Category Archive for "QuickBooks"

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Anatomy of a QuickBooks Inventory Item

If you have an item-heavy business, you need tools to track your inventory. QuickBooks provides them. When you started your business, maybe you were able to keep track of your inventory by peering in the closet or your garage. As you grew, that simply took too long. But you grew tired of running out of stock because you didn’t have…

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Ringing Out 2016 in QuickBooks

2017 is just around the corner. Now’s the time to do your end-of-year QuickBooks tasks. Since early January of this year, you’ve been faithfully creating new records, entering transactions, and recording payments. You’ve run basic reports. You’ve done your collection duties. You may have paid employees and submitted payroll taxes. Now the end of the year is rapidly approaching. In…

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Memorizing Transactions in QuickBooks: Why? How?

Memorizing Transactions in QuickBooks: Why? How? QuickBooks saves time in countless ways, one of which is its ability to memorize transactions. Are you taking advantage of this feature? One of the reasons you started using accounting software, among many others, was to save time. And QuickBooks has complied. Once you create a record for a customer, vendor, item, etc., you…

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Make QuickBooks Yours in 2014: Customize

QuickBooks can be used as is (with some exceptions), but you can customize many elements to improve your workflow, your form output and your business insight. While many of the things you purchase and use in your daily work and professional lives don’t come with options, many do. Think about the last time you bought a car, for example. Did…

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Receiving Payments from Customers in QuickBooks

Depending on the situation, there’s more than one way to record a payment in QuickBooks. Here are your options. There are undoubtedly some QuickBooks tasks that are more enjoyable than others. It’s no fun paying bills, for example, and making collection calls on unpaid invoices can be downright unpleasant. But you probably don’t mind recording payments after all of your…

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25 Accounting Terms You Should Know

QuickBooks is easy to use, intuitive and flexible. But it is not an accounting manual or class or tutorial. If your business is exceptionally uncomplicated, you might get by without knowing a lot about the principles of bookkeeping. Still, it helps to understand the basics. Here’s a look at some terms and phrases you should understand. Account. You’ll set up…

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Do you need a more robust version of QuickBooks?

Maybe you just need to study your current version thoroughly. But it might be time to move up. If QuickBooks were just one product, its appeal would be more limited than it is. Because there’s an entire family of Windows desktop software applications (as well as five online versions and a Mac edition), the QuickBooks family has found a home…

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QuickBooks Custom Fields: An Overview

QuickBooks Custom Fields: An Overview Part of QuickBooks popularity comes from its flexibility. Here’s a look at how custom fields contribute to that element. The beauty of QuickBooks is that it can be used for so many different kinds of businesses. Its smart design lets Realtors and retail shops, plumbers and plastic surgeons use it to track income and expenses,…

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What is your Business Plan?

What is Your Business Plan?   Do you have a business plan?  If it isn’t written down somewhere, I would argue that you do not have a business plan.  You may have an idea of what your business is about and what you hope to accomplish through business ownership.  Without following specific guidelines and WRITING it down, it is very…

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Personal Budgeting using Quicken

Personal Budgeting Personal budgeting may be a low priority for many.  Taking time to craft a well thought out personal budget is hard when so many other concerns demand our time and attention.  Yet personal financial security cannot be achieved without some planning, in most cases.  Taking the time to record your personal expenses in a manner that will allow…

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