How to Enter Bills in QuickBooks Desktop

It’s not as much fun as creating invoices, but the bills must be paid. Here’s how QuickBooks helps. A 2-Step Process QuickBooks divides your accounts payable tasks into two separate processes: entering bills and paying them. It requires some extra time upfront as you complete the first step, but streamlines the second so that the […]

5 QBO Reports You Should Review Weekly

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 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. Say you […]

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, […]