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Blog Archives

Sending an Invoice by Email & Customizing the Greeting

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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, […]

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How to Best Record Your Deposits

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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 […]

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How to Print a Paid Receipt

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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 […]

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Attachments in QuickBooks Online

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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 […]

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Record Retention – Business Documents

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Record Keeping is important for every small business owner. It helps to have records easily found when filing papers for licenses, completing insurance audit forms, completing paperwork for human resource or payroll issues. You will save time and money if you have your records in order. Fines and penalties can be a costly incentive to […]

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Links for Financial Help

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Resources: Small Business Development Center http://www.sbdc.eku.edu/ KY One Stop Business Startup http://onestop.ky.gov/start/Pages/default.aspx IRS EIN application http://www.irs.gov/Businesses/Small-Businesses-&-Self-Employed/How-to-Apply-for-an-EIN State of KY www.Kentucky.gov KY Dept. of Revenue www.revenue.ky.gov IRS www.irs.gov Secretary of State www.sos.ky.gov Unemployment & Labor www.oet.ky.gov OSHA www.osha.gov City of Richmond http://www.richmond.ky.us Madison County http://www.madisoncountyky.us City of Berea http://www.bereaky.gov Richmond Chamber of Commerce www.richmondchamber.com Berea Chamber […]

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10 Reasons you should use Quickbooks

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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 […]

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