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Use Your iPad or Tablet as a Second (or Third) Monitor with Air Display

April 11, 2013 · Posted in News or Announcements, Tools & Resources · 4 Comments 

Multiple monitors are GREAT!  It can really help your productivity or allow you to keep up with social media posts on Twitter or Facebook.    Regardless of how you use multiple monitors, when you travel or are away from the office, you really miss the additional monitor.  I love being able to use my iPad as an additional monitor when I travel.  Read more

QuickBooks Online for iPad App Now Available

February 14, 2013 · Posted in News or Announcements, QuickBooks Consulting · Comment 

Helps Small Businesses Work More Productively, Wherever They Are

With today’s introduction of QuickBooks Online for iPad, small businesses that are mobile by nature will no longer have to save the books for last. Rather, they can get more out of their workdays with an app that helps them work more productively, wherever they are.

“As a wedding planner, I spend 70 percent of my time away from my  desk meeting with clients and vendors. At the end of the day, I used to  sort through my meeting notes, map out next steps, track payments and  expenses, and follow up with invoices,” said Sadie Waddington of Locally Grown Weddings  in San Francisco, Calif. “Now, I save time by catching up on accounting  during the four hours I commute on public transit each week using  QuickBooks Online for iPad. The app also helps keep me more organized  and look more professional in front of my clients and vendors.”

Click here to watch a video of QuickBooks Online for iPad.

Now available in the App Store, QuickBooks Online for iPad brings the world’s No. 1 small business cloud accounting solution  to one of the world’s fastest-growing computing devices. It packages  the most useful on-the-go business tasks in an easy-to-use, friendly app  with a native iPad experience, including integration with the Camera,  Contacts, Push Notifications and Location Services.QuickBooks Online for iPad App - Customer Feed

“Managing a small business is a different game today than it was a  few years ago, due in large part to the proliferation of smartphones and  tablets,” said Dan Wernikoff, senior vice president and general manager  of Intuit’s Financial Management Solutions division. “We found that  more than 20 percent of QuickBooks Mobile for iPhone  users access the app through iPads. And, customers like Sadie told us  they need more than mobile point solutions – they need an all-in-one app  that lets them work in a whole new way, and that’s what we created.”

Get Started Quickly

Starting an account and learning to use QuickBooks Online for iPad takes just minutes.

  • Sign up requires only a username and password.
  • Guided setup walks new users through customizing and sending a sample invoice, a common task in QuickBooks, in a couple of minutes.
  • Pulling in contact information from other sources is effortless. Users can download customer information from Contacts, Gmail, Yahoo or LinkedIn, and customer pictures from Facebook.

Provide Better Service

QuickBooks Online for iPad empowers small business owners to complete important tasks as they occur, which allows them to provide better customer service and get more time back in their days. It lets them:

  • Create and send professional estimates and invoices on the spot to get paid faster.
  • Get estimate approval by electronic signature from the customer to expedite jobs.
  • Capture photos and notes to remember important project details, and for fast reference when completing forms or answering customer questions.
  • Quickly access and browse a complete history of customer interactions, including notes and sales transactions, in the Customer Feed.

Organize Finances in one PlaceQuickBooks Online for iPad App - Company Activity

QuickBooks helps small businesses organize their finances all in one place so they have business insights at their fingertips, and are prepared for tax time. Users can:

  • View interactive reports and charts that provide at-a-glance snapshots of income and expenses, or more detailed views.
  • Take photos of receipts and enter expenses to be organized for tax time.
  • Stay on top of business updates at a glance with the Activity Feed. Users can check recent activity, and focus on what requires action, such as upcoming invoices or overdue accounts, with the “Needs Attention” view.

Financial Management on Many Devices

QuickBooks Online for iPad is the newest addition to the QuickBooks Online suite. Through a singular QuickBooks Online account, a business can access and interact with its data from a computer, iPhone, iPad, or Android devices. Data automatically syncs between devices and users, so small businesses can manage their finances anytime, anywhere.

More than 400,000 companies and 1.3 million individuals subscribe to QuickBooks Online globally, making it the world’s No. 1 cloud accounting solution for small business. Small businesses can easily customize QuickBooks Online by turning on Intuit Payroll, Intuit Payments and a host of third-party apps as their business needs evolve.

Pricing and Availability

QuickBooks Online for iPad is free to download in the App Store. QuickBooks Online subscribers in the United States can start using the app with their account login information right away at no additional cost. New users can instantly create a QuickBooks Online account through the iPad app and sign up for a monthly or annual subscription through In-App Purchase. After a 30-day free trial, QuickBooks Online for iPad starts at $12.99 per month or $124.99 per year, and includes access to QuickBooks Online on the Web and QuickBooks Mobile on a smartphone. Visit http://quickbooks.intuit.com/mobile/ for more information.

