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 […]
Creating Meaningful Reports in QuickBooks – Part 2 (Customizing)
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 […]