Are You Using QuickBooks’ Reminders?

Are You Using QuickBooks’ Reminders? We can’t emphasize this enough: QuickBooks’ Reminders can prevent countless problems with your finances. How do you know when it’s time to pay a bill or follow up on overdue customer payments or print payroll checks? If you’re still using a paper calendar and sticky notes and file folders, there’s […]

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Working with QuickBooks’ Vendor Records

Working with QuickBooks’ Vendor Records It’s important to maintain good relationships with your vendors and suppliers. QuickBooks helps you track your interaction with them. QuickBooks never forgets. That’s one of the reasons you use it. You create a record or transaction, enter a note about a customer, or write a check, for example, and the […]

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How to Keep Your QuickBooks Data Safe

You work hard to make sure your QuickBooks data is accurate. Make sure it’s safe, too. Your QuickBooks company file contains some of the most sensitive information on your computer. You may have customers’ credit card numbers and employees’ Social Security numbers. An intruder who captured all that data could create tremendous problems for you […]

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Receiving Customer Payments: Your Options

It’s one of your more pleasant tasks as a QuickBooks user: receiving payments from customers. Here’s how it works. QuickBooks was designed to make your daily accounting tasks easier, faster, and more accurate. If you’ve been using the software for a while, you’ve probably found that to be true. Some chores, of course, aren’t so […]

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Getting to Know QuickBooks Online Reports

They’re one of the rewards you get for your conscientious accounting work: reports. Are you using them to make better business decisions? What do you see when you log on to QuickBooks Online? Your most important business numbers represented by real-time charts. Profit and loss. Income and expenses. Sales. And all of your account balances. […]

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Need to Set Up Users in QuickBooks Online?

Need to Set Up Users in QuickBooks Online? Your employees probably don’t need access to every corner of QuickBooks Online. Here’s how to set limits. One of the best attributes of QuickBooks Online is that multiple users can access it without having software installed on their PCs. No more paying up front for a boxed […]

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Are You Memorizing Transactions? Should You Be?

Are You Memorizing Transactions? Should You Be? You know that QuickBooks saves a lot of time. But have you explored how it does so by memorizing transactions? Your accounting work involves a lot of repetition. You send invoices. Pay bills. Create purchase orders. Generate payroll checks and submit payroll taxes. Some of the time, you […]

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Setting Up Users in QuickBooks

Setting Up Users in QuickBooks If you plan to have multiple employees using QuickBooks, you can limit their access to specific areas. Controlling access to your QuickBooks company file is easy when you’re a one-person accounting department. You simply use one password to protect your data. But when you add new employees to the mix, […]

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Establishing Preferences in QuickBooks

Establishing Preferences in QuickBooks Before you start entering data, make sure QuickBooks is set up appropriately for your company. QuickBooks was designed to serve the needs of millions of small businesses. To do that, it had to include the tools and processes suitable for a wide variety of companies. But Intuit recognized that every organization […]

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Use Recurring Transactions in QuickBooks Online

Use Recurring Transactions in QuickBooks Online Save time and ensure that repeating transactions are processed as scheduled. You know how much time QuickBooks Online already saves you. Customer, vendor, and item records need never be entered again once they’re created for the first time. Pre-built forms use your record data to complete transactions quickly and […]

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