of financial management. Manual methods are prone to errors, time-consuming, and often lack professionalism. An invoice generator eliminates these challenges by streamlining the process, making it quicker and more reliable.

History of Invoice Tools

Traditional Invoicing Methods

Before digital tools, businesses relied on handwritten or manually typed invoices. This method was not only tedious but also prone to errors and mismanagement.

Transition to Digital Invoicing

With advancements in technology, invoicing shifted from paper-based methods to digital platforms. Today, invoice generators represent the pinnacle of this evolution, offering a seamless and eco-friendly solution.

Key Features of an Invoice Generator

Customizable Templates

Invoice generators come equipped with pre-designed templates that can be customized to match your brand’s identity. Add logos, adjust color schemes, and tailor content to create professional invoices.

Automated Calculations

Say goodbye to manual calculations. These tools automatically compute totals, taxes, and discounts, ensuring accuracy and saving time.

Multiple Currency and Tax Options

For businesses operating globally, invoice generators support multiple currencies and tax systems, making international transactions effortless.

Integration with Payment Gateways

Modern invoice generators integrate with payment gateways like PayPal and Stripe, enabling clients to pay directly from the invoice.

Benefits of Using an Invoice Generator

Saves Time and Reduces Errors

Automation speeds up the invoicing process and minimizes human errors, ensuring every detail is accurate.

Enhances Professionalism

A well-crafted invoice reflects professionalism, building trust with clients and enhancing your brand image.

Streamlines Financial Processes

With features like real-time tracking and reporting, invoice generators simplify financial management, helping you stay on top of your cash flow.

Eco-Friendly and Paperless

Switching to digital invoices reduces paper usage, aligning with sustainable business practices.

How to Choose the Best Invoice Generator

Factors to Consider

User-Friendly Interface

Opt for tools with intuitive interfaces to ensure ease of use, even for non-tech-savvy individuals.

Customization Options

Choose a generator that allows full customization to maintain brand consistency.

Pricing and Scalability

Consider your budget and ensure the tool can grow with your business needs.

Top Invoice Generator Tools in the Market

Explore popular tools like QuickBooks, Zoho Invoice, and FreshBooks, comparing their features to find the perfect fit.

How to Use an Invoice Generator

Step-by-Step Guide

Select a template.

Add client details.

List services or products.

Review and send the invoice.

Common Mistakes to Avoid

Forgetting to double-check client details.

Omitting payment deadlines or terms.

Real-World Applications of Invoice Generators

Freelancers and Small Businesses

Freelancers benefit from quick and easy invoicing, while small businesses streamline their billing processes.

Corporate and Enterprise Use Cases

Large corporations use invoice generators to manage high volumes of transactions efficiently.

Future of Invoice Generators

AI-Powered Invoice Generators

AI is revolutionizing invoicing by offering predictive analytics, smart recommendations, and automated follow-ups.

Blockchain and Invoicing

Blockchain technology ensures secure and transparent invoicing, reducing fraud and enhancing trust.

Conclusion

Invoice generators are more than just tools—they are essential for managing modern businesses. From saving time to ensuring professionalism, they simplify invoicing like never before. As technology advances, these tools will continue to evolve, offering even more powerful features.

FAQs

How Secure Are Invoice Generators?

Most invoice generators use encryption and secure servers to protect your data, ensuring maximum security.

Can I Use an Invoice Generator for Free?

Yes, many platforms offer free versions with basic features, though premium plans provide advanced functionality.

What Industries Benefit Most from Invoice Generators?

Freelancers, small businesses, and large enterprises in almost every industry can benefit from these tools.

Are Invoice Generators Compatible with Accounting Software?

Yes, most modern generators integrate seamlessly with popular accounting software like QuickBooks and Xero.

Do I Need Technical Skills to Use an Invoice Generator?

No, most tools are designed with user-friendly interfaces, making them accessible even for beginners.

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How to adjust the QuickBooks unable to locate pdf viewer

How to adjust the QuickBooks unable to locate pdf viewer

In this installment of blog, we are going to broaden our content on the subject of QuickBooks unable to locate pdf viewer. QuickBooks delivers one of the handiest accounting expertise. You can create reports and statements then you can view them in the pdf viewer or you can save them as pdf. In this blog, we are going to discuss Adobe Acrobat and Preview as PDF viewers with respect to QuickBooks.…

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Benefits Of Using Google Docs

