Quickbook Tips

Are You Memorizing Transactions? Should You Be?

By |2022-08-18T08:45:32-04:00July 31st, 2017|Accounting and Auditing, Business, QuickBooks Tips|

You know that QuickBooks saves a lot of time. But have you explored how it does so by memorizing transactions? Your accounting work involves a lot of repetition. You send invoices. Pay bills. Create purchase orders. Generate payroll checks and submit payroll taxes. Some of the time, you only fill out those transaction forms once. [...]

Comments Off on Are You Memorizing Transactions? Should You Be?

Receiving Customer Payments: Your Options

By |2022-08-18T08:45:33-04:00June 26th, 2017|QuickBooks Tips|

It’s one of your more pleasant tasks as a QuickBooks user: receiving payments from customers. Here’s how it works. QuickBooks was designed to make your daily accounting tasks easier, faster, and more accurate. If you’ve been using the software for a while, you’ve probably found that to be true. Some chores, of course, aren’t so [...]

Comments Off on Receiving Customer Payments: Your Options

Setting Up Users in QuickBooks

By |2022-08-18T08:45:37-04:00May 15th, 2017|QuickBooks Tips|

Setting Up Users in QuickBooks If you plan to have multiple employees using QuickBooks, you can limit their access to specific areas. Controlling access to your QuickBooks company file is easy when you’re a one-person accounting department. You simply use one password to protect your data. But when you add new employees to the mix, [...]

Comments Off on Setting Up Users in QuickBooks

Establishing Preferences in QuickBooks

By |2022-08-18T08:45:38-04:00May 8th, 2017|QuickBooks Tips|

Before you start entering data, make sure QuickBooks is set up appropriately for your company. QuickBooks was designed to serve the needs of millions of small businesses. To do that, it had to include the tools and processes suitable for a wide variety of companies. But Intuit recognized that every organization is unique, so your [...]

Comments Off on Establishing Preferences in QuickBooks

Anatomy of a QuickBooks Inventory Item

By |2022-08-18T08:45:38-04:00May 1st, 2017|QuickBooks Tips|

If you have an item-heavy business, you need tools to track your inventory. QuickBooks provides them. When you started your business, maybe you were able to keep track of your inventory by peering in the closet or your garage. As you grew, that simply took too long. But you grew tired of running out of [...]

Comments Off on Anatomy of a QuickBooks Inventory Item

Creating Reports in QuickBooks, Part 2

By |2022-08-18T08:45:50-04:00November 21st, 2016|QuickBooks Tips|

Last month, we discussed QuickBooks’ report Preferences and The Report Center. We’ll look at report customization this month. QuickBooks makes your bookkeeping faster, safer, and more accurate than what you could do using a manual system. Still, you may occasionally tire of your daily tasks. You want to know what all of these forms and [...]

Comments Off on Creating Reports in QuickBooks, Part 2
Go to Top