Tsheets: Time Tracking and Reporting Made Easy

Transcription

1 QuickBooks Accounting Software Training Tsheets: Time Tracking and Reporting Made Easy Presented by: Bonnie Nagayama, CPA x 106 Bonnie@AccountingSoftwareSecrets.com Using GoToWebinar (Basics) To minimize (or expand) the control panel, click on the orange box with the white arrow. Choose Telephone (then the call in information will appear) or listen via your computer speakers Please submit questions via the Q&A box. Note all attendees are muted. (C) 2013 Bonnie J Nagayama, CPA 1

2 Using GoToWebinar (Full Screen) Click on the circle with the full screen icon (it switches to two windows if you want to switch it back) To switch to via the presentation via Full Screen: Expand the control panel, if necessary Click on View on the top menu Click on Full Screen Agenda Introduction and Housekeeping Overview of the App Center What it is Why Intuit Anywhere How it helps grow your practice Now to the Product Getting Started Using the App Getting Help Wrap Up and Q&A (C) 2013 Bonnie J Nagayama, CPA 2

3 Speaker Bio Bonnie Nagayama, CPA Founded McWilliams & Associates in 1992, exclusive Intuit focus since 1997 Clients are QB Professionals which we work with directly and via their clients Weekly Tips & Tricks Newsletter Monthly FREE Discussion Forum Intuit Premier Reseller Advanced Certified ProAdvisor Intuit s Trainer/Writer Network Member Intuit IPP Advisory Council Member Sleeter Group Consultant Network Member Sleeter Developer Advisory Panel Member Speaker Bio Greta Jensen Greta Jensen is the Customer Experience Manager for TSheets.com. Greta spends her days assisting major accounts and overseeing the sales and support departments. She defends and ensures the utmost quality of experience for all customers. Understanding that the customer is the most important person in a company, has driven Greta to make life easier not only for TSheets customers but for their employees as well. (C) 2013 Bonnie J Nagayama, CPA 3

4 Housekeeping If you would like CPE credit for this course, you will need to Be on the call at least 50 minutes AND Answer ALL three of the polling questions Your CPE certification will be ed as a PDF in 2-3 weeks This session will be recorded and available via The handouts are available via the link in the reminder , or via Save The Dates 9 AM Pacific/10 AM Mountain/11 AM Central/12 PM Eastern Sign Up: Thursday, August 1, 2013: Transaction Pro Importer The dates have been chosen, but the apps have not! Thursday, September 19, 2013 Thursday, October 17, 2013 Thursday, November 21, 2013 Thursday, December 19, 2013 Thursday, January 16, 2014 Thursday, February 20, 2014 Sign Up: (C) 2013 Bonnie J Nagayama, CPA 4

5 Current Webinar Series 9 AM Pacific/10 AM Mountain/11 AM Central/12 PM Eastern Sign Up: Inventory Management with SOS Inventory Time Tracking with ebillity Time Tracker ecommerce Integration with ecc Cloud Expense Tracking with Concur Expense Reporting for Small Business Sign Up: Previous Recordings Access via: Monday, July 9, 2012 Wednesday, July 11, 2012 Thursday, July 12, 2012 Friday, July 13, 2012 Also available via (C) 2013 Bonnie J Nagayama, CPA 5

6 What is the App Center? Intuit s app store to find web and mobile apps that work with QuickBooks Apps work with QuickBooks Online or QuickBooks Desktop Every app on Intuit App Center has passed a technical, security, and marketing review by Intuit Find Intuit-built apps and 3 rd party partner apps Access Intuit App Center on the web at Or, through the App Center button on QuickBooks Desktop Or, through the App Center tab in QuickBooks Online Why Intuit Anywhere? Intuit Anywhere is the recommended way for apps to integrate with QuickBooks One sync process to send QuickBooks data to the Intuit servers so that it can work with multiple web and mobile apps Users authorize each app to work with their QuickBooks data Improved User Experience You choose how to access: Intuit App Center, QuickBooks, or the developer site Intuit has provided guidelines for a consistent experience The apps undergo an Intuit review prior to being listed The app card has user content including Advisor reviews (C) 2013 Bonnie J Nagayama, CPA 6

7 Additional Benefit for ProAdvisors How to get information about integrated applications Go to Login using your User ID and Password Click on the My Account tab at the top Hover over My ProAdvisor then choose Special Offers on Apps Click the + next to an app to see the special offers. There are also referral incentives by some developers and Intuit. $300 Reward! Must be a ProAdvisor Refer 3 Apps via Intuit App Center For new, paid sign ups from 10/28/ /31/2013 Client pays for 3 months (each client can count for multiple apps) You submit the form Intuit confirms and provides the reward (C) 2013 Bonnie J Nagayama, CPA 7

