snh 2018
Last year was my first Scaling New Heights, and I faced my Yeti by sharing my QBO expertise with SNH attendees. I’m even more excited about this year’s theme, “Tame the Machines.” I’m a huge fan of QBO’s automation tools, and Sarah Connor from the Terminator movies is one of my idols.
I have a Masters of Arts in Teaching, and have been a computer geek all my life. Instead of teaching public school, I’ve spent the last three decades training adults in business software. I love efficiency and hate doing anything twice. It’s been my mission to teach business owners and bookkeepers to properly use software apps, freeing them up for more clients, business development…or personal time.
My first session, “The QBO Mobile App on the Fly,” focuses on using QBO on tablets and smartphones. When you’re out and about, you can still use QBO without lugging around your laptop (isn’t it interesting that we now consider carrying a laptop a burden?!).
Did you know that the mobile app has features that aren’t available through the browser? For example, when you’re creating a new Customer while onsite at their office, you can use Location Services to enter the address with one tap, instead of typing it in with your thumbs. You can also take a picture of the client with your device’s camera, and store it on their contact card!
If your clients make invoices in the field and bring them back to the office for processing, we’ll eliminate double data entry. You can get approval signatures on Estimates in the client’s own handwriting. You can even swipe credit cards to take payment right at the time of service…and QBO will mark it as paid and batch the deposit without you lifting a finger.
If your employees constantly lose their receipts or you have to chase down expense reports, teach them to take a picture of their receipt right inside QBO.
We’ll also address software solutions to automate time tracking and scheduling.
Whether you’re taming a smartphone or a tablet, the QBO Mobile App takes you to new levels of easy accounting. Turn after-the-fact accounting into before-you-get-back accounting!
I look forward to seeing you there…because, as the Terminator says, “I’ll be back!”