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.Read More
Topics: Customer Relationship Management, Small Business Accounting, QuickBooks Software, QuickBooks Enterprise, Customize Form Templates, QuickBooks Reporting, QuickBooks Training or How To, QuickBooks Company File
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.Read More
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
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.Read More
Topics: Customer Relationship Management, Small Business Accounting, QuickBooks Enterprise, Customize Form Templates, QuickBooks Invoices, QuickBooks Desktop, QuickBooks Reporting, QuickBooks Training or How To
FISHBOWL IS A BUSINESS AUTOMATION PLATFORMRead More
Your customers are your company’s lifeblood. Are you managing those relationships carefully? Here’s how QuickBooks Online can help.Read More
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?Read More
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.Read More
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.Read More
It’s perhaps one of your favorite activities in QuickBooks Online: recording money that comes in. Are you doing it right?Read More
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?Read More
Topics: Customer Relationship Management, QuickBooks Warehouse Inventory Management, QuickBooks Upgrades, Small Business Accounting, Customize Form Templates, QuickBooks Desktop, QuickBooks Reporting, Vendor Management