There are numerous QuickBooks Online reports that you should be consulting at regular intervals. QuickBooks Online’s Dashboard, the first screen you see when you log in, provides an effective overview of your company’s finances. It contains at-a-glance information about your recent expenses, your sales, and the status of your invoices. It displays a simple Profit and […]
All About Sales Receipts in QuickBooks
Documenting every sale carefully helps ensure that your financial records and reports will be accurate. The sales receipt n QuickBooks is the right tool for this in specific situations A Simple Form Here’s an example of a situation that illustrates the importance of really learning about and understanding QuickBooks before you start entering live data. […]
Customize QuickBooks Forms to Polish Your Image
The invoices and other forms you send to customers and vendors should reflect your company’s image. Improving What Exists You can personalize your QuickBooks forms and make them consistent with any design themes your brand may use. We’ll look at the modification options for an invoice, though, depending on what version of QuickBooks you’re using, […]
Accelerate Your Receivables
Are your customers slow about paying their invoices? QuickBooks can help accelerate your receivables. Simplify the Payment Process The single most effective step you can take to speed up customer remittances is to allow payment by credit card or electronic check. If you’re currently only accepting paper checks, you already know what problems that option […]
Creating Product and Service Records in QBO
QuickBooks Online (QBO) is good at managing and tracking inventory – as long as you’ve created thorough records. When you first started your business, you might have been able to keep track of your merchandise by counting manually. However, as you and your product list grew, this became impractical.Whether you sell products or services or […]