Tracking Time in QuickBooks, Part 2

We’ll be continuing the two-part series we started last month. Last month, we learned about getting QuickBooks ready for time-tracking by activating it in Preferences. We also created a record for a service item. This month, we’ll actually use that record in the two ways you’ll be using it in

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Quickbooks’ Custom Fields: An Overview

QuickBooks’ Custom Fields: An Overview Part of QuickBooks’ popularity comes from its flexibility. Here’s a look at how custom fields contribute to that element. The beauty of QuickBooks is that it can be used for so many different kinds of businesses. Its smart design lets realtors and retail shops, plumbers

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Receiving Inventory With or Without Bills in QuickBooks

When your goods come rolling in, be sure to document them correctly. You’re probably happy to see couriers delivering inventory items you’ve ordered since it means you can ship to customers, but recording the new stock means yet another repetitive task. QuickBooks’ tools can help with this, but you need

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Are You Defining Items in QuickBooks Correctly?

Create item records in QuickBooks carefully, and QuickBooks will return the favor by running useful, accurate reports.  Figure 1: Clearly-defined items result in precise reports. Obviously, you’re using QuickBooks because you buy and/or sell products and/or services. You want to know at least weekly — if not daily — what’s

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QuickBooks 2013 Gives You A Reason to Upgrade

Tired of QuickBooks’ cramped, claustrophobic screens and uneven interface? You’ll be pleased to see the 2013 version. You chose QuickBooks for a variety of reasons, a major one being its simplicity and usability. But the software is more than 20 years old now, and hundreds of features have been added

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2009 Year-End Planning Strategies

As we approach year-end, there is still time to take action to lower your 2009 tax bill and add to your tax -advantaged retirement accounts.  Here are a few ideas to get you started before year-end.  This is by no means an exhaustive list, so please contact us for additional

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