Archive for Uncategorized

Creating Customer Statements in QuickBooks

Let’s say you have a regular customer who used to pay on time, but he’s been hit-and-miss lately. How do you get him caught up? Or, one of your customers thinks she’s paid you more than she owes. How do you straighten out this account? Both of these situations have a similar solution. QuickBooks’ statements […]

What Sales Orders Are and When to Use Them

What Sales Orders Are and When to Use Them They’re not as commonly used as invoices. But if you need them, they’re there. When you want to document sales that you can’t (or won’t) fulfill immediately, but you plan to do so in the future, you can’t create an invoice just yet. This is where […]

How to Keep Your QuickBooks Data Safe

How to Keep Your QuickBooks Data Safe You work hard to make sure your QuickBooks data is accurate. Make sure it’s safe, too. Your QuickBooks company file contains some of the most sensitive information on your computer. You may have customers’ credit card numbers and employees’ Social Security numbers. An intruder who captured all that […]

Customize QuickBooks Forms for a More Professional Image

Want an easy, free way to make your business look more professional and polished? Customize your forms. QuickBooks has the tools. You probably don’t get as many paper forms in the U.S. Mail as you used to. But when you do, do you draw conclusions about the business that sent them based on what their […]

Submitting Payroll Taxes in QuickBooks: The Basics

Once you’ve mastered payroll processing, you’ll have another procedure to learn: submitting payroll taxes. If you’ve been processing payroll manually, you know what a chore it can be to calculate your payroll taxes and stay current with those payments and filings. You also know that if you don’t, you can face some major fines and […]