Polish Your Image: Customize QuickBooks' Forms

Polish Your Image: Customize QuickBooks’ Forms The invoices and other forms you send to customers and vendors should reflect your company’s attention to detail, accuracy, and consistency.   Every opportunity you have to interact with your customers and vendors is critical. Whether it’s a phone call, an in-person connection, or an email, how you present […]

Tracking Time in QuickBooks, Part 2

Tracking Time in QuickBooks, Part 2 We’ll be continuing the two-part series we started last month.   Last month, we learned about getting QuickBooks ready for time-tracking by activating it in Preferences. We also created a record for a service item. This month, we’ll actually use that record in the two ways you’ll be using […]

Creating Reports in QuickBooks, Part 1

QuickBooks comes with dozens of report templates that can be run as is. This month and next, we’ll show you ways to make them “fit” your company. Reports are your reward for all that hard work you put in entering records and transactions in QuickBooks. Sure, you can always find individual invoices, sales receipts, and […]

What Are Payroll Items in QuickBooks?

If you plan to process your own payroll using QuickBooks, you need to understand how payroll items work. Considering processing your own payroll in QuickBooks? Whether you’re moving from a payroll service or getting ready to pay your first employee, you’re taking on a complex set of tasks that requires a great deal of setup […]