Resources
How Do You Set Up Users in QuickBooks?
Adding an employee? QuickBooks allows you to control his or her access to the software. Here’s how. We’ve talked before about how to keep your QuickBooks data safe from hackers, and we hope you’re still following best practices for data security. But how do you ensure the safety of your critical accounting information when you
How Do You Create Projects in QuickBooks Online?
Do you need to track income and costs related to projects? QuickBooks Online makes this easy – and calculates their profitability. QuickBooks Online can tell you where your money comes from and where it’s going in very detailed, customizable reports. These reports can help you determine, for example, whether you should continue to sell a specific
Customers Paying Late? Consider Finance Charges
Are your receivables out of control? QuickBooks can help you assess finance charges. Now that we’re past the holidays and you’ve had January to catch up on the December work that didn’t get done, how’s your financial workflow? Are you caught up on bills and invoices? You may be, but your customers might not be.
The Life of an Estimate in QuickBooks Online
QuickBooks Online provides tools for creating estimates and converting them to invoices. Here’s how it works. You’ve probably received estimates before. Maybe you needed work done on a vehicle. Your dentist might have warned you how much a new crown would cost. If you’ve ever hired a contractor to remodel a room in your home
5 Ways to Get QuickBooks Ready for 2024
It’s hard to start fresh in 2024 when you still have 2023 tasks to do. Here are some ways to catch up on your accounting in QuickBooks. January’s tough. The holidays are over. Tax forms are starting to trickle in. You probably have a whole lot of things on your to-do list that you didn’t
7 Tips for Using QuickBooks Online in 2024
Get more out of QuickBooks Online in the new year by learning these tips and tricks. QuickBooks Online was built for small businesses. You don’t have to be experts in accounting or technology. QuickBooks Online simplifies the complex process of double-entry accounting, using understandable language and a simple, easy to navigate user interface. It does
10 Tips for Better Budgeting
How QuickBooks can improve your chances of budget success Budgets are hard to maintain through the best of times let alone the last three years. First there was COVID. Then supply chain issues. Then a disastrous rise in inflation. If you’ve been trying to stick to a budget through the last three years, you’ve probably
5 Resolutions QuickBooks Online Users Should Make for 2024
While you’re making plans for the new year, consider how you could improve. It’s been a rough three years for small businesses. COVID, supply chain issues, inflation –all of these may have triggered a downturn in your company’s finances. If you survived it all, bravo. It hasn’t been easy, and a lot of businesses have
Do You Sell Products? How QuickBooks Can Help You Track Them
Whether you sell individual, unique mineral specimens, or dozens of identical beaded bracelets, you need QuickBooks’ inventory tracking tools. If your business sells products, you know how important it is to be able to track their numbers precisely. Keep your stock at the right levels, and you shouldn’t run out of items. You also won’t
6 Ways QuickBooks Online Helps Manage Your Payables
Keeping track of the money you owe can be challenging. QuickBooks Online helps you manage this critical task. Your company’s Accounts Payable obligations have a lot of moving parts. There are bills to pay, expenses to record, inventory items and other purchases to make (some of which require purchase orders), vendor credits to process, 1099
Customers Paying Late? Send Reminders
QuickBooks allows you to send Payment Reminders to Customer Groups that you create. QuickBooks supports multiple ways to encourage your customers to pay faster, including allowing online payments and assessing finance charges. It provides reports that can help you determine exactly who is in arrears, like Open Invoices and A/R Aging Detail. There’s something else
How to Bill Customers for Time and Expenses in QuickBooks Online
If you sell services and/or make purchases on a customer’s behalf, make sure you’re collecting every penny owed to you. Selling products doesn’t usually involved complicated bookkeeping. Customers place orders, you fulfill them, and they pay you. Sometimes they create extra work for you by returning or exchanging products, but that is fairly straightforward, too.