How to Track Fleet Credit Cards in QuickBooks Online

One of the most robust features in QuickBooks Online is the bank feed. When you use a bank or credit card company with a strong connection, your entries automatically feed into the register. The data is as good as your coding’s and reconciliations. This blog will focus on how to track this information complete the reconciliation. Add the main account …

Using QuickBooks Custom Fields to Improve Insight

QuickBooks’ structure is universal enough to appeal to millions of small businesses. Custom fields help you shape it to meet your company’s unique needs and improve its insight. If you’re using QuickBooks, you probably know that you’re complying with the rules of double-entry accounting. The software is designed such that you can be compliant with these requirements without even being …

How to Create a Progress Invoice from an Estimate

Not using progress invoices? Maybe you should be. The U.S. economy may be picking up, but your customers are probably still being very careful with expenditures. If your company’s finances will allow it, you can help them out on sizable jobs by using progress invoicing, also known as partial billing or progress billing. You could, of course, simply create invoices …

QuickBooks Can Do Much More Than You Think

QuickBooks Can Do Much More Than You Think No, you’ll never max out all of its features, but here are some tips on tools that extend QuickBooks’ usefulness – and save you time.   Zero In On Key Report Figures   You’ve undoubtedly created reports that were so lengthy that you got tired of scrolling up and down to find …

Are You in the Business of Pleasure?

Are You in the Business of Pleasure? You might not think you are in the business of pleasure, but we all are, to one degree or another. If we don’t give our clients a great experience, they’re not likely to come back. That’s why we can learn so much from the entertainment industry, even though we might not be in …

10 Things You Might Not Think to Delegate But Should

10 Things You Might Not Think to Delegate But ShouldJust about everyone suffers from a lack of time to do all the things they want, or even need, to do in their business. One of the solutions to freeing up your time is to delegate. The question is, what are the most effective tasks to delegate? Here are ten ideas …

QuickBooks Tips and Tricks:Make it Yours

QuickBooks Tips And Tricks: Make it Yours No matter which version of QuickBooks you’re using, there are always ways to make your workday easier. As with any software, we tend to learn the features we need and not much more. But small changes in the way you operate can add up to significant time savings and more accurate files. If …