Clik here to view.
What QuickBooks’ Calendar Can Do for You
Yet another calendar? Yes. It’s a good idea to use QuickBooks’ calendar to stay on top of your financial transactions. These days, some of us find ourselves updating multiple calendars. There’s the...
View ArticleClik here to view.
Why You Should Use QuickBooks’ Snapshots
QuickBooks provides multiple ways to get information about your customers, and their payments, and your company itself. The software’s Snapshots provide quick, thorough overviews. What do you do when...
View ArticleClik here to view.
How to Add Documents in QuickBooks
Accounting is about more than just numbers. QuickBooks lets you make documents available from within the program itself. You could call QuickBooks a “green” computer program. It can conserve reams of...
View ArticleClik here to view.
Use QuickBooks Custom Fields to Improve Insight
QuickBooks’ structure is universal enough to appeal to millions of small businesses. Custom fields help you shape it to meet your company’s unique needs. If you’re using QuickBooks, you probably know...
View ArticleClik here to view.
Are You Applying Finance Charges in QuickBooks? Should You Be?
Assessing finance charges is a complicated process. But if you have a lot of late payments coming in, you may want to consider it. Be sure you know what your lease agreement says before you start this...
View ArticleClik here to view.
Make QuickBooks Your Own: Specify Your Preferences
Your business is unique. Make sure that QuickBooks knows how you operate. QuickBooks was designed to be used by millions of businesses. In fact, it’s possible to install it, answer a few questions...
View ArticleClik here to view.
Setting Up Settings in QuickBooks Online
You’ll be visiting QuickBooks Online’s Settings screen regularly, so it’s good to know what’s there. You can get into a rental car and just start driving to your destination. But you soon realize that...
View ArticleClik here to view.
Setting Up User Access in QuickBooks Desktop
Will multiple employees be working with your QuickBooks company file? You’ll need to define their permission levels. If you ever did your bookkeeping manually, you probably didn’t allow every employee...
View ArticleClik here to view.
What Are Payroll Items in QuickBooks?
If you plan to process your own payroll using QuickBooks, you need to understand how payroll items work. Considering processing your own payroll in QuickBooks? Whether you’re moving from a payroll...
View ArticleClik here to view.
Creating Reports in QuickBooks – Part 1
QuickBooks comes with dozens of report templates that can be run as is. This month and next, we’ll show you ways to make them “fit” your company. Reports are your reward for all that hard work you put...
View ArticleClik here to view.
Creating Reports in QuickBooks – Part 2
Last month, we discussed QuickBooks’ report Preferences and The Report Center. We’ll look at report customization this month. QuickBooks makes your bookkeeping faster, safer, and more accurate than...
View ArticleClik here to view.
Paying Bills in QuickBooks Online
In a previous column, we talked about setting up bills in QuickBooks Online. Now it’s time to pay them. We recently laid out the benefits of using QuickBooks Online for bill entry and payment. It’s...
View ArticleClik here to view.
Ringing Out 2016 in QuickBooks
2017 is here. Now’s the time to do your end-of-year QuickBooks tasks. Since early January of this year, you’ve been faithfully creating new records, entering transactions, and recording payments....
View ArticleClik here to view.
5 QuickBooks Online Add-On Apps You May Need in 2017
Not finding quite everything you need in QuickBooks Online? Here are some handy add-on apps available. QuickBooks Online may work for you just fine as is. After all, it was designed to meet the needs...
View ArticleClik here to view.
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...
View ArticleClik here to view.
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...
View ArticleClik here to view.
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...
View ArticleClik here to view.
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...
View ArticleClik here to view.
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...
View ArticleClik here to view.
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...
View Article
