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Category Archives: Cash Flow
Protecting Your Business From Fraud
How safe is your business from fraud? While many worry about someone hacking into their systems, you’re more likely to experience embezzlement by a trusted employee. About 28% of small businesses have this unfortunate experience. So here are some checks and balances you can put into place both in procedures and in QuickBooks to limit opportunity for theft or discourage most employees from even trying. Continue reading
Posted in Business Finance, Cash Flow, QuickBooks
Tagged Bookkeeping, checks, embezzlement, Fraud, QuickBooks
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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. It’s easier to keep up with tracking as you go along, rather than waiting until the end of the report period, especially if you pay quarterly. So here are the steps to simplify your reporting. 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
Most businesses have peaks and valleys, so business owners find monitoring cash flow is always important. Here are 5 tools in QuickBooks that can help you monitor your cash flow. Continue reading
Posted in Business Finance, Cash Flow, QuickBooks
Tagged Bill Tracker, cash flow, cash flow forecast, Income tracker, projecting cash flow, QuickBooks, ratios, Snapshot
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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
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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