All About Sales Receipts in QuickBooks Documenting every sale carefully helps ensure that your financial records and reports will be accurate. The sales receipt is the right tool for this in specific situations You know how important it is to obtain receipts for the expenses you and your employees incur. You need to […]
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 […]
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 to do so in the future, you can’t create an invoice just yet.This is where […]
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. Debit cards, smartphone payment apps, and online banking have replaced the old paper checkbook for […]
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 customers’ credit card numbers and employees’ Social Security numbers. An intruder who captured all that […]