ebs Associates Blog

QuickBooks 2018 New Feature Highlight |  Cash and Accrual Toggle

Posted by Geo Townsend on Nov 14, 2017

 The following clip is just a small section from our recent webinar - QuickBooks 2018 the Inside Scoop, detailing the new cash and accrual toggles within reports, hosted by Denise Loter-Koch and presented by Kyle Robles!

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Topics: QuickBooks, QuickBooks Training, QuickBooks Tips, Accounting Software, QuickBooks Training Videos, quickbooks desktop, QuickBooks 2018

Backing Up Your QuickBooks Data, And What Is A TLG File?

Posted by Lee Booth on Nov 13, 2017

Making regular backups of your QuickBooks company file and related files is very important. Preparing a backup plan and making sure it is being followed regularly is essential for protecting your valuable data.

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Topics: QuickBooks Training, QuickBooks Tips, GEtting Started with QuickBooks, Accounting Software, QuickBooks How-To, quickbooks desktop

QuickBooks 2018 New Feature Highlight | Barcode Scanning and Site Operations

Posted by Geo Townsend on Nov 10, 2017

 The following clip is just a small section from our recent webinar - Go Live with QuickBooks Advanced inventory, detailing the new copy and paste lines within transactions,  presented by Kyle Robles!

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Topics: QuickBooks, QuickBooks Training, QuickBooks Enterprise, QuickBooks Tips, Inventory, Accounting Software, QuickBooks Training Videos, quickbooks desktop, QuickBooks 2018, wholesale, manufacturing

How To Set-Up Sales Tax in QuickBooks Online

Posted by Chris Low on Oct 26, 2017

Sales tax is one of the more complicated concepts supported by QuickBooks Online.

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Topics: QuickBooks Online, QuickBooks Training, sales tax, QuickBooks How-To

Working with QuickBooks’ Vendor Records

Posted by Denise Loter-Koch on Oct 23, 2017

It’s important to maintain good relationships with your vendors and suppliers. QuickBooks helps you track your interaction with them.

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Topics: QuickBooks Training, QuickBooks Tips, QuickBooks How-To, quickbooks desktop

Creating Customer Statements in QuickBooks | QuickBooks How-To

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?

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Topics: QuickBooks Training, QuickBooks How-To, QuickBooks 2018

What Is a Vendor Credit, and How Do You Record One? | QuickBooks Online How-To

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.

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Topics: QuickBooks Online, QuickBooks Training, QuickBooks How-To

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

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