While I still much prefer the Company Snapshot because I can easily see so much in one screen, there are two graphs I like in the Company Insights I don’t get from the Snapshot that I think you might like as well – Business Growth and Net
Read more →It’s year-end and time to review how you did. Gross Profit Margin and Net Profit Margin are two numbers you want to look at – they help you with both reviewing your numbers and planning for the upcoming year. When you look at your Profit and Loss,
Read more →I’ve been discussing how to setup and use Items in QuickBooks. What I’ve seen is many really don’t understand how Items work in QuickBooks, from bookkeepers to accountants to QuickBooks consultants. I will admit that for many years, I was guilty of this, too – but
Read more →When I meet with new clients and we’re discussing what’s working, what’s not, we often discuss what would you like to see in your job cost reports besides you making a healthy profit ;-)? Generally you want to see revenue, cost of good (labor, materials, subs,) and
Read more →Now that the weather is warm, projects are gearing up and keeping up with job costs is important. While QuickBooks has several good job cost reports, here are Job Cost reports that often go under or un-used. Estimated vs Actual – I’m a big proponent of some
Read more →Let’s face it – you’re busy, you have information you need to see, but don’t want to spend all day getting it. Especially during your busy season! First, decide what information you want to see. Such as Accounts/Receivable, Accounts /Payable, bank balances, Profit and Loss, Balance Sheet,
Read more →So you’ve decided to either start using Classes or modify your existing ones. Here are the steps you’ll need: 1. Turn the preference on If Class Tracking is not already turned on, log in as admin, click on Edit>Preferences, then Company Preferences and turn Class tracking on.
Read more →Are your books set up to give you reporting you want? We’re still early in the year and for many contractors, this is your slower time, so it’s a good time to make those adjustments. One that I always ask my clients about is Classes. Classes can
Read more →While you think you’re happy in QuickBooks Pro or Premier, I suggest it’s always worth looking at Enterprise Solutions. You may find that Enterprise could make life simpler in your business because of the extra features. I have a comparison chart that helps to highlight where the
Read more →Better Business Decisions by Customizing QuickBooks’ Reports A key reason for tracking your accounting in QuickBooks is to help you make better business decisions. With a few changes to an existing report, you might be surprised at what you can learn about your business. As I’ve been
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