You may know that sending an invoice by email is one of the many features that can save you time and money with QuickBooks Online. Let’s look at the settings you should customize and and how you can use it.     In the Gear icon in the top right corner, select the left column Settings, […]

Anyone that has used QuickBooks for very long knows that there is more than one way to get to most screens and more than one way people get their data entered. I would like to discuss the best way to enter deposits and then follow-up with another way you might be doing it now, and […]

Once your customer has paid their invoice in full, you would like to print them a receipt. What do you need to do? First check your settings.       In Desktop: (using Quickbooks 2014, other years may vary slightly) Double click on any invoice, click Formatting, Manage Template in the top bar. The name […]

Are you paying for Expensify or Shoeboxed just to handle all of your receipts digitally? While these can be great apps for the right situation, if you already have QuickBooks Online, you may be paying for more than you need. Do you know that QuickBooks can capture receipts, documents and images digitally and store them […]

When you go to the report section of QuickBooks Online Harmony you will search relentlessly through their menu and wonder what they have done with the deposit report. Although I love the new look of Harmony, the addition of the graphs, and many of their new features, I am not big fan of the report […]

You go to the Customer Center by clicking the word Customer in the blue bar on the left of the screen, select the customer name from the list that you want to inactivate (clicking on the name itself), click the edit button next to the name to get to the customer information screen.     […]

The Closing Date is a setting in QuickBooks that most companies will need to be setting soon. This is set after the books have been sent to the CPA and any adjustments have been made if necessary. This setting should be password protected and shows that the books have been closed for the prior year. […]

As we start a new year, it is the natural time to look back at the past year and analyze the numbers. You may look at the P&L for the past year and project a new budget for the coming year. Here are 3 tips for those of you working on your budget: Be realistic […]

QuickBooks… Handles many bookkeeping tasks automatically, saving you time. Generates helpful reports that keep you informed about the health of your business. Costs very little money, but it’s powerful enough to serve the needs of multi-million-dollar businesses. Can help you plan for the future by creating business plans and projected balance sheets. Can be thoroughly […]