Creating Inventory Items in QuickBooks

Whether you’re selling unique items or stocking dozens of the same kinds of products, you need to create records for each. When it comes time to create invoices or sales receipts, your careful work defining each type of item will: Ensure your customers receive correct descriptions and pricing, Provide needed information about inventory levels, and […]

QuickBooks Customer Statements: How/When To Use

We all use invoices for billing our customers, but there are times when you may want to send statements too. Thanks to the company file you’ve built in QuickBooks, creating statements, like invoices, is generally a very simple process that requires no duplicate data entry. Statements are generally not used nearly as frequently as invoices. […]

Depositing Payments in QuickBooks

Simplify, work smarter and spend more time with your customers—whether you accept cash, checks, or credit/debit cards, QuickBooks has tools that help streamline the process of moving the funds into your physical bank accounts.  In fact, part of your job is done when you enter the payments on the Receive Payments or Sales Receipt screens. […]

Tailor and Customize QuickBooks Reports

QuickBooks simplifies and speeds up your daily accounting work, but you’re missing out on valuable insight if you don’t tailor and customize QuickBooks report data. One of the rewards for diligently entering all of your accounting information is a better grasp of your company’s financial performance. That insight ultimately leads to better business decisions that can […]