ebs Associates Blog

Small Business Accounting & Technology

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: New QuickBooks Features, Customer Relationship Management, Small Business Accounting, QuickBooks Software, QuickBooks Invoices, QuickBooks Desktop, 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: 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

QuickBooks Keyboard Shortcuts - How to Do More in Less Time.

Posted by Jakob Mann on Aug 13, 2018

One of my favorite ways to save time when I’m learning new software is to try and learn the shortcut keys for some of my more common tasks. The less time I need to spend poking around in menus and sub-menus, the more actual work I can get done. By learning some valuable shortcut keys, I give myself access to useful tools literally at my fingertips. Like most software these days, QuickBooks also includes a lot of great shortcut keys. Let’s look at some of the ones we love to use here at ebs Associates.

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Topics: Small Business Accounting, QuickBooks Software, QuickBooks Pro, QuickBooks Enterprise, QuickBooks Premier, QuickBooks Invoices, QuickBooks Desktop, Small Business Ideas

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

Why Your QuickBooks File Size is Important and How to Control It

Posted by Osita Egbukichi on Aug 2, 2018

For any business, managing your books via QuickBooks is something that is driven by a desire to simplify things. For many people, it just seems simpler to keep all your data in a single file because that way is obviously easier, right? I’d like to take a little bit of time to explain why this method of thinking can be more harmful than you realize; and, ultimately, how you can complicate things beyond your expectations.

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Topics: Small Business Accounting, QuickBooks Software, QuickBooks Enterprise, QuickBooks Invoices, QuickBooks Desktop, QuickBooks Company File

How to Plan a Data Migration in 6 Easy Steps

Posted by Jakob Mann on Jul 24, 2018

From time to time, you may find that you need to replace your QuickBooks company data file. There are a variety of reasons this might happen:

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Topics: QuickBooks Warehouse Inventory Management, Sales Tax, Customize Form Templates, QuickBooks Invoices, QuickBooks Reporting, QuickBooks Company File, QuickBooks Import and Export

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?

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Topics: QuickBooks Software, QuickBooks Pro, QuickBooks Enterprise, QuickBooks Premier, Customize Form Templates, QuickBooks Invoices, QuickBooks Desktop, QuickBooks Training or How To

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