- QuickBooks Tips
QUICKBOOKS TIPS
- Posted on June 22, 2011
10 Tips to Perfect Check-Printing in QuickBooks
- Posted on May 24, 2013
If you used small business accounting products in the early days, you know how frustrating it was to print checks correctly from your software. Pre-printed checks weren’t cheap, and you probably printed at least a few that didn’t line up right or were otherwise unusable.
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Spring is a good time to clean up and slim down QuickBooks and its data.
- Posted on March 25, 2013
Spring is a good time to clean up and slim down QuickBooks and its data.
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Use QuickBooks’ Tools -- and Common Sense Procedures -- To Prevent Financial Fraud
- Posted on February 21, 2013
You work hard for your money. Strong internal controls can keep it from disappearing unnecessarily.
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Is 2013 The Year You Finally Go Mobile With Financial Data?
- Posted on January 29, 2013
Using QuickBooks Mobile, you’ll improve business relations, put out fires before they start and unchain yourself from your office computer.
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Say Good-Bye to 2012 and Ready QuickBooks for 2013
- Posted on December 26, 2012
We hope you’ll be ringing out a successful financial year at month’s end. In any case, here’s what you should know about preparing for 2013.
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Are You Defining Items in QuickBooks Correctly?
- Posted on November 26, 2012
Create item records in QuickBooks carefully, and QuickBooks will return the favor by running useful, accurate reports.
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QuickBooks Can Do Much More Than You Think
- Posted on August 27, 2012
No, you'll never max out all of its features, but here are some tips on tools that extend QuickBooks' usefulness – and save you time.
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QuickBooks Reports Help You Maintain Balanced Inventory Levels
- Posted on July 25, 2012
Running out of products too frequently? Having to sell cheap because inventory is overloaded? Use QuickBooks' reports.
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Job-Tracking Adds Precision to Your QuickBooks Company
- Posted on June 25, 2012
Does your business have clients whose work sometimes requires multiple steps drawn out over weeks or months, like remodeling projects or court cases? If so, and you're not using QuickBooks' Jobs features, you're missing out on the opportunity to track and evaluate the financial impact of these complex tasks.
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Cutting Expenses Key To Profitability, But How? Some Tips
- Posted on May 23, 2012
It may seem like a no-brainer – cut expenses to make more money – but many small changes can result in significant savings.
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Billing for Time and Expenses: How It Works
- Posted on April 24, 2012
QuickBooks handles billable expenses capably, but it's critical that you understand the process thoroughly before proceeding.
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QuickBooks Income Tax Reports And Filtering Options: Target The Right Output
- Posted on February 22, 2012
April 15 is getting uncomfortably close. QuickBooks, of course, can't do your taxes for you. But it helps you lay some of the groundwork. Following up on last month's column on customizing reports, we'll look at the program's tax-related reports and its powerful report-filtering options.
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Modifying QuickBooks Reports Gives You Better Insight Into Past, Future: Part 1
- Posted on January 24, 2012
If you make one resolution about improving your accounting procedures in 2012, it should be this: Make extensive use of the tools that QuickBooks offers for report modification. Comprehensive, meticulously-shaped reports that flow out of your carefully-constructed records and transactions are your reward for pounding on the keys every day, conscientiously recording income and expenses.
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Customer Refunds: Are You Doing Them Right?
- Posted on December 27, 2011
Refunds. You probably wince at the word. Some – like customer refunds for returns – are fairly uncomplicated, thanks to QuickBooks' tools. Others, not so much. You may find yourself unable to balance your accounts receivable.
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QuickBooks Tips And Tricks: Make it Yours
- Posted on November 22, 2011
No matter which version of QuickBooks you're using, there are always ways to make your workday easier. As with any software, we tend to learn the features we need and not much more. But small changes in the way you operate can add up to significant time savings and more accurate files. If you jumped into QuickBooks without a thorough introduction, consider these tips.
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QuickBooks 2012: New Paths to Better, Faster Financial Management
- Posted on October 25, 2011
As it usually does this time of year, Intuit has introduced new versions of its Pro and Premier products. QuickBooks 2012 promises to help you get better organized, save steps, and acquire more in-depth financial insights.
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Classes or Types? When To Use Them
- Posted on September 26, 2011
QuickBooks' standard reports are critical to understanding your company's past, present, and future. But the program also offers innovative tools that can make them significantly more insightful and comprehensive.
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Tracking Bills in QuickBooks, Worth the Effort
- Posted on August 24, 2011
Next to payroll, paying bills is probably your least favorite task in QuickBooks. You don't have to use this feature – you can keep stacking bills on your desk, scrawling the due dates on a paper calendar, and writing checks.
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Add/Edit Multiple List Entries Simplifies Record Changes
- Posted on June 23, 2011
Data entry and modifications in QuickBooks can be tedious. Beginning with QuickBooks 2010 Pro Edition and above, that job got a lot easier. The Add/Edit Multiple List Entries tool does just what its name implies: It lets you add entries to your lists of customers, vendors, services, inventory parts, and non-inventory parts. It also makes changing one or several of them quick and easy.
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Job-Tracking Adds Precision to Your QuickBooks Company
- Posted on May 22, 2011
Our Quickbooks tips highlight some of the most common issues to help you manage your accounting system. We update these once a month so bookmark this page and visit often.