In the event that you state computers have changed just how we build and store data, Bing Documents can definitely be called the following revolution. The principal aim of Google would be to remove redundancy. Let us imagine a business teacher Linda with thirty students in her Retail Administration class. She requires them to publish event studies on various retail chains. Automagically all 30 pupils will deliver her their case study drafts. Jane will explain regions of improvements and corrections in the files and deliver it back once again to them. This way four various copies of the same draft can get developed - two with Anne and one other two with the student. Multiply that with 30 i.e. amount of Jane's pupils and you can imagine the mess. The editing treatment may that one or more more round. Thus, Anne find yourself having at the very least 120 (30x4) various copies resulting in plenty of distress and waste of time and energy. These on the web papers saves time, power and space. It offers a program wherever documents can be downloaded and edited in real time. Linda can produce 30 various documents for each of her students. They could distribute their work in these documents. After, they have done that Jane can study them and make improvements on ab muscles files they worked on. This way all the job is going to be done on a single record provided between Anne and each student. The thirty situation reports will no longer lead to the formation of over 120 various files - as a result of Google Docs. Different safety choices given by Bing Docs will allow Jane allow or prohibit the access of these papers by people different her documents. When the assignment's timeline occurs, she can make the documents obvious and then himself or if she wants to a bigger audience as well. Once we say'documents'it may sound like we mean Microsoft Word files only, Number, Google Docs helps a number of record formats.How To Alphabetize In Google Docs  This enables several types of users including academicians, analysts, students, business companions, writers and others to produce different kinds of files and produce a varied use out of the facility. Some of the types that Bing Documents supports are stated below. If you're used to discussing your official function documents such as spreadsheets or goods for presentations, the existing format only allows you to send each file, one at any given time to Google Docs. The procedure could be both boring and time consuming. As an example, you might want to attach added files to an existing batch. It'd thus require that you manually build new versions where you are able to store your papers at the cloud database. This approach requires a lot of time and less efficient. You can find small cut features which allow you to move and drop your folders directly from your workplace top to Bing Documents cloud server. The feature can be performed if you are using Windows or Traveler in your PC. For instance, if applying Windows, Click'my computer'then go to'My papers'and choose the file you'd want to transfer to Bing Docs. Click and drag the folder to the Cloud Hero get on your individual computer. Launch your directory onto the Cloud Hero space. The file or folder could quickly be published to the Google Files cloud database. You are able to undertake all that without having to log on to Google Docs. The benefits in using this approach is that everything is automatic and you need maybe not conduct some other function because every different function is automated. Because the procedure resembles the usual method of using Windows you'd discover it is easy to complete it. There is no additional pc software or plan to be learnt. Cloud Hero is definitely a good time-saving feature which enables you to function more efficiently. It suffices to notice that with Google Documents, you're only worried about transfer of documents in the exact same way as you do with MS Office, Excel, PDF, or PowerPoint. If, like you're a top Google apps person, it is possible to use drag and decline function within the Cloud Hero plan through the "any record form" function to keep your documents in the Bing Docs. How To Alphabetize A List In Google Docs This enables you to send and store different types of file types such as for instance video and audio. Versions that you simply use together with AutoCAD, Quicken or QuickBooks may also be saved there. You realize that the docs on the cloud gets control of the functions of any copy program even though that it's slightly located in the electronic cloud. This produces a great saving in comparison to different copy options. What makes Cloud Hero great is the fact that it accommodates any changes plus adjustments built to files in your workplace top. Any improvements made to a file on your desk prime could quickly be up-to-date at Bing Docs. The automated updating of documents takes place when you are linked online.

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From Zero to Hero: A Guide to Mastering QuickBooks 2021 Desktop volusion product upload services

If you are a small business owner and are interested in becoming more productive, learn how to use QuickBooks. This step-by-step guide will walk you through volusion product upload services everything you need to know about the software. It also includes handy tips and case studies that will help you get the most out of it. You can even download a free demo version of the program and test it out for yourself. The demo version has pre-populated data and will never crash or reset. Complete QuickBooks Training

If you have no prior experience using QuickBooks, the complete QuickBooks training course is designed for you. It will take you from the very beginning to the very end of the software. You will learn everything you need to know about the software and how to use it to its full potential. This course contains 25 lessons in HD video.

In addition to covering how to use the software, this course will also show you how to fix common mistakes. This includes learning how to set up every list correctly. It will also teach you how to enter and reconcile accounts, as well as create and customize reports. You will also learn how to print them out. The course will even teach you how to make a fresh start.

You can take an online course for complete QuickBooks training from the comfort of your home. These courses are well-structured and taught by experts in the field. You can take the course at your own pace, or follow the instructor-led course. QuickBooks Basics

The first step to mastering QuickBooks is to become familiar with its data entry functions. QuickBooks can be used to enter sales and expense information, as well as maintain payroll and customer records. It also allows you to set up purchase orders, recurring transactions, and categorize and exclude items. It also enables you to process credit card transactions and record vendor credits.

Once you've become familiar with the program, you can move on to more advanced topics, including advanced financial planning tools. A guide to mastering QuickBooks data entry will teach you all the essentials, as well as how to use more advanced features. If you're looking to work in accounting, management, or administration, learning QuickBooks is a great way to get a head start on your career.

The first step in mastering QuickBooks data entry is to add all of your business accounts. Once you've added the accounts you want to use, you can use bank rules to categorize transactions. Go to the Banking tab and click on Rules to set up your categories. QuickBooks Online

To master QuickBooks Online, you have to know how to navigate the screen, record each type of transaction, customize the most important reports, and fix any data entry errors you make. After all, you want to make sure that everything you entered is correct and easy to find later. Whether you are doing the entry yourself or hiring someone else to do it for you, this guide will help you navigate the system and solve any data entry problems that arise.

The course is designed to help both new and experienced users of QuickBooks Online understand the software and get started using it. It features over ten hours of instruction, video lessons, and an expert instructor. In addition to the video lessons, you'll receive a PDF manual, practice exercises, and additional images.

Another major problem with QuickBooks Online is that it doesn't have backup or restore functionality, which can result in mistakes. Additionally, it only recognizes three fields in a CSV file and ignores the rest. This can cause problems down the road and even lead to business closure. QuickBooks 2021 Desktop

A Guide to Mastering QuickBooks 2021 Desktop is a course that teaches you how to use the accounting software. This eight-and-a-half-hour course covers everything from how to create the books for your business to how to reconcile your bank account. You'll also learn how to handle customers, invoices, and jobs. The course is designed to be easy to understand and is accompanied by an instructional manual and additional images.

The course is presented by Crystalynn Shelton, a licensed CPA with experience in financial accounting software training and coaching. She has two Amazon Best Sellers and has worked in several different industries, including entertainment, oil and gas, and small businesses. In addition, she has taught classes on financial accounting at University of California, Los Angeles Extension.

Intuit has improved the features of QuickBooks Desktop for the last several years. The new versions are expected to make the accounting process even easier. Some of these features include bank feeds, customized receipts, automatic data backup, and billing.

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Note: Within 60 days from the time you create your QuickBooks Online account to move your data

Important: Ensure that QuickBooks is up-to-date In Desktop or Laptop, press F2 (or Ctrl+1) to open the Product Information window in your device. Check your current version and release. You’ll have greater success if you have the following QuickBooks versions and releases or higher: 2019 R17, 2020 R15, 2021 R10, and 2022 R5.

Ensure that your company file isn’t too big to export. Learn what does and doesn’t move to QuickBooks online.

1.Ensure that QuickBooks is up-to-date.

2.To ensure your Total Targets is less than 750,000, hit Ctrl + 1 on your keyboard.

