Archive for August, 2016

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It’s probably one of your favorite QuickBooks activities. Be sure you understand the mechanics of recording payments.   There are numerous ways to prioritize your workday. Do the most difficult things first. Get important phone calls out of the way. Respond to customer emails.   But it’s likely that one activity takes precedence when you […]

We’ll be ringing in the New Year soon. Will you have wrapped up your 2015 finances by then? There’s something very satisfying about turning our calendars to January. It always feels like a fresh start. We resolve to develop new, better ways of using our work and leisure time. We reflect on what we accomplished […]

Payroll requires countless details about each employee. QuickBooks Online will walk you through the process of entering them. If you’ve only been on the receiving end of a paycheck, you may not know just how much prep work went into your neatly-organized paystubs. Those official-looking columns of numbers that described how much you earned and […]

If you sell services to your customers, you’ll need to understand how to use QuickBooks’ time-tracking features. Small businesses that sell products have to do a constant balancing act. Keep too much inventory on hand, and you’re sitting on potential profits. If you don’t order enough and you run out, your customers may go to […]

Are you paying the correct amount of sales tax to the proper agencies? QuickBooks Online can help. It’s hard to imagine that small businesses used to have to manage sales tax manually. It was quite a time-intensive process, and it was so easy to make mistakes. QuickBooks Online can handle the mechanics for you. Its […]

How QuickBooks Helps You Accelerate Receivables    Getting paid by your customers in a timely fashion is one of the biggest challenges of being a business owner. QuickBooks can help in several ways.   You’re meeting your sales goals. Keeping inventory balanced. Making sure that every billable hour gets invoiced. Taking advantage of vendor discounts. […]

Managing Users in QuickBooks Online    A multi-user accounting application needs good tools for assigning access permissions. QuickBooks Online has it covered.   You trust your employees, or you wouldn’t have hired them. But you also have a grave responsibility to your customers and vendors: to keep their data safe, and to ensure that records […]

Preserve your relationships with customers, vendors, and others by setting up reminders in QuickBooks. How many calendars do you maintain? Many businesspeople have more than one. Maybe you use a web-based or desktop application like Google Calendar or Outlook for meetings, task deadlines, travel dates, etc. Your Customer Relationship Manager (CRM) might have another. Perhaps […]

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