Communicate with Customers: QuickBooks and Microsoft Word
The pandemic has forced businesses to find new ways to connect with customers. QuickBooks has built-in tools that can help. Businesses are starting to cautiously re-open in the U.S....
Using QuickBooks’ Reminders and Calendar
Now, more than ever, you need QuickBooks to track what needs to be done. COVID-19 has transformed the entire U.S. small business landscape in just a few short months....
How to Back Up and Move a Company File in QuickBooks
Your QuickBooks company file is gold. Make sure you know how to back it up and restore it properly. You may not think of your QuickBooks company file as...
Sales Receipts, Invoices, and Statements in QuickBooks
QuickBooks allows you to create multiple types of sales forms for different situations. Here’s a look at what they are and when to use them. When you buy something...
Dealing with Deposits in QuickBooks
Where do the payments you receive in QuickBooks go? The software provides tools for managing deposits. Recording payments, whether they come in to comply with an invoice you sent...
Start 2020 Right: Get into the Report Habit
It’s a good time to start new habits – or refresh old ones. Running reports regularly will help you make better business decisions. Whether or not you made New...
How to Clean Up QuickBooks for 2020
We know December is a busy month. However, take some time now to make sure QuickBooks is ready for 2020. Yes, it’s here again: the end of the year....
Setting Up Sales Tax in QuickBooks, Part 2
Now that you have your sales taxes set up, you’ll be able to use them in transactions and reports. Last month, we talked about the process of setting up...
Setting Up Sales Taxes in QuickBooks, Part 1
If your business is required to collect and pay sales taxes, you can use QuickBooks’ tools to help you meet those obligations. Next to payroll, state sales taxes represent...
Creating Statement Charges in QuickBooks
There’s more than one way to bill customers for your products and services. A statement charge is one of them. Depending on what kind of business you have, you...