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 ArticleTracking Products and Services in QuickBooks Online, Part 1
Inventory management requires precision, constant attention, and smart decisions. Inventory is very “involved” and you have to make sure that everybody who is going to be involved with it has the...
View ArticleUse 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 ArticleAre You Applying Finance Charges? 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. There are many reasons why your customers send in payments past their...
View ArticleTracking Products and Services in QuickBooks Online, Part 2
Last month, we explored the process of creating a product record. Now we’ll look at where they’re used in QuickBooks Online. Have you been able to create records for all of your products and services?...
View ArticleCharging for Time in QuickBooks Online Plus – Part 1
You could be losing revenue if you’re not tracking billable time carefully. QuickBooks Online Plus can help. You can’t see time. Nor can you look at hours and minutes to see how many you have in...
View ArticleMake 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 ArticleCharging for Time in QuickBooks Online – Part 2
Last month, we talked about time-tracking setup, single-activity data entry, and user permissions. This month, we’re exploring additional time-and-billing steps. By now, you’ve set up QuickBooks Online...
View ArticleBetter Budgeting Using QuickBooks Online Plus
Everyone groans when budget time rolls around. QuickBooks Online Plus offers tools that simplify the process. Budget. The word evokes a sense of dread in most small business managers’ minds. Large...
View ArticleSetting Up User Access in QuickBooks
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...
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