Author Archives: Monica Mitchell Muir, Advanced Certified QuickBooks ProAdvisor

Filter To Find What You Want

QuickBooks makes it easy to find information with their Filters. A filter simply limits (filters out what you don’t want) so you see only what you want to see. Both the Find Feature and reports in QuickBooks use Filters. So once you know how to use in one place, you can use it elsewhere. Continue reading

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Better Business Decisions by Customizing QuickBooks’ Reports

A key reason for tracking your accounting in QuickBooks is to help you make better business decisions. Sometimes, to get the information you need, you need to customize an existing QuickBooks report. Continue reading

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REPORTS TO MONITOR JOB COSTS

You may be in the middle of your mad rush or just extremely busy right now. Either way, you have jobs in progress or already completed so it’s worth knowing just what job costing data you can pull from QuickBooks. Here are a few job cost reports to help you monitor your progress and profitability – perhaps some you didn’t know existed! Continue reading

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MARGIN VS MARKUP

When reviewing the job cost reports in QuickBooks and turning on the %, it’s important to know just what percentage you see in the report. Where this really jumps out is comparing the P & L for a particular job to the Job Profitability Detail report. You’ve probably noticed these percentages are not the same 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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TRACKING VEHICLE AND EQUIPMENT COSTS

If you’re a landscaper or some other type of contractor, one of the important factors in estimating costs is recouping equipment & vehicle costs. There are 2 parts to equipment costs for jobs – what you need to cover for the cost of ownership for this piece of equipment (or vehicle or trailer) and how much it cost to use it on the job. Today let’s look at a way that might be useful in tracking the actual costs of you have a better idea in the future how to estimate. Continue reading

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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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Are Your Workers Contractors or Employees?

If you have workers in your business, you likely made a decision when you hired them as to whether they should be an employee or a contractor.  If all you hire is employees, then you have nothing to worry about.  … Continue reading

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