Why We Use QuickBooks Online For Our Clients [Video]

Why We Use QuickBooks Online For Our Clients [Video]

QuickBooks Online

Why We Use QuickBooks Online For Our Clients [Video]

training by BROOK BORUP!

Show Notes & Links

Welcome to in the Trenches MBA! In this video, we are going to talk about some of the functions, pros, and cons of using QuickBooks online for your small business books. This is just a sampling of functions. There is a reason QBO is the industry standard!

If you need more help after this video feel free to contact us to get some free advice on which solution is best for your situation.

Get More Great Tips & Answers – Subscribe ➜ http://bit.ly/mcssubyoutube

Share this Video on Facebook, Your Blog, Websites and More!

Helpful Links From This Video
http://www.intuit.com

Want a Question Answered or Want to Sponsor a Video?
Support the education of new and growing business owners with your donations here ➜ https://www.patreon.com/ittmba

Join the conversation in our Closed FB Group. Apply to Join Here  ➜ http://bit.ly/InsiderInvite

Follow, Friend, Like or Be a Contributor
My Clone Solution Website https://myclonesolution.com

Transcript

QuickBooks Online for Your Finances

Primary Function… (0:11)
• Bookkeeping & Accounting
• Invoicing
• Quick Books Payments for Direct Payment Via Email
• All the Financial Reports You Will Ever Need As A Small Business
• Industry Standard for Small Business

Pro’s…(00:29)

• if setup and used properly it can save you money at the Accountant
• No Double Entry to reconcile accounts
• Classify your expenses to see where your money is going
• Know who owes you money and how much potential you have
• Always know where your money is
• Can be use as time clock.
• Integrates with a lot of other software including Zapier
• Integrates Direct with your online banking
• Get rid of the excel spreadsheets and invoices
• Automatic billing if you are on a renewal system.

Con’s (01:22)
• Some accountants prefer the desktop version still
• You must set it up correctly and be trained so it can save you time and money.

• As of Feb 2017 – Suggested Tier $12-30 per account

J

sign up now

to get the BEST offers and deals!

6

sign up now

to get the BEST offers and deals!

So many great ideas

so little time

Are you an entrepreneur that can't remember which way you are going right now?

You don't have enough hands, time, clients... or maybe all three?

We specialize in helping you with the things you hate to do or frankly just suck at doing...

When is now the right time to admit that you need help with that growing task list? 

You don't have to know what to get done first we can work on that plan together. 

Yes, we work with all types of businesses, all over the world and in all budgets. 

The time is NOW!

Free Offer Of The Month

5 Profile Tips for More Yeses on LinkedIn

LinkedIn is a huge social media for business connections. If you want to see what people are looking at when determining when to say yes to a connection or a message we have that for you. Click Here For The Free Checklist...

Skip the DIY & Get Your Profile Upgraded by a Clone

You are a smart business owner so let's jump in and get this done now. Our professional copywriters will have a call with you and optimize your profile for you SPELLCHECK and proper GRAMMER included!. Click Here To Purchase Now...

The Big Leagues... LinkedIn Lead Gen Done For You

Are you wondering how people spend so much time to find leads on social media and you haven't had time for laundry this week? It's because they have help. Santa's elves need something to do the other 11 months of the year. SHHH they are working for us.  Click Here For Program Details...

How to Setup Your Contact Data in Excel… CRM Here We Come! [Video]

How to Setup Your Contact Data in Excel… CRM Here We Come! [Video]

Excel

How to Setup Your Contact Data in Excel… CRM Here We Come! [Video]

training by BROOK BORUP!

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Show Notes & Links

Welcome to in the Trenches MBA! In this video, we are going to talk about some of the functions, pros, and cons of using QuickBooks online for your small business books. This is just a sampling of functions. There is a reason QBO is the industry standard!

If you need more help after this video feel free to contact us to get some free advice on which solution is best for your situation.

Get More Great Tips & Answers – Subscribe ➜ http://bit.ly/mcssubyoutube

Share this Video on Facebook, Your Blog, Websites and More!

