Numerous Templates By now we’re sure that you have run one of QuickBooks Online’s accounts receivable reports, A/R Aging Summary, to see a list of past due invoice payments; however, there are many other reports. Familiarizing yourself with them can help you throughout the year, not just in January when you’re trying to put […]
Preparing for the New Year: QuickBooks Health Check
Making a List and Checking It Twice Where to start? Depending on how conscientiously you entered transactions and ran reports, you might need to set some extra time aside in the midst of your other year-end and holiday-related commitments. Now’s the perfect time for a QB health check. Call us at 256-337-5200 to schedule […]
Managing Customer Information in QBO
Managing Customer Information The easiest way to find the tools to record Customer Information is to simply click the Customers tab in the navigation pane. This will take you to a comprehensive page that will eventually contain a list of your customers. To add a new customer, click New Customer in the upper right corner. […]
Setting Up QuickBooks Reminders
Preserve your relationships with customers, vendors, and others by setting up reminders in QuickBooks. QuickBooks contains a dedicated set of tools that automates the process of setting up and displaying reminders. Once you’ve created them, they can be the first thing you see when you open QuickBooks in the morning. Warning: If you […]
Working with Employee Records in QuickBooks Online
Just the Facts The left vertical toolbar in QuickBooks Online contains a link for Employees. This is where you’ll add and edit staff records. Once you’re set up and have begun running payrolls, the page that this link opens will display your current year’s payroll cost totals. There will also be a list of […]