Category Archives: QuickBooks

Why is Monthly Bank Reconciliation so Important?

While reviewing a QuickBooks file recently, I checked the monthly bank reconciliation, and noticed it wasn’t prepared.  It turns out that my client was clicking everything in the register to check off the items as cleared, and didn’t actually make … Continue reading

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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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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

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Why You Should Use QuickBooks’ Snapshots

QuickBooks provides multiple ways to get information about your customers, and their payments, and your company itself. The software’s Snapshots provide quick, thorough overviews. What do you do when you need to get information in QuickBooks about customers or about … Continue reading

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What QuickBooks’ Calendar Can Do for You

Yet another calendar? Yes. It’s a good idea to use QuickBooks’ calendar to stay on top of your financial transactions. These days, some of us find ourselves updating multiple calendars. There’s the Outlook calendar or other web-based solution for scheduling … Continue reading

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How to Add Documents in QuickBooks

Accounting is about more than just numbers. QuickBooks lets you make documents available from within the program itself. You could call QuickBooks a “green” computer program. It can conserve reams of paper by storing customer and vendor records, for example, … Continue reading

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Get Ready for 2016: QuickBooks Can Help

We’ll be ringing in the New Year soon. Will you have wrapped up your 2015 finances by then? There’s something very satisfying about turning our calendars to January. It always feels like a fresh start. We resolve to develop new, … Continue reading

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QuickBooks Reminders Prevent Problems

Preserve your relationships with customers, vendors, and others by setting up reminders in QuickBooks. How many calendars do you maintain? Many businesspeople have more than one. Maybe you use a web-based or desktop application like Google Calendar or Outlook for … Continue reading

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Accounting for Time in QuickBooks

If you sell services to your customers, you’ll need to understand how to use QuickBooks’ time-tracking features. Small businesses that sell products have to do a constant balancing act. Keep too much inventory on hand, and you’re sitting on potential … Continue reading

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Customize QuickBooks Forms for a More Professional Image

Want an easy, free way to make your business look more professional and polished? Customize your forms. QuickBooks has the tools. You probably don’t get as many paper forms in the U.S. Mail as you used to. But when you … Continue reading

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How QuickBooks Helps You Accelerate Receivables

Getting paid by your customers in a timely fashion is one of the biggest challenges of being a business owner. QuickBooks can help in several ways. You’re meeting your sales goals. Keeping inventory balanced. Making sure that every billable hour … Continue reading

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Receiving Payments in QuickBooks

It’s probably one of your favorite QuickBooks activities. Be sure you understand the mechanics of recording payments. There are numerous ways to prioritize your workday. Do the most difficult things first. Get important phone calls out of the way. Respond … Continue reading

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Why You Should Be Using Mobile Apps with QuickBooks

Intuit discontinued its own QuickBooks mobile app a while back, but there’s still plenty of processing power available for your smartphone or tablet. In days gone by, running a company was a 40 hour per week proposition. You might have … Continue reading

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Preventing Data Theft in QuickBooks

Be proactive about the security of your QuickBooks company file, and you’ll be less likely to encounter data theft. Thanks to the internet, privacy has been on the wane over the last few years. We assume that our addresses and … Continue reading

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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

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Memorizing Transactions in QuickBooks: Why? How?

QuickBooks saves time in countless ways, one of which is its ability to memorize transactions. Are you taking advantage of this feature?  One of the reasons you started using accounting software, among many others, was to save time. And QuickBooks … Continue reading

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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

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Creating Item Records in Quickbooks

Accurate, thorough item records inform your customers and help you track inventory levels correctly. Whether you’re selling one-of-a-kind items or stocking dozens of the same kinds of products, you need to create records for each. When it comes time to … Continue reading

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Using Statements in QuickBooks: The Basics

Most small businesses use invoices for billing customers. But there are times when you may want to send statements instead of – or in addition to – invoices. One of the more enjoyable parts of your job is probably sending … Continue reading

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Depositing Payments in QuickBooks: The Basics

Creating bank deposits manually can be a huge chore. QuickBooks simplifies this task. Satisfying though it may be to enter all of those customer payments manually on a paper deposit slip, it can also be tedious and time-consuming. The more … Continue reading

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Billing For Time in QuickBooks: An Overview

If you sell your employees’ time and skills, you can use QuickBooks to record those hours and bill your customers for them. If your small business sells products, you know how precisely you must track your starting stock numbers, ongoing … Continue reading

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Customize QuickBooks’ Reports, Make Better Business Decisions

QuickBooks simplifies and speeds up your daily accounting work, but you’re missing out on valuable insight if you don’t tailor your report data. Do you remember why you started using QuickBooks? You may have simply wanted to produce sales forms … Continue reading

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Customize QuickBooks’ Reports, Make Better Business Decisions

QuickBooks simplifies and speeds up your daily accounting work, but you’re missing out on valuable insight if you don’t tailor your report data. Do you remember why you started using QuickBooks? You may have simply wanted to produce sales forms … Continue reading

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A Tour through QuickBooks’ Payroll Setup Tool

Getting QuickBooks ready to process payroll is a complex, time-consuming process. Here’s what you can expect. Payday. You look forward to it when you’re young and working at your first part-time job. But as a grown-up who needs to start … Continue reading

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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

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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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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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Critical Company Settings in QuickBooks Online Plus: Part 2

We’ll finish what we started last month: a walk through some of your most important Company Settings in QuickBooks Online Plus. As we said last month, QuickBooks Online is designed to work for a tremendously wide variety of business types. … Continue reading

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Spring-Clean Your QuickBooks Company File

There are a lot of clues that indicate trouble with your QuickBooks company file. Is it time for a check-up and tune-up? After this ridiculously long winter, you’ll probably hear few complaints about things like puddles in the street, summer … Continue reading

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Indispensable Information – QuickBooks Online Reports

The smartest business decisions result from customizing and creating frequent reports in QuickBooks Online. Day after day, you build your company file in QuickBooks Online. You create invoices and purchase orders. Record payments and complete contact and item records. Process … Continue reading

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Is Your Business Using the Right Accounting System?

Have you ever tried on a shirt or jeans and found they didn’t fit at all?  They looked great on the hangar, but that was the end of it.  Accounting systems come in all sizes, shapes, and colors just like … 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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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

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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

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QuickBooks 2014 Simplifies, Accelerates Common Tasks

New version of desktop QuickBooks accomplishes goal of speeding up, refining your workflow. If Intuit named its desktop versions of QuickBooks by the version number rather than the year, we’d be in version 20-something by now. QuickBooks, still the preferred … Continue reading

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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

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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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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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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

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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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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

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Is Hosted QuickBooks Right for You?

If you are currently using the popular QuickBooks desktop software, you now have a fairly new option available to you: hosted QuickBooks. In this article, we’ll talk about what it is, what type of businesses it’s right for, and how … Continue reading

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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.

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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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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

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Use QuickBooks’ Tools – and Common Sense Procedures – To Prevent Financial Fraud

You work hard for your money. Strong internal controls can keep it from disappearing unnecessarily. You trust your employees or you wouldn’t have hired them. That’s what everyone says as they watch a valued staff member being hauled off in … Continue reading

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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

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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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