Documenting every sale carefully helps ensure that your financial records and reports will be accurate. The sales receipt n QuickBooks 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. […]
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, […]
Tracking Time in QuickBooks-Part 2
Recording Employee Hours There are two ways to enter hours for your employees who provide services to customers and are paid by the hour. The first is to create a work ticket for a single activity. Click Enter Time on the home page, and then Time/Enter Single Activity to open this window: Single-activity work tickets […]
Tracking Time in QuickBooks-Part 1
Building the Foundation We’ve discussed QuickBooks’ Preferences many times before. The software was designed to support small businesses with a wide variety of structures and needs, so it needs to be flexible. For that reason, we always recommend that you check in with your “Preference” options before you explore new features. To get there, open […]
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 […]