A Shortcut to Billing in QuickBooks Using Your iPhone

Posted by on Oct 4, 2011 in QuickBooks Tips | 0 comments

Logitech Tablet Keyboard

You got to love this technology, as long as you have the attachments to make them work. If you’re an owner of a company that does consulting and you have a need for detailed explanations for the work you perform, then I have a tip for you.

First you need to have an iPhone. Why? Because I don’t have a Blackberry so I don’t know how this tip works with one.

Once you leave the client and can find a quiet spot, key in the information on your iPhone Calendar while it’s still fresh in your mind. No, I don’t mean typing it in using one finger on the iPhone screen because that’s totally useless, or trying to type anything without making more mistakes than it’s worth.

Whoa Nelly! Instead, you need a small portable wireless (Bluetooth) keyboard that you can pick up at any of your local electronics stores. I just happened to find mine at Best Buy.

It was a Logitech Tablet keyboard for the iPad 2, but it works with your iPhone also. It measures 11.75 inches by 5 inches and weighs maybe 3 pounds or less. It will fit just fine in your briefcase, so that you always have it with you.

The Tablet is powered by four AAA batteries, comes with a case/stand and the user documentation.

Once you find your quiet spot, whether it’s in your car or even on the bus, turn the power button on your Tablet, click on the Settings icon on your iPhone, then General and turn your Bluetooth on. It will find your Logitech Tablet Keyboard and now you’re in business.

It makes typing so much easier I’m wondering why I didn’t think of this before.

Once you have finished typing in your client visit information to the Notes section in your Calendar, don’t forget to press Done to save it.

Once you arrive at your computer, just connect your iPhone to the computer, which will open up your iTunes window. From here you should already know the Apple sequence, as it will back up your phone’s data and sync any new information or apps you have added.

Now that the iPhone’s Calendar Notes are updated, you can open up your Gmail account and click on the Calendar tab to retrieve the Notes that you typed in using your Tablet keyboard, as displayed on the right.

What do you mean you don’t have a Gmail account? Well don’t be a lazy unproductive one – set one up.

Leaving the Gmail Calendar open, start your QuickBooks, and there you can begin to create the Customers invoice using your Gmail Calendar’s Notes.

It’s quite simple – you just copy from your Gmail Calendar Notes, and paste it into the QuickBooks Description portion (displayed below) of your Customers Invoice. Once you’ve completed working on your invoice, you can email it to your Customer.

Just think about it for a second, you’ve just completed a task that used to entail duplicated work – i.e. writing notes longhand and then typing them in to QuickBooks.

Hope this helps you save as much time as it has for me.

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