Tag Archives: custom fields

A Few of My Favorite Features in QuickBooks

There are many features I like in QuickBooks, guess that’s why I support the software!  But I find when I’m with new clients who have been using QuickBooks for a while or clients who are upgrading, I always like to … Continue reading

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Using QuickBooks to Find Your Niche

In our last article, we discussed the benefits of specializing versus generalizing.  So let’s take a look at how QuickBooks can help you. Decide what you want to track.  Obviously you want to look at profitability but here are some … Continue reading

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A Few of My Favorite Features in QuickBooks

There are many features I like in QuickBooks, guess that’s why I support the software!  But I find when I’m with new clients who have been using QuickBooks for a while or clients who are upgrading, I always like to … Continue reading

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Useful Under-used Features In QuickBooks

When people first start using QuickBooks, they focus on the essentials – being able to invoice, receive payments, pay bills, track your income, expenses and cash. But there are some very useful features in QuickBooks that can help you save … Continue reading

Posted in Business Finance, Features, Power Tips, Productivity Tips, QuickBooks | Tagged , , , , , , , , | Leave a comment

Using QuickBooks to Find Your Niche

In our last article, we discussed the benefits of specializing versus generalizing.  So let’s take a look at how QuickBooks can help you. Decide what you want to track.  Obviously you want to look at profitability but here are some … Continue reading

Posted in Business Finance, Job Costing, Productivity Tips, QuickBooks | Tagged , , , , , , , , , | Leave a comment

Seven Ways to Wow Your Clients

One of the main reasons clients leave is because they feel ignored. The cost of ignoring clients is high; you have to do more marketing and replace those clients when they leave. The antidote to this is easy: just stay in touch more with clients, and let them know you care about them and their business. Here are seven ways to stay in touch with all your clients and especially your long-term customers. Continue reading

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A Few of My Favorite Features in QuickBooks

There are many features I like in QuickBooks, guess that’s why I support the software! But I find when I’m with new clients who have been using QuickBooks for a while or clients who are upgrading, I always like to share a few of the features I like either as a business owner or from a timesaving bookkeeping perspective. So here’s my list: Continue reading

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How Much Money Did that Generate?

When I meet with clients, we frequently discuss ways that they can use QuickBooks to help the analyze their business. One area is sales. While there are some built in sales reports in QuickBooks (Sales by Customer, Sales by Item, etc.) you can create more yourself by using custom fields. You might have a custom field for the source of the lead, region, industry, insurance, promo code, color, type of product or warranty. If you have not worked with custom fields before, you may want to check out the blogs that I’ve written. Continue reading

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