May 6, 2024 | QuickBooks Tips
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...
Apr 7, 2024 | QuickBooks Tips
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...
Mar 3, 2024 | QuickBooks Tips
It’s a necessity to ensure the safety of your critical accounting information when you grant employees access to QuickBooks. You trust your staff members, or you wouldn’t have hired them. But it’s just good business practice to protect your financial data as much as...
Feb 2, 2024 | QuickBooks Tips
Now that we’re past the holidays and you’ve had January to catch up on the December work that didn’t get done, how’s your financial workflow? Are you caught up on bills and invoices? You may be, but your customers might not be. You can find out...
Jan 2, 2024 | QuickBooks Tips
January is tough. The holidays are over. Tax forms are starting to trickle in. You probably have a lot of things on your to-do list that you didn’t get done in December because you were so busy. Now you don’t know when you’ll have time to catch up...
Dec 5, 2023 | QuickBooks Tips
Budgets are hard to maintain through the best of times let alone over the last few years. First there was COVID. Then supply chain issues. Then a significant rise in inflation. If you’ve been trying to stick to a budget, you’ve probably been struggling....
