Datisfy: Be Satisfied With Your QuickBooks Data

November 04, 2017

Intelligent Prospecting for Modern Sales & Marketing Teams

Stream below or right-click here to download the episode. 

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

    • 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

Links Mentioned In The CRM Sushi Podcast

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