Datisfy: Be Satisfied With Your QuickBooks Data

Intelligent Prospecting for Modern Sales & Marketing Teams

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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

• Demo Datisy here and take control of your QuickBooks

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