Category Archives: QuickBooks Software

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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Setting Up Users in QuickBooks

If you plan to have multiple employees using QuickBooks, you can limit their access to specific areas. Controlling access to your QuickBooks company file is easy when you’re a one-person accounting department. You simply use one password to protect your … Continue reading

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Establishing Preferences in QuickBooks

Before you start entering data, make sure QuickBooks is set up appropriately for your company. 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 … Continue reading

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Why You Should Use QuickBooks’ Snapshots

QuickBooks provides multiple ways to get information about your customers, their payments, and your company itself. The software’s Snapshots provide quick, thorough overviews.   What do you do when you need to get information in QuickBooks about customers or about … Continue reading

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What QuickBooks’ Calendar Can Do for You

Yet another calendar? Yes. It’s a good idea to use QuickBooks’ calendar to stay on top of your financial transactions.   These days, some of us find ourselves updating multiple calendars. There’s the Outlook calendar or other web-based solution for … Continue reading

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QuickBooks Reminders Prevent Problems

Preserve your relationships with customers, vendors, and others by setting up reminders in QuickBooks. How many calendars do you maintain? Many businesspeople have more than one. Maybe you use a web-based or desktop application like Google Calendar or Outlook for … Continue reading

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Accounting for Time in QuickBooks

If you sell services to your customers, you’ll need to understand how to use QuickBooks’ time-tracking features. Small businesses that sell products have to do a constant balancing act. Keep too much inventory on hand, and you’re sitting on potential … Continue reading

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