Note: If the company file exceeds the target limit (750,000) it can’t be converted to QuickBooks Online. The only option is, you can only import lists and balances into QuickBooks Online or start fresh.

Print a copy of your Sales Tax Liability report. You’ll need it to enter adjustment entries after your move.

Go to the Reports menu, then select Vendors & Payables. Select Sales Tax Liability.

From the Dates▼ dropdown, select All.

At the top, from the Print▼ dropdown, select Save as PDF.

Choose the folder you want to save it in, name the file, and select Save.

Step 2: Move your QuickBooks Desktop file to QuickBooks Online

Note: If you’re using QuickBooks Desktop version is 2018 or older, use the QuickBooks Desktop file restoration tool to upgrade your Quickbooks company file. You can then move your company data to QuickBooks Online.Note: If you use an older version of QuickBooks Desktop (Pro, Premier) or you don’t have access to QuickBooks Desktop, install a trial version of QuickBooks desktop 2021 and open your company file.

QuickBooks Desktop Pro or Premier

Sign in as an admin to the company file you need to import.

Go to File > Utilities, then select Copy Company file for QuickBooks Online.

Select Start your export.

Sign in as an admin to your QuickBooks Online company. Using E-mail and Password.

Select Choose online company, and choose the QuickBooks Online company you want to replace with your company file.

Select Continue.

If you track inventory in QuickBooks Desktop:

Select Yes to bring them over, then enter the as of date.

Select No if you want to set up new items later in QuickBooks Online.

Enter Agree in the text field, then select Replace.

Select Yes, go ahead and replace the data, then select Replace.

QuickBooks Desktop Enterprise

Note: If you use advanced features (such as advanced reporting and advanced inventory), we recommend starting fresh because some of your data won’t move to QuickBooks Online. If you want to keep using these features in Enterprise, learn about cloud-enabled QuickBooks Desktop Enterprise.

Sign in as an admin to the desktop company file you want to move.

On your keyboard, press Ctrl + 1 on Quickbooks Desktop home page to open the Product Information window.

Press Ctrl + B + Q on Quickbooks Desktop home page, then select OK to display the export window.

On the export window on Quickbooks Desktop, select Get started.

Sign in as an admin to your QuickBooks Online company on your browser.

Select Choose online company, then select the QuickBooks Online company you want to replace with your company file.

Select Continue.

If you track inventory in QuickBooks Desktop:

Select Yes to bring them over, then specify the as of date.

Select No if you need to set up new items later in QuickBooks Online.

Enter “Agree” in the text field, then select Replace.

Select Yes, go ahead and replace the data, then select Replace.

Step 3: Get ready to use QuickBooks Online

Check out What to do after converting from QuickBooks Desktop for Windows or Mac to QuickBooks Online.

With your company all set up, let’s get you started with QuickBooks Online.

Connect your bank or credit card account.

Create and send invoices to your customer.

Note: If you track sales tax, set up location-based sales tax in QuickBooks first.

Track your bills and learn how to pay them in QuickBooks.

If you use payroll, check out this guide to set up and run your payroll in QuickBooks Online.

Note: To view the guide, you’ll need to sign in to QuickBooks Online.

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What is Quickbooks Online?

Quickbooks is a cloud-based online accounting software developed for big and small enterprises, freelance bookkeepers, and independent accounting firms. It offers robust tools for tax calculation, invoice management, tracking, and sales monitoring.

Quickbooks launched in 2002, and then Quickbooks Online followed 2 years later. Since its inception, the software has grown enormously and currently has more than 2.2 million users. It is one of the prominent names in the field of accounting and personal finance.

The software offers a centralized dashboard to the users accessing which they can gain insights into the new business trends and organizational performance through KPIs (Key Performance Indicators).

With some significant advancements and changes, Quickbooks is also getting updated with more amazing features which include, Project Management and invoicing tools.

Pros and Cons

While Quickbooks offers so many advanced features, the product is still lacking in some areas. Navigational difficulties, long support wait time, and semi-steep learning curve are some of the drawbacks that come along with this software.

Also, Quickbooks Online has again revised its prices, making it a difficult choice for some businesses.

But apart from these drawbacks, Quickbook has also several features that small businesses can look up to. Its inventory capabilities, strong reporting, customizable invoices, multiple currencies, and approx 600 integrations are enticing enough to go for it.

Except for all these features, Quickbooks also has a unique lending platform, Quickbooks Capital, and the latest add-on Quickbooks Live Bookkeeping that can be used to outsource bookkeeping tasks to Quickbooks online accounting experts.

And the best of all, despite having some minor navigational issues, the software is still easy to learn and use.

Quickbooks Online Features

There are various plans of Quickbook Online, therefore features vary from plan to plan. A lot of deluxe features are reserve for the higher-priced plans. However, some common features are available in all the plans. Let’s have a look at them.

✔Taxes  

✔Expenses            

✔Cloud Accounting

✔ Sales    

✔ Report

✔Online Banking  

✔Multiple Users      

✔Support

✔Time -tracking

1. Taxes

This feature of Quickbooks Online lets you track the tax amount for all the sales that had made. With the sales tax owed option, you can easily track all the relevant sales, taxable sales, and the assessed tax amount.

Apart from that, you can also track the payments, due amount, and also add an unlimited sales tax rate according to your requirement.

Suppose, if you are creating a new invoice, then you can also add a new tax.

2. Expenses

Expenses feature to allow you to manage all your vendors and their bills so that you only pay the due amount. You can also save your time by scheduling recurring payments.

In addition to these, you are also allowed to print checks, sort your expenses by date, vendor, or status.

Also Check : Is FreshBooks A Good Free QuickBooks Alternative? -FreshBooks Review 2020

3.Accounting

The accounting section is the place where you can manage all your accounts, reconcile all your credit card and bank statements.

Currently, with the standard Quickbooks online plan, you can add up to 250 accounts. So, in case you want to add more accounts, you should go for the upgraded plans.

Also, the reconcile feature makes the reconciliation process very easy and painless.

