In these days of e-commerce and merchant accounts, your customers may provide a credit card number over the phone or via your website. Right now, you probably email, or mail paid invoices after a sale with payment. There’s another type of sales document that you can use in certain situations: the QuickBooks sales receipt. If you […]
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Billable Time in QBO Plus, Part 1
Billable Time in QuickBooks Online – Settings Before you can start using QBO’s time-tracking tools, you’ll need to make sure that this feature is turned on. Log in to QBO, click on the gear icon in the upper right of the home page and select Account and Settings. Click on the Advanced tab. Both of the settings in the Time […]
Are You Applying Finance Charges? Should You Be?
Setting the Rules Before you can start, you’ll need to tell QuickBooks how you’d like your finance charges to work. It’s at this stage that we recommend you let us work with you–call 256-337-5200 to set up an appointment. There’s nothing overly difficult about understanding finance charges in theory: you apply a percentage of […]
Tracking Products and Services in QuickBooks Online (QBO), Part 2
Company Settings If you’ve tried creating Inventory Items in QuickBooks Online (QBO) but have only been allowed to set up Services or Non-Inventory Items, you missed a step when you were completing your Company Settings. Click on the small gear icon in the upper right (next to your company name), then on Settings | Company […]
Use QuickBooks Custom Fields
One of the ways that QuickBooks simplifies your life as your company’s accounting manager is by providing pre-designed record and form templates. Need to create an invoice? There’s a form that already contains the most commonly-used data fields; you just fill in the blanks or select from drop-down lists. Want to store information about your […]