There are dozens of reports that you can run in QuickBooks. Do you know which ones are a “must” to run regularly? Reports can tell you how many green sweatshirts you sold in March and how much you bought from your favorite vendor last month. They’re very good at drilling down to get the precise […]
Spring Cleaning of Your QuickBooks File
Ah spring! The season of increased daylight, warming temperatures, and an overall feeling to clean. Most people are eager to throw open the doors and windows, and attack the dirt winter has left behind, both inside and outside of the house. Don’t forget your QuickBooks File? It’s not hard to see when your home is […]
5 Ways to Accelerate Your Receivables in QuickBooks
If you asked five small business owners to name the top roadblocks they face in their quest for ongoing profitability, it’s likely that all five would point to slow payments. It’s everyone’s problem. Accounts receivable requires constant monitoring. As satisfying as it can be to dispatch a group of invoices, you know that it’s going […]
9 QuickBooks Best Practices for Payments
They’re not carved in stone, but accounting professionals tend to agree that these guidelines can improve the speed and accuracy of your payments – both incoming and outgoing — through QuickBooks. Old habits are hard to break. Once you start doing something one way, it can be hard to change course. There has to be […]
Customer Refunds: Are You Doing Them Right?
Refunds. You probably wince at the word. Some – like customer refunds for returns – are fairly uncomplicated, thanks to QuickBooks’ tools. Others, not so much. You may find yourself unable to balance your accounts receivable. There are numerous scenarios that necessitate the use of credit memos, including overpayment, order cancellations, and bad debt write-off. […]