Does your business have clients whose work sometimes requires multiple steps drawn out over weeks or months, like remodeling projects or court cases? If so, and you're not using QuickBooks' Jobs features, you're missing out on the opportunity to track and evaluate the financial impact of these complex tasks.
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Are Your QuickBooks Company Files Tamper-Proof?
- Posted on April 25, 2011
Every month, we provide information on how to better use QuickBooks. By implementing the best methods for managing your accounting data, you can actually improve your financial bottom line.
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Sales Orders in QuickBooks: Why? When? How?
- Posted on March 25, 2011
There aren’t that many different types of forms to keep straight in QuickBooks, but you likely don’t use all of them. You probably use invoices and purchase orders frequently, and may fill out the occasional sales receipt or credit memo or estimate.
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QuickBooks Helps You Make a Statement
- Posted on February 25, 2011
How do you let customers know they owe you money? Probably by sending invoices. And how’s that working for you? If your customers are all conscientious and pay on time, maybe that’s all you need to do.
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Repetitive Transactions. Memorize Them.
- Posted on January 25, 2011
Filling out invoices the first time can be a pain, especially if they’re lengthy. But doing the same thing repeatedly if the identical invoice recurs regularly? No need.
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Turn Over a New Cliche and Adopt Best Practices
- Posted on December 27, 2010
Turn over a new leaf. Make a New Year’s Resolution. Make a fresh start. Get your ducks in a row. All familiar clichés, but their message is valid: At this time of year, you probably feel like renewing your commitment to running a more successful, productive business.
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QuickBooks 2011 - Pump Up Your Productivity
- Posted on November 24, 2010
Every year since its inception in the early 90s, Intuit has delivered an enhanced version of its desktop QuickBooks program. Each annual edition incorporates a myriad of new and upgraded features designed to save you time, money, and frustration – and that let you focus on your business, not your finances.
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Changing Seasons, Changing Prices
- Posted on September 24, 2010
Changing the prices of your company’s services and inventory items can solve one of two problems, depending on why you’re looking for a solution. Say your materials suppliers have upped their prices. You may choose to increase your affected products to maintain your profit margin. Or maybe an item or service has not been moving well. A drop in price might trigger improved sales.
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Taxes 24/7/365
- Posted on October 25, 2010
Our Quickbooks tips highlight some of the most common issues to help you manage your accounting system. We update these once a month so bookmark this page and visit often.
The reasons for putting off tax preparations are endless – and understandable. So tax filing deadlines may become the culmination of marathon sessions with your records, which can make mistakes more likely.
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Tune Up Your Business Plan with QuickBooks
- Posted on August 3, 2009
Do you have a business plan? If you don’t, even if you’re a sole proprietor, you should. Business plans can be a good barometer for the health of your finances as a way to gauge whether or not you’re on the right path. If you don’t have a business path (or if yours is less than organized or polished), you can use QuickBooks’ tools to create or fine-tune one. We’ll show you how to use these tools to get the job done quickly and easily.
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Go Back to School With the Educational Tools of QuickBooks
- Posted on August 10, 2010
We know. When you first cracked your copy of QuickBooks, you wanted to dive in and start generating invoices. Fortunately, QuickBooks is intuitive enough that you were able to do just that. And its help system is so robust that you were able to get procedural questions answered quickly and easily.
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Settle Up Fast with Quickbooks’ Bill Paying Tools
- Posted on September 9, 2009
Some of the financial crystal ball-types are telling us there are signs that the recession may be drawing some of its last breaths. But those bills are still coming in, and you may have had a long, dry summer and less income that you can use to meet those business obligations.
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Save Time for Summer by Memorizing Transaction
- Posted on July 1, 2009
Unfortunately, your work with QuickBooks doesn’t end just because it’s summer, the weather’s great, and school’s out. But there are ways to minimize your time spent managing your money and maximize your time at the beach. Memorizing transactions is one such way.
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Recording Infrequent Transactions in QuickBooks
- Posted on June 1, 2009
Day-to-day transactions like receiving payments from customers or paying vendors occur so frequently that most QuickBooks users do them automatically. However, from time to time you may encounter an infrequent transaction that will stop you in your tracks. In this article we'll discuss several common tricky transactions and offer advice on how to handle them.
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Getting Things Done Fast with QuickBooks Keyboard Tricks
- Posted on May 1, 2009
You're accustomed to using your mouse to navigate your way through QuickBooks, but you may not realize that there are faster ways to get your work done in QuickBooks. Typically your hands are already on the keyboard, so take advantage of the shortcuts built into the application to save you time. Using this technique might also help minimize wear-and-tear on your wrists. In this article we'll explore a variety of ways that you can quickly carry out tasks in QuickBooks.
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Minimize Your Exposure to Fraud
- Posted on February 1, 2009
Do you know how to detect and protect yourself from fraud? Most of us want to naively believe it will never happen to us. In reality, fraud impacts small and mid-size businesses far more often than large corporations.
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QuickBooks 2013 Gives You A Reason To Upgrade
- Posted on October 24, 2012
Tired of QuickBooks' cramped, claustrophobic screens and uneven interface? You'll be pleased to see the 2013 version.
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