Category Archives: QuickBooks Help

Anatomy of a QuickBooks Inventory Item

If you have an item-heavy business, you need tools to track your inventory. QuickBooks provides them. When you started your business, maybe you were able to keep track of your inventory by peering in the closet or your garage. As … Continue reading

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Ringing Out 2016 in QuickBooks

2017 is just around the corner. Now’s the time to do your end-of-year QuickBooks tasks. Since early January of this year, you’ve been faithfully creating new records, entering transactions, and recording payments. You’ve run basic reports. You’ve done your collection … Continue reading

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Creating Reports in QuickBooks, Part 2

Last month, we discussed QuickBooks’ report Preferences and The Report Center. We’ll look at report customization this month. QuickBooks makes your bookkeeping faster, safer, and more accurate than what you could do using a manual system. Still, you may occasionally … Continue reading

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Setting 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 to see every sales form and account register and … Continue reading

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Make QuickBooks Your Own: Specify Your Preferences

Make 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 … Continue reading

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Using Sales Receipts: When? How?

Using Sales Receipts: When? How? Some types of businesses always use sales receipts. Some use them occasionally. Here’s what you need to know about them. How do you let your customers know how much they owe you, and for what … Continue reading

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Are You Applying Finance Charges? Should You Be?

Are 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 … Continue reading

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Use QuickBooks Custom Fields to Improve Insight

Use 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 that you’re … Continue reading

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How to Add Documents in QuickBooks

Accounting is about more than just numbers. QuickBooks lets you make documents available from within the program itself.   You could call QuickBooks a “green” computer program. It can conserve reams of paper by storing customer and vendor records, for … Continue reading

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Get Ready for 2016: QuickBooks Can Help

We’ll be ringing in the New Year soon. Will you have wrapped up your 2015 finances by then? There’s something very satisfying about turning our calendars to January. It always feels like a fresh start. We resolve to develop new, … Continue reading

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