Anatomy of a QuickBooks Inventory Item

If you have an item-heavy business, you need QB tools to track your inventory.  Activating Inventory-Tracking Before you get started creating item records and including them in transactions, you need to make sure that QuickBooks is set up to start tracking. Open the Edit menu and click Preferences. Click Items & Inventory in the left […]

QBO Recurring Transactions

Save time and ensure that repeat transactions are processed as scheduled–use recurring transactions. Here’s how it works. Step 1: Create a template, a type of model, for each recurring transaction. To do this, simply create the transaction you want to repeat. Say it’s an invoice for a service you provide monthly to a company or […]

QuickBooks End of Year Wrap-Up

Is your annual QuickBooks wrap-up on your end of year “todo” list? Here are some of the things we suggest you fit into your busy schedule sometime this month.   Create and send year-end statements.   As your customers wrap up 2016, too, it’s good to send statements for past-due accounts.   In an ideal […]

QBO Apps and Add-Ons

QuickBooks Online (QBO) helps many small businesses manage and track their income and expenses, create records and transactions, and run reports to gauge their financial health. Do you wish it could do more? If so, try an App. They integrate easily to share data and to do the extra work you may need. Below are […]