QuickTeams Features

 

Small Biz Starter

• It is 100% available via the internet. No local installation is needed, no in-house IT people are needed to maintain, no server hardware to purchase.
• Intuitive and easy to use
• Designed from the ground up to be reliable and highly scalable
• Help
  • online help videos (quick starts)
  • online help documents
  • context sensitive help by mousing over application parts
• All work sheets
  • Have system generated numbers for ease of tracking
  • Can work offline when entering worksheets, then save when back online
  • Projects and sub projects: you can have up to 4 levels of projects: projects, sub-projects, sub-sub-projects, and sub-sub-sub-projects (ex: 100, 100.1, 100.1.1, 100.1.1.1)
  • Each work entry can have its own note
  • Users can toggle between short notes or long notes (up to 1000 characters for each work entry)
  • Users can default work entries from the previous work sheet to save time
  • Users can chose the order that work entries are displayed in
  • Sums all entries in real time if they are all in the same unit
• Time work sheets
  • time sheets to be completed are automatically generated by the system
  • Sums entries in real time
• Reporting
  • Reports are available online
  • Reports can be formatted as PDF
  • Reports can be formatted as Excel (.CSV)
• Administration
  • Time periods can be configured as needed from 1 to 7 days: start your weeks on Monday or Sunday, line up your quarter end or year end with a shorter than normal time period.
  • Projects can be copied from within a customer, and also from one customer to another - allows for setting up template projects
• Security
  • Audit trail for sensitive changes
  • Three levels of security access: staff, management, administrative
• Accounts receivable
  • Highly flexible AR posting/grouping
• Miscellaneous
  • Reports are all available online in HTML, PDF, or Excel format
  • Online status indicator: green when you are connected and can save, red otherwise.

Small Business Econo

All of the above features, plus:

• Expense work sheets
  • Multi currency support, administrator definable
  • Mileage can be in miles or kilometres
  • Users can enter expense entries in the units incurred in (ex: CAD, USD, MI, KM), and it's all automatically converted to your business’s base currency in real time
• Project budget tracking
• Project budget vs actuals
• Multi currency support - user definable currencies and exchange rates for business in multiple countries
• Accounts receivable
  • Invoice printing
  • Invoice emails to customers
• PayPal^TM integration for invoices
• QuickBooks^TM integration for invoice and time entries¹
• Miscellaneous
  • Unique tracking numbers across all worksheet types, for example: a time sheet will never have the same ID # as an expense shee
  • User definable taxes
  • User definable rates for time and expenses

Small Business Standard

All of the above features, plus:

• Integrated approval process for both time and expenses - administrators can review and send back to the originator for rework with a note
• Project dashboard charting - keep on top of your projects
• Nightly backups are included
• 4 monthly non-bug requests are included
• Availability guarantee, with a per seat refund if we do not meet the agreement (see Terms Of Service for details)

 

1 - QuickTeams is not owned by Inuit^TM. QuickTeams integration has been tested with QuickBooks Premier 2007 on Windows, it should work with any edition that can do .IIF invoice and time entry imports. If you're not sure you have such an edition, in QuickBooks look for the menu File>Import, or File>Utilities>Import. If in doubt, you can always try it out during the free no-obligation trial to be sure.