I don’t know about you, but like a lot of consultants who work closely with ‘the real workers’ at a company, the bookkeepers and clerical staff who handle Accounts Receivable and Accounts Payable, and manage all the day-to-day ‘keep the business going’ tasks, I sympathize when they wish there was a way that their executives could view all kinds of QuickBooks data and reports without ever ‘messing around’ inside QuickBooks. They all tell me that invariably one of “the bosses” will double click on some figure in a QuickBooks report, then drill into a transaction and before long their ‘in balance’ financial statements are ‘out of balance.’
Yes it really would be nice to provide some tool that not only executives but perhaps even shareholders or board members might access for key financial information (balance sheet, profit & loss, best customers, best selling items, biggest expenses, and many other key measures). They want a tool to provide key data without any possibility that those viewing could somehow change any data. Even better would be that this information could be accessed anywhere “so those guys wouldn’t even have to come to the office.”
Well if that is the way the ‘key personnel’ at your clients feel, you might just be ready to ‘make their day.’ The people at SalesPad have just released a new App to work with QuickBooks called “MobileBoards” which they are advertising as “your mobile boardroom.”
MobileBoards is designed to automate the reporting of key data from either a QuickBooks Desktop or QuickBooks Online company file and deliver it to a mobile device. Offered previously as only a QuickBooks desktop add-on, SalesPad has now released MobileBoards to QuickBooks Online via the Intuit Apps.com marketplace.
So how does real-time mobile access to company financial reports relate to the business owner or manager? MobileBoards comes with more than a dozen stock reports including graphical representations for just the kinds of info busy executives are wanting.
Do you want to see your expense breakdown while waiting for the carwash crew to finish-up? Or how about a sales summary as you talk to your banker? In a short time test drive of MobileBoards, it’s easy to see that this new App is designed to allow business managers and owners to keep track of their business with actionable data from anywhere via their mobile device.
So you need to see a list of your top selling items as you move to the podium to address your board members,
or sales by Rep as you are walking into a sales meeting? Well MobileBoards has you covered in either graphical or text report formats, and all from your iPhone, iPad or Android device.
Signing in with your Intuit credentials into SalesPad’s MobileBoards app makes for a quick set-up. Selecting your desired reports via web browser is as simple as checking the boxes of the reports you like. You can view your reports after downloading the MobileBoards app from the iOS or Play store.
SalesPad is currently offering the app free of charge and encouraging feedback on the types of reports you and your clients would be interested in seeing. Hey, that is what I said, "this is a FREE App."
So what are you waiting for, give this new App a try, it should be available today or tomorrow; or if you absolutely must have more information before you try then view the MobileBoard for QuickBooks App (YouTube Video) for a quick demonstration.