QuickBooks Tips
Spring-Clean Your QuickBooks Company File
After this ridiculously long winter, you all probably hear few complaints about things like puddles in the street, summer heat and spring cleaning. Most people are eager to throw open the doors and windows, and attack the dirt that the season left behind, both inside and outside of the house. It’s not hard to see […]
Start Planning Now for 2014 Income Taxes
We know that you’re in some stage of preparation for your 2013 income taxes. It may seem odd to start thinking about 2014 taxes just now, but actually, this is the ideal time to start planning and making business decisions with their tax implications always in the back of your mind. As you look at […]
Do You Need a More Robust Version of QuickBooks?
If QuickBooks were just one product, its appeal would be more limited than it is. Because there’s an entire family of Windows desktop software applications (as well as five online versions and a Mac edition), the QuickBooks family has found a home in millions of small businesses, and it remains the market leader. Though QuickBooks […]
QuickBooks’ Custom Fields: An Overview
The beauty of QuickBooks is that it can be used for so many different kinds of businesses. Its smart design lets realtors and retail shops, plumbers and plastic surgeons use it to track income and expenses, pay bills and invoice customers, and to run those all-important reports. But Intuit knows that QuickBooks can’t — and […]
Receiving Inventory With or Without Bills in QuickBooks
You’re probably happy to see couriers delivering inventory items you’ve ordered since it means you can ship to customers, but recording the new stock means yet QuickBooks’ tools can help with this, but you need to be sure you’re using the right forms. There are two different ones that you’ll use, depending on whether or […]
How to Create a Progress Invoice from an Estimate
The U.S. economy may be picking up, but your customers are probably still being very careful with expenditures. If your company’s finances will allow it, you can help them out on sizable jobs by using progress invoicing, also known as partial billing or progress billing. You could, of course, simply create invoices for smaller chunks […]
Preparing Purchase Orders Precisely
Part of the reason for QuickBooks’ success is its exceptional flexibility. By allowing users to turn features and preferences on and off, the same software can be used by a wide variety of business types and sizes. In some cases, the default settings that QuickBooks supplies will work fine for your company. This is not […]
Get Ready for QuickBooks for 2013!
End of the year. QuickBooks has been hard at work for the past 11+ months, recording and tracking and storing all of that financial data that you’ve entered so faithfully. But when you turn the calendar page and make a new start January 1, your accounting software could use some closure on the year that’s […]
Classes or Types? When To Use Them
QuickBooks’ standard reports are critical to understanding your company’s past, present, and future. But the program also offers innovative tools that can make them significantly more insightful and comprehensive. QuickBooks offers two simple conventions that let you identify related data: classes and types. Classes are used in transactions. Types are assigned to individual customers, vendors, […]
Tracking Bills in QuickBooks, Worth the Effort
Next to payroll, paying bills is probably your least favorite task in QuickBooks. You don’t have to use this feature you can keep stacking bills on your desk, scrawling the due dates on a paper calendar, and writing checks. If you’re still operating this way, though, you’re missing out on the numerous tools that QuickBooks […]