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Category Archives: QuickBooks
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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QuickBooks Year-end Checklist
Posted in Payroll, QuickBooks, Year End
Tagged 1099, credit cards, Merchant Services, Payroll, QuickBooks, QuickBooks 2016, QuickBooks 2019, WIP, Work in Process, year-end
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Get A Jumpstart on 1099’s for Contractors
Now is a good time to get a jumpstart on 1099’s for contractors. Here are some tips to help make that year-end process go smoother Continue reading
Posted in Business Finance, QuickBooks, Year End
Tagged 1099, contractor, IRS, PayPal, QuickBooks, year-end
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Is It Time For a Change
Is it time to make a change with your bookkeeping and accounting products? As you get near the end of 2018, it’s a good time to evaluate whether or not you need to make some changes. Here are some questions to help you decide if you need to make some changes regarding the Intuit products: Continue reading
Optimize Your Revenue Mix for More Profitability in 2019
Many small business owners focus on generating more revenue every year, and that’s a great objective. But not all income is created equally. If you have more than one type of division/service and/or service/product, then it’s worthwhile taking a closer look at the profitability of each. Continue reading
Posted in Business Finance, QuickBooks, Year End
Tagged customer type, Profit, Profit margin, QuickBooks, report, Revenue, Revenue Mix
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Year-End Review and Planning
While you still have 2 more months to generate income (and expenses), you probably have a somewhat good idea of your year-end numbers. As you look back over your year, take the time to list what worked – and what didn’t. Here are a few recommendations to help you review 2017 so you can plan for 2018 Continue reading
Posted in Business Finance, QuickBooks, Reports, Year End
Tagged add-on, customer type, customers, Enterprise, job profitability, jobs, most profitable, Overhead, profitability, QuickBooks, reports, time, Time Tracking, year-end
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Determining Your Most Profitable Sales
It’s time to review your sales to see where you were most profitable in 2018 and see what changes, if any, you’ll make for 2019. When looking at profitability, there are a few different factors you can review using QuickBooks. So here are 5 areas to consider. Continue reading
Posted in Business Finance, QuickBooks
Tagged customer type, customers, job profitability, jobs, profitable sales, QuickBooks, reports, top customers
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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
Increase Efficiency, Accuracy and Cash Flow with QuickBooks 2019
This year, Intuit worked on improving some existing features in QuickBooks as well as adding some new features. They focused on increasing efficiency in getting work done, added tools to help ensure accuracy of the accounting data as well as … Continue reading