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 »
Issuing Credit Memos and Refunds in QuickBooks
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 »
How QuickBooks Protects Your Data, and How You Can Help
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 »
How to Use Progress Invoicing in QuickBooks Online
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 »
Working with Contractors in QuickBooks Online
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 »
Receive Payments the Right Way in QuickBooks: Your Options
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
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
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
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
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 »