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Paying Bills in QuickBooks: The Basics

The time-consuming part’s over once you’ve entered bills in QuickBooks. Here’s how to pay them. Last month, we explained that the process of paying bills in QuickBooks requires two separate sets of actions. We went over what’s required to enter bills and to set up reminders so they don’t get overlooked. This month’s column will [...]

November 7th, 2018|Entrepreneurs, Press Releases, Tips & Tricks QuickBooks|

How to Enter Bills in QuickBooks

It’s not as much fun as creating invoices, but the bills must be paid. Here’s how QuickBooks helps. We’re in a bit of a transitional period with business bill-paying. Some paper bills still come via the U.S. Mail, however you may also be getting some through email. Others don’t come at all: You might get [...]

October 1st, 2018|Entrepreneurs, Press Releases, Tips & Tricks QuickBooks|

Extend QuickBooks’ Usefulness with Add-Ons

Maybe QuickBooks does everything you need. But if you outgrow parts of it, don’t worry, you’ll have options. What do you do when an application you’re using stops meeting your growing needs in a specific area? You can: a.) find a workaround, b.) switch to different software, or, c.) resign yourself to living without that [...]

September 1st, 2018|Entrepreneurs, Press Releases, Tips & Tricks QuickBooks|

How to Use Memorized Transactions in QuickBooks

Tired of repetitive data entry? QuickBooks provides a way to save time and keystrokes when you create some transactions. We wrote last month about the benefits of having QuickBooks on your desktop. Among those we listed are three that have impact on every business that uses it. QuickBooks helps you: Save time. Save money. Minimize [...]

August 1st, 2018|Entrepreneurs, Press Releases, Tips & Tricks QuickBooks|

Why QuickBooks Should Be On Your Desktop

You know about QuickBooks but you’re still hesitating. Here’s why you should make the transition. Even if you’re a very small business, you’re at a competitive disadvantage if you’re still doing your accounting manually. You might be doing okay using Microsoft Word for invoices and records and Excel for reports. But many of your rivals [...]

July 7th, 2018|Entrepreneurs, Press Releases, Tips & Tricks QuickBooks|

All About Sales Receipts in QuickBooks

Documenting every sale carefully helps ensure that your financial records and reports will be accurate. The sales receipt is the right tool for this in specific situations. You know how important it is to obtain receipts for the expenses you and your employees incur. You need to record them, analyze their impact on your cash [...]

June 1st, 2018|Entrepreneurs, Press Releases, Tips & Tricks QuickBooks|

Polish Your Image: Customize QuickBooks’ Forms

The invoices and other forms you send to customers and vendors should reflect your company’s attention to detail, accuracy, and consistency. Every opportunity you have to interact with your customers and vendors is critical. Whether it’s a phone call, an in-person connection, or an email, how you present yourself reveals a lot about you. Are [...]

May 1st, 2018|Entrepreneurs, Press Releases, Tips & Tricks QuickBooks|

Get Paid Faster Using QuickBooks

Are your customers slow about paying their invoices? QuickBooks can help accelerate your receivables. Your company’s cash flow depends largely on how quickly your customers pay the invoices you’ve sent. And if you’re like most small businesses, those checks tend to dribble in close to—and after—the due date. If you operate on a slim margin, [...]

April 1st, 2018|Entrepreneurs, Press Releases, Tips & Tricks QuickBooks|

Tracking Time in QuickBooks, Part 2

We’ll be continuing the two-part series we started last month. Last month, we learned about getting QuickBooks ready for time-tracking by activating it in Preferences. We also created a record for a service item. This month, we’ll actually use that record in the two ways you’ll be using it in QuickBooks: to pay employees for [...]

March 1st, 2018|Entrepreneurs, Press Releases, Tips & Tricks QuickBooks|

Tracking Time in QuickBooks, Part 1

If your company sells services, you can track the time spent providing them in QuickBooks. When you sell a product to a customer, you know it. It goes away, and your inventory count in QuickBooks is reduced by one. This tracking helps you know what’s selling and what’s not, and it signals when a reorder [...]

February 2nd, 2018|Entrepreneurs, Press Releases, Tips & Tricks QuickBooks|

5 QuickBooks Reports You Need to Run in January

2018 has begun. Does your accounting to-do list look like a clean slate, or are critical 2017 tasks still nagging? Getting all of your accounting tasks done in December is always a challenge. Besides the vacation time you and your employees probably took for the holidays, there are those year-end, Let’s-wrap-it-up-by-December-31 projects. How did you [...]

January 22nd, 2018|Entrepreneurs, Press Releases, Tips & Tricks QuickBooks|

Are You Using QuickBooks’ Reminders?

We can’t emphasize this enough: QuickBooks’ Reminders can prevent countless problems with your finances. How do you know when it’s time to pay a bill or follow up on overdue customer payments or print payroll checks? If you’re still using a paper calendar and sticky notes and file folders, there’s a good chance you’re missing [...]

December 1st, 2017|Entrepreneurs, Press Releases, Tips & Tricks QuickBooks|

Working with QuickBooks’ Vendor Records

It’s important to maintain good relationships with your vendors and suppliers. QuickBooks helps you track your interaction with them. QuickBooks never forgets. That’s one of the reasons you use it. You create a record or transaction, enter a note about a customer, or write a check, for example, and the information gets stored in your [...]

November 1st, 2017|Entrepreneurs, Press Releases, Tips & Tricks QuickBooks|

Creating Customer Statements in QuickBooks

Invoices not being paid promptly? Customers questioning their payment history? Create statements. Let’s say you have a regular customer who used to pay on time, but he’s been hit-and-miss lately. How do you get him caught up? Or, one of your customers thinks she’s paid you more than she owes. How do you straighten out [...]

October 1st, 2017|Entrepreneurs, Press Releases, Tips & Tricks QuickBooks|

Using QuickBooks’ Income Tracker

QuickBooks provides numerous ways to learn about your company’s health. Income Tracker is one of the most effective. You can get an enormous amount of useful information from QuickBooks’ reports – especially if you customize them to isolate the precise data you want. Reports included with the software range from the very simple, like Open [...]

September 1st, 2017|Entrepreneurs, Press Releases, Tips & Tricks QuickBooks|