5 Things You Should Do Every Time You Open QuickBooks

Some habits are good. Here are five of them that will keep you in the know about your financial status in QuickBooks. Usually when people talk about habits, they’re trying to find ways to break bad ones. Sometimes it’s difficult to even trace them back to how they got started. They’ve just become habits. Starting new ones should be easier …

Intuit QuickBooks Announces New Small Business Index with Insights on Employment in the US

Intuit QuickBooks announced a new Small Business Index, providing unique and timely insights into the small business economy in the US, Canada, and the UK. This powerful new monthly indicator of employment and hiring is uniquely focused on the smallest of small businesses (those with 1-9 employees in the US / 1-19 employees in Canada) which are vital to the …

Make 2023 More Productive and Prosperous Using QuickBooks

We’re wrapping up the first quarter of 2023. Are you ready for what may come the rest of the year? QuickBooks can help. Now that the holidays are over and you’ve settled back into a normal work pace, it’s a good time to assess where you are with your finances and consider where you’d like to be. We hope you’ve …

Start 2023 Off Right: Clean Up QuickBooks

Is Your QuickBooks company file ready for 2023? Three things you can do to put things in order. January is always such a transitional month. You’re trying to wrap up everything that didn’t get done during a hectic December. At the same time, you have to jump into the new year and start doing your regularly-scheduled work. It can be …

Get Paid Faster In 2023: Use These QuickBooks Tools

Start 2023 off right. Let QuickBooks help you improve your cash flow by bringing in customer payments faster. Have you had a chance to analyze how your cash flow fared in 2022? It being December, you’re probably caught up in a lot of year-end tasks. But once the holidays are over and we’ve turned the calendar page to 2023, you’ll …

Have You Explored QuickBooks’ Insights and Snapshots Pages?

QuickBooks is good at finding information quickly. The software’s Insights and Snapshots pages can provide fast, thorough overviews of your finances. There’s more than one way to get where you’re going in QuickBooks. The software was designed to make similar information available by taking multiple paths. This gives you the option to choose what makes the most sense for you, …

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 …

Memorized, Commented, and Scheduled Reports in QuickBooks

Have you explored what you can do with QuickBooks reports once you’ve created them? QuickBooks reports are your reward for tracking your business income and expenses conscientiously. Rather than scanning through lists of customer invoices to see which ones are past due, you can run an A/R Aging report with a couple of clicks. The same goes for your bills: …