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 [...]

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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 [...]

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Using Sales Receipts: When? How?

By |2022-08-18T08:45:51-04:00November 7th, 2016|QuickBooks Tips|

Some types of businesses always use sales receipts. Some use them occasionally. Here’s what you need to know about them. How do you let your customers know how much they owe you, and for what products or services? In these days of ecommerce and merchant accounts, your customers may provide a credit card number over [...]

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Creating Reports in QuickBooks, Part 1

By |2022-08-18T08:45:51-04:00October 31st, 2016|QuickBooks Tips|

QuickBooks comes with dozens of report templates that can be run as is. This month and next, we’ll show you ways to make them “fit” your company. Reports are your reward for all that hard work you put in entering records and transactions in QuickBooks. Sure, you can always find individual invoices, sales receipts, and [...]

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What Are Payroll Items in QuickBooks?

By |2022-08-18T08:45:52-04:00October 24th, 2016|QuickBooks Tips|

If you plan to process your own payroll using QuickBooks, you need to understand how payroll items work. Considering processing your own payroll in QuickBooks? Whether you’re moving from a payroll service or getting ready to pay your first employee, you’re taking on a complex set of tasks that requires a great deal of setup [...]

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Setting Up User Access in QuickBooks

By |2022-08-18T08:45:53-04:00October 17th, 2016|QuickBooks Tips|

Will multiple employees be working with your QuickBooks company file? You’ll need to define their permission levels. If you ever did your bookkeeping manually, you probably didn’t allow every employee to see every sales form and account register and payroll stub. Most likely, you established a system that allowed staff to work only with information [...]

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