Category Archives: QuickBooks

Tools for Your Cash Flow Arsenal

All businesses have ebbs and flows in their business and depending on your business, sometimes there’s a big difference between the highs and lows. Today I want to discuss two products that might be useful in navigating through the fluctuations. Continue reading

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Cash Flow Tools in QuickBooks

Most businesses have peaks and valleys, so business owners find monitoring cash flow is always important. Here are 5 tools in QuickBooks that can help you monitor your cash flow. Continue reading

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Protecting Your Business from Fraud

How safe is your business from fraud? While many worry about someone hacking into their systems, you’re more likely to experience embezzlement by a trusted employee. About 28% of small businesses have this unfortunate experience. So here are some checks and balances you can put into place both in procedures and in QuickBooks to limit opportunity for theft or discourage most employees from even trying. Continue reading

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Is Your QuickBooks File “Insured”?

Computers and software are great when they work. But if your computer crashed or your QuickBooks file was corrupted and unusable, do you have a recent backup of your QuickBooks data file? QuickBooks provides two ways (actually, three) to create a copy of your QuickBooks data file. When is each appropriate, and how do you proceed? Continue reading

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Four Areas Where Spending More Pays Off

It’s generally a good idea to keep overhead costs low so that your business profits will be higher. But there are times when increasing expenses yields great payoffs. 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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Secrets to Monitoring the Health of Your Business in QuickBooks

How healthy is your business? Many businesses just look at their profit & loss statement (aka income statement), but you could be missing out on some helpful information. If you’ve ever struggled financially, but your P & L shows a profit, these ratios can explain why. Lending institutions often use these ratios to analyze your financial statements as part of the loan approval process, so wouldn’t you like to know what they’ll see? Continue reading

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Have You Checked These Balances Lately?

The Balance Sheet is an important report in your business’s financial statements. Unfortunately, I find that many small businesses never look at this report. Usually it’s either because they don’t understand the report or they think it has nothing to show them in terms of profitability 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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