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 […]

QBO Recurring Transactions

Save time and ensure that repeat transactions are processed as scheduled–use recurring transactions. Here’s how it works. Step 1: Create a template, a type of model, for each recurring transaction. To do this, simply create the transaction you want to repeat. Say it’s an invoice for a service you provide monthly to a company or […]

QuickBooks 2016 Wrap-Up

Is your annual QuickBooks wrap-up on your end of year “todo” list? Here are some of the things we suggest you fit into your busy schedule sometime this month.   Create and send year-end statements.   As your customers wrap up 2016, too, it’s good to send statements for past-due accounts.   In an ideal […]

Preparing Your QuickBooks for the New Year

Making a List and Checking It Twice   Where to start? Depending on how conscientiously you entered transactions and ran reports, you might need to set some extra time aside in the midst of your other year-end and holiday-related commitments.  Now’s the perfect time for a QB health check. Call us at 256-337-5200 to schedule […]