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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|

What Is a Vendor Credit, and How Do You Record One?

Whether you’re getting a vendor credit for a refund or a return, you can record it in QuickBooks Online. When you’re dealing with your company’s vendors, you’re probably accustomed to money flowing in one direction: theirs. Maybe you send them purchase orders and they send you invoices. Or they send you bills and you pay [...]

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

What Sales Orders Are and When to Use Them

They’re not as commonly used as invoices. But if you need them, they’re there. When you want to document sales that you can’t (or won’t) fulfill immediately, but you plan to do so in the future, you can’t create an invoice just yet. This is where sales orders come in. You may never need to [...]

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

Working with Checks in QuickBooks

Online banking may get all the headlines, but a lot of small businesses still prefer paper checks. QuickBooks can accommodate them. “I don’t write checks anymore,” you hear a lot of people say these days. Debit cards, smartphone payment apps, and online banking have replaced the old paper checkbook for a lot of consumers. That’s [...]

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

Receiving Payments in QuickBooks Online

It’s perhaps one of your favorite activities in QuickBooks Online: recording money that comes in. Are you doing it right? Your days of matching paper checks to paper invoices are over. QuickBooks Online excels at keeping your accounts receivable organized. No more digging through piles of forms and hand-stamping PAID on your customer bills and [...]

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

How to Keep Your QuickBooks Data Safe

You work hard to make sure your QuickBooks data is accurate. Make sure it’s safe, too. Your QuickBooks company file contains some of the most sensitive information on your computer. You may have customers’ credit card numbers and employees’ Social Security numbers. An intruder who captured all that data could create tremendous problems for you [...]

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

Recording Simple Expenses in QuickBooks Online

Tracking even the little expenses is important. How does most of the money you owe individuals and companies get disbursed? Do you print checks, or write them by hand? Use credit cards? Pay online through your bank’s website? Keeping track of your outgoing funds can be challenging, since there are so many ways to complete [...]

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

Getting to Know QuickBooks Online Reports

They’re one of the rewards you get for your conscientious accounting work: reports. Are you using them to make better business decisions? What do you see when you log on to QuickBooks Online? Your most important business numbers represented by real-time charts. Profit and loss. Income and expenses. Sales. And all of your account balances. [...]

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

Receiving Customer Payments: Your Options

It’s one of your more pleasant tasks as a QuickBooks user: receiving payments from customers. Here’s how it works. QuickBooks was designed to make your daily accounting tasks easier, faster, and more accurate. If you’ve been using the software for a while, you’ve probably found that to be true. Some chores, of course, aren’t so [...]

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

Need to Set Up Users in QuickBooks Online?

Your employees probably don’t need access to every corner of QuickBooks Online. Here’s how to set limits. One of the best attributes of QuickBooks Online is that multiple users can access it without having software installed on their PCs. No more paying up front for a boxed copy that you’ll store on your hard drive. [...]

Are You Memorizing Transactions? Should You Be?

You know that QuickBooks saves a lot of time. But have you explored how it does so by memorizing transactions? Your accounting work involves a lot of repetition. You send invoices. Pay bills. Create purchase orders. Generate payroll checks and submit payroll taxes. Some of the time, you only fill out those transaction forms once. [...]

April 1st, 2017|Entrepreneurs, Tips & Tricks QuickBooks, DIY Tutorials|

Your First Hour with QuickBooks Online

Whether you’re just launching a business or you’re going online with an existing company, take some time to get acquainted with QuickBooks Online. Your first hour with any web-based application is probably spent exploring and clicking buttons, links, and other navigation tools to get the lay of the land. QuickBooks Online should be no different. [...]

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

Setting Up Users in QuickBooks

If you plan to have multiple employees using QuickBooks, you can limit their access to specific areas. Controlling access to your QuickBooks company file is easy when you’re a one-person accounting department. You simply use one password to protect your data. But when you add new employees to the mix, do you want them to [...]

March 1st, 2017|Entrepreneurs, Human Resources, Press Releases, Tips & Tricks QuickBooks|

Establishing Preferences in QuickBooks

Before you start entering data, make sure QuickBooks is set up appropriately for your company. QuickBooks was designed to serve the needs of millions of small businesses. To do that, it had to include the tools and processes suitable for a wide variety of companies. But Intuit recognized that every organization is unique, so your [...]

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

Using Custom Fields and Classes in QuickBooks Online

QBO’s tools are generic enough that myriad businesses can use it. But custom fields and classes help you shape it to meet your specific needs. Small business accounting is not a one-size-fits-all proposition. Your company is unique in that sense; you have your own customers and products, vendors and services. Your requirements for your accounting [...]

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