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Category Archives: Cash Flow
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
Posted in Business Finance, Cash Flow
Tagged cash flow, Employee, Expense, loan, open invoice, past due invoice, Payroll, QuickBooks
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5 More Ways to Get Paid Faster
Last time I discussed ways you can get paid faster that centered on invoicing and payments. Today I want to take a closer look at how to bring payments in sooner by using reports and other features in QuickBooks to … Continue reading
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
Posted in Business Finance, Cash Flow, Power Tips, Productivity Tips
Tagged batch, cash flow, duplicate, Group, Invoice, invoicing, memorize, QuickBooks, save time, time
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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
Posted in Business Finance, Cash Flow, Features, Job Costing, QuickBooks
Tagged Accounts Receivable, credit memo, customer deposit, prepayment, QuickBooks, report, retainer
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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
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
Posted in Business Finance, Cash Flow
Tagged budget, Budget vs. Actual, Profit, Profit & Loss Budget Performance, QuickBooks
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Work More Efficiently and Faster
This year’s new QuickBooks 2018 features focus on solving for some common pain points and issues. These first few are for QuickBooks Pro, Premier and Enterprise, the latter ones I specify the version(s) of QuickBooks. Multi-Monitor If you use multiple … Continue reading
Posted in Cash Flow, Features, Payroll, Productivity Tips, QuickBooks
Tagged accrual basis, cash basis, Chart of accounts, monitor, past due invoice, Payroll, payroll liabilities
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Tracking Use Tax
If you have to collect sales tax, then chances are your report form asks you about use tax. Use tax is a sales tax on purchases taxable in your state but for which you were not charged. An example would … Continue reading
Posted in Business Finance, Cash Flow, QuickBooks, Reports
Tagged audit, QuickBooks, sales & use tax audits, sales tax, taxable, taxable purchases
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Cash flow tools in QuickBooks
Many businesses find that sales are sometimes slower in July and/or August- spring projects are complete, people are on vacation… That can mean a slowdown in cash flow. Here are 5 tools in QuickBooks that can help you monitor your … Continue reading