Filter to Find What You Want

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. Once you know how to use Filters in one place, you can use them elsewhere.

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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:

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What Your Profit and Loss Is Really Telling You

What Your Profit and Loss Is Really Telling You

Who doesn’t like to look at profit?! But I find many have misconceptions about what the Profit & Loss report (or Income Statement) can/should do for them. This is usually due to a lack of knowledge when it comes to accounting. But whether you are the business owner or the bookkeeper you should understand at least a little bit about accounting and your financial reports. So here are some basics that will help you both review your jobs or projects as well as your business.

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Reports to Monitor Job Costs

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!

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Margin vs. Markup

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

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Save Time and Monitor Cash Flow Better with Accounts Payable

Save Time and Monitor Cash Flow Better with Accounts Payable

If you are already using the Accounts Payable feature in QuickBooks, good for you! However, I find many don’t use this feature thinking it will take too much time. So instead, the bills are either entered in a spreadsheet or in some sort of tickler file. For those of you in that second group, please keep reading. I’ll show you how using the Accounts Payable feature will help you not only make it much easier to keep up with who you owe how much (definitely important for cash flow – perhaps even more so during the pandemic crisis) but also make bill paying much simpler and faster.

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