Quickbook Tips

2020 has been a rough year for everyone. We hope you’re staying healthy, and we wish you the best in 2021. If you’re new to QuickBooks, here are a few quick-start activities to get the New Year started out right.

By | December 1st, 2020|Accounting and Auditing, Business, QuickBooks Tips, Uncategorized|

QuickBooks can be overwhelming when you first start using it. Here are five ways to familiarize yourself with some of its features to get you up and running in no time. Tackling any new piece of software can be daunting. Add a complex process like accounting to the mix, like QuickBooks does, and you may [...]

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Are you struggling to find the right sale prices for your products? Price Levels give you flexibility. We can help you set them up.

By | November 30th, 2020|Accounting and Auditing, Business, QuickBooks Tips, Uncategorized|

QuickBooks allows you to create Price Levels that you can assign to customers and jobs and to individual items. You already know that when you create a product or service record in QuickBooks, you must assign a sale price to it. But did you know that QuickBooks gives you a great deal of flexibility when [...]

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Did you know that QuickBooks can remind you that you have outstanding billable service hours when you invoice customers? Find out how here and ask us how this works.

By | September 30th, 2020|Accounting and Auditing, Business, QuickBooks Tips|

How to Track Employee Time, Part 2 If you have to track a lot of employee work hours, you might want to use QuickBooks’ Timesheets. Last month, we introduced the concept of time tracking in QuickBooks. Using the software’s tools, you’re able to record individual blocks of time that employees have worked, so that you [...]

Comments Off on Did you know that QuickBooks can remind you that you have outstanding billable service hours when you invoice customers? Find out how here and ask us how this works.

If you bill customers for services by the hour, you can use QuickBooks’ tools to track it and ensure that it’s invoiced. Let us get you started here.

By | August 31st, 2020|Accounting and Auditing, QuickBooks Tips, Uncategorized|

Whether you’re recording employee hours for payroll or customer billing, your entries must be accurate. QuickBooks can help. It’s easy to track sales of goods in QuickBooks. You create an invoice or a sales receipt, select the product the customer wants along with the quantity, and save the transaction. QuickBooks reduces the corresponding inventory level [...]

Comments Off on If you bill customers for services by the hour, you can use QuickBooks’ tools to track it and ensure that it’s invoiced. Let us get you started here.

Are you staying in touch with your customers during this uncertain period? Even if they’re not buying, let them know you’re there. Here is how QuickBooks can help.

By | August 1st, 2020|Accounting and Auditing, Business, QuickBooks Tips, Uncategorized|

The pandemic has forced businesses to find new ways to connect with customers. QuickBooks has built-in tools that can help. Businesses are starting to cautiously re-open in the U.S. (at least partially), but we’re still a long way from “normal.” Because of COVID-19, some companies have done very well. Most, though, have had to make [...]

Comments Off on Are you staying in touch with your customers during this uncertain period? Even if they’re not buying, let them know you’re there. Here is how QuickBooks can help.

Did you know if you consistently use the same set of windows in QuickBooks, you can save that combination and view it in multiple ways, saving you time and giving you more control? Here is how.

By | June 29th, 2020|Accounting and Auditing, QuickBooks Tips, Uncategorized|

Make QuickBooks work faster for you by changing a few settings. Whether your business has been locked down because of the pandemic, or you’re scrambling to hold things together with fewer employees or diminishing sales, you’re probably leaning on QuickBooks more than ever. You may be watching dwindling inventory items closely or monitoring your daily [...]

Comments Off on Did you know if you consistently use the same set of windows in QuickBooks, you can save that combination and view it in multiple ways, saving you time and giving you more control? Here is how.