How to See Who Owes You in QuickBooks Online

What do you do first when you sign on to QuickBooks Online? The site opens to your Dashboard, which provides a quick overview of your company’s finances. It’s easy enough to branch out from there to take care of business, whether it’s paying bills or categorizing...

7 Best Practices for QuickBooks Desktop

Every profession has its own set of best practices. These are simply guidelines for how employees should be doing their jobs and what steps management should take to ensure the best outcomes. They’re not set in stone. In fact, they can vary from business to business,...

Having Trouble Budgeting? QuickBooks Online Can Help

Creating a budget that works may be the most challenging task you take on as you manage your company’s accounting. Income can be unpredictable, and expenses are hard to estimate. But a well-crafted budget is key to running a successful business. Maybe you’ve tried...

Who Are Your Customers? QuickBooks Online Can Tell You

Creating comprehensive, accurate customer profiles in QuickBooks Online takes time. So it’s tempting to enter just the minimum information required to process transactions. But there are numerous benefits to including every possible detail that QuickBooks Online...

How to Create Credit Memos and Give Refunds in QuickBooks

You work hard creating the products and services you sell. So it’s disappointing when someone wants their money back. Sometimes it has nothing to do with the quality of what you sold them. Maybe you sent the wrong size or color, or someone paid for a service upfront...