Category Archives: QuickBooks Training

How to Use QuickBooks Online to Prepare Bank Reconciliations

A client recently asked me why his bank reconciliation needed to be prepared, and we went over how important it is to make sure all income and all expenses were accurately reflected in his accounting records.  He was certain that … Continue reading

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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

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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

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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

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Receiving Payments in QuickBooks Online

It’s probably your favorite activity in QuickBooks Online: recording payments from customers. Here are the options. QuickBooks Online was designed to make your workflow fast, intuitive and easy. This is especially true of the interface upgrade that some of you … Continue reading

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Do You Need to Use QuickBooks’ Fixed Asset Tools? The Basics

Managing your company’s fixed assets is a complicated process, one that will require some extra assistance. Much of the work you do in QuickBooks is short-term. You send an invoice and it gets paid. Your purchase order is fulfilled, and … Continue reading

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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

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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

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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

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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

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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

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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 … Continue reading

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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

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How to Create a Progress Invoice from an Estimate

Not using progress invoices? Maybe you should be. The U.S. economy may be picking up, but your customers are probably still being very careful with expenditures. If your company’s finances will allow it, you can help them out on sizable … Continue reading

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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

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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 … Continue reading

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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.

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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

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