Tag Archives: QuickBooks

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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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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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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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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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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5 Ways to Accelerate Your Receivables in QuickBooks

Increasing your income is good. But even if you can’t, you can still take steps to collect the money you’re already owed faster. Here are five. If you asked five small business owners to name the top three roadblocks they … 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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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

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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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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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QuickBooks Online Takes on a Whole New Look

Revamp of interface improves usability, while new open platform streamlines integration with related solutions. Since it was launched over a decade ago, QuickBooks Online has been easy to use. It’s been quicker and “lighter” than the desktop versions, thanks to … 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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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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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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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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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.

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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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