4. Sales

Using the sales feature, you can track your customers, post payments, and create a new invoice. You can also check the status of all the posted invoices, send a reminder for the due payment and also send the invoice link to your customers with an option of online payment. Overall, you can manage all customer information from the sales screen.

5. Report

Quickbooks Online also enables you to see how your business is performing by generating customizable reports which can be categorized as,

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Favorites

Expenses and vendors

Sales Tax

What you owe

Who owe you

Employees

Sales and customers

For my accountant

After generating, you can save the report, access them in the future, send them to your mails and also export it to Microsoft Excel or as a PDF.

5. Banking

The online banking integration feature of QuickBooks Online allows you to manage all your connected financial institutions, get an overview of each account, and auto-update your statements and transactions. Moreover, you can also connect additional accounts at any time as per your needs.

6. Employees

The best feature of Quickbooks is you can track both your employees and contractors. Plus, you can also have complete control over the roles and permissions of your books. Easily invite the person you want to access your book and enjoy seamless collaboration.

7. Support

From bank feeds to product setup, Quickbooks online offers a variety of learning and support resources. Video Tutorials, training classes, and webinars are also available for free.

There is also an online Quickbooks community where you can ask your queries to the other users or even answer their questions based on your experience. Plus, you can also get the product support by directly connecting to an expert.

8.Time -tracking

This feature allows you to track your employees’ time and billable hours by creating single time activities or time-sheets. You can easily access billable hours of your employees or clients and get them automatically added to your invoices.

However, if you create an activity that is separate from your project, then it will reflect under sales.

Limitations

Quickbooks online is, no doubt, one of the best online accounting software for small and mid-sized businesses. It is easy to use, affordable, has all the features that an accounting solution should have. However, there are certain things to be aware of before choosing it for your business.

Quickbooks online plans limit the number of users. It means when you choose a plan, you need to have a clear idea of how many people will access the software. Also, remember that your accountants will be considered as a user.

If you are running multiple businesses, then you have to purchase different subscriptions. Quickbooks online don’t allow users to manage multiple businesses in one single subscription.

Once taken, you cannot upgrade the plan. So choose the Small Business plan if your business is growing or you think you might recruit an employee soon.

There is no mileage tracking tool in the Small Business plans, so if you need this functionality for your employees, you have to find an app that integrates with the system.

Pricing and Plans

QuickBooks Online provides flexible subscription plans to help you make the most of your investment. It offers two plans, one for small businesses and another one is specially curated for accountants. Both are packaged in compliance with the numerous accounting resources you may need for your company.

Moreover, their subscription packages already include regular software updates to ensure that your platform is always in tiptop shape.

Currently, they are offering 30% Off on their small business plan. For more detailed information about the plans and pricing, check out the site.

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Final Verdict

QuickBooks Online comes with a wide range of features and comprehensive accounting tools that small business owners need. The software offers an impressive number of integrations and amazing customer support that makes it a good option for small businesses.

However, many businesses may not be happy with the recent increase in their pricing, but overall the software is worth using.

Originally Published on: SaaS Trac 

About the Author :

SaasTrac is one of the trusted places where users can find reviews on different Saas Products, Software, and Platforms. Our major goal is to let users know the detailed and the most helpful information possible about every product — the good, the bad, and the ugly in the SaaS space.

[lifesobeautiful]

10 Painless Time-Tracking Apps For Your Creative Projects

As globalization and the internet enhance the creative industry, questions arise about how employers should pay workers. While some advocate an estimated and fixed pay, others propose a pay per work hour billing.

If you are a freelancer, team leader, manager, or a simple individual, you can use the feedback from time tracking apps to make well-informed choices. This will improve project management and save time on your work. Here is a glimpse of top time tracking apps you should consider.

10 Time-Tracking Apps For Your Creative Projects

Timely

Timely comes as a well-designed time tracking and task scheduling tool. It is suitable for small groups or individuals. Its interface is quite simple and mimics that of a calendar. You can assign tasks to members of your team and monitor the time spent on each task. There is also the freedom to reassign the task as the manager deems fit. As the app is cloud-based, any internet-enabled device can give you access to the app. Users can also employ the Reports feature to make forecasts on the project.

With this, it is easier to estimate how long a project may take to accomplish. Such information can factor in the manager’s decision on current and future projects. The Timely app comes in free or premium versions, and you can decide on one according to your intended purpose.

Toggl

Toggl is different from some other cloud-based time tracking apps because it can be accessed offline. It is compatible with desktops, android, and Windows devices. You can also access the web version using Chrome or Mozilla browser.

Toggl allows users to create, edit, or delete entries depending on user preferences and prevailing circumstances. It can also report the amount of time spent on specific websites. This information can be used to give a rough estimate of how much time such sites may consume from your work time. This should help the user stay on track and avoid being carried away.

Once a project is completed, Toggl allows users to export invoices in Excel or PDF format. Timesheets can also be segmented such that only members of a specific team can access the particular timesheet.

Toggl offers a free 30-day plan. You can also select from any of these paid plans:

Starter plan costs $10 per user

Premium plan costs $20 per user

Enterprise plan costs $59 per user

Everhour

Everhour is quite popular on the list of time tracking apps. You can easily check who is working on what task. The Everhour app can be customized to suit as many project specifications as possible. Users can easily build projects, edit and share them with team members.

Reports on projects can be obtained in multiple formats with ease. Everhour is compatible with most mobile devices as well as desktops. Everhour is free for up to 5 users, which includes all features except integrations.

Timenotes

This is another very easy-to-use time tracking app. Take note of countdowns or create and edit progress sheets on the go as Time Notes support both desktop and mobile devices. Get seamless integration of time notes with your pre-existing project management software account.

Users can download the free timesheet app across all devices. Small teams of about five can use the free version. Businesses pay $35 monthly irrespective of their number of workers. For most businesses, this could be one of the best deals.

Harvest

Since its launch in 2006, Harvest has positioned itself to be one of the best time tracking app for managers and freelancers. It is ideal for any kind of service-based business irrespective of size. It can easily integrate project management tools such as Asana and Basecamp.

