Customer Statements: The When, Why, and How

If your business relies on invoices to get paid, there may be times when you need to create and send statements. If you’re using QuickBooks Online, you can easily send a statement, a list of sales transactions, credits, and payments. There are three kinds of these: Balance Forward. This document emphasizes what’s currently owed by displaying […]

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 […]

QuickBooks Income Tracker

A Simple Layout Click the Income Tracker link in the toolbar to open the tool’s main screen. If you’ve been using QuickBooks for a while, you’ll see a framework like this with your own company’s data already filled in. Look first at the top of the screen. You’ll see six horizontal bars, each of which represents groups […]

Getting to Know QuickBooks Online (QBO) Reports

Reports are one of the rewards you get for your conscientious accounting work Are you using them to make better business decisions? Critical Overviews Creating reports in QBO is easy. Customizing them is a bit harder, and analyzing them, depending on their complexity, can be more of a challenge. We’ll start with some of the […]