Category Archives: QuickBooks Help

How to Create a Progress Invoice from an Estimate

Not using progress invoices? Maybe you should be.   The U.S. economy may be picking up, but your customers are probably still being very careful with expenditures. If your company’s finances will allow it, you can help them out on … Continue reading

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10 Tips to Perfect Check-Printing in QuickBooks

But be sure that you’ve established all the right settings and understand the process.   If you used small business accounting products in the early days, you know how frustrating it was to print checks correctly from your software. Pre-printed … Continue reading

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Preparing Purchase Orders Precisely

Modifying the default template makes tracking easier, more accurate.  Part of the reason for QuickBooks’ success is its exceptional flexibility. By allowing users to turn features and preferences on and off, the same software can be used by a wide … Continue reading

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Does This Icon Make Me Look Fat?

Spring is a good time to clean up and slim down QuickBooks and its data. Depending on your location, you’re probably starting to see early signs of spring. The nicer the weather and signs of new life seem to make … Continue reading

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Use QuickBooks’ Tools and Common Sense Procedures To Prevent Financial Fraud

You work hard for your money. Strong internal controls can keep it from disappearing unnecessarily.   You trust your employees or you wouldn’t have hired them. That’s what everyone says as they watch a valued staff member being hauled off … Continue reading

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Is 2013 the Year You Finally Go Mobile With Financial Data?

Figure 1: You can see this screen no matter where you and your smartphone are they recently upgraded Android version is pictured here).  Using QuickBooks Mobile, you’ll improve business relations, put out fires before they start and unchain yourself from your office computer.There are only … Continue reading

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Say Good-Bye to 2012 and Ready QuickBooks for 2013

We hope you’ll be ringing out a successful financial year at month’s end. In any case, here’s what you should know about preparing for 2013. End of the year. QuickBooks has been hard at work for the past 11+ months, … Continue reading

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Are You Defining Items In QuickBooks Correctly?

Create item records in QuickBooks carefully, and QuickBooks will return the favor by running useful, accurate reports.   Figure 1: Clearly-defined items result in precise reports.  Obviously, you’re using QuickBooks because you buy and/or sell products and/or services. You want to … Continue reading

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QuickBooks 2013 Gives You a Reason To Upgrade

Tired of QuickBooks’ cramped, claustrophobic screens and uneven interface? You’ll be pleased to see the 2013 version. You chose QuickBooks for a variety of reasons, a major one being its simplicity and usability. But the software is more than 20 … Continue reading

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QuickBooks Payroll Runs: Easy, Fast, Accurate

If you’ve already set up your QuickBooks employee and company payroll files, the hard part’s over. It’s not just a catchy ad slogan: It’s true. Unless you have dozens of employees or numerous exceptions each payday, you can literally process … Continue reading

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