Quickbooks Online:
Call Robert Black to set you up. 619-255-4180 or eMail rb@ctrbsi.com
Please click here to signup for Online Quickbooks and try it FREE for 30 days
No Installation, No Downloads:
Whether you're on a Mac or a PC, using QuickBooks Online is as easy as visiting a website. Since it's completely web-based, you never have to install or download traditional software, or worry about operating-system compatibility—you just launch your web browser and go.
Getting Started Guide:
Our simple Getting Started Guide walks you through exactly what you need to do to get your business set up in QuickBooks Online. You can get started in minutes—even if you don't have any accounting experience.
Free Customer Support:
Get the answers you need, free. Our QuickBooks Online experts can help you get started, figure out new features, and more, so you can get the answers you need—at no additional charge. Email support is available between 6 am - 6 pm PST; please allow up to 24 hours for a reply.
Import Contacts & Financial Data:
Switching to online accounting is simple—QuickBooks Online imports your existing customer contacts from Microsoft Excel®, Outlook, or Gmail. And if you're currently using QuickBooks desktop software, you can also import your historical financial data, so you can start right where you left off.
Import from QuickBooks desktop is available in Essentials and Plus
Create & Manage Invoices:
Create, customize, and manage all your invoices with ease. Bill any customer for services, time, or expenses (just once or on a recurring basis). Then track paid and unpaid invoices, so you can stay on top of your finances.
Create & Transfer Estimates:
Create estimates using the same professional-looking templates as your invoices, then transfer your quote to an invoice once your work is complete for faster billing.
Available in Essentials and Plus versions.
Automatic Billing:
Don't miss out on outstanding charges—let QuickBooks Online automatically create all your invoices for you, on any schedule you set. You just tell it how often, and it will automatically scan your data, find every customer with outstanding charges, and create invoices for them. Then you just print or email.
Available in Essentials and Plus versions.
One-Click Business Reports:
Create easy-to-read, customizable reports, including balance sheets, profit and loss, cash flow statements, taxable sales, and more than 60 other reports—in just one click.
Create, Print & Track Checks:
Stay on top of spending and get professional-looking checks. Just enter the amount, and QuickBooks Online creates a check you can print and mail, adds it to your register, and captures all the data automatically for client billing, expense tracking, and reporting.
Be Ready at Tax Time:
Make tax time hassle-free—QuickBooks Online keeps all your financials in sync, so you can pull the numbers you need easily. Plus, compute sales tax and prepare your 1099-MISC forms with QuickBooks Online and make all your tax preparation simpler.
Prepare and Print 1099s available in the Plus version.
Track Sales & Expenses:
Keep track of every dollar that goes in and out of your business. Track customer payments, bills paid and invoiced, checks written and received, credit card payments, and more, so you know where your business stands.
Track Payments:
See who owes you at a glance, plus who you owe. Track incoming and outgoing expenses, and easily track outstanding invoices, so you can stay on top of your business.
Inventory Tracking:
Manage your inventory and know which items are in stock, how many you've sold, and how many you have on hand. And since QuickBooks Online uses standard inventory cost accounting rules, you stay IRS-compliant.
Available in the Plus version.
Budgeting & Planning:
Estimate future income and expenses, create "what if" scenarios, and compare actual income and expenses with your budget projections to plan and fine-tune your strategy.
Available in the Plus version.
Company Snapshot:
With easy-to-understand charts, graphs, and summaries, you can see what you're making, what you're spending, and how you're doing versus last year—all on one screen.
Available in Essentials and Plus versions.
Industry Trends:
See how your business is doing overall and how it compares to industry averages. With industry trends, you can benchmark your own spending and profitability and track it against your industry's performance.
Available in Essentials and Plus versions.
Customer Center:
Access all your customer data—including purchase history, average days to pay, and outstanding balances—from a single screen. See how much you've billed, what you've been paid, and how much you're owed, customer by customer.
Company Scorecard:
Compare core business performance to your peers at a glance. With easy-to-read charts comparing your net profit margin, sales growth, and cash flow to comparable businesses, you can see how your business stacks up.
Available in Essentials and Plus versions.
Downloaded Transactions:
QuickBooks Online downloads your most recent transactions from your bank or credit card company and automatically categorizes each transaction to keep your accounts in sync and current.
Online Access:
Work at your office, at home, or on the road—anywhere there's an Internet connection. Since it's totally web-based, you have the freedom to run your business wherever you are, so you can print an invoice at a client location, check finances while traveling, or create an estimate from your home office.
Mobile Access:
Access QuickBooks with one touch from your iPhone™ BlackBerry®, or Android-ready device. Manage your payables, receivables, bank balances, customer contact info, and more from your mobile phone.
