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