Category Archives : QuickBooks Online


Accelerate Your Receivables in 5 Easy Steps

Increasing your income is good. But even if you can’t, you can still take steps to collect the money you’re already owed faster. Here are 5 ways to Accelerate  Receivables in QuickBooks.. If you asked five small business owners to name the top three roadblocks they face in their quest for ongoing profitability, it’s likely […]

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Indispensable Information: QuickBooks Online Reports

The smartest business decisions result from customizing and creating frequent reports in QuickBooks Online. Day after day, you build your company file in QuickBooks Online. You create invoices and purchase orders. Record payments and complete contact and item records. Process payroll and submit payroll taxes. Receive inventory and pay bills and nurture relationships with customers […]


Start Planning Now for 2014 Income Taxes using QuickBooks’ Customization Tools

You may not have even completed your 2013 taxes yet. But now is an ideal time to start getting ready for your 2014 returns. We know that you’re in some stage of preparation for your 2013 income taxes. It may seem odd to start thinking about 2014 taxes just now, but actually, this is the […]

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Managing your customers deposits in QuickBooks

Process Documentation-Managing Customer Deposit as Negative Liability-Sales Cycle   Sales order-Create your sales order and save it in pdf format.  Create the deposit email below. Then send both together.   Create a separate invoice for the needed deposit. Do not create the invoice from the sales order.  In the item column, use an item called […]