Estimates-or quotes, or bids-are useful tools when you’re pitching a sale of products or services. Here’s how QuickBooks Online handles them.   Sales estimates are standard procedure in many professions…. Read more »

You’re accustomed to money going in a certain direction, but sometimes you have to pay your customers. Here’s how it’s done.   QuickBooks is very good at helping you get… Read more »

The data in your QuickBooks company file contains some of the most sensitive information on your computer. Make sure it’s secure.   Your customer list is gold. And those Social… Read more »

Does your business do work for clients over weeks or months? Consider using QuickBooks Online’s progress invoicing. Let’s say you’re doing a job or project for a customer that is… Read more »

  It’s a gig economy. QuickBooks Online makes it easy to track and pay independent contractors.   In days past we used to call it “moonlighting” – taking on a… Read more »

  How you record a customer payment in QuickBooks depends on why and how you received it.   One of the reasons we like QuickBooks is because it uses language… Read more »

Using Product and Service Records in QuickBooks Online Last month, we created product and service records in QuickBooks Online. This month, we’ll explore how they’re used on the site  … Read more »

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… Read more »

  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… Read more »

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… Read more »