<img height="1" width="1" style="display:none" src="https://www.facebook.com/tr?id=1581599555431982&amp;ev=PageView&amp;noscript=1">

Sales Training + Inbound Marketing + HubSpot

Datisfy: Be Satisfied With Your QuickBooks Data

Posted by Wes Schaeffer | Nov 4, 2017 9:54:35 AM

Intelligent Prospecting for Modern Sales & Marketing Teams

Stream below or right click here to download the episode. 

[ LISTEN NOW ON ITUNES ]

What You'll Learn In This Episode of The CRM Sushi Podcast...

  • Angela Meharg
  • QuickBooks Desktop
  • QuickBooks Online is coming on strong
    • Earlier this year added "Job / Project" feature under one customer
  • Worked with custom reporting for about 20 years
  • Her CFO friend came to her (the Crystal Reports Goddess)
  • She had worked with SAP and Oracle...
  • But QuickBooks is hard to "get under the hood"
  • Tough to find their data in a meaningful way
  • Someone had built QQube business intelligence
    • Try QQube for 15 days
    • Plugin for Excel
    • Excel is a useful tool for playing with data
    • Excel is not great for data security, etc
    • Pivot tables give you filters
  • Certified Solutions Partner with QQube
  • Uses Crystal Reports to make a custom report and template for you
  • "6 Reasons Why Dashboards Don't Work and What To Do About It"
  • Not a QuickBooks expert so find an Advanced Certified Pro advisor

Catch Up on Previous Episodes of The CRM Sushi Podcast

Support The Families of Our Fallen Navy SEALs Here

The Navy SEALs and their families need your help. Please donate to my Tampa Bay Frogman swim here to benefit the Navy SEAL Foundation.

Links Mentioned In The CRM Sushi Podcast

What Did You Think About This Podcast?

Please share your appreciation by letting my guest and me know on Twitter and by leaving a 5-star review on iTunes. It helps more than you would think.

What did you think of this episode? Please let me know below.

Topics: Marketing Automation, CRM Sushi Podcast, QuickBooks, Entrepreneur

Written by Wes Schaeffer

The Reassuringly Expensive, Ruthlessly Pragmatic pig-headed entrepreneur dedicated to discovering proven, transferable, effective tools for creating inbound sales so he can help you automate, integrate, and dominate your niche.

SUBSCRIBE TO WES'S PODCAST ON

Listen to Wes Schaeffer host The Sales Podcast on iTunes   stitcher-white-300x65   Listen to Wes Schaeffer host The Sales Podcast on TuneIn.   Listen to Wes Schaeffer host The Sales Podcast on CastBox.

Subscribe to The Sales Podcast with Wes Schaeffer, The Sales Whisperer® on iHeart Radio.   Subscribe to The Sales Podcast with Wes Schaeffer, The Sales Whisperer® on Google Play.  Subscribe to The Sales Podcast with Wes Schaeffer, The Sales Whisperer® on Spotify.

Use these tools to grow your sales,...

JOIN THE SALES CLUB
JOIN THE SALES CLUB

Stuff To Buy

Join Wes In Texas For 2 Days

Get these sales training flash cards to overcome any objection.

Order Wes's second book to think, market, and close like The Sales Whisperer.

Grow your business and your sales with private sales consulting from Wes Schaeffer, The Sales Whisperer

Get your own CRM butler to take control of your CRM so it makes you money.


Free Stuff

Get the free Infusionsoft cheat sheet to master your CRM and email marketing with Wes Schaeffer.

Find the best CRM for your small business with this free quiz.

See What's on My Tool belt to grow my sales in 2020.

Free Archives

see all