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Category Archives: Training in QBKs & Accounting
Using Statements in QuickBooks: The Basics
Most small businesses use invoices for billing customers. But there are times when you may want to send statements instead of – or in addition to – invoices. One of the more enjoyable parts of your job is probably … Continue reading
Q&A: Understanding Your QuickBooks Accounts
The word “account” can mean more than one thing in QuickBooks Before you started doing accounting tasks for your small business, the word “account” simply referred to your accounts at a financial institution – checking, savings, credit cards, etc. QuickBooks … Continue reading
Sales Transactions in QuickBooks Online: An Overview
Your first transaction in QuickBooks Online was probably an invoice. But there are many others that you’ll want to know how to use. You probably process more invoices than any other kind of sales transaction in QuickBooks Online. And it’s … Continue reading
Depositing Payments in QuickBooks: The Basics
Creating bank deposits manually can be a huge chore. QuickBooks simplifies this task. Satisfying though it may be to enter all of those customer payments manually on a paper deposit slip, it can also be tedious and time-consuming. The more … Continue reading
Managing Users in QuickBooks Online
Unless you’re the sole user of QuickBooks Online in your company, you’ll need to know how to set up different access levels. “Anytime, anywhere access” is one of the buzz-phrases people use when they describe the benefits of cloud computing. … Continue reading
A Tour through QuickBooks’ Payroll Setup Tool
Here’s what you can expect. You look forward to it when you’re young and working at your first part-time job. But as a grown-up who needs to start processing payroll for your employees, you probably anticipate it in a … Continue reading
Ways You Can Use QuickBooks’ Income Tracker
The Income Tracker is one of Quick-Books more innovative features. If you’re not using it, you should be. More Functionality One of the reasons that QuickBooks appeals to millions of small businesses is because it offers multiple ways to complete the same … Continue reading
Which QuickBooks Reports Should You Be Running Regularly?
QuickBooks provides dozens of Customizable Report Templates. You know when you need some of them, but which are must? You send invoices because you sold products and/or services. Purchase orders go out when you’re running low on inventory, and there … Continue reading
Receiving Payments in QuickBooks Online
It’s probably your favorite activity in QuickBooks Online: recording payments from customers. Here are the options. QuickBooks Online was designed to make your workflow fast, intuitive and easy. This is especially true of the interface upgrade that some of you … Continue reading
Do you Manage your Fixed Assets for your Business?
Managing your Fixed Assets Do you Manage you Fixed Assets for your Business? Much of the work you do in QuickBooks is short-term. You send an invoice and it gets paid. Your purchase order is fulfilled, and the products move … Continue reading