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 […]

Read More…

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 […]

Read More…

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 […]

Read More…

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 […]

Read More…

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 […]

Read More…

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 […]

Read More…

Lookup – Avalara and Xero team up to make your sales tax less taxing with Sales Tax Lookup!

Lookup – Avalara and Xero team up to make your sales tax less taxing with Sales Tax Lookup! This is a brand new feature in Xero so they do not have a video out on it yet, and I found their help section on the topic, not as helpful as it could be and some […]

Read More…

How to Reconcile Accounts in Xero

August 2015 How to Reconcile Accounts in Xero Manual, paper-based account reconciliation is a time-intensive, grueling task. Xero’s tools make it easier and faster. There are probably few financial processes that you loathe more than manual account reconciliation. Matching transactions in the checkbook register to the printed bank statement isn’t so difficult, but the ending […]

Read More…

Working with Bills and Expenses in Xero

July 2015 Working with Bills and Expenses in Xero It’s much more gratifying to work with incoming payments, but the money has to go out sometimes, too. Here’s an overview. Xero provides numerous ways to pay for goods and services that your company needs in Xero. How you do so depends on the type of […]

Read More…

Xero – Make Xero Yours: Customize Transaction Forms and Reports

Xero – Make Xero Yours: Customize Transaction Forms and Reports Xero’s exceptional flexibility makes it a great application for countless types of businesses. Here’s an overview of some of your customization options. Clothes come in different sizes and colors. Vehicles come in a variety of makes and models. And there are enough types of mobile […]

Read More…