Last month, we explored the process of creating a product record. Now we’ll look at where they’re used in QuickBooks Online. Have you been able to create records for all of your products and services? If you have a large inventory, this can be quite a
Read more →Accounting is about more than just numbers. QuickBooks lets you make documents available from within the program itself. You could call QuickBooks a “green” computer program. It can conserve reams of paper by storing customer and vendor records, for example, emailing transaction forms, and accepting online payments.
Read more →Preserve your relationships with customers, vendors, and others by setting up reminders in QuickBooks. How many calendars do you maintain? Many businesspeople have more than one. Maybe you use a web-based or desktop application like Google Calendar or Outlook for meetings, task deadlines, travel dates, etc.
Read more →If you sell services to your customers, you’ll need to understand how to use QuickBooks’ time-tracking features. Small businesses that sell products have to do a constant balancing act. Keep too much inventory on hand, and you’re sitting on potential profits. If you don’t order enough
Read more →Want an easy, free way to make your business look more professional and polished? Customize your forms. QuickBooks has the tools. You probably don’t get as many paper forms in the U.S. Mail as you used to. But when you do, do you draw conclusions about
Read more →Getting paid by your customers in a timely fashion is one of the biggest challenges of being a business owner. QuickBooks can help in several ways. You’re meeting your sales goals. Keeping inventory balanced. Making sure that every billable hour gets invoiced. Taking advantage of vendor discounts.
Read more →A multi-user accounting application needs good tools for assigning access permissions. QuickBooks Online has it covered. You trust your employees, or you wouldn’t have hired them. But you also have a grave responsibility to your customers and vendors: to keep their data safe, and to ensure
Read more →Reports are the payoff for all of your hard work entering records and transactions. They can help you make better business decisions. Now that you’ve been using QuickBooks Online for your company’s accounting, it’s probably unimaginable to think about going back to manual bookkeeping. Those file folders
Read more →It’s probably one of your favorite QuickBooks activities. Be sure you understand the mechanics of recording payments. There are numerous ways to prioritize your workday. Do the most difficult things first. Get important phone calls out of the way. Respond to customer emails. But it’s likely that
Read more →“Account” can mean more than one thing in QuickBooks Online. Here’s a look at its multiple concepts. Until you started doing your company’s accounting, the word “account” probably meant a checking or savings account at a bank or your identifying information at a place like a brokerage.
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