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42

Receiving Payments in QuickBooks

It’s probably one of your favorite QuickBooks activities. Be sure you understand the mechanics of recording payments. There are numerous ways to prioritize your workday. Do the most difficult things first. Get important phone calls out of the way. Respond to customer emails. But it’s likely that one activity takes precedence when you see that it needs to be done:...
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36

Why You Should Use QuickBooks’ Snapshots

QuickBooks provides multiple ways to get information about your customers, and their payments, and your company itself. The software’s Snapshots provide quick, thorough overviews. What do you do when you need to get information in QuickBooks about customers or about payments they’ve made in QuickBooks? You have several options. You could, for example: Create a report Go to their Customer...
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