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Category Archives: Features
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
Posted in Features, Power Tips, Productivity Tips, QuickBooks
Tagged Bookkeeping, business owner, custom fields, memorize, niche, QuickBooks, reports, timesaving, transaction
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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
Posted in Features, Job Costing, Payroll, Productivity Tips, QuickBooks
Tagged collections, Payroll, QuickBooks, timesheets, work order, Workers Comp
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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
Posted in Features, Productivity Tips, QuickBooks
Tagged QuickBooks, reminders, reports
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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
5 More Ways to Get Paid Faster (Pt 2)
These reports and features in QuickBooks can you get paid faster. Continue reading
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
Posted in Business Finance, Cash Flow, Features, Job Costing, QuickBooks
Tagged Accounts Receivable, credit memo, customer deposit, prepayment, QuickBooks, retainer
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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. Here are 4 major areas I consider when working with contractor clients: Continue reading
Posted in Business Finance, Features, Job Costing, QuickBooks
Tagged Chart of accounts, Classes, desktop, Enterprise, Items, job costing, jobs, online, Payroll, Premier, Pro, QuickBooks, reports, Setup, workflow
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Using QuickBooks to Find Your Niche
Did you know that QuickBooks can help you refine your niche? You’ll be surprised at just how much. Here are some ideas to get you started. Continue reading