Brand new to QuickBooks? Or just struggling with it? Here are five things you can do to get more comfortable with the software. Learning new software is always a challenge. You have to learn the lay of the land before you can start working with it. How do I do this? How does the menu system work? How can I …
When Do You Use Sales Receipts? Invoices? Statements?
QuickBooks offers multiple types of sales forms that are appropriate for different situations. Here’s a look at when they’re used and how to create them. QuickBooks is very good at providing tools for creating the business forms you need. If you’ve already created records for your customers and vendors and the products and/or services you sell, filling them out is …
How QuickBooks and Word Improve Customer Relationships
The pandemic taught businesses a lot of things. One was the importance of staying in touch with customers. Hard to believe it was more than three years ago that many businesses had to shut down because of the COVID-19 pandemic. Others remained open, but tens of millions of employees had to start doing their work from home practically overnight. It’s …
Ready to Reconcile in QuickBooks? How to Prepare
It may be one of your least favorite accounting tasks. But account reconciliation is easier if you get ready for it. There’s no question that account reconciliation is a dreaded chore. So much so that many small businesspeople simply don’t do it. QuickBooks’ reconciliation tools and its ability to import transactions from your banks make this activity less painful. They …
Complete Business Group Colleagues Receive Top ProAdvisor Recognition from Insightful Accountant
Complete Business Group is pleased to announce that six of our colleagues including Carrie Kahn, Dan DeLong, Kelly Gonsalves, Kathy Grosskurth, and Alicia Katz Pollock have been named a 2023 Top 100 ProAdvisor by Insightful Accountant, and Greg Cullup has been named a 2023 Top 25 Up-n-Coming ProAdvisor by Insightful Accountant, an independent news and information source written specifically for …
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 …
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 …
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 …