Customer Statements: When, Why, and How
If your business relies on invoices to get paid, there may be times when you need to create and send statements. You enter into an informal contract with a customer when you send an invoice. You expect...
View ArticleHow to Enter Bills in QuickBooks
It’s not as much fun as creating invoices, but the bills must be paid. Here’s how QuickBooks helps. We’re in a bit of a transitional period with business bill-paying. Some paper bills still come via...
View ArticleGetting Started with Accounts in QuickBooks Online, Part 1
QuickBooks Online was built to work with transactions downloaded from your online financial institutions. Here’s how to work with them. The ability to import transactions from financial institutions...
View ArticlePaying Bills in QuickBooks: The Basics
The time-consuming part’s over once you’ve entered bills in QuickBooks. Here’s how to pay them. Last month, we explained that the process of paying bills in QuickBooks requires two separate sets of...
View ArticleGetting Started with Accounts in QuickBooks Online, Part 2
We covered a lot of ground last month, but there are still some things to know about working with transactions you import from your banks. Last month, we went over the basics of managing financial...
View ArticleNeed to Create Estimates? How QuickBooks Can Help You with This.
Estimates can be effective sales tools – if they look professional and offer attractive prices. Here’s how to create them using QuickBooks. You don’t need to be a car repair shop or an HVAC technician...
View ArticleHow to Apply Finance Charges in QuickBooks
You may hate to have to do it, but assessing finance charges for late payments may improve your overall cash flow. There are a myriad of ways to bring in customer payments faster and improve your cash...
View ArticleResolve to Do These 3 Things in QuickBooks Online This Month
‘Tis the season for making resolutions and setting goals. Try exploring these three areas to dig deeper into QuickBooks Online. By now, many New Year’s resolutions have already been made – and broken....
View ArticleHow Do You Track Jobs in QuickBooks? Part 1
If your business divides some of its work into specific jobs and you’re not tracking them individually, you’re missing out on valuable insight. Job-costing is not just for contractors. That’s probably...
View ArticleHow Does QuickBooks Online Handle Mobile Expenses?
If you purchase several items and services away from the office, QuickBooks Online can help you record them while you’re out and about. QuickBooks Online’s mobile app, available at the Apple App Store...
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