Helpful Links From This Video
http://www.intuit.com

Want a Question Answered or Want to Sponsor a Video?
Support the education of new and growing business owners with your donations here ➜ https://www.patreon.com/ittmba

Join the conversation in our Closed FB Group. Apply to Join Here  ➜ http://bit.ly/InsiderInvite

Follow, Friend, Like or Be a Contributor
My Clone Solution Website https://myclonesolution.com

Transcript

QuickBooks Online for Your Finances

Primary Function… (0:11)
• Bookkeeping & Accounting
• Invoicing
• Quick Books Payments for Direct Payment Via Email
• All the Financial Reports You Will Ever Need As A Small Business
• Industry Standard for Small Business

Pro’s…(00:29)

• if setup and used properly it can save you money at the Accountant
• No Double Entry to reconcile accounts
• Classify your expenses to see where your money is going
• Know who owes you money and how much potential you have
• Always know where your money is
• Can be use as time clock.
• Integrates with a lot of other software including Zapier
• Integrates Direct with your online banking
• Get rid of the excel spreadsheets and invoices
• Automatic billing if you are on a renewal system.

Con’s (01:22)
• Some accountants prefer the desktop version still
• You must set it up correctly and be trained so it can save you time and money.

• As of Feb 2017 – Suggested Tier $12-30 per account

J

sign up now

to get the BEST offers and deals!

6

sign up now

to get the BEST offers and deals!

So many great ideas

so little time

Are you an entrepreneur that can't remember which way you are going right now?

You don't have enough hands, time, clients... or maybe all three?

We specialize in helping you with the things you hate to do or frankly just suck at doing...

When is now the right time to admit that you need help with that growing task list? 

You don't have to know what to get done first we can work on that plan together. 

Yes, we work with all types of businesses, all over the world and in all budgets. 

The time is NOW!

Free Offer Of The Month

5 Profile Tips for More Yeses on LinkedIn

LinkedIn is a huge social media for business connections. If you want to see what people are looking at when determining when to say yes to a connection or a message we have that for you. Click Here For The Free Checklist...

Skip the DIY & Get Your Profile Upgraded by a Clone

You are a smart business owner so let's jump in and get this done now. Our professional copywriters will have a call with you and optimize your profile for you SPELLCHECK and proper GRAMMER included!. Click Here To Purchase Now...

The Big Leagues... LinkedIn Lead Gen Done For You

Are you wondering how people spend so much time to find leads on social media and you haven't had time for laundry this week? It's because they have help. Santa's elves need something to do the other 11 months of the year. SHHH they are working for us.  Click Here For Program Details...

Why We Use Insightly For Our Clients [Video]

Why We Use Insightly For Our Clients [Video]

Why We Use Insigthly

Why We Use Insigthly For Our Clients [Video]

training by BROOK BORUP!

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Show Notes & Links

Welcome to in the Trenches MBA! In this video we’re gonna talk about Insightly and why we use it for our clients that need a solid process in place for sales, projects and reminders for internal staff. Learn the best functions, pros and cons that would tell you that insightly might be the right project CRM for you.

If you need more help after this video feel free to go here http://bit.ly/3tasksfree to get some free advice on which one is best for your situation.

Get More Great Tips & Answers – Subscribe ➜ http://bit.ly/mcssubyoutube

Share this Video on Facebook, Your Blog, Websites and More!
Helpful Links From This Video
https://www.insightly.com/

Tell Us Your Business Pains and Get Your First Three Action Steps Here ➜ http://bit.ly/3tasksfree

Want a Question Answered or Want to Sponsor a Video?
Support the education of new and growing business owners with your donations here ➜ https://www.patreon.com/ittmba

Join the conversation in our Closed FB Group. Request an Invite Here ➜ http://bit.ly/InsiderInvite

Follow, Friend, Like or Be a Contributor
My Clone Solution Website https://myclonesolution.com
Brook Borup; Speaker, Educator, Implementor http://brookborup.com
https://twitter.com/BrookBorup
https://www.facebook.com/myclonesolution
https://plus.google.com/+MyCloneSolutionTampa/
https://www.linkedin.com/brookborup

Transcript

Insigthly is an Process CRM

Primary Function… (0:13)
• Contact Management
• Process Timelines for Sales or Projects
• Notifications for Timelines
• Unlimited Email Templates
• Direct Integration to Zapier, Quickbooks Online, and Others.

