The actual mechanics of creating reports in QB are fairly straightforward. You can go to the Report Center, make a selection, maybe change the date range, and voila! Your company’s related data appears in neat rows and columns. You may be able to get some of the information you need by changing the date range […]
Paying Bills in QBO
QBO employs a two-step process for bill payment. Once you’ve completed the first (setup), the hard part is done, and you can move on to fulfilling your financial obligations. Create a bill template and enter its details. You can even set up recurring bills. To review quickly from our previous post, we created a bill by […]
What Are Payroll Items in QuickBooks?
If you plan to process your own payroll QuickBooks, you need to understand how payroll items work. It goes without saying that accuracy is critical here. You’re responsible for your employees’ livelihoods and for maintaining any benefits they’ll receive. Federal, state, and local taxing agencies will count on you to submit the proper payroll taxes […]
QuickBooks’ Payroll Setup
Fortunately, the QuickBooks’ payroll setup tool can guide you through the process. Once you’ve signed up with QB Bob to process payroll, if you want to do the setup yourself, open the Employees menu and select Payroll Setup. Easy Operations The first screen you’ll see in this step-by-step, wizard-like setup guide contains a link to […]
5 Ways You Can Use QuickBooks’ Income Tracker
QuickBooks appeals to millions of small businesses because it offers multiple ways to complete the same tasks, which accommodates different work styles. Say, for example, you wanted to look up a specific invoice. You could: Go to the Customer Center and select the customer, and then scan through the list of transactions, Use the Find feature (Edit | Find), […]