I can’t emphasize enough how important it is to reconcile your bank account, whether you use QuickBooks or not. QuickBooks makes reconciling accounts simple, so there is NO excuse not to take advantage of this feature. If you are not reconciling your bank and credit card accounts every month, you are overlooking one of the…
Spotlight on QuickBooks – Free Features & Advice:
QuickBooks QUICK TIP: LISTS (Part #1)
You may have noticed that QuickBooks uses several “Lists” to organize your financial information. Today I am going to discuss one of the most important lists in your QuickBooks file: the QUICKBOOKS “CHART OF ACCOUNTS”. All transactions entered in QuickBooks MUST use one of the accounts in your QuickBooks “CHART OF ACCOUNTS” to balance the…
QUICKBOOKS QUICK TIP: Merging Duplicates (Customer, Vendor, or Job)
When you look at your QuickBooks Lists for Vendors, Customers, &/or Jobs, do you see Duplicates? Do your lists contain too many names identifying the same entity? The following procedure will walk you through merging two vendors. All the historical transactions that contained the predecessor name will be modified to contain the survivors name. (TIP:…
Tune Up Your Business Plan with QuickBooks
More on QuickBooks Apps
In an earlier post, I discussed why you need to take advantage of apps and sharing information in multiple applications; I provided an example using QuickBooks Payroll and Google. There are tons of things you can do with your QuickBooks file, your computer and/or mobile phone, and your other software. Here are a few more…
QUICKBOOKS TIP: Handling Customer NSF Checks
Receiving an NSF check from one of your customers can be an unfortunate reality of doing business. How to record the NSF payment in QuickBooks: You need to take the monies out of your checking account and also put it back on the customer’s account to show that they still owe you. The best way…
QuickBooks QUICK TIP: Changing Dates on the Fly
Did you know that when your cursor is sitting in any QuickBooks “date field”, you may use the plus (+) and minus (-) signs to change the date forward or backwards? And if your keyboard has a numeric keypad on the left side, you can use either set of keys (as long as “num lock”…
Power Of Apps: Breaking into Data Silos
An example, using Intuit Payroll, Google and Quickbooks Before ‘apps’ started to be popular, non-programmers were not able to seamlessly integrate data across applications. For example, if you used Salesforce.com and wanted to have that data integrated into a mapping tool, to show on a map where your customers were, you were at the mercy…
You must be logged in to post a comment.