Pro’s…(0:28)
• Direct Gmail, Imap and Pop Integration with Gmail Extension
• Direct Links from Dropbox, Google Drive…
• Apps for All Devices
• Great for teams that share parts of the process and files
• Huge Database of How to Videos
• Really Good Reporting and Filters
• Great Price point for users
• Mass Email Inside The Program

Con’s…(1:20)
• Automation is severely limited unless integrated with another tool
• Not the choice for digital marketers
• NO options if you wanted to add NEW features
• Storage Space is Limited

Price…(1:50)
• As of Feb 2017- Suggested Tier $15-35 per User
• Upgrades Primarily based on it of contacts & number of daily mass emails

J

sign up now

to get the BEST offers and deals!

6

sign up now

to get the BEST offers and deals!

So many great ideas

so little time

Are you an entrepreneur that can't remember which way you are going right now?

You don't have enough hands, time, clients... or maybe all three?

We specialize in helping you with the things you hate to do or frankly just suck at doing...

When is now the right time to admit that you need help with that growing task list? 

You don't have to know what to get done first we can work on that plan together. 

Yes, we work with all types of businesses, all over the world and in all budgets. 

The time is NOW!

Free Offer Of The Month

5 Profile Tips for More Yeses on LinkedIn

LinkedIn is a huge social media for business connections. If you want to see what people are looking at when determining when to say yes to a connection or a message we have that for you. Click Here For The Free Checklist...

Skip the DIY & Get Your Profile Upgraded by a Clone

You are a smart business owner so let's jump in and get this done now. Our professional copywriters will have a call with you and optimize your profile for you SPELLCHECK and proper GRAMMER included!. Click Here To Purchase Now...

The Big Leagues... LinkedIn Lead Gen Done For You

Are you wondering how people spend so much time to find leads on social media and you haven't had time for laundry this week? It's because they have help. Santa's elves need something to do the other 11 months of the year. SHHH they are working for us.  Click Here For Program Details...

What If You Could… Follow Up With Networking Contacts Automation!! [Video]

What If You Could… Follow Up With Networking Contacts Automation!! [Video]

Networking Contacts Automation!

What If You Could… Follow Up With Networking Contacts Automation!! [Video]

training by BROOK BORUP!

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Show Notes & Links

Welcome to in the Trenches MBA! What if you could send a follow-up email “AutoMagically” before leaving the meeting or event?

This is our “What if” series, dedicated to what you don’t know and how it can help your business.

If you need more help after this video feel free to go here http://bit.ly/3tasksfree to get some free advice on if this will work for your business.

Get More Great Tips & Answers – Subscribe ➜ http://bit.ly/mcssubyoutube

Share this Video on Facebook, Your Blog, Websites and More!
Helpful Links From This Video
https://zapier.com/

Tell Us Your Business Pains and Get Your First Three Action Steps Here ➜ http://bit.ly/3tasksfree

Want a Question Answered or Want to Sponsor a Video?
Support the education of new and growing business owners with your donations here ➜ https://www.patreon.com/ittmba

Join the conversation in our Closed FB Group. Request an Invite Here ➜ http://bit.ly/InsiderInvite

Follow, Friend, Like or Be a Contributor
My Clone Solution Website https://myclonesolution.com
Brook Borup; Speaker, Educator, Implementor http://brookborup.com
https://twitter.com/BrookBorup
https://www.facebook.com/myclonesolution
https://plus.google.com/+MyCloneSolutionTampa/
https://www.linkedin.com/brookborup

Transcript

What if… You Could send A Follow Up Email ” AutoMagically ”
Before leaving the Meeting or Event?

Well it’s Possible (0:32)
Automation is amazing for your time energy and repetitive tasks.

