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Tracking Time in QuickBooks, Part 1

Tracking Time in QuickBooks, Part 1 If your company sells services, you can track the time spent providing them in QuickBooks.   When you sell a product to a customer, you know it. It goes away, and your inventory count … Continue reading

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5 QuickBooks Reports You Need to Run in January

2018 has begun. Does your accounting to-do list look like a clean slate, or are critical 2017 tasks still nagging? Getting all of your accounting tasks done in December is always a challenge. Besides the vacation time you and your … Continue reading

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Are You Using QuickBooks’ Reminders?

We can’t emphasize this enough: QuickBooks’ Reminders can prevent countless problems with your finances. How do you know when it’s time to pay a bill or follow up on overdue customer payments or print payroll checks? If you’re still using … Continue reading

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Creating Customer Statements in QuickBooks

Creating Customer Statements in QuickBooks Invoices not being paid promptly? Customers questioning their payment history? Create statements. 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 … Continue reading

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Using Quickbooks’ Income Tracker

Using Quickbooks’ Income Tracker QuickBooks provides numerous ways to learn about your company’s health. Income Tracker is one of the most effective.   You can get an enormous amount of useful information from QuickBooks’ reports – especially if you customize … Continue reading

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What Sales Orders Are and When to Use Them

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 … Continue reading

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Working with Checks in QuickBooks

Working with Checks in QuickBooks Online banking may get all the headlines, but a lot of small businesses still prefer paper checks. QuickBooks can accommodate them. “I don’t write checks anymore,” you hear a lot of people say these days. … Continue reading

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How to Keep Your Quickbooks Data Safe

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 … Continue reading

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Receiving Customer Payments: Your Options

It’s one of your more pleasant tasks as a QuickBooks user: receiving payments from customers. Here’s how it works. QuickBooks was designed to make your daily accounting tasks easier, faster, and more accurate. If you’ve been using the software for … Continue reading

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Are You Memorizing Transactions? Should You Be?

You know that QuickBooks saves a lot of time. But have you explored how it does so by memorizing transactions? Your accounting work involves a lot of repetition. You send invoices. Pay bills. Create purchase orders. Generate payroll checks and … Continue reading

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