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 …
Give Your Forms a Professional, Uniform Look in QuickBooks
Adding a logo is a good start. But there are numerous ways you can make your QuickBooks forms look better. You know how you react when you get a sloppy, unattractive invoice from a vendor. You may wonder if they are as careless with the creation of their products and services. Appearance matters when it comes to the forms and …
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 …
Keep Up With Payables: Entering Bills in QuickBooks
Did you resolve to pay bills on time in 2021? Here’s how QuickBooks can help. Managing your paper bills manually is a dangerous practice. It’s too easy to lose them, for one thing, and it’s impossible to keep all of those vendors and amounts in your head. Even if you keep them in a safe place, how do you track …
New to QuickBooks? Try These 5 Activities
QuickBooks can be overwhelming when you first start using it. Here are five ways to familiarize yourself with some of its features to get you up and running in no time. Tackling any new piece of software can be daunting. Add a complex process like accounting to the mix, as QuickBooks does, and you may feel apprehensive about your ability …
Should You Charge Late Fees? QuickBooks Can Help
Do you have a lot of aging receivables? Assessing finance charges can speed up customer payments. Have your customers been submitting payments later than usual these last several months? It wouldn’t be surprising. Many businesses are struggling to pay bills these days. Still, you need to get paid – and on time. Tardy receivables have a negative impact on your …
How Do You Create Price Levels in QuickBooks?
QuickBooks allows you to create Price Levels that you can assign to customers and jobs and to individual items. You already know that when you create a product or service record in QuickBooks, you must assign a sale price to it. But did you know that QuickBooks gives you a great deal of flexibility when to comes to pricing items …
How to Track Employee Time, Part 2
If you have to track a lot of employee work hours, you might want to use QuickBooks’ Timesheets. Last month, we introduced the concept of time tracking in QuickBooks. Using the software’s tools, you’re able to record individual blocks of time that employees have worked, so that you are able to include them in payroll and billing customers when necessary. …