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Exploring QuickBooks’ Insights and Snapshots Pages
There’s more than one way to get where you’re going in QuickBooks. The software was designed to make similar information available by taking multiple paths and allows you to choose what makes the most sense for you and what’s most convenient. Let’s say you need to get a quick summary of your finances. There are […]
Dealing with Payments and Deposits in QuickBooks
If you’re still doing your accounting manually, depositing checks and cash that come in from customers takes a lot of work. You probably wait until you have several payments to deposit to minimize your trips to the bank. When you’re ready, you have to fill out a deposit slip and calculate a total, though you’ve […]
How to Use QuickBooks’ Doc Center
We’ve heard about the “paperless office” for many years. But if you look around your work area, you probably still see evidence of too much paper. We’re not there yet and may never accomplish that goal completely; however, we are getting closer. You probably have numerous paper documents that you keep because they’re related to […]
Creating Items and Jobs in QuickBooks, Part 2
Last month, we talked about creating Item and Job records in QuickBooks. You can think of a Job as a project your company is doing for a customer, like a marketing campaign or a series of landscaping tasks. Once you set one up, you can assign all related transactions and eventually gauge profitability. We reviewed […]
Creating Items and Jobs in Quickbooks, Part 1
Before QuickBooks came along, tracking jobs or projects for your business probably involved file folders and paper invoices and bank statements and lots of sticky notes. You hoped that you didn’t forget to bill a customer or record a payment. And calculating the profitability of a job was quite a challenge. QuickBooks makes these tasks […]
New Pricing Structure, System Requirements for 2022
Sometimes, deciding that you need to upgrade a piece of software is easy. Either a newer version has features you need that your current product lacks, or you’ve outgrown the application’s capacity. You may be hesitant to move up, though, because you don’t want to start over learning a new user interface and command structure. […]
How Do You Manage Vendors in Quickbooks?
If you buy and resell products or need to purchase materials to create your own items, good management of your company’s vendor records is critical. Maintaining a physical card file is way too inflexible. You can’t find or edit individual records quickly or easily. They get lost or are illegible because you’ve updated the cards […]
Memorized, Commented, and Scheduled Reports
QuickBooks reports are your reward for conscientiously tracking your business income and expenses. Rather than scanning through lists of customer invoices to see which ones are past due, you can run an A/R Aging report with a couple of clicks. Same goes for your bills: A/P Aging. Need to know what items are selling well and which are […]