ebs Associates Blog

QuickBooks Custom Reporting Part 2: Putting it all together

Posted by Jakob Mann on Jul 18, 2018

Welcome to part two of our post on custom reports training. If you haven’t read part one first, I’d recommend checking it out for an overview or refresher on the screens we’ll be going over in this post. 

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Topics: Customer Relationship Management, Small Business Accounting, QuickBooks Software, QuickBooks Enterprise, Customize Form Templates, QuickBooks Reporting, QuickBooks Training or How To, QuickBooks Company File

Managing Custom Fields in QuickBooks Desktop

Posted by Jakob Mann on Jun 29, 2018

Sometimes, you find that your business needs to keep track of more information about items, customers, vendors, or employees than QuickBooks has available fields for. Not everyone needs the same information, so it makes sense to be able to track what’s important to you. For situations like this, there’s a solution in the form of custom fields. These are fields that you can add to several of your lists, specifying what they’re for, and what type of data they can hold. You can even choose whether they’ll be required when creating a list element or a transaction.

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Topics: Customer Relationship Management, QuickBooks Warehouse Inventory Management, QuickBooks Settings, QuickBooks Software, QuickBooks Pro, QuickBooks Enterprise, QuickBooks Premier, Customize Form Templates, QuickBooks Training or How To

Basic Invoicing in QuickBooks Desktop Enterprise

Posted by Jakob Mann on Apr 19, 2018

For many businesses, invoices are one of the most important types of transaction for tracking sales in QuickBooks. Full of detailed options for tracking different information, and highly customizable, invoices allow you to track what your customers owe you for the products and services you sell.

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Topics: Customer Relationship Management, Small Business Accounting, QuickBooks Enterprise, Customize Form Templates, QuickBooks Invoices, QuickBooks Desktop, QuickBooks Reporting, QuickBooks Training or How To

Fishbowl 2017.13

Posted by Denise Loter-Koch on Dec 22, 2017

FISHBOWL IS A BUSINESS AUTOMATION PLATFORM

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Topics: Customer Relationship Management, QuickBooks Warehouse Inventory Management, QuickBooks Add-ons & Extensions, Vendor Management, Fishbowl Inventory Management

How-To Use QuickBooks Online's Customer Records | QBO Training

Posted by Denise Loter-Koch on Dec 21, 2017

Your customers are your company’s lifeblood. Are you managing those relationships carefully? Here’s how QuickBooks Online can help.

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Topics: Customer Relationship Management, Small Business Accounting, QuickBooks Software, QuickBooks Online, QuickBooks Invoices, QuickBooks Training or How To, QuickBooks Import and Export

A QuickBooks How-To On Creating Customer Statements in QuickBooks

Posted by Denise Loter-Koch on Sep 25, 2017

Invoices not being paid promptly? Customers questioning their payment history? Create statements.

Let’s say you have a regular customer who used to pay on time, but he’s been hit-and-miss lately. How do you get him caught up?

Or, one of your customers thinks she’s paid you more than she owes. How do you straighten out this account?

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Topics: Customer Relationship Management, QuickBooks Software, QuickBooks Pro, QuickBooks Enterprise, QuickBooks Premier, QuickBooks Invoices, QuickBooks Desktop, QuickBooks Training or How To

QuickBooks 2018 Is Here! Check Out These Game Changing New Features & Benefits.

Posted by Kyle Robles on Sep 15, 2017

Introducing, QuickBooks 2018. Every year, Intuit unveils the latest and greatest of QuickBooks - both Online and desktop versions. From the strategic planning, down to the minutiae of QuickBooks software, our team at ebs is excited to share these recent updates with you, and help facilitate the transition to the upgraded platform.

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Topics: New QuickBooks Features, Customer Relationship Management, QuickBooks Warehouse Inventory Management, QuickBooks Upgrades, Small Business Accounting, Vendor Management

What Sales Orders Are and When to Use Them In QuickBooks Desktop

Posted by Denise Loter-Koch on Aug 31, 2017

They’re not as commonly used as invoices. But if you need them, they’re there.

When you want to document sales that you can’t (or won’t) fulfill immediately, but you plan to do so in the future, you can’t create an invoice just yet. This is where sales orders come in.

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Topics: Customer Relationship Management, Small Business Accounting, QuickBooks Software, QuickBooks Enterprise, QuickBooks Premier, QuickBooks Invoices, QuickBooks Desktop

Receiving Payments In QuickBooks Online

Posted by Denise Loter-Koch on Jun 30, 2017

It’s perhaps one of your favorite activities in QuickBooks Online: recording money that comes in. Are you doing it right?

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Topics: Customer Relationship Management, Small Business Accounting, QuickBooks Software, QuickBooks Online, QuickBooks Invoices, QuickBooks Training or How To, Payments Processing

54 Reasons To Upgrade To QuickBooks Desktop 2017

Posted by Denise Loter-Koch on Jun 20, 2017

Are you still debating on upgrading to the newest offering of QuickBooks Desktop?  Think your current version of QuickBooks is working perfectly fine for you?  Are you aware of all the benefits and features that have been added to QuickBooks since 2017?  

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Topics: Customer Relationship Management, QuickBooks Warehouse Inventory Management, QuickBooks Upgrades, Small Business Accounting, Customize Form Templates, QuickBooks Desktop, QuickBooks Reporting, Vendor Management

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