It can also integrate with Quickbooks to facilitate accounting and bookkeeping. Invoice is easy to create, and work progress is easily monitored using the app. However, there are valid claims that the desktop version of the app has more features than the mobile version. It is believed that newer versions of the mobile app will solve this problem.

The free version of Harvest allows one user to manage two projects. The users of paid versions can choose from:

Solo version at $12 monthly for an individual with unlimited projects.

Team version available for a minimum of two people and unlimited projects for $12 monthly per team member.

TimeLeap

As a relatively new time tracking app, TimeLeap stands out on two fronts. First is its extremely easy and user-friendly interface. Second is the cost-effectiveness of using the app. For most time tracking apps, you tend to spend more like the size of your team increases.

With Timeleap, you can save your business or team some cash. You can also view time logs with ease on the calendar of the current week. Add interactive short notes to each entry, export your report in multiple formats, and share via email.

TimeCamp

TimeCamp is another easy-to-use time tracking software. It takes attendance and tracks your workers’ log up to the very second. The invoices are customizable to take care of various user needs. Businesses can use time data to bill either on a project or an hourly basis.

Also, it can be integrated into project management software such as Asana and Evernote. After its first free trial, you can choose the basic plan or the Pro plan for $5.25 and $7.50 monthly, respectively. Individuals can choose to keep using the free version. However, it has many restrictions.

Hours

Hours is a specially made time tracking app for Apple users, and it can function efficiently on all Apple devices. With a few clicks after launching the app, users can easily manage various projects. You can also use color codes to manage your projects.

Aside from that, reports can be retrieved both online and offline via multiple formats. You can as well resist or grant access to employers or clients to edit the project as circumstances dictate.

Hours Pro comes with full access to every project features at $8 monthly per user. Hour is suitable for solo projects and freelancers taking on individual projects.

Tick

Tick helps users to keep track of a project’s progress and also show how much time is left to complete the task. This helps to improve speed and helps concerned parties to determine if tasks can be completed on schedule or not. The Tick can easily integrate with a lot of project management software, including Quickbooks.

You can start your first project free on Tick. After that, you can choose any of the paid plans that suit your needs. For businesses that run multiple projects simultaneously, the higher-priced plans are better.

Time Doctor

Get your team organized and time conscious as you start and complete your projects with the Time Doctor app. Users can easily navigate the app features and get real-time analysis of team strength and productivity. Time Doctor runs a 24/7 customer support in case users encounter any challenge.

Monthly costs of using Time Doctor start from $5.00 to $9.99 per user. For projects involving 20 or more workers, Time Doctor can save costs in the long run.

Conclusion

The apps mentioned above for your business should give you the freedom to integrate a pre-existing project management software. It should be able to back-up your data and offer 24/7 customer care service at a reasonable price. Individuals can take advantage of free offers.

Furthermore, teams should compare the pricing of some of the apps to find a good one that is also cost-effective. Have you used any time tracking app recently? Tell us about it in the comment box below.

The post 10 Painless Time-Tracking Apps For Your Creative Projects appeared first on Dumb Little Man.

This article was first shared from Dumb Little Man

[reservety]

Top 5 Rental Software: Advice From Best Experts

Rental Industry is a thriving sector that continues to be lucrative yet rewarding for businesses. The persistent increase in pricing of products, customers are moving to affordable options. Equipment Rental is an incredible way to use & experience items without owning them. It not only serves the purpose but also lowers the cost too by replacing the need to buy the product. This fact made rental space one of the booming billion-dollar industry. This rampant growth in the rental sphere pushed entrepreneurs to explore relentless opportunities. While having your own business sounds like a daydream and offers a lot of freedom, but this isn’t a bed of roses. At every step, you have to deal with possible challenges and hurdles that make operating the business a daunting task. You need to be close to perfection to establish and scale your business. This task is not easy when you have many functions in your hands and work as a solo performer. Things can turn up messy and scary sometimes. So you got to have a backup to count on that can help you support and manage your rental business. This point is where rental management software comes to the picture. Rental software comes handy when you need to serve undivided attention across many aspects of your business. It saves you time and streamlines your rental business. Thus, keeping your business always on track and making it a profitable venture. Want to know? Which rental software works best? Learn about the recent recommendations of best rental software for the industry:  

