#QuickBooksDesktop

Sep 28, 2018
3 min

How to Enter Bills in QuickBooks

It’s not as much fun as creating invoices, but the bills must be paid. Here’s how QuickBooks helps.

Sep 18, 2018
3 min

Extend QuickBooks' Usefulness with Add-Ons

Maybe QuickBooks does everything you need. But if you outgrow parts of it, don’t worry, you’ll have options.

Aug 20, 2018
4 min

How to Use Memorized Transactions in QuickBooks

Tired of repetitive data entry? QuickBooks provides a way to save time and keystrokes when you create some transactions.

Jul 10, 2018
3 min

Why QuickBooks Should Be on Your Desktop

You know about QuickBooks but you’re still hesitating. Here’s why you should make the transition.

Jun 13, 2018
3 min

All About Sales Receipts in QuickBooks

Documenting every sale carefully helps ensure that your financial records and reports will be accurate.

May 8, 2018
3 min

Polish Your Image: Customize QuickBooks' Forms

The invoices and other forms you send to customers and vendors should reflect your company’s attention to detail, accuracy, and consistency.

Apr 17, 2018
3 min

Get Paid Faster Using QuickBooks

Are your customers slow about paying their invoices? QuickBooks can help accelerate your receivables. Your company’s cash flow depends largely on how quickly your customers pay the invoices you’ve sent. And if you’re like most small businesses, those checks tend to dribble in close to—and after—the due date. If you operate on a slim margin, this often means that you’re late at paying your own bills. It’s essential, then, that you do what you can to get incoming revenue moving

Mar 9, 2018
3 min

Tracking Time in QuickBooks, Part 2

We’ll be continuing the two-part series we started last month. Last month, we learned about getting QuickBooks ready for time-tracking by activating it in Preferences. We also created a record for a service item. This month, we’ll actually use that record in the two ways you’ll be using it in QuickBooks: to pay employees for their hourly work and to bill customers for services. Recording Employee Hours There are two ways to enter hours for your employees who provide services

Feb 23, 2018
3 min

Tracking Time in QuickBooks, Part 1

If your company sells services, you can track the time spent providing them in QuickBooks. When you sell a product to a customer, you know it. It goes away, and your inventory count in QuickBooks is reduced by one. This tracking helps you know what’s selling and what’s not, and it signals when a reorder is due. If your business provides services to customers, though, you’re selling your employees’ time and skills. There’s no inventory count; you can sell as many hours as you

Feb 8, 2018
3 min

5 QuickBooks Reports You Need to Make 2018 Your Best Business Year Yet!

2018 has begun. Does your accounting to-do list look like a clean slate, or are critical 2017 tasks still nagging?

Dec 5, 2017
3 min

Are You Using QuickBooks’ Reminders?

We can’t emphasize this enough: QuickBooks’ Reminders can prevent countless problems with your finances. How do you know when it’s time to pay a bill or follow up on overdue customer payments or print payroll checks? If you’re still using a paper calendar and sticky notes and file folders, there’s a good chance you’re missing some important deadlines on occasion. Manual methods aren’t effective enough when you’re dealing with your business finances. You might experience: Cred

Nov 9, 2017
3 min

What Sales Orders Are and When to Use Them

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. You may never need to create a sales order for a customer. Perhaps you have a service-based business, or you never run out of inventory. Or you simply don’t enter an order unless you know you have the item(s) in

Nov 7, 2017
3 min

Working with QuickBooks’ Vendor Records

It’s important to maintain good relationships with your vendors and suppliers. QuickBooks helps you track your interaction with them. QuickBooks never forgets. That’s one of the reasons you use it. You create a record or transaction, enter a note about a customer, or write a check, for example, and the information gets stored in your QuickBooks file. If you don’t remember exactly where it is, you can search for it. No more flipping through a card file or folder, or digging in

Oct 23, 2017
3 min

Creating Customer Statements in QuickBooks

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? Both of these situations have a similar solution. QuickBooks’ statements provide an overview of every transaction that has occurred between you an

Jul 11, 2017
3 min

Working with Checks in QuickBooks

Online banking may get all the headlines, but a lot of small businesses still prefer paper checks. QuickBooks can accommodate them.

May 9, 2017
3 min

Receiving Customer Payments: Your Options

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

May 2, 2017
3 min

Creating Reports in QuickBooks, Part 2

Last month, we discussed QuickBooks' report Preferences and The Report Center. We'll look at report customization this month. QuickBooks makes your bookkeeping faster, safer, and more accurate than what you could do using a manual system. Still, you may occasionally tire of your daily tasks. You want to know what all of these forms and records mean in terms of your overall financial health. You want to see reports. The actual mechanics of creating reports in QuickBooks are fa

Apr 25, 2017
3 min

Creating Reports in QuickBooks, Part 1

QuickBooks comes with dozens of report templates that can be run as is.

Apr 11, 2017
3 min

Anatomy of a Quickbooks Inventory Item

If you have an item-heavy business, you need tools to track your inventory. QuickBooks provides them.

Apr 4, 2017
3 min

Setting Up Users In QuickBooks

If you plan to have multiple employees using QuickBooks, you can limit their access to specific areas.