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If you’ve used QuickBooks for a while already, you may have found yourself customizing some of the built-in reports.

Sometimes, you find that your business needs to keep track of more information about items, customers, vendors, or employees than QuickBooks has available fields for. Not everyone needs the same information, so it makes sense to be able to track what’s important to you. For situations like this, there’s a solution in the form of…

 Every opportunity you have to interact with your customers and vendors is critical. How you present yourself reveals a lot about you. Are you efficient and friendly over the phone, in person, or in email? Do you handle order and payment issues quickly and carefully?

Payroll introduces another layer of complexity within small business accounting. Beyond ensuring your employees are paid on time, you’re also responsible for managing employee benefits and payroll taxes.  

For many businesses, invoices are one of the most important types of transaction for tracking sales in QuickBooks. Full of detailed options for tracking different information, and highly customizable, invoices allow you to track what your customers owe you for the products and services you sell.

The sales tax adjustment feature in QuickBooks doesn’t adjust the individual sales tax item. You must create a zero cost Sales Receipt or Credit Memo depending on the plus/minus adjustment needed.  The details are in the article below.

The interview process is essential for guiding your business to success. Hiring not only a qualified professional for the job, but also a good fit for the company is important for your business growth. Below is a list of key tips to effectively conduct an interview that allows you to clearly understand the candidate both…

In this QuickBooks tutorial, we will walk you through the steps to reconcile in QuickBooks Desktop. First, we want to ensure we have our copy of QuickBooks open. If you would like us to create a video demonstrating how this is done, please leave a comment below, or contact us for a one-on-one consultation. Using…

It’s happened to everyone at one time or another. You lose a transaction you’re sure was there not even five minutes ago, but you just can’t seem to locate it. In the event this has ever occurred to you, QuickBooks has a great feature: The Audit Trail report. 

Does your accounting to-do list look like a clean slate, or are last years critical tasks still nagging?

Have you ever found yourself scrambling for more time? Racing against the clock to meet a specific deadline? I know I have, and m sure some of our readers have as well. Thankfully for those of us who may not be the best at time management, or have trouble focusing,  the world of productivity applications is…

Your customers are your company’s lifeblood. Are you managing those relationships carefully? Here’s how QuickBooks Online can help.