3. Reservety - Rental Software

Reservety is comparatively new, but its ease, functionality, and powerful features remain unmatched. Backed by the vast years of experience in rental space. And a clear aim to make the online rental management process easy for customers, it is what formed the basis of the development of Reservety. Reservety, with its ton of stunning and intuitive features, has a clear edge over its competitors. Some of the features that set-apart this rental management software from others are: What are the advantages of this rental software? Inventory Management and Tracking Reservety makes inventory management and tracking process a sheer joy for you. With its clean and straightforward dashboard, track all orders from a single window. This feature looks pretty much like those of other rental software, but it is not the case. Filter the orders as per date, customer name, product name or code, and reservation status. Thus, it makes sure no rental items remain untracked. From a rental owner’s point of view, it is an exceptional feature when there are a ton of products and need to track specific ones. Besides managing and tracking your bookings, you can change the reservation status. After the rental, once customers return the equipment, and inventory is instantly updated. This is not all; you can quickly generate inventory reports in your preferred format. Generate reports such as XLSX, doc, or pdf which can use in reports and managing to ship. Hence, it is quite distinct in its functionality and performance. Online Rental Store with drag and drop builder An online store is a place where most customers lands and make a reservation. It is the first element which pushes customers to whether to rent from you or not. So, space should be appealing at the same time smooth and functional. This element can make a positive impression of your brand on customers. Although, most of the rental software like EzRentOut and Booqable offers an online store. The hosting and maintenance cost for rental companies is hard to afford. Reservety as a saviour offers a free online website builder. It not only cuts down cost on building and maintaining a rental store but also take care of fo scheduling. And, eventually, save and manage your time. Thus, choosing Reservety for your business means added advantage over the competitor. Specific Reservation period Reservety makes it easy for rent manager to create a reservation for a particular period. There is a time when the customer needs equipment on alternative days and dates. Thus, it requires a skipping date and making custom booking schedule for renting equipment. So, the customer isn’t charged for more days than he wants. At times, it can make reservations for a particular period considering the working hours. Most of the other rental software doesn’t offer you the luxury to do this, but Reservety does it all. Shipping and Delivery Whether you operate from one property location or multiple ones, the rental companies have to keep the products available. The product should be available as close to the customer as possible. The customer hates long waiting times, so making sure products deliver to the customer quickly. Make sure from the moment they make a reservation, they can easily track it. Achieve this goal by making the product available through many warehouses. Reservety creates various shipping zones with custom prices for each of them. Alternatively, you can also create flat price shipping for all the zones. There are other super-powerful features like scheduling pickup from a custom location. In case, the business operates on a large scale multiple warehouses and pickup locations. You can easily add various picking and warehousing option. Plus, you can enable routing, which lets your customers review their bookings via Detrack integration. These features make a huge difference by adding flexibility for the customers who are busy with their routine stuff.  Merchant Services and Payment Gateways Integrations Integrating many payment options in an online rental store works exceptionally well. This rental software supports 30+ payment gateways to accept and manage payment globally anywhere. This feature makes its competitors stand nowhere in terms of payment management. It includes some of the most popular payment platforms like Square, Authorize .net, PayPal, Stripe, Direct bank transfer, and cash on delivery. Setting up payment is quick and easy, and 24/7 customer support is always at your hand to help you out. While these all features sounds like too many. Reservety has other super exciting features to deliver superior performance for companies. Make Your Business Simplified Reservety comes with endless possibilities to make rental management simplified and easy. When you have two websites- First for the company and second to take bookings, it could be tough to handle and manage both with limited resources. It takes both time and money out of your pocket. Here Reservety presents with a possible solution to migrate your existing website. It can migrate from any of the popular platforms like Wix, Shopify, Magento, and Prestashop. Thus, merging each of the sites into a single platform will save your money, energy, and time to serve both. Take In-Store Reservations The business owners have to be ever ready for every possible opportunity that comes their way. At times, when patrons find a way to your store, and you should find a way to make a reservation. Taking orders manually can be time-consuming. Hence, Reservety can be a fabulous way to take in-store orders with an integrated POS solution, which makes a taking point of rental quickly. Invoicing with your Favorite Tools Accustomed to using popular accounting software like Xero, Quickbooks, and others? With easy Xero & Quickbooks integration, easily track your cash flows while enjoying functionality. Other Great Features Efficiently take orders with your smartphone calendar with Google calendar integrations. Plus, Features like SMS notifications quickly updates on the status of orders, when a customer makes reservations. What are the disadvantages of this rental software?  As per our reviews:   Managing a vast inventory can be an overwhelming task. Rental managers have to assign a serial or product id to figure out the products quickly. This feature is essential when you need to search for products from a ton of inventory items. At the moment, Reservety doesn’t hold this functionality to assign serial numbers to products. But, in an endeavor to be the best software, the feature is in development mode. How much will the software cost? Reservety offers competitive pricing, with the complete feature for your business to succeed. The basic Startup Business Plans of $29/month allows you to add up to 30 products. This plan with unlimited features with a bandwidth of 3000 unique visitors per month. All the other plans have the same features except for the number of visitors. The other plans are Small Business $49/month and Medium Business $79/month.

2. Booqable

Booqable is among the rental management software that has been for quite a long time in this space. Booqable software developed in 2014 focusing on every business size. The software promises to solve the predicaments faced by rental managers. It helps wipe-out complexities involved in handling the rental company. Booqable's simplified and minimal design caters to the need of many rental segments. This software combines modern technology and smart design essential to manage a rental business. Some of the features Booqable have: Pros: Inventory management Booqable lets rental manager, keep track of all your valuable inventories and manage them from a single dashboard. It not only manages inventory but also can create product variations, updating and pricing update. Document Creation Booqable incorporates ultra-modern technology. It is capable of generating rental agreements, invoices, tax statements, and other documents. It eliminates the need to spend time in long lines to complete documentation. Plus, you can customize the document and create beautiful designs. Also, it can send them to the patrons in one click. Thus, it is one of the simplified features of this software. Online Store It offers you a choice to take your business online. An online store combined with the online booking system for the rental process. The customers can choose and rent products within minutes. Thus create a phenomenal user experience.  Multiplatform Integration This software integrates with popular platforms such as Shopify, WordPress, Weebly, and Squarespace.   Currency Support The rental software allows accepting in local currency. It has pre-built support for many currencies to accept and process payments. Discounts A striking feature is creating and applying discounts on existing or new orders. This feature helps improve customer loyalty and gain more exposure to the business. Order Scheduling Scheduling orders are subject to the availability of the products in the inventory. With automated availability and pricing calculation, schedule orders and reserve products quickly. Customer Database Booqable makes it easy for business owners to maintain and use the database of consumers. Use it to the greatest to see order history, contact information, and create specific discounts for customers.   Report Monitoring Data has a significant role to play in getting an insight into your business performance. With in-depth performance reports, It aids in understanding business better. Thus, it aids in a better decision-making process. Cons:  As per our reviews:   The major setback of Booqable is that it doesn’t allow partial payments before rental orders. This way, your consumers have to pay upfront or after receiving orders. This gap could refrain the customers from making rental orders and leave immediately.As there is no mobile app or mobile version available, it is quite challenging to work on this software.Organizing products can be as challenging as no way to group inventory products as per the category.If you operate your rental business with varied pricing on many events, days, or weekends. Setting up custom pricing will not be easy because it still lacks those features.  Cost:  The basic plan starts with Essential $35/month in which you get no essential reporting and scanning feature. Plus, limited support. To get more features you have to upgrade to Pro $95/month or the Premium $299/month plan. Learn more about it.  

