Category Archives: QuickBooks Help

Charging for Time in QuickBooks Online Plus

Charging for Time in QuickBooks Online Plus, Part 1 You could be losing revenue if you’re not tracking billable time carefully. QuickBooks Online Plus can help. You can’t see time. Nor can you look at hours and minutes to see … Continue reading

Posted in Blog, QuickBooks Help, QuickBooks Online, QuickBooks Software | Comments Off on Charging for Time in QuickBooks Online Plus

Tracking Products and Services in QuickBooks Online

Tracking Products and Services in QuickBooks Online, Part 2 Last month, we explored the process of creating a product record. Now we’ll look at where they’re used in QuickBooks Online. Have you been able to create records for all of … Continue reading

Posted in Blog, QuickBooks Help, QuickBooks Online | Comments Off on Tracking Products and Services in QuickBooks Online

Tracking Products and Services in QuickBooks Online

Tracking Products and Services in QuickBooks Online, Part 1 Inventory management requires precision, constant attention, and smart decisions. QuickBooks Online can help. If you started small with your business, keeping track of your product inventory was probably pretty easy. Maybe … Continue reading

Posted in Blog, QuickBooks, QuickBooks Help | Comments Off on Tracking Products and Services in QuickBooks Online

How QuickBooks’ Custom Fields Can Provide Better Business Insight

QuickBooks’ customizability makes it flexible enough for countless business types. Custom fields are a big part of that. QuickBooks makes it possible for your business to create very detailed records for customers, vendors, employees, and items. In fact, you may … Continue reading

Posted in Blog, QuickBooks, QuickBooks Help | Tagged , | Comments Off on How QuickBooks’ Custom Fields Can Provide Better Business Insight

Make Your Preferences Known in QuickBooks

QuickBooks is ready to use when you install it. But you can change its settings to make it work the way your company needs it to. There are some features that all small businesses need in their accounting software. Everyone … Continue reading

Posted in Accounting, Blog, QuickBooks, QuickBooks Help | Tagged , | Comments Off on Make Your Preferences Known in QuickBooks

Make a Statement in QuickBooks Online

You’re not required to use statements in QuickBooks, but they help bring unpaid amounts to the attention of your customers. Collecting outstanding payments is probably one of your least favorite tasks as an accounting manager. QuickBooks Online helps you keep … Continue reading

Posted in Blog, QuickBooks, QuickBooks Help, QuickBooks Online | Comments Off on Make a Statement in QuickBooks Online

5 Ways You Can Use QuickBooks’ Income Tracker

The Income Tracker is one of QuickBooks’ more innovative features. If you’re not using it, you should be. One of the reasons that QuickBooks appeals to millions of small businesses is because it offers multiple ways to complete the same … Continue reading

Posted in Blog, QuickBooks, QuickBooks Help, QuickBooks Software, QuickBooks Training | Comments Off on 5 Ways You Can Use QuickBooks’ Income Tracker

8 QuickBooks Reports That You Should Be Running Regularly

QuickBooks provides dozens of customizable report templates. You know when you need some of them, but which are musts? You send invoices because you sold products and/or services. Purchase orders go out when you’re running low on inventory, and there … Continue reading

Posted in Accounting, Blog, Business Tips, QuickBooks, QuickBooks Help, QuickBooks Training | Comments Off on 8 QuickBooks Reports That You Should Be Running Regularly

QuickBooks Online Goes on the Road

If you do business outside of your office walls, you need remote access to QuickBooks Online. You can have it. One of QuickBooks Online’s most compelling benefits is its portability. While its desktop counterparts remain chained to your desktop PC … Continue reading

Posted in Blog, QuickBooks Help, QuickBooks Online, QuickBooks Training | Comments Off on QuickBooks Online Goes on the Road

Start Planning Now for 2014 Income Taxes

You may not have even completed your 2013 taxes yet. But now is an ideal time to start getting ready for your 2014 returns. We know that you’re in some stage of preparation for your 2013 income taxes. It may … Continue reading

Posted in Blog, Income taxes, QuickBooks Help | Tagged , | Comments Off on Start Planning Now for 2014 Income Taxes

