Category: Quickbooks

Quick Tips for Searching in Quickbooks

The power of the search engine in QuickBooks has gotten much better over the years. However, there are still some tips that can help you save time. Here’s a rundown of how to look for what you need in QuickBooks. First and foremost, make sure you have the “Search” function enabled. If you don’t see the […]

Posted In: Quickbooks

Quickbooks: So Much to Do, So Little Time!

You can have QuickBooks remind you when it’s time to pay bills, print forms such as invoices and checks, deposit money into the bank, enter memorized transactions, act on overdue invoices or complete a personal to-do note. You can also jot down important dates and information about the work you are performing using notepads. QuickBooks Alerts […]

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Quickbooks: Checking Your List Twice?

Let’s say you’ve entered a name on a QuickBooks list and now you can’t use it on a particular form. What’s wrong? QuickBooks allows you to maintain databases for your customers, vendors, employees and “other names.” These list entries can be used on various forms and reports. The particular list to which a name is added […]

Posted In: Business, Quickbooks

Cash In — Cash Out

When referring to Accounts Receivable or Accounts Payable, terms relates to the time frame in which you expect to receive payment from a customer or your vendor expects to receive a payment from you. Some terms even allow for a discount for early payment. A list of commonly used terms is automatically supplied when you create a new […]

Posted In: Business, Quickbooks

Remedies for Bank Reconciliation Mishaps: Tips for QuickBooks Users

Whether using a manual or a QuickBooks process, the bank reconciliation is essential to verifying the accuracy of cash account balances. It is equally important to preserve the bank statements and reconciliation reports that document this process. Because most business transactions include cash, the potential for error is greater here than anywhere else. One of the […]

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Summarize Sales with the Sales Receipt Form in QuickBooks

Many businesses rely on a cash register or customized software to track daily sales transactions. Since most are likely to record checks and other financial transactions in QuickBooks, they need to quickly bring the data from both systems together. If the front-end “point of sale” system has an integration tool available, sales results can be imported […]

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On the Road Again! Track Vehicle Mileage in QuickBooks

Using QuickBooks® to track your vehicle mileage, you can enter, sort and print lists of your vehicles and the mileage you’ve driven for work-related tasks. You can then use this information for your tax deductions and for billing your customers. To track mileage for a vehicle, you must first add it to the Vehicle List. From the […]

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Is the Sales Tax Bandit Winning?

Using the QuickBooks® sales tax feature will help automate the calculation, collection and payment of sales tax. To set up QuickBooks to calculate and pay sales tax correctly, make the appropriate selections under the Sales Tax Preferences menu. Based on the rules in your state, be sure to make the appropriate selections for Cash versus Accrual […]

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Can’t Stand to Look at Old Balances? Get them OFF the Books!

You make the final phone call, only to hear a recording that the line has been disconnected. You send a letter certified mail, only to get it returned unopened. Now what? Unfortunately, your accounts receivable balance for that customer has turned to bad debt. As the aging of your accounts receivable grows, so does your potential […]

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QuickBooks — Have it YOUR Way!

Whether you are creating a new company file or you are working in a file that’s been around for a while, you can set up the QuickBooks® program to perform all the functions you require. In QuickBooks, Preferences allow users to activate/deactivate program features and customize how these features will work. Some of the features that can be […]

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