Category Archives: QuickBooks Training

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

Posted in QuickBooks Training | Leave a comment

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

Posted in QuickBooks Software, QuickBooks Training | Leave a comment

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

Posted in QuickBooks Software, QuickBooks Training | 1 Comment

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

Posted in QuickBooks Help, QuickBooks Training | Leave a comment

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

Posted in QuickBooks Help, QuickBooks Training | Leave a comment

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

Posted in QuickBooks Help, QuickBooks Training | Leave a comment

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

Posted in QuickBooks Help, QuickBooks Training | 1 Comment

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

Posted in QuickBooks Help, QuickBooks Training | Leave a comment

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

Posted in QuickBooks Help, QuickBooks Training | Leave a comment

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

Posted in QuickBooks Help, QuickBooks Training | Leave a comment