Using Sales Receipts: When? How?

Using Sales Receipts: When? How? Some types of businesses always use sales receipts. Some use them occasionally. Here’s what you need to know about them. How do you let your customers know how much they owe you, and for what products or services? In these days of ecommerce and merchant accounts, your customers may provide […]

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Tracking Products and Services in QuickBooks Online, Part 2

Tracking Products and Services in QuickBooks Online, Part 2 Last month, we explored the process of creating a product record. Now we’ll look at where they’re used in QuickBooks Online. Have you been able to create records for all of your products and services? If you have a large inventory, this can be quite a […]

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Are You Applying Finance Charges? Should You Be?

Are You Applying Finance Charges? Should You Be? Assessing finance charges is a complicated process. But if you have a lot of late payments coming in, you may want to consider it. There are many reasons why your customers send in payments past their due dates. Maybe they missed or misplaced your invoice, or they’re […]

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Use QuickBooks Custom Fields to Improve Insight

Use QuickBooks Custom Fields to Improve Insight QuickBooks’ structure is universal enough to appeal to millions of small businesses. Custom fields help you shape it to meet your company’s unique needs. If you’re using QuickBooks, you probably know that you’re complying with the rules of double-entry accounting. The software is designed such that you can […]

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Bookkeeping Tips For Non-Profits

A non-profit aims to achieve an objective or a set of goals and its finances are important tools for attaining these goals. Consequently, appropriate bookkeeping systems ensure that nonprofits use their financial resources according to their mission. Bookkeeping for such organizations entails the customary principles and accounting tasks that all businesses implement to track, analyze, […]

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Setting Up Settings in QuickBooks Online

Setting Up Settings in QuickBooks Online You’ll be visiting QuickBooks Online’s Settings screen regularly, so it’s good to know what’s there. You can get into a rental car and just start driving to your destination. But you soon realize that you need to know where the temperature controls and the radio tuner are. If it […]

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What QuickBooks’ Calendar Can Do for You

What QuickBooks’ Calendar Can Do for You Yet another calendar? Yes. It’s a good idea to use QuickBooks’ calendar to stay on top of your financial transactions. These days, some of us find ourselves updating multiple calendars. There’s the Outlook calendar or other web-based solution for scheduling and task management. Maybe a smartphone app to […]

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How to Add Documents in QuickBooks

How to Add Documents in QuickBooks Accounting is about more than just numbers. QuickBooks lets you make documents available from within the program itself. You could call QuickBooks a “green” computer program. It can conserve reams of paper by storing customer and vendor records, for example, emailing transaction forms, and accepting online payments. Most small […]

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The Benefits of Employing Bookkeeping Services

Numerous business owners are reluctant to employ bookkeeping services to track their costs. While some may feel it’s an unnecessary cost, others may be uncomfortable granting a third party access to such privileged information. Although these concerns are valid, the benefits far outweigh the drawbacks. If you’re unsure about the related benefits, check out this […]

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Creating One-Time and Recurring Bills in Xero

Creating One-Time and Recurring Bills in Xero Making money is more rewarding than spending it on business obligations. Xero takes some of the drudgery out of your accounts payable duties. Managing cash flow is a challenge for most businesses. There are many things you can do to encourage customers to pay on time, but you […]

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