THIS VIDEO IS THE RECIPE ONLY
Need to Know How?

ITTMBA Tool Videos(Light Blue)
Will Help With the Tools

ITTMBA How to VIdeo’s(gray)
Will Help With How Screen Sharing Walk-Throughs

No ITTMBA Video Yet?
Request one in the Comments,
Commission one through our Patreon Account or Contact Us @ MyClonesSolutions.com to have it done for you!

Automation Recipe
Step: 1 Card Scanner App… Recommendation Full Contact (1:25)
– Full Contact is Hand Transcribed, not scanner Read.
More accurate makes automation more “automagic”

Step 2: Card Scanner App… Connects to Zapier (1:44)
– Zapier is the bridge between cloud-based apps like Full Contact and Gmail

Step 3: Connects Zapier to Gmail (1:53)
– Once you complete the Zapier Recipe you will have everything done to test the recipe

Thins to Remember when automating with this recipe…(2:22)
• No dates or times unless merged…
• if it’s not on the business card forget it.
• Always merge names for personal touch maybe even company
• Keep your verbiage generally specific so it works in all situations
• Write like you want to be written to
• When in doubt copy others or get hep from the pros.

Get Fancy (4:42)
Integrate A Scheduler Link into Your Verbiage…
” I can’t wait to catch up with you again soon. Get on my calendar here and don’t waste all your time going back and forth with email. ”
Setup a Second Zap to Put that Person in your CRM too…
no more double Entry

Have a Follow-Up Process or Mailing List Service…()
It takes 9-12 touchpoints to get someone to consider buying from you and most people are not really the day they meet you. Consider a drip marketing campaign or a monthly matter. Yes, this can be automated too.

if you can dream it there is a way!
Plan the Process then Implement the process

It’s Possible… you see it every day and don’t even Know!

J

sign up now

to get the BEST offers and deals!

6

sign up now

to get the BEST offers and deals!

So many great ideas

so little time

Are you an entrepreneur that can't remember which way you are going right now?

You don't have enough hands, time, clients... or maybe all three?

We specialize in helping you with the things you hate to do or frankly just suck at doing...

When is now the right time to admit that you need help with that growing task list? 

You don't have to know what to get done first we can work on that plan together. 

Yes, we work with all types of businesses, all over the world and in all budgets. 

The time is NOW!

Free Offer Of The Month

5 Profile Tips for More Yeses on LinkedIn

LinkedIn is a huge social media for business connections. If you want to see what people are looking at when determining when to say yes to a connection or a message we have that for you. Click Here For The Free Checklist...

Skip the DIY & Get Your Profile Upgraded by a Clone

You are a smart business owner so let's jump in and get this done now. Our professional copywriters will have a call with you and optimize your profile for you SPELLCHECK and proper GRAMMER included!. Click Here To Purchase Now...

The Big Leagues... LinkedIn Lead Gen Done For You

Are you wondering how people spend so much time to find leads on social media and you haven't had time for laundry this week? It's because they have help. Santa's elves need something to do the other 11 months of the year. SHHH they are working for us.  Click Here For Program Details...

OMG… How to Reach InBox 0! Clean Email InBoxes [VIDEO]

OMG… How to Reach InBox 0! Clean Email InBoxes [VIDEO]

Reach InBox 0! Clean Email InBoxes

OMG… How to Reach InBox 0! Clean Email InBoxes [VIDEO]

training by BROOK BORUP!

Show Notes & Links

Welcome to in the Trenches MBA! in this video we are going to talk about taking steps to get to Inbox 0 and out of email overwhelm. These steps will help you delete thousands of emails in the first hour and give you the confidence to get it done and keep it clean.

If you need more help after this video feel free to go here http://bit.ly/3tasksfree to get some free advice on which one is best for your situation.

Get More Great Tips & Answers – Subscribe ➜ http://bit.ly/mcssubyoutube

Share this Video on Facebook, Your Blog, Websites and More!