Multiple User Access:
Collaborate with your accountant and other important users. With QuickBooks Online Essentials, you can give your accountant and three other users access, while QuickBooks Online Plus lets you connect with up to five other users, plus your accountant.
Multi-Location Collaboration:
Connect colleagues across multiple locations. Share your QuickBooks Online data in real-time with your accountant, partner, or any other important user Ð even if you're in different countries.
Automatic Backups & Upgrades:
With QuickBooks Online, you don't need to back up your data or upgrade your software yourself. It backs up your data for you every day, so even if your computer crashes, your data is safe. And since we maintain a single, completely current version of the software online, every user has access to our most current QuickBooks.
Online Invoicing:
Easy Online Invoicing with QuickBooks Online QuickBooks Online provides online invoicing tools so you can create professional-looking sales forms quickly and easily. Create and Send Online Invoices
Streamline customer billing with software from QuickBooks Online by emailing invoices to your customers. You can even schedule automatically generated invoices to be sent to customers you bill on a monthly basis. If you prefer to mail paper invoices, it's easy to print them out-and they'll always look great. Customize Invoice Templates
Tailor invoice content, such as your invoice title, contact information, and column headings, to fit your business needs. You can also customize the way sales forms look when you print them or email them to your customers. Track Invoices Online
Track who owes you money and when their payments are due so you can get paid on time. Client information is pre-filled and total charges are calculated automatically, saving you time and improving accuracy.
Quickbooks Online Security:
Security you can trust—7 reasons to believe
We care about security as much as you do. And we do it well.
Intuit's professional staff and automated tools monitor service performance for problems 24 hours a day, 7 days a week. Our production equipment is housed in Intuit's Data Center, complete with 24-7 physical security with a full time security staff, video surveillance, and alarms to prevent high-tech breaches. We have an uninterruptible power supply and backup generators in case of a power outage, as well as complex smoke and flood detection and fire suppression systems.
Your data is protected and private.
We rely on advanced, industry-recognized security safeguards to keep all of your financial data private and protected. QuickBooks Online is a VeriSign SecuredTM product. VeriSign® is the leading secure sockets layer (SSL) Certificate Authority. With password-protected login, firewall protected servers, and the same encryption technology (128 bit SSL) used by the world's top banking institutions, we have the security elements in place to give you peace of mind.
You'll never forget to backup your data.
That's because we automatically do it for you. Your information is saved to the same offsite, Intuit-owned data center that handles millions of TurboTax for the Web® tax returns each year. So you get the convenience of automatic offsite storage without the extra effort and cost of creating and managing physical backup copies on your own. And should the unexpected ever happen to your system, all of data will still be instantly accessible to you from any computer connected to the Internet.
We value privacy as much as you do.
We build privacy into everything we do. It's not an afterthought. It's not corporate rhetoric. It's how we choose to treat — and respect — our customers on a daily basis. That's why we follow a strict set of guidelines and practices to protect all of your private information. We do not sell, rent, or share your information with third parties for their promotional use. Intuit is a licensee of the TRUSTe Privacy Program, an independent, non-profit organization committed to the use of fair information practices. For full disclosure of our privacy practices, please review our Privacy Statement.
And it's available, whenever you need it.
QuickBooks Online has been available greater than 99.8% of the time for the past three years.* That's because we rely on redundant servers and a self-correcting error detection program. So even if one server becomes impacted or unavailable, your service will probably not be affected. This means that you can access your data online no matter where you are or what you are doing.
You get to make the rules.
You control who accesses your financial data and what they can see and do with it. Each person you invite to use QuickBooks Online must create a unique password and no one — not even the Chairman of Intuit — can see it. We also offer multiple permission levels that let you limit the access privileges of each user. This means that if you want your part-time contractor to be able enter his hours, but not access your latest P&L charts, QuickBooks Online will make it so. And if that's not enough, you can also download a local copy of your data to your hard drive for an extra layer of comfort and control.
Everyone is held accountable.
QuickBooks Online offers unique Always-On Activity Log and Audit Trail features, which record every user who logs into the service and any changes made to every financial transaction. The Always-On Activity Log is a complete record of activities, while the Audit Trail is an easy-to-read history of all changes to a specific transaction. Unlike their counterparts in the QuickBooks desktop software, neither of these features can be turned off by a user. So nothing can happen to your records without you or your accountant knowing about it. And you'll always have a paper trail to trace all transactions back to their source.
Sign up for QuickBooks Online today and start giving your financial data the level of security it deserves.*Service availability subject to occasional downtimes for systems or service maintenance. Terms, conditions, pricing, features, and service options subject to change without notice.
Call Robert Black to set you up. 619-255-4180 or eMail rb@ctrbsi.com
Please click here to signup for Online Quickbooks and try it FREE for 30 days
