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 …

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: …

Start 2020 Right: Get into the Report Habit

It’s a good time to start new habits – or refresh old ones. Running reports regularly will help you make better business decisions. Whether or not you made New Year’s resolutions, you probably look at January as a fresh start in personal and professional matters. Unfortunately, we can’t help you join a gym or organize your closets or meet your …

Creating Reports in QuickBooks, Part 2

Last month, we discussed QuickBooks’ report Preferences and The Report Center. We’ll look at report customization this month. QuickBooks makes your bookkeeping faster, safer, and more accurate than what you could do using a manual system. Still, you may occasionally tire of your daily tasks. You want to know what all of these forms and records mean in terms of …

Creating Reports in QuickBooks, Part 1

QuickBooks comes with dozens of report templates that can be run as is. This month and next, we’ll show you ways to make them “fit” your company. Reports are your reward for all that hard work you put in entering records and transactions in QuickBooks. Sure, you can always find individual invoices, sales receipts, and customers by using the software’s …

How to Make Reporting Easy With QuickBooks® Advanced Reporting

Complete Business Solutions stays on the cutting edge by offering Accounting Solutions and Software to assist clients in solving complicated problems. In a recent installation, our expert tech, Joshua McMillan, recommended QuickBooks® Enterprise 2015 with Advanced Reporting to solve a huge reporting nightmare for our client. Our client needed to simplify their reporting processes in running commission reports. This was …

Customize QuickBooks’ Reports, Make Better Business Decisions

Customize QuickBooks’ Reports, Make Better Business Decisions   QuickBooks simplifies and speeds up your daily accounting work, but you’re missing out on valuable insight if you don’t tailor your report data.   Do you remember why you started using QuickBooks? You may have simply wanted to produce sales forms and record payments electronically. Gradually, you expanded your use of the software, …

8 QuickBooks Reports That You Should Be Running Regularly

QuickBooks provides dozens of customizable report templates. You know when you need some of them, but which reports are musts? You send invoices because you sold products and/or services. Purchase orders go out when you’re running low on inventory, and there are always bills to pay, it seems like. All of this activity is, of course, important in itself, but …

Travel Expenses Too High? Revisit the Tax Rules

You know that your travel expenses are excessive, but you don’t know how to rein them in. Here’s a brief refresher. Business travel expenses are often a necessary evil, especially if your company’s sales reach spans the globe. Services like WebEx have made it possible to do some work remotely, but you or your employees sometimes have to meet with …

QuickBooks Income Tax Reports

QuickBooks Income Tax Reports And Filtering Options: Target The Right Output   April 15 is getting uncomfortably close.   QuickBooks, of course, can’t do your taxes for you. But it helps you lay some of the groundwork. Following up on last month’s column on customizing reports, we’ll look at the program’s tax-related reports and its powerful report-filtering options.   But …