Covid19 Crisis

Deciding to move to Hosted QuickBooks can be a daunting task, but one thing that you want to make sure is that you will have the ability to email from QuickBooks. Here are your options and how to set up your account to easily email invoices, reports and statements through QuickBooks.

You have the option of either adding Outlook and Excel (additional charges apply) or you can use the built in email client in QuickBooks, configured with our mail server and send directly from there, which is actually a more reliable option.

QuickBooks Web Mail

From the QuickBooks Edit menu, select Preferences and click Send Forms.

Select Web Mail and click Add.

Fill out the Add Email Info and click OK.

Click OK to save the changes.

For Default Messages – Go to Edit/Preferences and select Send Forms. Now select the Company Preferences tab. The first drop down box allows you to select the type of transaction you want to change the default message for. The rest is pretty self explanatory. By changing the default message you save lots of time by only having to personalize each message a little bit when you feel it is necessary.

Outlook

Create an Outlook email profile.

You will need following information to set up Outlook as your email client: Username, Password, Email server address.

Set up Outlook in QuickBooks.

From the QuickBooks Edit menu, choose Preferences and select Send Forms.

Select Outlook and click OK.

____________________________________________________________________

When you sign up for Hosted QuickBooks, don’t worry, we will help you get everything set-up with our friendly in house support, right from Sugar Land, Texas.

For more information on QuickBooks Hosting send us an email, or call (866)710-4228.

Are you having trouble sifting through the seemingly endless QuickBooks Hosting Options? To make sure that you are getting the best option available, here are some helpful tips, and questions to ask before deciding on “the one.”

Back-Up – Make sure that you are getting automatic daily backups, so that you can get your data if something happens.
Print – Will you have the ability to print checks, invoices and other documents to your local printers?
Outsourcing – Make sure that the company that you are working with is just that, and not outsourcing their servers and support.
Hosting Platform – Does the hosting provider use the less costly Remote Desktop Services, to offer lower cost at the expense of the user experience?
Authorized Intuit Host – This is crucial, autorized hosts have been approved by Intuit, so that you know you are getting the top quality security for your information.

The only difference between Commercial Hosting Providers and Standard Hosting Providers is that they cannot host monthly rental of QB software, you have to purchase a license, annual subscription or provide your own license, which is a more cost effective solution in the long run.

For more information on QuickBooks Hosting send us an email, or call (866)710-4228

Handheld Contact
More and more people are taking to the road and need to take their contacts with them. While there are several handheld solutions that work with Act!, each has its own specific niche. We use Handheld Contact internally, and have had good success with the product.

Strengths of Handheld Contact include:

• Server Side setup. Nothing to load on your computer
• Extremely Robust. We have not had the issues with duplicates or incomplete data sets that seem to be prevalent with some other solutions.
• Currently works with iPad, iPhone, Windows based phones, Blackberry devices and Android devices.
• Within our hosted solutions, Handheld Contact is easy to setup and easy to maintain.

When you’re out of the office, changes made to your database by anyone on your team quickly make their way to your mobile device without having to take out your laptop or initiate synchronization.

Act! Premium Mobile
With Act! Premium Mobile you can stay connected to your business by accessing your Act! Premium contact, calendar, and opportunity details from your iPhone®, iPad® or AndroidTM device. Act! Premium Mobile is included with your upgrade to Act! Premium!

Key Features of ACT! Premium Mobile

• Bring key elements of the desktop experience to your mobile device
• Create, view and edit groups in Act! Premium Mobile
• Take individual or global actions from within groups such as sending emails
• View companies and a consolidated history of activities for all contacts
• Automatically link new and existing contacts to company records
• Scroll through, select and view records in a new split-screen tablet view

For more information, send an email here or call (866)710-4228.