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.Read More
In case you didn't hear about the new features being made available to QuickBooks Online, our team did and wants to share them with you.Read More
In today's QuickBooks tutorial we will walk you through the steps to reconcile an account in QuickBooks Desktop. First, we want to ensure we have our copy of QuickBooks open.Read More
Topics: Small Business Accounting, QuickBooks Training or How To, QuickBooks Desktop, QuickBooks Premier, QuickBooks Enterprise, QuickBooks Software, QuickBooks Pro, QuickBooks Reconciliation, QuickBooks Reporting
It’s happened to everyone at one time or another. You lose a transaction you’re sure was there not even five minutes ago, but you just can’t seem to locate it. In the event this has ever occurred to you, QuickBooks has a great feature: The Audit Trail report.Read More
Downloading transactions into QuickBooks Online is the easy part. You still have work to do once they’re on board.Read More
Even if you’ve been using QuickBooks Online for a long time, it’s good to step back and evaluate your actions.
“Best practices” aren’t enforceable rules. They’re simply guidelines businesses commonly follow in one area or another. If you’re in retail, for example, one best practice might be to always ask customers checking out if they found everything they were looking for. This serves two purposes: It conveys a feeling of concern for the customer’s shopping experience, and it may also lead to increased sales.Read More
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.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
Keeping your financial records in order is hugely important to the success of your business. Not only does it keep you up-to-date on your profits and losses, but legally speaking, it’s necessary to have your records straight. It makes the close of your fiscal year easy to execute by ensuring that all of your required statements are in the right place. This is especially important for dealing with the IRS.
It’s that time of year again when Intuit retires the oldest version of QuickBooks. This year brings the retirement of QuickBooks version 14. This is applicable to all versions of 14 (Pro, Premier, and Enterprise). After May 31, 2017 these products will be retired.Read More