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 …

Using QuickBooks’ Income Tracker

QuickBooks provides numerous ways to learn about your company’s health. Income Tracker is one of the most effective. You can get an enormous amount of useful information from QuickBooks’ reports – especially if you customize them to isolate the precise data you want. Reports included with the software range from the very simple, like Open Invoices, to output that’s exceptionally …

What Sales Orders Are and When to Use Them

They’re not as commonly used as invoices. But if you need them, they’re there. When you want to document sales that you can’t (or won’t) fulfill immediately, but you plan to do so in the future, you can’t create an invoice just yet. This is where sales orders come in. You may never need to create a sales order for …

How to Setup Enhanced Payroll Correctly the First Time

Enhanced payroll combined with the discipline to make payroll tax payments on time is a great tool within QuickBooks. What makes it a great tool is when it’s setup properly, mapped and the liabilities are tracking to help you make your payments timely. However, at CBG, we often get distressed calls when a client has not set up the payroll …

How to Work with Checks in QuickBooks

Online banking may get all the headlines, but a lot of small businesses still prefer paper checks. QuickBooks can accommodate them. “I don’t write checks anymore,” you hear a lot of people say these days. Debit cards, smartphone payment apps, and online banking have replaced the old paper checkbook for a lot of consumers. That’s fine if you’re at Starbucks …

How To QuickBooks Online Recurring Billing

Big News!  You can now set up auto recurring billing to your customers using their credit card or ACH method of payment.   Here are the steps required to set up this feature: Step 1: At the top-right of QuickBooks Online, click the Company/Gear icon and select Recurring Transactions. Step 2: From this selection, click the “New” button, then select Sales Receipt …

How to Keep Your QuickBooks Data Safe

You work hard to make sure your QuickBooks data is accurate. Make sure it’s safe, too. Your QuickBooks company file contains some of the most sensitive information on your computer. You may have customers’ credit card numbers and employees’ Social Security numbers. An intruder who captured all that data could create tremendous problems for you and a lot of other …

Why use Groups in QuickBooks?

Group Items in Inventory When you are invoicing customers, and you feel like you are invoicing the same inventory items over and over, groups can be a great time saver!! You have the option to have the group show up in detail, or not.  For example, let’s say you are selling a computer with software, you could go ahead and …

Simple Process for Customer Deposit Tracking

We have a simple process to share for customer deposit tracking to make your job much easier. In order to track a deposit made on a sales order there are several steps to take to track it properly. Step 1 First, you need to create a liability account called “Customer Deposits” Step 2 Next, you will create a service item …

Understanding the differences between QB Enterprise Full Service Plan vs Subscription

Some clients are still on the old QuickBooks Full Service Plan. Over the last few years, Intuit has been migrating these plans to Subscription pricing model and is phasing out the Full-Service plans. Now the only way to purchase new QB Enterprise software is via the new Subscription plan.  You still download and install your software just as you have done previously. To …