Tag Archives: reports

QuickBooks Setup for Success

It’s the start of a new year and for many, this is the time to make changes to your QuickBooks before your season gets busy. There are 4 major areas I consider when working with contractor clients: Software – So … Continue reading

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2017 YEAR –END REVIEW AND PLANNING

By now you probably have a good idea of your year-end numbers.  As you look back over your year, take the time to list what worked – and what didn’t. Here are a few recommendations to help you review 2017 … Continue reading

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DETERMINING YOUR MOST PROFITABLE SALES

It’s time to review your sales to see where you were most profitable in 2017 and see what if any changes you’ll make for 2018.  When looking at profitability, there are a few different factors you can review using QuickBooks. … 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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Commonly Overlooked Features in QuickBooks Pt 1

I frequently see that there are features in QuickBooks that can be very useful but clients frequently are unaware of their existence or how they can help. So, today’s article takes a look at several features you might find helpful. Continue reading

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5 Fast Ways to See Key Reporting with Quickbooks

You’re busy, you have information you need to see, but don’t want to spend all day getting it. Especially during your busy season! Here are 5 ways you can view multiple reports quickly. Continue reading

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QuickBooks Setup For Success

It’s the start of a new year and for many, this is the time to make changes to your QuickBooks before your season gets busy. There are 4 major areas I consider when working with contractor clients: Software – So … Continue reading

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

Determining Your Most Profitable Sales

It’s time to review your sales to see where you were most profitable in 2016 and see what if any changes you’ll make for 2017.  When looking at profitability, there are a few different factors you can review using QuickBooks. … Continue reading

Posted in Business Finance, QuickBooks | Tagged , , , , , , , | Leave a comment

5 Areas to Review to Plan for a Successful 2017

While you still have 2 more months to generate income (and expenses), you probably have a somewhat good idea of your year-end numbers.  As you look back over your year, take the time to list what worked – and what … Continue reading

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Automate Sending Reports with the New Scheduled Reports in QuickBooks 2017

Do you need to send a business partner, boss, accountant or board members reports on a regular basis? Don’t you wish you could automate that? Now you can with the new Scheduled Report feature in all desktop versions of QuickBooks! I’ll … Continue reading

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