If you bill multiple customers for a recurring service, you could memorize those transactions as a group and automate statement charges. Find out how here.

By | September 2nd, 2019|Accounting and Auditing, QuickBooks Tips|

There’s more than one way to bill customers for your products and services. A statement charge is one of them. Depending on what kind of business you have, you probably have a preferred way of billing customers. If they walk into your shop and present a credit card or cash, you create sales receipts. If [...]

Comments Off on If you bill multiple customers for a recurring service, you could memorize those transactions as a group and automate statement charges. Find out how here.

QuickBooks’ Bill Tracker gives you an instant overview of your active accounts payable transactions. Are you using this useful feature? We can show you how.

By | August 5th, 2019|Business, QuickBooks Tips|

If your business pays a lot of bills, you need an efficient system for staying current with them. QuickBooks’ Bill Tracker provides that. Bill-paying may be your least favorite accounting activity. You definitely know how those checks and online payments affect your account balances, but it’s more than that. Staying up to date with your [...]

Comments Off on QuickBooks’ Bill Tracker gives you an instant overview of your active accounts payable transactions. Are you using this useful feature? We can show you how.

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 [...]

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

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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Did you know there are multiple ways to get to the Customer Payment window in QuickBooks? We can show you how when you’ve received payment on an invoice.

By | April 4th, 2019|Accounting and Auditing, Business|

Receive Payments the Right Way in QuickBooks: Your Options How you record a customer payment in QuickBooks depends on why and how you received it. One of the reasons we like QuickBooks is because it uses language and processes that are familiar to small businesspeople. Instead of using the term “accounts receivable,” it has a [...]

Comments Off on Did you know there are multiple ways to get to the Customer Payment window in QuickBooks? We can show you how when you’ve received payment on an invoice.

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 [...]

Comments Off on 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.