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 […]
Tracking Time in QuickBooks-Part 2
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 […]