Working with QuickBooks’ Vendor Records

It’s important to maintain good relationships with your vendors and suppliers. QuickBooks helps you track your interaction with them. QuickBooks never forgets. That’s one of the reasons you use it. You create a record or transaction, enter a note about a customer, or write a check, for example, and the information gets stored in your QuickBooks file. If you don’t …

Considering Enterprise? What you need to know.

Selecting the right software for your company needs is very important. We help our clients select the right software to help them reduce their costs and make their business more efficient. These are some of the things to consider when creating your new QuickBooks Enterprise Company data file so that you are not missing anything. Step 1: Where to BEGIN? …

How to know if you are in the right software for your business

QuickBooks Pro & Premier have the same size limitations and are designed for small companies just starting out. Enterprise was designed for growing small businesses with an average range of 1-150 employees. When comparing features with the online version you need to know these key differences: Inventory tracking is available in all three versions is more robust that QBO. You …

QUICKBOOKS 2018 UNBOXING

UNBOXING QUICKBOOKS 2018 (Available in QB Pro, Premier, Accountant & Enterprise unless noted) MULTI-MONITOR SUPPORT: We can now support up to 3 connected monitors.  View > Switch to Multi-monitor Mode or Ctrl+Alt+M. Near the top right you will now see a Move Window to Next Monitor BUTTON. (Note: Currently this does not work in a hosted environment) Past Due Stamp on …

10 Hidden QuickBooks Payments Features That Will Make Your Life Easier and Get You Paid Faster

Payment processing is now fast and easy thanks to QuickBooks Payments. Several years ago the pricing model for merchant service rates was revamped making it very simple. There are now only two tiers for rates with QB Payments, the swipe rate or keyed rate.  QB Payments now includes three items bundled in your account which include the merchant service account, …

Creating Customer Statements in QuickBooks

Invoices not being paid promptly? Customers questioning their payment history? Create statements. Let’s say you have a regular customer who used to pay on time, but he’s been hit-and-miss lately. How do you get him caught up? Or, one of your customers thinks she’s paid you more than she owes. How do you straighten out this account? Both of these …

How CBG saves you money in the longterm

Every day clients ask, “why should we buy from CBG? I can just call Intuit and get it cheaper, right?” That is not the case. CBG can offer lifetime discounts where Intuit often offers a heavy discount initially for the first year but then it goes up the MSRP. We are much cheaper if you plan to keep QuickBooks for more …

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 …