Helpful Links From This Video
https://unroll.me/
https://mixmax.com/
https://www.youtube.com/watch?v=7iIpG…
www.boomeranggmail.com
https://www.streak.com/
https://www.hubspot.com/pricing/marke…
https://gmelius.com/

Tell Us Your Business Pains and Get Your First Three Action Steps Here ➜ http://bit.ly/3tasksfree

Want a Question Answered or Want to Sponsor a Video?
Support the education of new and growing business owners with your donations here ➜ https://www.patreon.com/ittmba

Join the conversation in our Closed FB Group. Request an Invite Here ➜ http://bit.ly/InsiderInvite

Follow, Friend, Like or Be a Contributor
My Clone Solution Website https://myclonesolution.com
Brook Borup; Speaker, Educator, Implementor http://brookborup.com
https://twitter.com/BrookBorup
https://www.facebook.com/myclonesolution
https://plus.google.com/+MyCloneSolut…
https://www.linkedin.com/brookborup

Transcript

Email Over Flowing? How to Get Out of Email Hell…

Start (0:35)
Which One are You?
0 Email Inbox or Your This 13,676 Emails?

The Classifications (0:56)
1. Don’t need this ever (Unsubscribe)
2. Don’t need this today (folders)
3. Need to keep, but task is done (folders)
4, Important needs to be done (inbox)

The Process (2:46)
where to Start….
Use the Classifications as A Guide

• Search by Email Address or Person
• Unsubscribe if Needed then Select All & Delete
or
• Create Folder and Folder if Needed
• Create Folders of Folders (clients = client name)
• (Rule of thumb… if it’s more than 2 months old and you never opened it… it’s ok to delete it)
• (Suggestion use 2 tabs one for the search and one so you don’t lose your place in the list)
• if going one by one start with the oldest emails first
• Start with the steps coming up next…

Actual Steps that we use to help achieve Inbox Zero (5:30)
Easy ways to Delete 1000’s in 60 Minutes

1. Search for the Junk (5:36)
• Daily Weekly. Monthly Digests like Groupon. Living Social, Horoscopes, Quotes
• Copy the email address from each one… paste into the email search of the 2nd tab… (unsubscribe) select al and delete. Repeat

2, Search for Emails ” no reply ” (6:48)
• This will give you the typical bulk mail like facebook, linkedin, Twitter notifications and more.
• These are time sensitive and can usually be found on their websites, blogs, social media etc… Repeat process above

3.Your Subscriptions (7:45)
• These were important once are they still important?
• if not… Repeat process above
• if so… Create a folder and put the relevant emails there.
• Create a rule for your email so they go there automatically if you don’t need to see them arrive in your inbox, but you want to keep them.

The Non-Bulk Email (8:31)

1. Start With the Oldest First (8:58)
• What category does it fall into?
• Copy the email address from each one. paste into the email search of the 2nd tab.. (Unsubscribe) Select all and delete. Repeat

2. Tasks – Your New Normal (9:38)
• This is the golden point. Deal with emails daily as tasks not as a burden. You will start to delete. Folder, Unsubscribe and handle your email like a Master!

3. Tools for Staying Clean (10:07)
• Gmail has the option of using unroll.me – This free product will help you create a daily digest of all your bulk mail you want to keep, but only see in one email a day.
• Folders and rules – Use these wisely
• Chrome Extensions – There are options for chrome that give you extra functionality like Snooze, Send Later, Email Templates, Task List and More. (Examples MixMax, Boomerang, Streak, Hubspot, Gmelius)

J

sign up now

to get the BEST offers and deals!

6

sign up now

to get the BEST offers and deals!

So many great ideas

so little time

Are you an entrepreneur that can't remember which way you are going right now?

You don't have enough hands, time, clients... or maybe all three?

We specialize in helping you with the things you hate to do or frankly just suck at doing...

When is now the right time to admit that you need help with that growing task list? 

You don't have to know what to get done first we can work on that plan together. 

Yes, we work with all types of businesses, all over the world and in all budgets. 

The time is NOW!

