Category Archives: QuickBooks Help

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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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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