Quickbook Tips

Need to start recording job expenses in QuickBooks but not sure how to do it? We can go over this multi-step process with you.

By | March 4th, 2019|Accounting and Auditing, Business, QuickBooks Tips|

How Do You Track Jobs in QuickBooks? Part 2 In this second of a two-part series, we’ll explore how you use the job-related records you’ve created. Last month, we showed you how to start building a foundation for tracking jobs in QuickBooks. We explained that you can use the software’s jobs tools to track income [...]

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Some small business people are intimidated by QuickBooks’ jobs tools. Let us show you how to work with them.

By | February 1st, 2019|Accounting and Auditing, Business, QuickBooks Tips|

How Do You Track Jobs in QuickBooks? Part 1 If your business divides some of its work into specific jobs and you’re not tracking them individually, you’re missing out on valuable insight. Job-costing is not just for contractors. That’s probably the most common understanding of this concept in QuickBooks, but you can also use the [...]

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Positive cash flow is dependent in part on how quickly your customers pay their invoices. We can help you set up finance charges to encourage this.

By | January 10th, 2019|Accounting and Auditing, Business, QuickBooks Tips|

How to Apply Finance Charges in QuickBooks You may hate to have to do it, but assessing finance charges for late payments may improve your overall cash flow. There are a myriad of ways to bring in customer payments faster and improve your cash flow. You can: Get a merchant account and let customers pay [...]

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Did you know QuickBooks supports deep customization of professional looking estimates, which can enhance your company’s image? We can help with this.

By | December 3rd, 2018|Accounting and Auditing, Business, QuickBooks Tips, Uncategorized|

Estimates can be effective sales tools – if they look professional and offer attractive prices. Here’s how to create them using QuickBooks. You don’t need to be a car repair shop or an HVAC technician to present prospects and customers with estimates. In fact, there may be many times when an unexpected estimate—or bid, or [...]

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QuickBooks bill-pay tools can make your life easier, but can be confusing at first. Let us walk you through the steps.

By | November 12th, 2018|Accounting and Auditing, Business, QuickBooks Tips|

Paying Bills in QuickBooks: The Basics The time-consuming part’s over once you’ve entered bills in QuickBooks. Here’s how to pay them. Last month, we explained that the process of paying bills in QuickBooks requires two separate sets of actions. We went over what’s required to enter bills and to set up reminders so they don’t [...]

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CATCHING UP WITH THE HOME MORTGAGE INTEREST DEDUCTION

By | October 29th, 2018|Accounting and Auditing, Estate planning, QuickBooks Tips, Taxation|

A home is the most valuable asset many people own.  So, it’s important to remain aware of the tax impact of home ownership and to carefully track the debt you incur to buy, build or improve your home – known as “acquisition indebtedness.” Among the biggest tax perks of buying a home is the ability [...]

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