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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|

Using Product and Service Records in QuickBooks Online

Last month, we created product and service records in QuickBooks Online. This month, we’ll explore how they’re used on the site. If you ever did your accounting manually, you probably remember how tired you got of writing or typing the same things over and over. You may have had your customers’ addresses practically memorized, and [...]

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

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|

Creating Product and Service Records in QuickBooks Online

QuickBooks Online is good at managing and tracking inventory – as long as you’ve created thorough records. When you first started your business, you might have been able to keep track of your merchandise by counting manually. But as you and your product list grew, this became impractical. You might have recorded it all in [...]

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

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|

Getting Ready for Payroll in QuickBooks Online

Taking on your company’s payroll with QuickBooks Online? Knowing what you’re up against ahead of time will make your setup tasks much easier. Payroll is probably the most complex element of small business accounting. Not only are you directly responsible to your employees, but you also have to make sure you’re handling everything related to [...]

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

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|

Customize QuickBooks Online Using Settings

You can start using QuickBooks Online the first time you sign in. However, your tasks will be easier and faster, if you customize it for your company. QuickBooks Online was designed to be used by a variety of business types; that’s one reason why it’s such a popular small business accounting website. It was built [...]

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

Using QuickBooks Online’s Customer Records

Your customers are your company’s lifeblood. Are you managing those relationships carefully? Here’s how QuickBooks Online can help. If you’ve been in business long enough to remember tracking your customers manually, you probably remember what a nightmare it was. Maybe you had a card file and paper folders – and lots of sticky notes and [...]

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

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|

Working with Downloaded Transactions in QuickBooks Online

Downloading transactions into QBO is the easy part. You still have work to do once they’re on board. Its ability to download financial transactions is one of the five best things about QuickBooks Online. Without it, you’d spend a lot of time on tedious data entry, verifying which checks and deposits had cleared and entering [...]

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

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|

Setting Up Sales Tax in QuickBooks Online

Sales tax is one of the more complicated concepts supported by QuickBooks Online. QuickBooks Online was designed for you, the small businessperson. You’ve probably discovered that many of its features are fairly easy to use from the start. But just because QuickBooks Online can do something doesn’t mean you should attempt it on your own. [...]

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

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|