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Category Archives: QuickBooks
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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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
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
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
Estimated vs Actual Hours
How did the actual time on the job compare to what you estimated? That’s one of the big things you want do know, right? If job costs run over, it’s usually in the area of labor, not materials. Here’s how you create it. Continue reading
Posted in Business Finance, Job Costing, QuickBooks, Reports
Tagged estimated vs actual, hours, job costs, labor, QuickBooks
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Save Time with Mobile Products
With today’s technology, we’re able to do so much more by web and smart devices. You can save time (and not worry about forgetting), if you can jot down notes or handle details quickly. And for many, QuickBooks is still in the office. So here are some task-specific products that work with QuickBooks you can use away from the office saving you time and sanity! Continue reading
Posted in Business Finance, Credit Card Processing, Productivity Tips, QuickBooks, Remote Access
Tagged CRM, Invoice, leads, payment, QuickBooks
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Better Business Decisions by Customizing QuickBooks’ Reports
A key reason for tracking your accounting in QuickBooks is to help you make better business decisions. Sometimes, to get the information you need, you need to customize an existing QuickBooks report. Continue reading →