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 …
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 …
Start 2023 Off Right: Clean Up QuickBooks
Is Your QuickBooks company file ready for 2023? Three things you can do to put things in order. January is always such a transitional month. You’re trying to wrap up everything that didn’t get done during a hectic December. At the same time, you have to jump into the new year and start doing your regularly-scheduled work. It can be …
Get Paid Faster In 2023: Use These QuickBooks Tools
Start 2023 off right. Let QuickBooks help you improve your cash flow by bringing in customer payments faster. Have you had a chance to analyze how your cash flow fared in 2022? It being December, you’re probably caught up in a lot of year-end tasks. But once the holidays are over and we’ve turned the calendar page to 2023, you’ll …
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 …
How to Protect Your Data in QuickBooks
Your QuickBooks company file is gold. Keep it safe from fraud and intrusions. After the unprecedented year we’ve just experienced, the last thing you need is to have your accounting data compromised or stolen. It would be impossible to reconstruct your QuickBooks file from scratch, and you can’t afford to have a hacker steal any of your funds. There are …
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 …
CBG QuickBooks Year-End File Review
With the year quickly coming to a close, we hope you will find this QuickBooks Year-End Checklist especially helpful. We recommend you print a copy of your balance sheet and work down this list to verify each account. Review Bank Reconciliations Review the bank reconciliations for items over 3-6 months old and write them off if they have not cleared. …
Sales Receipts, Invoices, and Statements in QuickBooks
QuickBooks allows you to create multiple types of sales forms for different situations. Here’s a look at what they are and when to use them. When you buy something at a store, you want a piece of paper that shows what you purchased and what you paid. If you receive products or services before you pay for them, you certainly …
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 …