The QuickBooks Online for iPad app is available for free from the App Store on iPad or at www.appstore.com/QuickBooksOnlineforiPad.

Creating an App for That and the Value of Outside Expertise for Your Business

April 4, 2012 · Posted in News or Announcements, QuickBooks Consulting · 1 Comment 

I asked one of my clients, Dan Stratman (Captain Dan) creator of Airport Life® app to share his story of starting his business.  Captain Dan came up with the idea for the Airport Life app a couple of years ago.  He has invested about $100,000 of his own funds thus far and recently announced the launch of the mobile app to aid stressed and frustrated passengers.  I enjoy working with clients like Dan and seeing them succeed with their business! Here’s Captain Dan’s post about creating his business and the value of using outside resources and experts to help:

Read more

Infographic: Details of Apple’s New iPad, Statistics on Tablet Sales, Market Share and Data Plans

March 24, 2012 · Posted in News or Announcements, Tools & Resources · 6 Comments 

I started with the original iPad and fell in love with it!  Then, I bought an iPad 2 so I could share my screen when presenting seminars.   For my use, I don’t see a need to get the New iPad — what about you?  Check out the infographic below on what’s new in the latest iPad, statistics on tablet sales, market share of tablets and info on which data plan would meet your needs. Read more

iPad (or Tablet) Basics and Benefits to Improve Productivity and Efficiency for Accounting Professionals, Business Owners and Others

December 2, 2011 · Posted in QuickBooks Consulting, Tools & Resources · 17 Comments 

Are you considering an iPad or other tablet for the holidays?  Are you wondering how will you use it?  Are there enough benefits for you to justify the cost?  Do you need 3G or WiFi only?  How much storage space should you get?  Can you use QuickBooks or other programs on an iPad or tablet?  This blog post will provide you with an overview to help answer these questions and more to help you decide whether to get an iPad (or other tablet) or not.  I hear a lot of accounting professionals and business people wondering if they will benefit from an iPad or tablet.  I have had my iPad for six months and I love it.  Hopefully this post will help answer some of your questions to decide whether an iPad or tablet is right for you. Read more

Use your iPad as an Extra Monitor – FREE app for a Limited Time

August 19, 2011 · Posted in Tools & Resources · 5 Comments 

Did you know you can use your iPad as an extra or additional monitor?  Once you get used to working with multiple monitors, it is hard when you only have one monitor.  When I travel for business, I usually need my notebook computer for presenting QuickBooks seminars or working with QuickBooks.  (See this post for options about accessing QuickBooks with an iPad)  Often, I work in the hotel room and wish I had a second monitor.  Using the DisplayLink app, I can use my iPad as a second monitor with my windows notebook!  Plus, it is free for a limited time and it is really easy to set up and use — just follow these six steps:  Read more

How to access QuickBooks from an iPad, iPhone or iPod Touch

I love my new iPad and one of the first things I wanted to know was ‘Is there an app for QuickBooks?’  How can I access or use QuickBooks on my iPad (or iPhone or iPod Touch)?  This post will discuss different options or methods to use or access QuickBooks on an iPad (or iPhone or iPod Touch) — QuickBooks Connect, QuickBooks Online mobile access and QuickBooks Pro/Premier or Enterprise Editions via remote access. Read more

iPad’s Allure Combined with a Good Price is Impossible to Resist

March 11, 2011 · Posted in ProAdvisor, QuickBooks Consulting, Tools & Resources · 17 Comments 

For awhile now, I’ve had ‘iPad envy’ watching people enjoy their slick, cool iPads.  Last week the iPad 2 was announced and I wrote this post about the Pros and Cons of the iPad and why I wasn’t going to get one.  There were many comments posted and it felt good to see other people agreed with my conclusion.  But alas, the allure of the iPad combined with a good deal proved too strong for me to resist!  With the release of the iPad 2 on my birthday, it was just meant to be right?  So here’s how I wound up buying an iPad….   Read more

Pros and Cons of iPad 2 & What about QuickBooks?

March 2, 2011 · Posted in News or Announcements, QuickBooks Consulting · 21 Comments 

Apple announced the iPad 2 today and in an email stated:  “Thinner. Lighter. Faster. FaceTime. Smart Covers. 10-hour battery. Coming March 11″ — my birthday! I’ve had “iPad envy” for awhile now and contemplated whether to buy an iPad or not. As a CPA and business owner, is it right for me? Would QuickBooks work on it? Or is it an expensive toy? Read more