Recording Employee Hours There are two ways to enter hours for your employees who provide services to customers and are paid by the hour. The first is to create a work ticket for a single activity. Click Enter Time on the home page, and then Time/Enter Single Activity to open this window: Single-activity work tickets […]
Tracking Time in QuickBooks-Part 1
Building the Foundation We’ve discussed QuickBooks’ Preferences many times before. The software was designed to support small businesses with a wide variety of structures and needs, so it needs to be flexible. For that reason, we always recommend that you check in with your “Preference” options before you explore new features. To get there, open […]
Customizing QuickBooks Online (QBO)
You can start using QBO immediately; however, your tasks will be easier and faster, if you customize it for your company. Click on the small gear icon in the upper right corner. The window that opens displays links to all of the site’s options – a collection of choices that’s called “Preferences” in desktop QuickBooks. When you […]
6 QuickBooks Reports You Need to Run in January
A Report Dashboard You may be using the Reports menu to access the pre-built frameworks that QuickBooks offers. Have you ever explored the Report Center, though? You can get there by clicking Reports in the navigation toolbar or Reports | Report Center on the drop-down menu at the top of the screen. QuickBooks’ Report Center […]
Using QuickBooks Online’s Customer Records
Your customers are your company’s lifeblood. Are you managing those relationships carefully? Keeping Thorough Records The core of any good customer-tracking system is a comprehensive set of individual profiles. QuickBooks Online offers thorough, flexible record templates for just that purpose. Click Sales in the main toolbar, then the Customers tab at the top of the […]