ebs Associates Blog

How To Use QuickBooks’ Income Tracker | QB Reporting

Posted by Denise Loter-Koch on Sep 11, 2017

QuickBooks provides numerous ways to learn about your company’s health. Income Tracker is one of the most effective.

You can get an enormous amount of useful information from QuickBooks’ reports – especially if you customize them to isolate the precise data you want. Reports included with the software range from the very simple, like Open Invoices, to output that’s exceptionally complex, like Trial Balance and Profit & Loss.

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Topics: Learn QuickBooks, QuickBook Training, reporting, QuickBooks How-To

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: QuickBook Training, QuickBooks How-To, quickbooks desktop, Sales Orders

Working with Checks in QuickBooks Desktop

Posted by Denise Loter-Koch on Jul 6, 2017

Online banking may get all the headlines, but a lot of small businesses still prefer paper checks. QuickBooks can accommodate them.

“I don’t write checks anymore,” you hear a lot of people say these days. Debit cards, smartphone payment apps, and online banking have replaced the old paper checkbook for a lot of consumers.

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Topics: Bookkeeping & Accounting, QuickBooks Enterprise, Intuit QuickBooks, Learn QuickBooks, QuickBook Training, QuickBooks How-To, QuickBooks Write Check

QuickBooks Closing Date and Password

Posted by Denise Loter-Koch on Jun 12, 2017

Have you ever been working in QuickBooks catching up on entering your past transactions only to have a message show up that won’t let you save the transaction and asks for a password?  How about a message that says, “QuickBooks lets you do this, but it’s not a good idea?”  Do you know what these messages mean?  We’ll go over some of the basics of these messages so that you can have a better understanding of what they are informing you about.

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Topics: QuickBook Training, QuickBooks Settings, quickbooks desktop

Establishing Preferences in QuickBooks

Posted by Denise Loter-Koch on Feb 1, 2017

Before you start entering data, make sure QuickBooks is set up appropriately for your company.

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Topics: QuickBooks Setup, QuickBook Training, QuickBooks Settings, Preferences, QuickBooks How-To

Creating Reports in QuickBooks, Part 2

Posted by Denise Loter-Koch on Oct 26, 2016

Creating Reports in QuickBooks, Part 2

Last month, we discussed QuickBooks’ report Preferences and The Report Center. We’ll look at report customization this month.

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Topics: QuickBooks, QuickBooks Tips, Learn QuickBooks, QuickBooks News, QuickBook Training, reports, reporting, QuickBooks 2017

Setting Up User Access in QuickBooks

Posted by Kaleb Vickstrom on Sep 14, 2016

Will multiple employees be working with your QuickBooks company file? You’ll need to define their permission levels.

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Topics: QuickBooks, Learn QuickBooks, create users, user access, QuickBook Training, QuickBook Users