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Category Archives: QuickBooks
Save Time With Payroll Templates
For those of you with seasonal businesses, such as landscapers, painters, remodelers and other contractors, you may find this time of year you are doing lots of hiring (or will be soon), depending on the size of your business. And anyone who’s been involved with that process knows that it can be time consuming. For those of you responsible for setting up the employee in QuickBooks, the payroll template could help you save some time Continue reading
Posted in Payroll, QuickBooks
Tagged contractor, Employee, landscaper, Payroll, payroll template, QuickBooks, save time
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More Tools for Your Cash Flow Arsenal
While there is so much you can do with QuickBooks, there are still times when an add-on product offers features not found in QuickBooks – or with the same level of functionality. I will put these in 3 “buckets” – invoicing, collections and cash flow. Continue reading
Posted in Business Finance, Cash Flow, QuickBooks
Tagged cash flow, collections, forecast, Invoice, Overdue, Past Due, QuickBooks
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5 Ways to Monitor Receivables to Get Paid Faster
These reports and features in QuickBooks can you get paid faster. Continue reading
5 Ways to Get Paid Faster
Who doesn’t want to have money coming in sooner? While there are some general practices that come with an industry, maybe it’s time to make a few changes so you can get paid faster. Here are a few ideas. Continue reading
Posted in Business Finance, Power Tips, QuickBooks
Tagged estimate, Invoice, prepayments, work order
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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
Posted in Business Finance, Cash Flow, Features, Job Costing, QuickBooks
Tagged Accounts Receivable, credit memo, customer deposit, prepayment, QuickBooks, report, retainer
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New and Improved Intuit Payroll Products
Have you looked at your payroll options recently? Although changing your payroll option can be a pain to change, it is worth evaluating from time to time to make sure you’re getting the payroll option best suited to your business needs. And since Intuit recently released some new offerings late 2019, this might be the perfect time to start evaluating! Continue reading
Posted in Business Finance, Cash Flow, Job Costing, Payroll, Productivity Tips, QuickBooks
Tagged integration with QuickBooks, IRS, job cost, Payroll, penalties, penalty, Tax
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QuickBooks Desktop vs. QuickBooks Online
If you’re in a desktop version of QuickBooks (Pro/Premier/Enterprise) you may be wondering if it’s time to move to QuickBooks Online (QBO) so you have remote access and because some 3rd party products are saying Desktop QuickBooks (QBDT) is going away or work only with QBO. With the new products rolling out soon, I thought this would be good to discuss pros/cons – and my opinion ;-) Continue reading
Posted in Job Costing, QuickBooks, Remote Access
Tagged Enterprise, estimate, job cost, labor, Payroll, QBDT, QBO, QuickBooks, QuickBooks Online, QuickBooks Premier, Remote Access
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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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QuickBooks Year-End Checklist
There’s lots that needs to be done at the end of the year to get your QuickBooks ready for taxes. Here’s a checklist of to help you; those who have been diligent about bookkeeping will find this list will be shorter. Continue reading
Posted in Payroll, QuickBooks, Year End
Tagged 1099, credit cards, Merchant Services, payments, Payroll, QuickBooks, QuickBooks 2017, QuickBooks 2020, WIP, Work in Process, year-end
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Year End Review and Planning
By now you probably have a 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 2019 so you can plan for 2020. 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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