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, […]

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 […]

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 […]

Are You Using QuickBooks’ Reminders?

QuickBooks’ Reminders can prevent countless problems with your finances. Totally Customizable To start setting up Reminders, open the Edit menu and select Preferences. Click Reminders in the left vertical pane. With the My Preferences tab highlighted, click in the box in front of Show Reminders List when opening a Company file to create a checkmark. […]