QuickBooks Tips

Your customer list is gold. That’s why it is so important to protect those Social Security and bank card numbers in your payroll, client, and… Read More

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… Read More

Payday. You look forward to it when you’re young and working at your first part-time job. But as a grown-up who needs to start processing… Read More

If you are accustomed to using your mouse to navigate your way through QuickBooks, you may not realize that there are faster ways to get… Read More

Data entry and modifications in QuickBooks can be tedious. Beginning with QuickBooks 2010 Pro Edition and above, that job got a lot easier. The Add/Edit… Read More

Quickly Closing All Open QuickBooks Windows To close all open QuickBooks Windows quickly, click on Window on the menu bar, and then Close All. Using… Read More

It’s a necessity to ensure the safety of your critical accounting information when you grant employees access to QuickBooks. You trust your staff members, or… Read More

Budgets are hard to maintain through the best of times let alone over the last few years. First there was COVID. Then supply chain issues.… Read More

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… Read More

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… Read More

Tackling any new piece of software can be daunting. Add a complex process like accounting to the mix, as QuickBooks does, and you may feel… Read More

If your business has been locked down because of the pandemic, or you are scrambling to hold things together with fewer employees or diminishing sales,… Read More

How to Back Up and Move a Company File You may not think of your QuickBooks company file as being portable, but it is. While… Read More

Next to payroll, state sales taxes represent probably the most complex element of your accounting tasks. QuickBooks can help with the mechanics, but there is… Read More

QuickBooks is very good at helping you get paid by your customers. It comes equipped with customizable invoice templates for billing customers and sales receipts… Read More

One of the reasons we like QuickBooks is because it uses language and processes that are familiar to small business people. Instead of using the… Read More

You don’t need to be a car repair shop or an HVAC technician to present prospects and customers with estimates. In fact, there may be… Read More

You may have noticed recently that business bill-paying is undergoing a transition. While some paper bills still come via the U.S. Mail, you may also… Read More

Payroll is probably the most complex element of small business accounting. Not only are you directly responsible to your employees, but you also have to… Read More

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… Read More

When you started your business, maybe you were able to keep track of your inventory by peering in the closet or your garage. As it… Read More

Reports are your reward for all that hard work you put in entering records and transactions in QuickBooks. Sure, you can always find individual invoices,… Read More

QuickBooks was designed to be used by millions of businesses. In fact, it’s possible to install it, answer a few questions about your company and… Read More

If you ever did your bookkeeping manually, you probably didn’t allow every employee to see every sales form and account register and payroll stub. Most… Read More

If you’re using QuickBooks, you probably know that you’re complying with the rules of double-entry accounting. The software is designed such that you can be… Read More

You probably don’t get as many paper forms in the U.S. Mail as you used to. But when you do, do you draw conclusions about… Read More

In days gone by, running a company was a 40-hour per week proposition. You might have taken work home some evenings or gone into the… Read More

Thanks to the internet, privacy has been on the wane over the last few years. We assume that our addresses and phone numbers are public… Read More

One of the reasons you started using accounting software, among many others, was to save time. And QuickBooks has complied. Once you create a record… Read More

Whether you’re selling one-of-a-kind items or stocking dozens of the same kinds of products, you need to create records for each. When it comes time… Read More

Sending invoices to your customers to bill for products and/or services is probably one of the more enjoyable parts of your job – second only… Read More

Do you remember why you started using QuickBooks? You may have simply wanted to produce sales forms and record payments electronically. Gradually, you expanded your… Read More

After this ridiculously long winter, you will probably hear few complaints about things like puddles in the street, summer heat and spring cleaning. Most people… Read More

If QuickBooks were just one product, its appeal would be more limited than it is. Because there’s an entire family of Windows desktop software applications… Read More

The beauty of QuickBooks is that it can be used for so many different kinds of businesses. Its smart design lets realtors and retail shops,… Read More

You’re probably happy to see couriers delivering inventory items you’ve ordered since it means you can ship to customers, but recording the new stock means… Read More

The U.S. economy may be picking up, but your customers are probably still being very careful with expenditures. If your company’s finances will allow it,… Read More

Part of the reason for QuickBooks’ success is its exceptional flexibility. By allowing users to turn features and preferences on and off, the same software… Read More

QuickBooks’ standard reports are critical to understanding your company’s past, present, and future. But the program also offers innovative tools that can make them significantly… Read More

There aren’t that many different types of forms to keep straight in QuickBooks, but you likely don’t use all of them. You probably use invoices… Read More

We know. When you first cracked your copy of QuickBooks, you wanted to dive in and start generating invoices. Fortunately, QuickBooks is intuitive enough that… Read More

