QuickBooks Tips

Sales Orders in QuickBooks: Why? When? How?

There aren’t that many different types of forms to keep straight in QuickBooks, but you likely don’t use all of them. You probably use invoices and purchase orders frequently, and may fill out the occasional sales receipt, credit memo, or estimate. But what about sales orders? You may find that they could make your bookkeeping […]

Go Back to School With QuickBooks’ Educational Tools

We know. When you first cracked your copy of QuickBooks, you wanted to dive in and start generating invoices. Fortunately, QuickBooks is intuitive enough that you were able to do just that. And its help system is so robust that you were able to get procedural questions answered quickly and easily. But there’s a lot […]

QuickBooks Helps You Navigate Tricky Waters

The price of gasoline is just one of many factors putting pressure on our economy as a whole. Now it’s more important than ever to keep a close eye on your company’s performance. Many business owners compare financial results to an annual budget. If you don’t have your budget in place yet, we’ll show you […]

Profit and Loss Report Versus Statement of Cash Flows

If you’re like most QuickBooks users, you rely on the Profit & Loss Standard report to monitor how your business is doing. However, you may have overlooked an even more valuable report: the Statement of Cash Flows. The Profit & Loss Standard (P&L) report is important in its own right, but it only provides partial […]

7 Ways to Use QuickBooks to Manage Collections

In these trying economic times it’s more important than ever to keep a close rein on your accounts receivable. Seemingly no one is immune to sudden changes in financial circumstances, so be sure to monitor your outstanding invoices closely. There’s an inverse relationship between the age of an invoice and your ability to collect on […]

Tune Up Your Business Plan with QuickBooks

Do you have a business plan? If you don’t, even if you’re a sole proprietor, you should. Business plans can be a good barometer for the health of your finances as a way to gauge whether or not you’re on the right path. If you don’t have a business path (or if yours is less […]

Look Professional With Customized QuickBooks Forms

One of the many ways that QuickBooks makes your life easier is its ability to create business forms for all of the financial transactions your company produces. You simply fill in the blanks or choose data from drop-down lists, and QuickBooks generates a document you can e-mail or send. Only problem is, sometimes the pre-formatted […]

Getting QuickBooks Ready for Tax Preparation

Seems like you just finished doing your taxes, and here they come again. Whether you prepare them yourselves, hand them off to an accounting professional, or send data to a tax preparation product, QuickBooks can help you get ready. Here’s how. This is not a comprehensive list of tasks you’ll need to undertake to prepare […]

Spring Cleaning: Personalize and Tidy Up Your QuickBooks Desktop

One of the reasons the QuickBooks line of desktop products has been so successful is because of its clean, simple appearance and efficient navigational tools. But there’s room for improvement and personalization. Everyone uses QuickBooks just a little differently. You can create a desktop that meets your specific needs, while maintaining the program’s inherent usability. […]

Setup and Customization Tips

Spring Cleaning: Personalize and Tidy Up Your QuickBooks Desktop Getting QuickBooks Ready for Tax Preparation Look Professional With Customized QuickBooks Forms Tune Up Your Business Plan with QuickBooks 7 Ways to Use QuickBooks to Manage Collections Profit & Loss Report Versus Statement of Cash Flows QuickBooks Helps You Navigate Tricky Waters Go Back to School […]