Archive for the ‘QuickBooks Tips’ Category

QuickBooks’ payroll reports can answer a lot of questions quickly. If you process your own payroll, then you don’t need us to tell you that it’s a challenge. Pay rates and hours worked, benefits and other withholding, payroll taxes – they all must be absolutely accurate if you don’t want to face frustrated employees, unhappy […]

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 […]

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 […]

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 […]

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 […]

QuickBooks simplifies and speeds up your daily accounting work, but you’re missing out on valuable insight if you don’t tailor your report data. Do you remember why you started using QuickBooks? You may have simply wanted to produce sales forms and record payments electronically. Gradually, you expanded your use of the software, perhaps paying and […]

Getting QuickBooks ready to process payroll is a complex, time-consuming process. Here’s what you can expect. Payday. You look forward to it when you’re young and working at your first part-time job. But as a grown-up who needs to start processing payroll for your employees, you probably anticipate it in a different way, perhaps even […]

QuickBooks saves time in countless ways, one of which is its ability to memorize transactions. Are you taking advantage of this feature? One of the reasons you started using accounting software, among many others, was to save time. And QuickBooks has complied. Once you create a record for a customer, vendor, item, etc., you rarely […]

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 […]

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