You should be running reports in QuickBooks Online on a weekly—if not daily—basis. Here’s what you need to know. You can do a lot of your accounting work in QuickBooks Online by generating reports. You can maintain your customer and vendor profiles. Create and send transactions like invoices and sales receipts, and record payments. Enter […]
How to Automate Email Reminders for Overdue Customers
One way to keep your company’s cash flow positive is by sending automated email reminders to overdue customers within QuickBooks Online (QBO). Most small businesses struggle with cash flow. How do you get customers to pay by the due date, or at least not long after? We’ve written about some of the possible solutions: Accept […]
A Quick Guide to Understanding Accounting Software
Transport yourself back in time 50 years. An accountant sits at their desk with several big heavy ledger books in front of them. Their sharpened Number 2 pencil is posed in their hand, carefully recording numbers on scored ledger paper. A 10-key adding machine spews white rolls of paper with printed numbers as the accountant […]
30 Reasons Why It’s Better to Have Professional Help with Your QuickBooks® Software
If you own a small business, you probably chose QuickBooks® as your company’s accounting software. After all, it’s the market leader in small business accounting software. While it’s intuitive in some places, there is a learning curve that everyone must go through in order to use the software properly. There are also places where you […]
5 Signs You Need to Upgrade Your Accounting System
To maximize profits in your business, all of your business functions need to run smoothly, including your accounting department. Your accounting system is at the core of your accounting function. If it is old or lacks the features you need, your business may suffer. Here are five warning signs you can look for to determine […]