How to Use QuickBooks’ New Customer Groups

You can now create groups of customers and automate the process of sending payment reminders. QuickBooks has a new set of tools that can help you deal with what is probably one of your most pressing problems: getting customers to pay. Here’s how to use this new feature. Creating Your Groups QuickBooks has added an entry in the Customers menu …

Bundling Items in QuickBooks? Build Assemblies

If you regularly sell the same groups of products, you can save time by creating assemblies. Some things just naturally go together. If you manage a fast-food restaurant, for example, you probably sell similar combinations frequently, like a double cheeseburger, fries, and a soft drink. If you run a car dealership, there are numerous ways to upsell your customers by …

Invoices with a PAY NOW link help you Get Paid FAST

If you want to speed up your collections on invoices in an easy way, we highly recommend sending your clients an invoice with an embedded “PAY NOW” link.   To get this feature, you need to sign up for QuickBooks Payments. This allows you to receive payments from your clients by simply keying it in right over the phone, swiping …

Intuit QuickBooks Payroll Gives you Options: Choose the right one for you

Running payroll inside of QuickBooks or using a product that imports into QuickBooks is a very cost-effective way to pay your employees and be compliant. Integration reduces errors and saves time, easing your entries into your checkbook. All of the options presented allow you to run your own payroll, print paychecks or pay with direct deposit. QuickBooks Online (QBO) offers …

1

Bundling Enhanced Payroll To Save Money

As your QuickBooks Product Experts, we have discovered a hidden discount opportunity that many customers are not aware it exists. Let’s talk “Bundling,” shall we? A perfect example of bundling is the Cable company. If you just buy the cable package you pay high rates, but by bundling the telephone and internet with your cable plan then you save a …

How to Protect Your Data in QuickBooks

Your QuickBooks company file is gold. Keep it safe from fraud and intrusions. After the unprecedented year we’ve just experienced, the last thing you need is to have your accounting data compromised or stolen. It would be impossible to reconstruct your QuickBooks file from scratch, and you can’t afford to have a hacker steal any of your funds. There are …

CBG QuickBooks Year-End File Review

With the year quickly coming to a close, we hope you will find this QuickBooks Year-End Checklist especially helpful. We recommend you print a copy of your balance sheet and work down this list to verify each account. Review Bank Reconciliations Review the bank reconciliations for items over 3-6 months old and write them off if they have not cleared. …

Make QuickBooks Yours: Customize the Desktop

Make QuickBooks work faster for you by changing a few settings. Whether your business has been locked down because of the pandemic, or you’re scrambling to hold things together with fewer employees or diminishing sales, you’re probably leaning on QuickBooks more than ever. You may be watching dwindling inventory items closely or monitoring your daily cash flow or trying to …

Using QuickBooks’ Reminders and Calendar

Now, more than ever, you need QuickBooks to track what needs to be done. COVID-19 has transformed the entire U.S. small business landscape in just a few short months. Companies are struggling to stay afloat. We all just want to get back to “normal,” but it’s unclear when that will happen. We’d like to help you as much as possible …

How to Back Up and Move a Company File in QuickBooks

Your QuickBooks company file is gold. Make sure you know how to back it up and restore it properly. You may not think of your QuickBooks company file as being portable. It lives safely on the hard drive of your desktop and/or laptop computer. You wouldn’t want it to be anywhere else, right? However, the most common reason businesses move …