ebs Associates Blog

Small Business Accounting & Technology

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

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

QuickBooks Desktop Bills: The Accounts Payable Cheat Sheet

Posted by Jakob Mann on Aug 20, 2018

Bills in QuickBooks are a transaction reflecting what you owe to a vendor, sometimes referred to outside QuickBooks as vendor invoices. Ensuring complete and accurate entry of bills into QuickBooks can be a huge help in understanding and managing your business’ expenses. Let’s look at some of the basics of entering bills in QuickBooks, and the tools you can use for this process to make your work simpler.

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Topics: QuickBooks Warehouse Inventory Management, QuickBooks Software, QuickBooks Pro, QuickBooks Enterprise, QuickBooks Premier, QuickBooks Invoices, Vendor Management, QuickBooks Company File, Payments Processing

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

Working with QuickBooks’ Vendor Records

Posted by Denise Loter-Koch on Oct 23, 2017

It’s important to maintain good relationships with your vendors and suppliers. QuickBooks helps you track your interaction with them.

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Topics: Small Business Accounting, QuickBooks Software, QuickBooks Pro, QuickBooks Enterprise, QuickBooks Premier, QuickBooks Desktop, QuickBooks Training or How To, Vendor Management, Payments Processing

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

Receiving Customer Payments: Your Options

Posted by Denise Loter-Koch on May 29, 2017

It’s one of your more pleasant tasks as a QuickBooks user: receiving payments from customers. Here’s how it works.

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

EMV – what you need to know

Posted by Denise Loter-Koch on Oct 9, 2015


Intuit Merchant Services

QuickBooks Credit Card Processing

What is EMV:

EMV is the global standard for smart card payments and refers to EMV refers to smart or chip cards that contain an embedded chip which provides stronger security features.

Why is EMV important:

EMV provides merchants with increased fraud protection from counterfeit, lost or stolen cards. Today, if you run a transaction on a fraudulent card, the bank assumes the loss. In the United States, starting in October, if you swipe a fraudulent EMV/chip card with a magnetic stripe reader, you could be liable for that charge.

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Topics: QuickBooks Add-ons & Extensions, Small Business Accounting, QuickBooks Software, QuickBooks Online, QuickBooks Desktop, Payments Processing, Small Business Ideas

GoPayment for Intuit Merchant Services – Updated & Redesigned for Android Devices

Posted by Denise Loter-Koch on Jul 13, 2015

Intuit Merchant Services recently released a new version of the QuickBooks GoPayment app for Android. Look for the new green app icon on your device!

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Topics: QuickBooks Add-ons & Extensions, QuickBooks Software, QuickBooks Online, QuickBooks Invoices, Payments Processing

Merchant Services - 6 Things to Look for in a credit card processing company

Posted by Kelli on Nov 25, 2014

With so many credit card processing companies available to choose from, it can be a daunting task for a small business to select one that has all the services and features they are looking for. Going with a repuatable name brand is always a good way to avoid trouble down the road. And low rates are obviously going to be a factor when selecting a merchant service provider. But what are some of the other things you should consider?

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Topics: QuickBooks ProAdvisor, Small Business Accounting, QuickBooks Software, QuickBooks Online, QuickBooks Desktop, Payments Processing, Small Business Ideas, QuickBooks Import and Export

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