Paying Bills in QuickBooks Online: 2 Steps

If you’re used to opening an envelope, writing a check and mailing your payment, you’ll find bill-paying easier and faster in QuickBooks Online. If you’re paying bills manually, this is probably one of your least favorite accounting chores. First, you … Continue reading

Posted in Blog, QuickBooks, QuickBooks Help, QuickBooks Online, QuickBooks Training | Tagged , | Comments Off on Paying Bills in QuickBooks Online: 2 Steps

Make QuickBooks Yours in 2014: Customize

QuickBooks can be used as is (with some exceptions), but you can customize many elements to improve your workflow, your form output and your business insight. While many of the things you purchase and use in your daily work and … Continue reading

Posted in Accounting, Blog, QuickBooks Help, QuickBooks Software, QuickBooks Training | Tagged , , , | Comments Off on Make QuickBooks Yours in 2014: Customize

Creating Estimates in QuickBooks Online

Once you’ve entered customers and items in QuickBooks Online, you’re ready to start creating estimates. In a previous column, we showed you how you could get up and running with QuickBooks Online and create your first invoice within an hour. … Continue reading

Posted in Blog, QuickBooks, QuickBooks Help, QuickBooks Online, QuickBooks Software | Tagged , , , | Comments Off on Creating Estimates in QuickBooks Online

Receiving Payments from Customers in QuickBooks

Depending on the situation, there’s more than one way to record a payment in QuickBooks. Here are your options. There are undoubtedly some QuickBooks tasks that are more enjoyable than others. It’s no fun paying bills, for example, and making … Continue reading

Posted in Blog, QuickBooks, QuickBooks Help | Tagged , , , | Comments Off on Receiving Payments from Customers in QuickBooks

Do You Need a More Robust Version of QuickBooks?

Maybe you just need to study your current version thoroughly. But it might be time to move up. If QuickBooks were just one product, its appeal would be more limited than it is. Because there’s an entire family of Windows … Continue reading

Posted in Blog, QuickBooks, QuickBooks Help, QuickBooks Software | Tagged , , | Comments Off on Do You Need a More Robust Version of QuickBooks?

Announcement: Laura Sabbagh Achieves QuickBooks Advanced Certification

I’m honored to have just earned the QuickBooks ProAdvisor Advanced Certification from Intuit.   This certification is awarded by Intuit in recognition of elite advisors who pass a challenging exam and have been certified as QuickBooks ProAdvisors for the past … Continue reading

Posted in News, QuickBooks, QuickBooks Help, QuickBooks Software, QuickBooks Training | Tagged , , , , | Comments Off on Announcement: Laura Sabbagh Achieves QuickBooks Advanced Certification

25 Accounting Terms You Should Know

It’s back-to-school time. Why not take a page from the kids’ books and do some learning of your own? QuickBooks is easy to use, intuitive and flexible. But it is not an accounting manual or class or tutorial. If your … Continue reading

Posted in Accounting, Blog, QuickBooks Help, QuickBooks Software, QuickBooks Training | Tagged , , , , , | Comments Off on 25 Accounting Terms You Should Know

QuickBooks’ Custom Fields: On 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 … Continue reading

Posted in Accounting, Blog, QuickBooks, QuickBooks Help, QuickBooks Training | Tagged , , , | Comments Off on QuickBooks’ Custom Fields: On Overview

Is Your QuickBooks File a Mess?

Is your QuickBooks file a mess? It might be time for a health check! What is Data File Analysis? Many small businesses use QuickBooks reports to make significant business decisions without any reasonable confidence in the accuracy of their QuickBooks … Continue reading

Posted in Blog, QuickBooks, QuickBooks Help, Uncategorized | Tagged | Comments Off on Is Your QuickBooks File a Mess?

