Posts Categorized: Recent News

Get Paid Faster Using QuickBooks

  Get Paid Faster Using QuickBooks Are your customers slow about paying their invoices? QuickBooks can help accelerate your receivables.   Your company’s cash flow depends largely on how quickly your customers pay the invoices you’ve sent. And if you’re like most small businesses, those checks tend to dribble in close to-and after-the due date…. Read more »

Creating Product and Service Records in QuickBooks Online

Creating Product and Service Records in QuickBooks Online QuickBooks Online is good at managing and tracking inventory – as long as you’ve created thorough records.   When you first started your business, you might have been able to keep track of your merchandise by counting manually. But as you and your product list grew, this… Read more »

Getting Ready for Payroll in QuickBooks Online

Getting Ready for Payroll in QuickBooks Online Taking on your company’s payroll with QuickBooks Online? Knowing what you’re up against ahead of time will make your setup tasks much easier   Payroll is probably the most complex element of small business accounting. Not only are you directly responsible to your employees, but you also have… Read more »

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… Read more »

Customize QuickBooks Online Using Settings

  Customize QuickBooks Online Using Settings You can start using QuickBooks Online the first time you sign in. However, your tasks will be easier and faster, if you customize it for your company.   QuickBooks Online was designed to be used by a variety of business types; that’s one reason why it’s such a popular… Read more »

Tracking Time in QuickBooks, Part 1

Tracking Time in QuickBooks, Part 1   If your company sells services, you can track the time spent providing them in QuickBooks.   When you sell a product to a customer, you know it. It goes away, and your inventory count in QuickBooks is reduced by one. This tracking helps you know what’s selling and… Read more »

5 QuickBooks Reports You Need to Run in January

2018 has begun. Does your accounting to-do list look like a clean slate, or are critical 2017 tasks still nagging? Getting all of your accounting tasks done in December is always a challenge. Besides the vacation time you and your employees probably took for the holidays, there are those year-end, Let’s-wrap-it-up-by-December-31 projects. How did you… Read more »

Working with Downloaded Transactions in QuickBooks Online

Working with Downloaded Transactions in QuickBooks Online Downloading transactions into QBO is the easy part. You still have work to do once they’re on board.   Its ability to download financial transactions is one of the five best things about QuickBooks Online. Without it, you’d spend a lot of time on tedious data entry, verifying… Read more »

Are You Using QuickBooks’ Reminders

Are You Using QuickBooks’ Reminders We can’t emphasize this enough: QuickBooks’ Reminders can prevent countless problems with your finances. How do you know when it’s time to pay a bill or follow up on overdue customer payments or print payroll checks? If you’re still using a paper calendar and sticky notes and file folders, there’s… Read more »

Are You Using QuickBooks Online’s Mobile App?

Are You Using QuickBooks Online’s Mobile App?   Even if you don’t travel for work (but especially if you do), you should explore what QuickBooks Online’s mobile app has to offer.   You already know how convenient it is to be able to access your company’s financial data from any desktop or laptop computer that… Read more »