When you want to document sales that you can’t (or won’t) fulfill immediately, but you plan to do so in the future, you can’t create an invoice just yet. This is where sales orders come in....
Even if you’ve been using QuickBooks Online for a long time, it’s good to step back and evaluate your actions.
“Best practices” aren’t enforceable rules. They’re simply guidelines businesses commonly follow in one area or another. If you’re in retail, for example, one best practice might be to always ask customers checking out if they found everything they were looking for. This serves two purposes: It conveys a feeling of concern for the customer’s shopping experience, and it may also lead to increased sales.
Online banking may get all the headlines, but a lot of small businesses still prefer paper checks. QuickBooks can accommodate them. “I don’t write checks anymore,” you hear a lot of people say these days. Debit cards, smartphone payment apps, and online banking have replaced the old paper checkbook for a...
It’s perhaps one of your favorite activities in QuickBooks Online: recording money that comes in. Are you doing it right?
Working in a desktop version of QuickBooks? Check out this blog post instead.
Your days of matching paper checks to paper invoices are over. QuickBooks Online excels at keeping your accounts receivable organized. No more digging through piles of forms and hand-stamping PAID on your customer bills and statements. No more trying to write small enough in your register so you can identify the origins of deposits.
Have you ever been working in your company file only to find out that you cannot locate a transaction that you have previously entered? Here are some steps you can follow to check and see if you can locate those missing transactions. What Steps Must I Take to Locate Missing Transactions...
Have you ever been working in your company file only to find out that you cannot locate a transaction that you have previously entered? Here are some steps you can follow to check and see if you can locate those missing transactions. What Steps Must I Take to Locate Missing Transactions...
Are you still debating on upgrading to the newest offering of QuickBooks Desktop? Think your current version of QuickBooks is working perfectly fine for you? Are you aware of all the benefits and features that have been added to QuickBooks since 2017?
It’s a fear that everyone has that works with QuickBooks. What do I do if my computer crashes? All your company’s information, financials, customer information, and product information is contained in your company file and losing that could be very detrimental to a company. Fortunately, there are safeguards you can take to prepare for a worst-case scenario.
Going over the basic processes of the QuickBooks Desktop closing date and password feature....
An overview of automation within Intuit Field Service Management...