Creating Items and Jobs in QuickBooks, Part 1 Does your company do projects or jobs for customers? Let QuickBooks keep all related data in one place. Before QuickBooks came along, tracking jobs or projects for your business probably involved file folders and paper invoices and bank statements and lots of sticky notes. You hoped that [...]

QuickBooks 2022: New Pricing Structure, System Requirements Whether or not you’re ready for the latest version of QuickBooks, you should know about some important changes. Sometimes, deciding that you need to upgrade a piece of software is easy. Either a newer version has features you need that your current product lacks, or you’ve outgrown the [...]

In these days of supply chain issues, you need to keep track of your vendors. QuickBooks has this covered. If you buy and resell products, or if you need to purchase materials to create your own items, good management of your company’s vendor records is critical. Maintaining a physical card file is way too inflexible. [...]

Memorized, Commented, and Scheduled Reports in QuickBooks Have you explored what you can do with QuickBooks reports once you’ve created them? QuickBooks reports are your reward for tracking your business income and expenses conscientiously. Rather than scanning through lists of customer invoices to see which ones are past due, you can run an A/R Aging [...]

It may be one of your least favorite accounting tasks. But account reconciliation is easier if you get ready for it. There’s no question that account reconciliation is a dreaded chore. So much so that many small businesspeople simply don’t do it. QuickBooks’ reconciliation tools and its ability to import transactions from your banks make [...]