8 How It Helps Grow Your Practice Discuss with the client how it will benefit them Consider using product yourself for experience How will it be implemented? (Leverage others?) Consider value pricing (systems, processes) Maybe a menu makes more sense for you? Include services, reports, meetings, other deliverables What makes you different? Payroll So Fast You ll Have Time to Do a Happy Dance July 11, 2013 I export my timesheets to QuickBooks and BAM!, payroll is done. ~Brett, via Intuit App Center Contact Us matt@tsheets.com (C) 2013 Bonnie J Nagayama, CPA 8

9 Session Agenda: About TSheets Top 5 Reasons to Automate Time Tracking Say Yes to Time Tracking: Problem Checklist Calculating the Payback 7 Ways TSheets is Unique A Look Inside TSheets Getting Involved, TSheets ProAdvisor Program The holy grail of time tracking. ~Debbe Peterson, Robinson Paints About TSheets: Web-based employee time tracking & attendance software that employees love and actually use. I have much faster insight into the status of our consulting projects and my team loves TSheets for its ease of use! I could not get the granularity with QBO alone. ~Jim Brown, The Coil Group (C) 2013 Bonnie J Nagayama, CPA 9

10 About TSheets: Founded in 2006 Thousands of businesses In 29 different countries Record-breaking growth, 90% increase YOY Technology built around customer feedback Our secret sauce "TSheets has really helped save my company money. Billing time and materials work is a breeze and there is no more hunting down timesheets. This system has been a gift. ~Jennifer Reed, One Call Construction About TSheets: Works with QuickBooks Online Windows Desktop In 1 click, easily sync timesheet data from TSheets to QuickBooks. Then do the same on the flipside. I did my first payroll today and TSheets performed flawlessly, importing employee timecard information into QuickBooks just as if it were entered into QuickBooks to begin with. What a breath of fresh air - a reasonably priced program that does what it's supposed to. ~PC Perfect, via Intuit s App Center (C) 2013 Bonnie J Nagayama, CPA 10

11 About TSheets: Cost Starts at only $5 per user / month $20 base fee / month Details Free 14-day trial Fast sign up. No contracts. Cancel anytime. The best system for integration with QuickBooks. The integration will save you countless dollars and frustration The cost of this product is quite reasonable...~ajay, via Intuit s App Center 5 Reasons to Automate Time Tracking 1. Pay employees for time actually worked, not scheduled time. 2. Avoid payroll errors. Calculating time from manual timesheets is prone to error. 3. Social Security, Medicare, & Workers Compensation taxes are tied directly to payroll and can add 10% to hourly rates. 4. Avoid overtime by tracking time every day and setting up overtime alerts before incurring the cost. 5. Avoid manual entry and reduce the administrative time it takes to generate payroll. Save 2% of gross payroll costs each year (APA). What a time saver I can now track each job to see if we are making or losing money each day/week/month. I'm thrilled I don't have to take everyone's paper timesheet and add up all the hours anymore. This program is well worth the money as now I can concentrate on the other things I need to do. ~TPoeWright, via Intuit s App Center (C) 2013 Bonnie J Nagayama, CPA 11

12 When to Say "Yes": The Checklist If your clients Have hourly employees Use QuickBooks Payroll Manually track / enter employee time Have a mobile workforce Have employees at multiple jobsites or remote locations Require verification of employee work location (GPS) Need insight into who s working, in real time Complain that payroll is taking too long Struggle to manage paper timesheets or punch time cards Need to accurately figure job costing TSheets can help. Our company has finally found the perfect time management solution. TSHEETS. We use QuickBooks and the two interface seamlessly. ~Mike, via Intuit s App Center Calculating the Payback Company A has 8 employees 80 total hours per pay period Average hourly rate of $15.00 APA estimated savings: $5,491.20* *Total saved does not include $$$ saved from payroll administration, invoice generation, and reduced overtime Calculate Your Payback: /payback My payroll for 45 people has shrunk from a 6-hour drudgery to a 45- minute necessity thanks to TSheets. ~J. Aaron Nicholes, North Idaho Dermatology (C) 2013 Bonnie J Nagayama, CPA 12

