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QuickBooks Software Tag

Receiving Payments In QuickBooks Online

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.

OUT OF THE BOX TECHNOLOGY's Director of IT, Chad Lampton delivers some of his tech secrets, short cuts, and need to knows to keep you working efficiently and effectively. You don't want to miss this one!

How to Prepare For A Computer Crash

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

Jaw Dropping Speech | Keynote Rich Preece | Scaling New Heights 2017 Orlando

Keynote by Rich Preece at Scaling New Heights 2017 in Orlando. Here is a recap for those who missed out. Let us know what speeches you found to be the most valuable in the comments below!

Here is what our team that attended the conference took away from this truly relevant and eye opening speech about the future of the financial accounting industry and QuickBooks.

Identify 10 places to look for cash flow problems and how to get more out of your business. Calculate how much cash is leaking from your business using a “Find Hidden Cash In Your Business” Strategy. Learn a method of communicating financial issues with your clients that strengthen your position as a “necessary adviser” to their business. SHARE

Receiving Customer Payments: Your Options

It’s one of your more pleasant tasks as a QuickBooks user: receiving payments from customers. Here’s how it works.

QuickBooks was designed to make your daily accounting tasks easier, faster, and more accurate. If you’ve been using the software for a while, you’ve probably found that to be true. Some chores, of course, aren’t so enjoyable. Like paying bills. Reconciling your bank account. Or anything else that has the potential to reduce the balance in your checking accounts.

The process of receiving customer payments is one of your more enjoyable responsibilities. You supplied a product or service that someone liked and purchased, and you’re getting the money due you.

Depending on the situation, you’ll use one of multiple methods to record customer payments. Here’s a look at some of your options.

How to Safely and Properly Prepare to Upgrade Your Company File

With QuickBooks 14 (Pro/Premier/Enterprise) being discontinued at the end of this month, you might be wondering how you safely prepare to upgrade your company file to the next product year.  Do you just upgrade with no preparation?  Are you able to upgrade while people are working in the file?  Does it happen automatically?  These are all questions that need to be addressed.

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