QuickBooks Tips And Tricks: Make it Yours

By |2022-08-18T08:47:09-04:00April 20th, 2012|QuickBooks Tips|

No matter which version of QuickBooks you're using, there are always ways to make your workday easier. As with any software, we tend to learn the features we need and not much more. But small changes in the way you operate can add up to significant time savings and more accurate files. If you jumped [...]

Customer Refunds: Are You Doing Them Right?

By |2022-08-18T08:47:10-04:00February 7th, 2012|QuickBooks Tips|

Refunds. You probably wince at the word. Some โ€“ like customer refunds for returns โ€“ are fairly uncomplicated, thanks to QuickBooks' tools. Others, not so much. You may find yourself unable to balance your accounts receivable. There are numerous scenarios that necessitate the use of credit memos, including overpayment, order cancellations and bad debt write-off. [...]

QuickBooks 2012: New Paths to Better, Faster Financial Management

By |2022-08-18T08:47:12-04:00October 24th, 2011|QuickBooks Tips|

As it usually does this time of year, Intuit has introduced new versions of its Pro and Premier products. QuickBooks 2012 promises to help you get better organized, save steps, and acquire more in-depth financial insights. The new Express Start is designed for businesses that want to blast through setup and start entering customers and [...]

Classes or Types? When To Use Them

By |2022-08-18T08:47:14-04:00September 29th, 2011|QuickBooks Tips|

QuickBooks' standard reports are critical to understanding your company's past, present, and future. But the program also offers innovative tools that can make them significantly more insightful and comprehensive. QuickBooks offers two simple conventions that let you identify related data: classes and types. Classes are used in transactions. Types are assigned to individual customers, vendors, [...]

Tracking Bills in QuickBooks, Worth the Effort

By |2022-08-18T08:47:14-04:00September 21st, 2011|QuickBooks Tips|

Next to payroll, paying bills is probably your least favorite task in QuickBooks. You don't have to use this feature โ€“ you can keep stacking bills on your desk, scrawling the due dates on a paper calendar, and writing checks. If you're still operating this way, though, you're missing out on the numerous tools that [...]

Add/Edit Multiple List Entries Simplifies Record Changes

By |2022-08-18T08:47:15-04:00September 15th, 2011|QuickBooks Tips|

Add/Edit Multiple List Entries Simplifies Record Changes Data entry and modifications in QuickBooks can be tedious. Beginning with QuickBooks 2010 Pro Edition and above, that job got a lot easier. The Add/Edit Multiple List Entries tool does just what its name implies: It lets you add entries to your lists of customers, vendors, services, inventory [...]

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