The price of gasoline is just one of many factors putting pressure on our economy as a whole. Now it’s more important than ever to… Read More

If you’re like most QuickBooks users, you rely on the Profit & Loss Standard report to monitor how your business is doing. However, you may… Read More

In these trying economic times it’s more important than ever to keep a close rein on your accounts receivable. Seemingly no one is immune to… Read More

Do you have a business plan? If you don’t, even if you’re a sole proprietor, you should. Business plans can be a good barometer for… Read More

One of the many ways that QuickBooks makes your life easier is its ability to create business forms for all of the financial transactions your… Read More

Seems like you just finished doing your taxes, and here they come again. Whether you prepare them yourselves, hand them off to an accounting professional,… Read More

One of the reasons the QuickBooks line of desktop products has been so successful is because of its clean, simple appearance and efficient navigational tools.… Read More

The first thing you must do is tell QuickBooks that you will be issuing 1099s. Click on Edit (from the menu bar), then Preferences. Scroll… Read More

To allow the sharing of your QuickBooks file, your best option is to have a computer network in place. This network will provide the foundation… Read More

To password protect your QuickBooks data file click on Company in the menu bar, then Set Up Users. From here, you can assign a password… Read More

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If you’re concerned about your company’s cash flow, you’re not alone. The majority of small businesses struggle with cash flow. Are you making more than… Read More

If your business sells products, you already know how critical it is to accurately monitor stock levels . Stay balanced, and you’ll avoid running out… Read More

You probably make dozens of decisions every day that affect your business. Every time you make a phone call, respond to an email, or have… Read More

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… Read More

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… Read More

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… Read More

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.… Read More

Every profession has its own set of best practices. These are simply guidelines for how employees should be doing their jobs and what steps management… Read More

Thirty years ago, we didn’t have a choice: We either mailed off checks immediately or put the paper bills in a folder or on a… Read More

Thirty years ago, we didn’t have a choice: We either mailed off checks immediately or put the paper bills in a folder or on a… Read More

Now that we’re past the holidays and you’ve had January to catch up on the December work that didn’t get done, how’s your financial workflow?… Read More

Learning new software is always a challenge. You have to learn the lay of the land before you can start working with it. How do… Read More

With the new year well underway, it is time to assess where you are with your finances and consider where you’d like to be. If… Read More

Now that it’s the new year, it’s time for a fresh start in a lot of ways, including your bookkeeping. But you can’t look ahead… Read More

Have you had a chance to analyze how your cash flow fared in 2022? If not, you probably got caught up in a lot of… Read More

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… Read More

January is always such a transitional month. You’re trying to wrap up everything that didn’t get done during a hectic December. At the same time,… Read More

Managing your paper bills manually is a dangerous practice. It is too easy to lose them, for one thing, and it is impossible to keep… Read More

You already know that when you create a product or service record in QuickBooks, you must assign a sale price to it. But did you… Read More

Businesses are starting to cautiously re-open in the U.S. (at least partially), but we’re still a long way from “normal.” Because of COVID-19, some companies… Read More

Yes, it’s here again: a new year and time for QuickBooks cleanup. Whether you have a few tasks left or have already closed out the… Read More

Bill-paying may be your least favorite accounting activity. You definitely know how those checks and online payments affect your account balances, but it’s more than… Read More

Let’s say you run a home improvement retail outlet, and one of the things you sell is doors. You might sell their parts — door… Read More

There are myriad ways to bring in customer payments faster and improve your cash flow. You can: QuickBooks can help you take all of these… Read More

Last month, we explained that the process of paying bills in QuickBooks requires two separate sets of actions. We went over what’s required to enter… Read More

Last month’s Quick Books article explored the benefits of having QuickBooks on your desktop. Among those listed were three that impact every business. To recap,… Read More

If you’re still doing your accounting manually you are at a competitive disadvantage–even if you’re a very small business. You might be managing just fine… Read More

QuickBooks Online’s Dashboard, the first screen you see when you log in, provides an effective overview of your company’s finances. It contains at-a-glance information about… Read More

When you sell a product to a customer, you know it. It goes away, and your inventory count in QuickBooks is reduced by one. This… Read More

Getting all of your accounting tasks done in December is always a challenge. Besides the vacation time you and your employees probably took for the… Read More

Let’s say you have a regular customer who used to pay on time, but he’s been hit-and-miss lately. How do you get him caught up?… Read More

These days, some of us find ourselves updating multiple calendars. There’s the Outlook calendar or other web-based solution for scheduling and task management. Or, maybe… Read More

You’re meeting your sales goals. Keeping inventory balanced. Making sure that every billable hour gets invoiced. Taking advantage of vendor discounts. Basically, doing everything in… Read More