Category Archives: Features

Muir & Associates Announces Partnership with LMN

With LMN, you’ve created your estimate, tracked time and perhaps even invoiced. Take advantage of LMN’s integration with QuickBooks and save time by syncing your data over to QuickBooks. With your job costs and payroll in QuickBooks, it becomes easier to monitor job costs along the way, evaluate profitability once the job is done, and streamline your invoicing/billing. Join us to see why QuickBooks and LMN are better together, from job costing to reporting and more. Continue reading

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New and Improved Inventory Features for Platinum Enterprise 2020

This year, a few of the new features in QuickBooks 2020 are meant to help you get paid faster and save time. Should you upgrade? Check out what’s new and improved! The features mentioned in this article apply to QuickBooks Pro, Premier and Enterprise. Continue reading

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Save Time and Get Paid Faster with QuickBooks 2020

This year, a few of the new features in QuickBooks 2020 are meant to help you get paid faster and save time. Should you upgrade? Check out what’s new and improved! The features mentioned in this article apply to QuickBooks Pro, Premier and Enterprise. 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 Part 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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Commonly Overlooked Features in QuickBooks Pt 1

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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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 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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5 More Ways to Get Paid Faster (Pt 2)

These reports and features in QuickBooks can you get paid faster. Continue reading

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Working with Customer Deposits (or Prepayments)

Do you take payment up front from customers when starting a job? 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. While there are different ways to handle this scenario, not all of them are correct from an accounting perspective. The results can be misleading information or confusion for the bookkeeper or customer. Here’s the method I recommend for handling prepayments in QuickBooks. Continue reading

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