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.
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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.
Read more →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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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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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
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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.
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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. Here are 4 major areas I consider when working with contractor clients:
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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.
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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.
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