Tag Archives: QuickBooks

Save Time with These Mobile Products

With today’s technology, we’re able to do so much more by web and smart devices.  You can save time (and not worry about forgetting), if you can jot down notes or handle details quickly.  And for many, QuickBooks is still … Continue reading

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Going Mobile with QuickBooks

Do you need mobile access to estimates or customer payment information? Or do you have staff in multiple locations who need remote access to QuickBooks? I frequently get requests from clients who want or need to access their QuickBooks remotely. … Continue reading

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Save Time with Payroll Templates

 For those of you with seasonal businesses, such as landscapers, painters, remodelers and other contractors, you may find this time of year you are doing lots of hiring, depending on the size of your business. And anyone who’s been involved … Continue reading

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4 Ways to Get Your Estimates Entered Quickly In QuickBooks

For those who job or project cost, it all starts with the estimate.  When the estimate is simple, then it’s often easy to create in QuickBooks. But for many of you, you either have many of the same types of … Continue reading

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Estimating in QuickBooks

Are your estimates in QuickBooks?  If you do job or project costing, then I believe some form of your estimate belongs in QuickBooks. Even if you just give your customer a fixed price.  All your other numbers are there – … Continue reading

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Two Helpful Cash Flow Products

Get paid quickly and easily – A product that you may find very helpful in getting customer payments is Bill and Pay.  Features that I like include: Customers can pay you online – with or without an account With customer … Continue reading

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8 Ways to Get Your Invoicing Done Quickly

Those of you providing snow services, I know how you scramble to get those invoices out the door so you can get the cash coming in!  And for those of you who will start getting really busy soon, it’s important … Continue reading

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Working With Customer Deposits (or Prepayments)

Do you take deposits up front from clients? Whether you’re in the construction industry, landscaping, trades or some other type of business, deposits up front help cash flow and enable you to pay employees and purchase materials for the job.  … Continue reading

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Profit Planning with QuickBooks Budgeting Tools

Our last article discussed the benefits of using QuickBooks to help you in your “profit planning” by taking advantage of the budget tools in QuickBooks.  So now you’re ready to use create your  budget in QuickBooks – great! Select the … Continue reading

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Profit Planning for 2018

In previous articles, I’ve discussed reviewing your existing sales and profitability to see if you wanted to make any changes.  Now it’s time to plan for your new year and profitability. Many of you may have already worked on a … Continue reading

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