ebs Associates Blog

How To Customize Forms in QuickBooks Desktop 2018

Posted by Denise Loter-Koch on Jun 20, 2018

 Every opportunity you have to interact with your customers and vendors is critical. How you present yourself reveals a lot about you. Are you efficient and friendly over the phone, in person, or in email? Do you handle order and payment issues quickly and carefully?

Read More

Topics: QuickBooks Software, QuickBooks Pro, QuickBooks Enterprise, QuickBooks Premier, Customize Form Templates, QuickBooks Invoices, QuickBooks Desktop, 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.

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

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.

Read More

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?

Read More

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

What Is a Vendor Credit, and How Do You Record One in QuickBooks Online?

Posted by Denise Loter-Koch on Sep 14, 2017

Whether you’re getting a vendor credit for a refund or a return, you can record it in QuickBooks Online.

When you’re dealing with your company’s vendors, you’re probably accustomed to money flowing in one direction: theirs. Maybe you send them purchase orders and they send you invoices. Or they send you bills and you pay them. Or you walk into a store and buy something your business needs.

Read More

Topics: QuickBooks Software, QuickBooks Online, QuickBooks Invoices, 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.

Read More

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?

Read More

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

How To Locate Missing Transactions in QuickBooks Desktop

Posted by Denise Loter-Koch on Jun 22, 2017

Have you ever been working in your company file only to find out that you cannot locate a transaction that you have previously entered?  Here are some steps you can follow to check and see if you can locate those missing transactions.

Read More

Topics: Small Business Accounting, QuickBooks Software, QuickBooks Enterprise, QuickBooks Premier, QuickBooks Invoices, QuickBooks Desktop, QuickBooks Reporting, QuickBooks Reconciliation

How to automate your workflows with Field Service Management

Posted by Denise Loter-Koch on Jun 8, 2017

You can easily automate your workflow with Field Service Management by improving communication with your vendors and technicians while, at the same time, reducing costs and errors.

Read More

Topics: QuickBooks Warehouse Inventory Management, QuickBooks Add-ons & Extensions, Small Business Accounting, QuickBooks Invoices, Fishbowl Inventory Management

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.

Read More

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

Recent Posts

SUBSCRIBE TO OUR BLOG

POPULAR POSTS

 

Tools For Your Business

Complimentary Resources