Preserve your relationships with customers, vendors, and others by setting up reminders in QuickBooks. QuickBooks contains a dedicated set of tools that automates the process of setting up and displaying reminders. Once you’ve created them, they can be the first thing you see when you open QuickBooks in the morning. Warning: If you […]
Time Tracking
Building Your Records Before you can ask employees to start tracking the hours they put in, you need to create a record for every time-based activity so that QuickBooks knows how much to charge when billable time is entered. The software creates and stores these in the same way it builds records for physical […]
PC App for QBO
No matter which version of QuickBooks you first used, there may be elements of Windows functionality that you miss in your current QBO version like: The traditional file menus, Keyboard shortcuts, and The ability to open the software and let it stay open all day, minimizing it when you didn’t need it. The recently released […]
Customizing Your QuickBooks (QB) Forms
Want an easy, free way to make your business look more professional and polished? Customize your QuickBooks forms using the QB tools. Getting Started To see what forms are available for customization, open the Lists menu and select Templates to open this window: Figure 1: QBs’ Templates window shows you what forms can be customized and provides tools for […]
Accelerating Customer Payments using QuickBooks
You’re meeting your sales goals. Keeping inventory balanced. Making sure that every billable hour gets invoiced. Taking advantage of vendor discounts. Basically, doing everything in your power to keep cash flow humming, but you can’t control how quickly your customers pay you. Below are Three QuickBooks Tools to: Make it easier for customers to remit […]