7 Steps to Take When You Open QuickBooks What do you do when you first log into QuickBooks? Maybe you’re there frequently and just popping in to look something up or fire off a quick invoice. If that’s the case, it’s not recommended that you take all these steps every time you open the program. […]
One of the biggest challenges small businesses face is managing a steady cash flow. Keeping income ahead of expenses is a constant balancing act. QuickBooks Online can help. With easy-to-use forms and a convenient mobile app, it helps you track and deposit incoming payments with ease. Do you ever receive instant payments for certain products […]
Everyone has lost computer files. A Word document here, part of a presentation there — maybe even a spreadsheet. It’s maddening. But usually work can be reconstructed. Lose a QuickBooks company file, though, and you’re in a world of hurt. It would be nearly impossible to rebuild your customer, vendor and product/service lists with the […]
Customers may be the lifeblood of your business, but they wouldn’t exist without the products and services you sell. It doesn’t matter whether you’re a mineral specimen dealer who does one-off sales, a reseller who sells items you make or buy wholesale in large lots, or a provider of services. You must always know what […]
QuickBooks does an excellent job of tracking the sale of individual products and services. You can create item records in the software and have them available in lists when you create transactions. QuickBooks’ reports can tell you whether you’re making or losing money on individual items and your sales. However, your small business may need […]
Collecting unpaid invoices is probably one of the most unpleasant tasks you must complete to keep your company’s finances going. No one likes contacting a customer and requesting that an outstanding bill be settled. But you know your cash flow will suffer if you don’t do this when needed. Putting it off leads to an […]
December always flies by. You’re trying to finish end-of-year work while squeezing in time for holiday activities. And you know your customers and vendors (and employees, if you have them) are experiencing the same time crunch. But it’s important to you set some time aside to: Here’s are some suggestions. Find Out Who’s Behind — […]
How does QuickBooks Online fit into your normal workday? Do you log in only when you have to send an invoice or record a payment, for example? Do you save up work and visit the site only when you have a pile of paperwork to enter? Or are you busy enough that you need to […]
If you had to make a list of your least favorite financial chores, bank account reconciliation would undoubtedly be on it. No one likes reconciling. But what good does it do to have QuickBooks tell you your account balances if there’s a chance they’re not accurate? QuickBooks’ ability to import your bank account transactions makes […]
What do you do first when you sign on to QuickBooks Online? The site opens to your Dashboard, which provides a quick overview of your company’s finances. It’s easy enough to branch out from there to take care of business, whether it’s paying bills or categorizing newly downloaded transactions from your bank or checking your […]