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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.
- 5. A typical day without Time Tracker
- 6. Life with Time Tracker . . .
- 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
- 11. The Sync Manager. . .
- 12. The Sync Manager. . .
- 13. Import Your Data
- 16. Admin & System tour . . . Let’s take a quick tour of the Admin dashboard.
- 17. Even more ways to track time. . .
- 18. Get VIP assistance right now. . . Go to: https://ebillity.youcanbook.me/ Live Chat: http://www.ebillity.com/get-help
- 19. Questions? Let’s get you going!
- 20. A magical promo code! WEBINAR
Editor's Notes
- 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.