If you are seeing slowness when using QuickBooks, there can be a variety of causes and solutions. Evaluating performance issues and what to do about them involves determining your best balance point between following one or more possible paths:
Welcome to part two of our post on custom reports training. If you haven’t read part one first, I’d recommend checking it out for an overview or refresher on the screens we’ll be going over in this post.
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 custom fields. These are fields that you can add to several of your lists, specifying what they’re for, and what type of data they can hold. You can even choose whether they’ll be required when creating a list element or a transaction.
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.
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.