Diamond Application Development Crafting Solutions with Precision
Time tracking software that syncs with QuickBooks PC
1. with Douglas Dweck - Co-founder, VP and excellent second baseman.
Email him at ddweck@ebillity.com
Syncing Time Tracker
with QuickBooks PC
2. We’ll cover . . .
① How to spend less time creating invoices, reports, and
processing payroll in QuickBooks
② Step-by-step instructions for getting started
③ Live Q&A
3. Stick around for VIP goodies
• A special code for an extra month free
• VIP assistance. We’ll help you set-up everything
I talk about in this webinar
4. What Time Tracker does . . .
We make it easy for your team to track time from
anywhere and sync to QuickBooks for invoicing,
reports, and payroll.
7. By the end, you’ll be able to . . .
• Save a ton of time with your QuickBooks invoicing.
• Makes QuickBooks payroll really simple & fast.
• Use time-data to create reports showing
you which employees and customers
make you the most money.
8. Let’s see it in action . . .
① Mobile entry demo
② Approval dashboard demo
③ QuickBooks invoices and payroll demo
9. What actually syncs?
• QuickBooks customers & their jobs
• Employees and payroll info (optional)
• 1099 Vendors (optional)
• Service Items
• Classes
10. Now, let’s get you started. . .
① The Sync
② Adding your team & employee permissions
③ Admin and system overview
Mention that QuickBooks is your homebase. Time Tracker is the loyal side-kick. So if you create a new customer or employee in QuickBooks---that will automatically appear in Time Tracker. You can then track time and sync your entries back to QuickBooks.
Go step-by-step through set-up. Step-by-step instructions. Go demo the following with the product and then return to the webinar.
--How to login
--How to sync to QuickBooks
--How to invite users
--How to set-up permissions
--Overview of the Admin role
Go step-by-step through set-up. Step-by-step instructions. Go demo the following with the product and then return to the webinar.
--How to login
--How to sync to QuickBooks
--How to invite users
--How to set-up permissions
--Overview of the Admin role
Go step-by-step through set-up. Step-by-step instructions. Go demo the following with the product and then return to the webinar.
--How to login
--How to sync to QuickBooks
--How to invite users
--How to set-up permissions
--Overview of the Admin role
Go step-by-step through set-up. Step-by-step instructions. Go demo the following with the product and then return to the webinar.
--How to login
--How to sync to QuickBooks
--How to invite users
--How to set-up permissions
--Overview of the Admin role
If you create a new customer inside of QuickBooks, it syncs with Time Tracker. The same with service items, new employees, payroll items and classes.
For example, if I create a new customer in QuickBooks . . .
. . . it will automatically appear in Time Tracker.
The same goes for:
Employees
Service items
Jobs
Payroll and Classes
Projects
So QuickBooks is your home base. And Time Tracker is QuickBooks’ loyal sidekick.
Go step-by-step through set-up. Step-by-step instructions. Go demo the following with the product and then return to the webinar.
--How to invite users
--How to set-up permissions
--Overview of the Admin role
Demo the Outlook Add-in. Show all the great, free mobile apps they get: http://www.ebillity.com/mobile-time-tracking-downloads . Mention the Desktop Widget. And talk about Time Tracker +Billing (add invoicing, multiple billing rates for clients, online payments, special legal features).
We have Time Tracker concierges ready to help you set-up everything you saw in this webinar. Stuck? Meet with one. They will make sure you are happy and can get you running in 15 minutes. Enter your email in the comment section and I can connect you right away. You can click on the first link to pick a time that works for you. Or start a live chat right now.
Show the Youcanbook me– get them to book an appointment right away.
Mention Live chat—say that people love it and if you are stuck on a step, we really can help you.
Anybody that asks a question should be directed to a Time Tracker concierge. These people are stuck—so have a Time Tracker concierge personally email them right away.