13 7 Ways TSheets is Unique #1: Designed for Payroll Provides system log / audit trail Records in / out punch times PTO Designed for hourly employees Eliminates costly payroll errors Only allows 24 hours in a day Overtime Calculation Timesheet Approvals No manual / duplicate entry Our bookkeeper did a happy dance! The time this has saved us in the office has been phenomenal! No more manual calculation from paper time logs. Much more accurate assessment of the use of time. We verify the time, approve it, sync with QuickBooks, validate, and we're ready for payroll! ~Jeannette, LuxBrush 7 Ways TSheets is Unique #2: Accommodates a Mobile Workforce From the office / field Desktop, laptop iphone / Android apps Text message Dial in, with Spanish options Twitter TSheets allows my employees to clock in using smartphones and mobile computers in the field. Exporting all this data into QuickBooks is as easy as clicking one button. I am saving money and time by using TSheets. ~Work2Hard, Intuit s App Center (C) 2013 Bonnie J Nagayama, CPA 13

14 7 Ways TSheets is Unique #3: Employee Accountability w/ GPS Tracking GPS information is recorded when employees: Clock in or out Switch job codes Adds notes to a timesheet We love the GPS tracking and admin interface. Plus, it has taken a load off our minds. We were pretty sure our employees were trustworthy for their reporting. Now we can rest assured when they prove us right. ~Julianne, Evergreen Window Cleaning 7 Ways TSheets is Unique #4: Not Just a Timer You need more than a stopwatch to: Record start / stop times Keep accurate time when application is closed Run payroll and job costing reports Thanks for the laugh this morning. The tagline Some people love timesheets. We call them customers." Cracked me up! Doing timesheets is not my favorite thing, but TSheets is one of them. ~Ed Doyne, Egis7 (C) 2013 Bonnie J Nagayama, CPA 14

15 7 Ways TSheets is Unique #5: Smart Integration with QuickBooks 1-click data syncing Set up in seconds, using QB info QB savvy support team to assist You choose when you want to sync You approve which time goes over to QB I have been through 15 or so different trial timer programs...none worked for our set up. Somehow I stumbled upon TSheets. It automatically synced with my QuickBooks. This program is so user friendly that I have managed to convince a handful of technophobes to use it. ~WorriedOfficeManager, Intuit s App Center 7 Ways TSheets is Unique #6: Customer Support You ll Say WOW! To Support from a real person High tech expertise QB savvy Record response times Free, weekly webinars Dedicated, unlimited support TSheets support is the best in the industry, without exception. I pay hundreds of dollars to other software companies for support and they can't compare real people actually answer the phone who actually knows the software in under a minute. Other companies should take notes. ~Douglas Sabra, Florida Lifts (C) 2013 Bonnie J Nagayama, CPA 15

16 7 Ways TSheets is Unique #7: Insanely Easy to Use Fast, intuitive user interface Web dashboard plus mobile suite No software to download or update Built with the employee in mind Automatic daily backups Data safe and secure Works well with devices employees already use Reliable and easy to use Time Tracking software has always been a requirement for us. We've used a number of them through the years. TSheets is the easiest to use by far. I am excited to explore the other add-ons, besides the all-important QuickBooks integration, which by-the-way is top-notch. ~T Edwardson, via Intuit s App Center A Look Inside I think this product will take over the time tracking scene. You get a free 14 day trial with all the customer support you need, and then some I can t believe I ever managed my time without TSheets. ~Hutch, via Intuit App Center Contact Us matt@tsheets.com (C) 2013 Bonnie J Nagayama, CPA 16

17 Partner with TSheets: What You Get Free 1-year subscription to TSheets Dedicated support & access to our Pro Specialist 20% commission on referrals Free promotion: TSheets.com/ProAdvisors-We-Trust What Your Clients Get Payroll simplified & time saved 10% discount Unlimited support and training free Sign up at TSheets.com/Pros As an accountant, TSheets is exactly what we want for job costing & payroll. ~Karen Mitchell, ProAdvisor & Author Q & A To minimize (or expand) the control panel, click on the orange box with the white arrow. Choose Telephone (then the call in information will appear) or listen via your computer speakers Please submit questions via the Q&A box. Note all attendees are muted. (C) 2013 Bonnie J Nagayama, CPA 17

18 Reminder CPE credit is available for this course. The requirements are Be on the call at least 50 minutes AND Answer ALL three of the polling questions Your CPE certification will be ed as a PDF in 2-3 weeks This session will be recorded and available at and Following the webinar, there will be a brief survey. We appreciate your feedback! On the survey you can also indicate your interest for more info. Wrap Up Thanks so much for attending! Sign up for our free weekly QuickBooks Tips and Tricks update filled with time saving suggestions for using QuickBooks more effectively. Bonnie Nagayama, CPA x 106 Bonnie@AccountingSoftwareSecrets.com (C) 2013 Bonnie J Nagayama, CPA 18