3. EzRentOut

EzRentOut is another one in our recent recommendations for its interface. EzRentOut is a cloud-based rental management software that makes it easy for customers to book rental equipment. It developed keeping the precise need of many industries in mind. As the software is intuitive and highly customizable, it becomes an all-in-one solution to empower several sorts of rental businesses. The businesses range from construction rental, property rental, AV rental, party, event rental, IT rental, and sports rental. While you operate in any of these rental industries, it is imperative to keep every segment and department of your business optimized. So you can not only save your time but also can focus more on patrons and growing your business. EzRentOut has got many features that address each of your plights in keeping your business forward. learn more about features: Pros: Order management It allows you to create, manage, and schedule all your orders from the single dashboard. This is an exciting feature which comes handy while operating the rental business. Easy Invoicing Whenever items rented, it automates invoicing creation, generation, and customization process. It also helps to track payments of existing orders by the aid of an invoice tracking system. Moreover, it sends the generated invoice to customers. Hence, saves a big chunk of time. Staff Performance Employee performance is a critical metric. It helps rent manager to identify potential pitfalls and challenges in the growth of the business. This becomes crucial when you need to achieve the necessary milestones. So, it highlights the profitability and success of the company. This rental software delivers a quick report on your employee’s performance. So you can perform tweaks and turn the needle on your side. Invoice Designer Generating clean and beautiful invoices is pretty straightforward. This software has a remarkable attribute to be a professional designer. Bookings Create, schedule, and track all in advance or the moment when your customer demands. This software solves all your worries. It frees you from the hassle of managing manual rental for your equipment. Inventory Management Rental assets are a significant part of any rental business. EzRentOut rental software shows inventory status, state, maintenance, and location with ease.   Android and iOS Mobile Apps The EzRentOut Rental software adds flexibility to control the rental business. It also comes with its dedicated android and iOS smartphone apps. Wherever you are, completely take control of every aspect of the rental business with an app. Online Store  It is imperative to have an online store to take orders. The online store helps by driving prospects on your website. EzRentOut offers a professional rental webpage to showcase all assets in one place. Thus, it makes it easy for patrons to make a reservation. Yet, creating an online store is not free. It entails a cost in hosting, maintenance, and marketing of the website. Location Tracking Locating rental assets can be a pain when they float from one on-site project location to others. This feature lets you identify and manage all your equipment. So, they are not lost or damaged while in the rental process.

Cons:

 As per our reviews:   While it is easy to work but at times you need to check performance and accounts. And, you need to have consolidated reports. The report must showcase each of the details such as rental fees, time, taxes, shipping and delivery charges, and other costs. If you are looking for those features in this software, you would get disheartened.If you are a big fan of customizing things the way you want them to work, unfortunately, you would not be able to do it with this one. There are many features with little possibility of customization. For example: If you want to ship products as per your flexibility and not the date, software prescribes. You cannot do that.Missing features include Google tag manager functionality, ordering filtering by return dates, etc. Cost:  There are 3 Pricing plans. With a standard plan of approx $50/month, you get limited features. There is no choice of online rental store, reports generation, credit card payments. To get more features like these ones, you have to upgrade to more expensive plans of Plus $135/month and Premium $225/month. Compare and learn about each before choosing.  

4. Rentman

Rentman is cloud-based rental management software reviewed on the list. The rental software is precisely developed for audiovisual equipment rental industry. Rentman certainly increases productivity across all the departments. Also, it helps speed up collaboration with its next-generation software system. This rental software is suitable for all business size to manage any events. It can work with concerts, conferences, seminars, festivals, weddings, and other occasions. Rentman creates the perfect ambience for events by efficient management of all the resources. Thus, contributing to accomplishing a successful event. Some of the noteworthy features of the rental software are:   Pros: Project Management Rentman enables to complete projects way faster by improving team collaboration and communication. Once you set up any plan, it quickly facilitates equipment for the desired job. Besides, it rapidly generates quotes and invoices for the same. This feature isn’t all; schedule rental resources on different time and locations.  Warehouse Management If you have a large set of equipment in your inventory, managing and controlling each of them can be a daunting task. The Rentman elevates your warehouse productivity by swiftly scanning QR codes. It can also generate packing slips, invoices, and track damaged items. Repair and Inspections It assures that each of your equipment produces cash flow. It does this by efficient management of all rental equipment. In case any of the rental equipment requires repair. It can quickly notify about it. Crew Planning and Communication Time management is the key to generate more profit out of the rental business. With crew planning and communication features, you save time looking for the right person to move and transport all the equipment. Equipment Planning Managing stock level becomes absolute comfortable with automatic stock updating features. Moreover, it automates the cost calculation process whenever you plan for new or existing equipment in the inventory. Quoting and Invoicing Creating a professional document is what sets you apart from your competitor. With Rentman, entrepreneurs can quickly generate professional looking invoices, quotes, and reports. Plus, it becomes easy to send simple, fast, and accurate quotes for the customers.   Cons:  As per our reviews:   The biggest shortcoming is it needs an internet connection to operate. Any fluctuation or connectivity issue can ruin the chances of effective and efficient management.There are varies features that make rental easy, but from the sales side, you don’t have many choices.The software works unexpectedly slow while searching for products in databases through QR Codes.The software doesn’t support many languages. Cost:  Rentman has 3 pricing plans: first is Lite $35/month with limited support, customization, and data import. To get more features, you need to upgrade to Classic $65/month and Pro $75/month

5. Event Rental System (ERS)

A web-based management software that automates the event rental management process. The event rental system (ERS) works precisely to take reservations & showcase’ real-time availability. It works with smart add-ons to provide you with many features. Some features are customer surveys, reports, electronic marketing, scheduling, and routing tool. This software is easy to work with. Access it from anywhere with an internet facility and even from your phone. Some of the Features of Event Rental System (ERS) are: Pros: Automated scheduling, routing, and load sheets ERS offers complete automation of scheduling process, routing, and loading sheets. Thus, easily track booking and reservation from point of reservation to the point of delivery. Tax, demographics and sales reporting ERS can generate insight reports for every much any part of the rental business. With quick reports of demographics, taxes, or sales,  Take charge of your business. Digital Contracts From the consumer’s POV skipping desk hours waiting for bookings and documentation is critical. ERS can reduce the hassle of manual documentation. It helps by automatically generating digital contracts for your customers. Real-time online ordering Consumers can book your products in real-time with a complete easy to set-up website. The website is a great way to grow your online presence and take orders while you sleep. Automated marketing tools ERS offers automated marketing tools for rent manager. So, make sure you outrank your competitors and can dominate the online world. Automated reminders of their upcoming events ERS quickly notify you for future events with the automatic reminders feature. Thus, it makes sure you don’t miss out on important updates, which could be a matter of great importance. Cons: As per our reviews: The software needs much attention to showcase insight information. It provides minute details like routing, which is crucial from customer point-of-view.Limited functionality to generate coupons, promo codes.Tax calculation can be frustrating as the software works with the default tax rate. If your tax rate system is different, then this software is of no use for cost calculation. Cost:  The reviewed prices are pretty high as compare to others which starts from $70/month to $500/month.  

