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 […]

Extend QuickBooks’ Usefulness with Add-Ons

Do you think you’ve outgrown QuickBooks or feel like there’s something more you need it to do? If so, find an integrated add-on app that will work for you. There are hundreds of them available, so it’s likely you’ll find one that will do just what’s needed. They fall into several categories: ranging from billing […]

Why QuickBooks?

You know about QuickBooks but you’re still hesitating. Here’s why you should make the transition. How It Helps There’s never a good time to make the transition to new software. Switching to QuickBooks is going to cut into your productive hours, and it will take some time to learn how it works before you can start using […]

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 […]