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ebs Associates Blog

Small Business Accounting & Technology

Your QuickBooks Pricing Cheat Sheet

Posted by Denise Loter-Koch on Oct 26, 2018

Is it time to adjust your pricing? Changing the prices of your company's services and inventory items can solve one of two problems, depending on why you're looking for a solution.

Say your materials suppliers have upped their prices. You may choose to increase your affected products to maintain your profit margin, or maybe an item or service has not been moving well. A drop in price might trigger improved sales.

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Topics: QuickBooks Software, QuickBooks Desktop, QuickBooks Enterprise, QuickBooks Invoices, Vendor Management, Customer Relationship Management

How to Track QuickBooks Classes, Customer, Job & Vendor Types

Posted by Lester San Jose on Oct 3, 2018

QuickBooks' standard reports are critical to understanding your company's past, present, and future. But the program also offers innovative tools that can make them significantly more insightful and comprehensive. QuickBooks offers two simple conventions that let you identify related data: classes and types.

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Topics: QuickBooks Software, QuickBooks Desktop, QuickBooks Reporting, QuickBooks Invoices, Vendor Management, Customer Relationship Management, QuickBooks Training or How To

QuickBooks Desktop Inventory: Expectations vs Reality - Part 1

Posted by Lee Booth on Sep 26, 2018

Inventory tracking in QuickBooks appears simple on the surface, and it can be if it is entered correctly. It is important to understand how it works and how QuickBooks expects you to be entering the transactions involved, as there are pitfalls and side effects if your day to day workflow ignores those expectations.

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Topics: QuickBooks Import and Export, QuickBooks Warehouse Inventory Management, Fishbowl Inventory Management, Vendor Management, Payments Processing, QuickBooks Invoices, QuickBooks Enterprise, QuickBooks Software, Customer Relationship Management

What Are the New Features of QuickBooks Desktop 2019?

Posted by Jakob Mann on Sep 20, 2018

It’s that time of year again. If you’ve been using QuickBooks desktop for a while now, you probably know that new versions of the software typically release each fall. This year is no different, and with the impending release of QuickBooks desktop 2019, Intuit had included several new features that are going to save a lot of us some time and effort.

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Topics: QuickBooks Software, New QuickBooks Features, QuickBooks Desktop, QuickBooks Import and Export, Small Business Accounting, QuickBooks Invoices, Vendor Management, Customer Relationship Management

QuickBooks Lists in Desktop: Your Multiple List Editing Cheat Sheet

Posted by Jakob Mann on Sep 14, 2018

There may be times when using QuickBooks that you find you’ll need to update some piece of data across many different items, customers, or vendors. Or maybe you’re doing some “spring cleaning” and want to inactivate some list elements you no longer use. In this post, we’ll go over two methods that can help you update large swaths of list information without updating each element by hand, saving you time and effort.

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Topics: Customer Relationship Management, Customize Form Templates, QuickBooks Enterprise, QuickBooks Software, QuickBooks Desktop, QuickBooks Pro, QuickBooks Premier, QuickBooks Warehouse Inventory Management, Vendor Management, QuickBooks Import and Export

QuickBooks Payments: The Accounts Receivable Cheat Sheet - Part II

Posted by Jakob Mann on Sep 7, 2018

If you haven’t yet read our post on the basics of the customer payments window, I’d recommend checking that out first to get a foundation for these tips. In this post, we’ll delve into a few more advanced topics that we didn’t have room for in the last post: Discounts and Credits, Bounced Checks, and Refunds.

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Topics: QuickBooks Desktop, QuickBooks Software, Payments Processing, Customer Relationship Management, QuickBooks Invoices, Vendor Management, QuickBooks Reconciliation

QuickBooks Desktop Payments: The Accounts Receivable Cheat Sheet

Posted by Jakob Mann on Aug 29, 2018

To keep your business running smoothly, you need to be able to keep track of your income. To track your income with accuracy and detail, you most likely need to know when, from who, and for what you’re receiving payment. With that in mind, as part of our series on foundations of basic transactions, let’s look at the “Customer Payments” window.

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Topics: QuickBooks Desktop, QuickBooks Software, QuickBooks Enterprise, Payments Processing, Customer Relationship Management, QuickBooks Invoices, QuickBooks Pro, QuickBooks Premier

How to Memorize Transactions in QuickBooks

Posted by Jakob Mann on Aug 14, 2018

If there’s one thing that just about everyone who uses QuickBooks can agree we’re not fond of, it’s probably repetitive data entry. The tedious task of manually entering yet another transaction that’s almost or entirely the same as one we’ve already entered can be frustrating, time consuming, and opens avenues for mistakes and differences to crop up. Thankfully, there’s a way we may be able to avoid a lot of these problems, in the form of the Memorized Transaction feature.

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Topics: QuickBooks Software, QuickBooks Desktop, QuickBooks Pro, QuickBooks Premier, QuickBooks Enterprise, QuickBooks Invoices, Customer Relationship Management, Vendor Management, Payments Processing

How to Track Time in QuickBooks Desktop II

Posted by Denise Loter-Koch on Aug 3, 2018

Last month, we learned about getting QuickBooks ready for time-tracking by activating it in Preferences and creating a record for a service item. This month, the focus is on using that record in the two different ways you will be using it in QuickBooks: to pay employees for their hourly work and to bill customers for services.

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

6 New Features In QuickBooks Online

Posted by Lester San Jose on Aug 2, 2018

In case you didn't hear about the new features being made available to QuickBooks Online, our team did and wants to share them with you.

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Topics: QuickBooks Online, QuickBooks Software, QuickBooks Reconciliation, QuickBooks Reporting, Payroll Setup, Vendor Management, Customer Relationship Management, New QuickBooks Features

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