6. Rentmy

A complete rental booking and management solution for business owners. It alone can move your rental business forward. Rentmy offers rent manager with an intuitive dashboard, superb performance and flexibility to track and organize items. Some of the reviewed features of Rentmy are: Pros: Real-Time Rental Booking Rentmy makes it easy to take rental booking online or in-store with the rental store and POS solution. This trait makes your rental process optimized and super-fast and ultimately save time.   Add Rental Functionality to Any website   By installing a WordPress plugin, you can easily add functionality to rent equipment easily. So, customers can efficiently complete bookings from your website within minutes.   Mobile-Friendly Rentmy designed to perform exceptionally well online on mobile. With a mobile-optimized design, you can take orders on the go and can manage all your store operations.   Customer Relation Management It is easy to interact, help, and take feedback from your customers. Rentmy, with its flawless operations, can be a new trailblazer in the CRM segment.   Social media Integration With this feature, you can easily share your rental products and customer responses over social media platforms. Cons: As per our reviews: There is no way to generate custom pricing for businesses in case you work with different pricing.There is no feature of scheduling orders on custom dates.Entice customers with many discounts, coupon codes, promotions, you are likely to face a setback. As no feature allows you to generate discount codes for specific events. Cost:  There are 4 pricing plans. The starter plan of $44/month excludes technical support, hosting, and merchant processing options. For more features, you have to upgrade to bronze, silver, and platinum plan.   Conclusion Technology has transformed the way we live our life. Having fascinating rental software for your business is a promising move. The move is what every business owner and customers would appreciate. Choosing the best rental software could be a tough bet when each of the software has many similar features. And, each of them incorporates pretty much identical technology in accomplishing those functions. It all boils down to the cost-effective rental solution, which is lucrative & effective for rent managers. Reservety has a clear advantage over other software by offering a free website. It also involves no hosting, development, and maintenance cost. This fact is although a small part of a bigger picture, but it has a significant impact on your business. The rental store is the first line of contact where customers interact, explore, and book the rental equipment. Having free easy to build a website is equal to half the job done. Additionally, Reservety possesses excellent features like creating a specific promotion and loyalty program. These features create a massive difference from a customer experience point of view. Having loyal customers for any business means repeated customers and, thus, enormous profit. Most of the other software doesn’t hold such features. So, it has a clear edge over others. Making the right move to choose the perfect software can be a decisive step to meet rental success. It takes only the right tool, an ideal strategy, teamwork, and passion for becoming the smartest in your niche.     Read the full article

[placementandpayrollconsulta-blog]

payroll outsourcing company

Payroll outsourcing is a very common and growing practice these days. Payroll is an important business function that deals with the process of paying employees for services rendered. Payroll outsourcing can be defined as the accomplishment of a payroll task by some external agency. There are many reasons why companies outsource payroll, but the most prominent benefit lies in the fact that it often saves money. Basic payroll outsourcing services include calculating paycheck and tax obligations for each employee, printing and delivering checks, and providing management reports.

 Every business owner knows that handling payroll can be a headache. Preparing payroll internally can cost valuable hours of employee time every pay period, and require expensive accounting software and training. Besides, the person handling payroll of an organization internally needs to keep up to date with changes in personnel, deadlines, and tax requirements on an ongoing basis. Payroll outsourcing is an affordable way to take away these burdens, because it is a time-saving and cost-effective alternative to internal payroll processing.

 Payroll actually commences with the worker signing up with a company. A typical payroll report contains items such as gross hourly wages and gross salaries, bonus payments including stock given as a bonus, overtime pay, severance pay, per diem and travel allowance, and contributions to deferred compensation by employees.

 Today, payroll outsourcing is a vital part of an organization's payroll and benefits functions. This will improve employee satisfaction and enable the organization to focus its assets on mission-critical areas. The market for payroll outsourcing services is competitive and there are a number of key points, such as speed, accuracy and ease of use, to consider when opting using a payroll company.

 Though payroll outsourcing may prove highly valuable for many organizations, it also has many drawbacks. It is essential that every company precisely assess its requirements to determine if outsourcing is a feasible alternative.

  Payroll outsourcing services are the services provided by payroll outsourcing companies to their clients. Payroll outsourcing includes receipt and analysis of payroll data, reporting the payment of payroll taxes, issuing payment and reports to employees and reporting data to end user.

 Payroll outsourcing services provide a ready solution in areas that are critical to the success of a business. They undertake the back office accounting and payroll work for all their clients and create a local presence by providing routine consultation and tax return. Payroll software provided by the outsourcing company will enable you to transmit your payroll data securely, easily and efficiently through the internet. You can view a pre-check register to verify that the payroll is perfect at every time. The software also helps you to input data and receipt online.

 There are online services that provide additional options like web access, which allows you to view information and even make changes to such information online. The management and employees are allowed to access to view their benefits plans, enroll in benefits, read policies, and make changes to current data.

 The greatest advantage of payroll outsourcing is that it allows the management and employees to focus on the business and make improvements, instead of wasting valuable time in tiresome work. Payroll outsourcing services are a great boon to companies which have split from the parent company and are just building up a payroll department.

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[johnattaway]

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