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

Do you have a business plan? If you don’t, (even if you’re a sole proprietor), you should. Business plans can be a good barometer for the health of your finances as a way to gauge whether or not you’re on the right path. If you don’t have a business path (or if yours is less…

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…