Free Offer Of The Month

5 Profile Tips for More Yeses on LinkedIn

LinkedIn is a huge social media for business connections. If you want to see what people are looking at when determining when to say yes to a connection or a message we have that for you. Click Here For The Free Checklist...

Skip the DIY & Get Your Profile Upgraded by a Clone

You are a smart business owner so let's jump in and get this done now. Our professional copywriters will have a call with you and optimize your profile for you SPELLCHECK and proper GRAMMER included!. Click Here To Purchase Now...

The Big Leagues... LinkedIn Lead Gen Done For You

Are you wondering how people spend so much time to find leads on social media and you haven't had time for laundry this week? It's because they have help. Santa's elves need something to do the other 11 months of the year. SHHH they are working for us.  Click Here For Program Details...

Why We Use Acuity Scheduling [VIDEO]

Why We Use Acuity Scheduling [VIDEO]

Why We Use Acuity Scheduling

Why We Use Acuity Scheduling [VIDEO]

training by BROOK BORUP!

Show Notes & Links

Welcome to in the Trenches MBA! In this video we’re gonna talk about Acuity Scheduling and why we use it for our clients over other scheduling software’s that are out there.
If you need more help after this video feel free to go here http://bit.ly/3tasksfree to get some free advice on which one is best for your situation.

Be Awesome & Show your Support for this video by Using My Affiliate Link to Test Out Acuity…
bit.ly/mcsacuitylink

Get More Great Tips & Answers – Subscribe ➜ http://bit.ly/mcssubyoutube

Share this Video on Facebook, Your Blog, Websites and More!
Helpful Links From This Video
https://acuityscheduling.com/bit.ly/mcsacuitylink

Tell Us Your Business Pains and Get Your First Three Action Steps Here ➜ http://bit.ly/3tasksfree

Want a Question Answered or Want to Sponsor a Video?
Support the education of new and growing business owners with your donations here ➜ https://www.patreon.com/ittmba

Join the conversation in our Closed FB Group. Request an Invite Here ➜ http://bit.ly/InsiderInvite

Follow, Friend, Like or Be a Contributor
My Clone Solution Website https://myclonesolution.com
Brook Borup; Speaker, Educator, Implementor http://brookborup.com
https://twitter.com/BrookBorup
https://www.facebook.com/myclonesolution
https://plus.google.com/+MyCloneSolut…
https://www.linkedin.com/brookborup

Transcript

All the Normal Options of a Scheduler (0:13)
• Email Integrations
• Reminders
• Direct Calendar Links

What Acuity has Others Don’t…(0:39)
• Sell Products #1 (0:36)
• Use Promo Codes (0:54)
• Sell Gift Certificates (0:13)
• Advanced Direct Integrations that Lead to an Automated Business (1:26)
• Direct Product Links for Sales Pages(1:54)
• Upsells Options (2:27)

J

sign up now

to get the BEST offers and deals!

6

sign up now

to get the BEST offers and deals!

So many great ideas

so little time

Are you an entrepreneur that can't remember which way you are going right now?

You don't have enough hands, time, clients... or maybe all three?

We specialize in helping you with the things you hate to do or frankly just suck at doing...

When is now the right time to admit that you need help with that growing task list? 

You don't have to know what to get done first we can work on that plan together. 

Yes, we work with all types of businesses, all over the world and in all budgets. 

The time is NOW!

Free Offer Of The Month

5 Profile Tips for More Yeses on LinkedIn

LinkedIn is a huge social media for business connections. If you want to see what people are looking at when determining when to say yes to a connection or a message we have that for you. Click Here For The Free Checklist...

Skip the DIY & Get Your Profile Upgraded by a Clone

You are a smart business owner so let's jump in and get this done now. Our professional copywriters will have a call with you and optimize your profile for you SPELLCHECK and proper GRAMMER included!. Click Here To Purchase Now...

The Big Leagues... LinkedIn Lead Gen Done For You

Are you wondering how people spend so much time to find leads on social media and you haven't had time for laundry this week? It's because they have help. Santa's elves need something to do the other 11 months of the year. SHHH they are working for us.  Click Here For Program Details...

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