Quickbook Tips

Do you know what a Bill of Materials (BOM) is? We can explain how it fits into the creation of assemblies in QuickBooks.

By | July 5th, 2019|Accounting and Auditing, Business, QuickBooks Tips|

If you frequently sell multiple inventory items grouped together, you need to learn about QuickBooks’ assemblies. Let’s say you run a home improvement retail outlet, and one of the things you sell is doors. You might sell their parts—door frames, hinges, doorknobs, etc.—individually, in case a customer needs to replace a piece. You may also [...]

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Do you know why and how you would create a credit memo in QuickBooks? Let us help you understand the process.

By | June 3rd, 2019|Accounting and Auditing, Business, QuickBooks Tips|

You’re accustomed to money going in a certain direction, but sometimes you have to pay your customers. Here’s how it’s done. QuickBooks is very good at helping you get paid by your customers. It comes equipped with customizable invoice templates for billing customers and sales receipts for recording instant sales. It supports online payments, so [...]

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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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