Category Archives: QuickBooks

Where Did All My Money Go? Understanding the Statement of Cash Flows

If you’re like most QuickBooks users, you rely on the Profit & Loss Standard report to monitor how your business is doing. However, you may have noticed that it rarely, if ever coincides with what’s in your bank account (hint: … Continue reading

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5 More Ways to Get Paid Faster

Last time I discussed ways you can get paid faster that centered on invoicing and payments. Today I want to take a closer look at how to bring payments in sooner by using reports and other features in QuickBooks to … Continue reading

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5 Ways to Get Paid Faster Pt. 1

Who doesn’t want to have money coming in sooner – especially this time of year? While there are a few general practices that come with an industry, maybe it’s time to make a few changes. Invoice quickly. The sooner the … Continue reading

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Working With Customer Deposits (or Prepayments)

Do you take deposits up front from clients? 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.  … Continue reading

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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 books ready for taxes. Here’s a list of to help you; those who have been diligent about bookkeeping will find this list will be … Continue reading

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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. There are 4 major areas I consider when working with contractor clients: Software – So … Continue reading

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2017 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 2017 … Continue reading

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DETERMINING YOUR MOST PROFITABLE SALES

It’s time to review your sales to see where you were most profitable in 2017 and see what if any changes you’ll make for 2018.  When looking at profitability, there are a few different factors you can review using QuickBooks. … Continue reading

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Save Time with Mobile Barcode Scanning and Enhanced Sales Order Workflow

Platinum Enterprise now has 2 new features that should be a great help for those of you using inventory in a big way – mobile barcode scanning and a greatly improved sales order workflow with real-time updates! Both features need … Continue reading

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Work More Efficiently and Faster

This year’s new QuickBooks 2018 features focus on solving for some common pain points and issues.  These first few are for QuickBooks Pro, Premier and Enterprise, the latter ones I specify the version(s) of QuickBooks. Multi-Monitor If you use multiple … Continue reading

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