QuickBooks Online: Getting Around

So you finally made the decision to go mobile, and you’ve just spent some time getting acquainted with QuickBooks Online. Moving to the cloud will obviously change the way you work – for the better – and give you new … Continue reading

Posted in Blog, QuickBooks, QuickBooks Help, QuickBooks Online, QuickBooks Software, QuickBooks Training | Tagged , , , , | Comments Off on QuickBooks Online: Getting Around

10 Tips to Perfect Check Printing in QuickBooks

Be sure that you’ve established all the right settings and understand the process.   If you used small business accounting products in the early days, you know how frustrating it was to print checks correctly from your software. Pre-printed checks … Continue reading

Posted in Accounting, Blog, Bookkeeping Tips, QuickBooks, QuickBooks Help | Tagged , , , | Comments Off on 10 Tips to Perfect Check Printing in QuickBooks

Does This Icon Make Me Look Fat?

Does This Icon Make Me Look Fat? Spring is a good time to clean up and slim down QuickBooks and its data.

Posted in Accounting, Blog, Productivity Tips, QuickBooks, QuickBooks Help, QuickBooks Software, Time Management Tips | Tagged , , , | Comments Off on Does This Icon Make Me Look Fat?

Preparing Purchase Orders in QuickBooks

Preparing Purchase Orders Precisely   Modifying the default template makes tracking easier, more accurate.  Part of the reason for QuickBooks’ success is its exceptional flexibility. By allowing users to turn features and preferences on and off, the same software can … Continue reading

Posted in Blog, QuickBooks, QuickBooks Help, QuickBooks Training, Uncategorized | Comments Off on Preparing Purchase Orders in QuickBooks

What is Cloud Accounting?

  One of the most exciting changes in the accounting industry is cloud accounting.  The concept is easy to grasp:  cloud accounting simply puts your accounting system in a private space online so that it is fully accessible to you … Continue reading

Posted in Accounting, Blog, Cost-Savings Tips, Management Tips, Productivity Tips, QuickBooks, QuickBooks Help, QuickBooks Software | Tagged , , , , , , | Comments Off on What is Cloud Accounting?

Is 2013 the Year You Finally Go Mobile With Financial Data?

  Figure 1: You can see this screen no matter where you and your smartphone are – Android is pictured here.  Using QuickBooks Mobile, you’ll improve business relations, put out fires before they start and unchain yourself from your office computer. … Continue reading

Posted in Accounting, Blog, QuickBooks, QuickBooks Help, QuickBooks Software | Tagged , , , , , | Comments Off on Is 2013 the Year You Finally Go Mobile With Financial Data?

Say Goodbye to 2012 and Ready QuickBooks for 2013

End of the year. QuickBooks has been hard at work for the past 11+ months, recording and tracking and storing all of that financial data that you’ve entered so faithfully.

Posted in Accounting, Blog, Bookkeeping Tips, Management Tips, QuickBooks Help | Tagged , , , , , , , , , | Comments Off on Say Goodbye to 2012 and Ready QuickBooks for 2013

Is Your Business Missing an Accounting Skillset?

Is Your Business Missing an Accounting Skillset? In a small business, the owner ends up wearing many hats to get the product or service delivered, the customers served, and the accounts settled. Within each functional area of a small business, … Continue reading

Posted in Accounting, Blog, Business Tips, Cost-Savings Tips, Management Tips, QuickBooks Help | Tagged | 1 Comment

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 … Continue reading

Posted in Blog, Bookkeeping Tips, Cost-Savings Tips, Decision-Making Tips, QuickBooks Help, QuickBooks Training | Tagged , , , , | Comments Off on Are You Defining Items in QuickBooks Correctly?

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.

Posted in Accounting, Blog, Cost-Savings Tips, Productivity Tips, QuickBooks, QuickBooks Help, QuickBooks Software, QuickBooks Training | Tagged , , , , | Comments Off on QuickBooks 2013 Gives You a Reason To Upgrade

QuickBooks Payroll Runs: Easy, Fast, Accurate

  If you’ve already set up your QuickBooks employee and company payroll files, the hard part’s over.   It’s not just a catchy ad slogan: It’s true. Unless you have dozens of employees or numerous exceptions each payday, you can … Continue reading

Posted in Accounting, Blog, Bookkeeping Tips, Payroll Tips, QuickBooks Help, QuickBooks Software, QuickBooks Training | Tagged , , , | Comments Off on QuickBooks Payroll Runs: Easy, Fast, Accurate