Category Archives: Features

Commonly Overlooked Features In Quickbooks Pt 2

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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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: Continue reading

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Commonly Overlooked Features In QuickBooks Pt 1

As I work with clients, I frequently see that there are features that can be useful but my client was unaware.  So, today’s article takes a look at several features you might find helpful. First, whether or not you have … Continue reading

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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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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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Where Did All My Money Go? Understanding the Statement of Cash Flows

If you’re like most QuickBooks users, you rely on the Profit & Loss Standard report to monitor how your business is doing. However, you may have noticed that it rarely, if ever coincides with what’s in your bank account (hint: … Continue reading

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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

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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

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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

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Save Time with Mobile Barcode Scanning and Enhanced Sales Order Workflow

Platinum Enterprise now has 2 new features that should be a great help for those of you using inventory in a big way – mobile barcode scanning and a greatly improved sales order workflow with real-time updates! Both features need … Continue reading

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