Accurate, thorough item records inform your customers and help you track inventory levels correctly. Whether you’re selling one-of-a-kind items or stocking dozens of the same kinds of products, you need to create records for each. When it comes time to create invoices or sales receipts, your careful work defining each type of item will: Ensure… Read more »

If you sell your employees’ time and skills, you can use QuickBooks to record those hours and bill your customers for them. If your small business sells products, you know how precisely you must track your starting stock numbers, ongoing inventory levels, and your reorder points. QuickBooks provides tools to help with this process, but… Read more »

If you have any opportunities to make remote sales, you need to make sure you’re able to accept payments on your mobile devices. Otherwise, you’re losing money. By now, you’ve probably seen them at art fairs, trade shows, or other group gatherings: those little credit card swipers connected to smartphones or tablets. Intuit offers one… Read more »

Accepting payments through Intuit is more than convenient and time-saving: It can improve your cash flow. How did your cash flow fare during 2014? If you’re scrambling to end the year in the black, you should probably be thinking about changes you can make in 2015 to improve your bottom line. One way is by… Read more »

Most small businesses use invoices for billing customers. But there are times when you may want to send statements instead of – or in addition to – invoices. One of the more enjoyable parts of your job is probably sending invoices to your customers to bill for products and/or services is probably one of the… Read more »

Once you’ve mastered payroll processing, you’ll have another procedure to learn: submitting payroll taxes. If you’ve been processing payroll manually, you know what a chore it can be to calculate your payroll taxes and stay current with those payments and filings. You also know that if you don’t, you can face some major fines and… Read more »

Creating bank deposits manually can be a huge chore. QuickBooks simplifies this task. Satisfying though it may be to enter all of those customer payments manually on a paper deposit slip, it can also be tedious and time-consuming. The more successful in business you are, the more time and care it takes. Whether you accept… Read more »

There are a lot of clues that indicate trouble with your QuickBooks company file. Is it time for a check-up and tune-up? It’s not hard to see when your home is dirty. QuickBooks company file errors are harder to detect, but they’re there, including: Performance problems Inability to execute specific processes, like upgrading Occasional program… Read more »

QuickBooks can be used as is (with some exceptions), but you can customize many elements to improve your workflow, your form output and your business insight. While many of the things you purchase and use in your daily work and professional lives don’t come with options, many do. Think about the last time you bought… Read more »

In QuickBooks 2013 there was a major change in the screen layout and it was not well received.  The Icon Bar defaults to the left and it is light text on a dark background and many customers find it difficult to read.  (Click on Image to Enlarge)   The Intuitive Icon Bar that we build… Read more »