Creating Product and Service Records in QuickBooks Online

QuickBooks Online is good at managing and tracking inventory – as long as you’ve created thorough records.   When you first started your business, you might have been able to keep track of your merchandise by counting manually. But as you and your product list grew, this became impractical. You might have recorded it all… Read More


5 QuickBooks Reports You Need to Run in January

2018 has begun. Does your accounting to-do list look like a clean slate, or are critical 2017 tasks still nagging? Getting all of your accounting tasks done in December is always a challenge. Besides the vacation time you and your employees probably took for the holidays, there are those year-end, Let’s-wrap-it-up-by-December-31 projects. How did you do last… Read More


Charging for Time in QuickBooks Online Plus, Part 1

You could be losing revenue if you’re not tracking billable time carefully. QuickBooks Online Plus can help. You can’t see time. Nor can you look at hours and minutes to see how many you have in inventory. But if you’re a service-based business, your income is derived from this invisible asset. Billable time needs to… Read More


Customize QuickBooks’ Reports, Make Better Business Decisions

QuickBooks simplifies and speeds up your daily accounting work, but you’re missing out on valuable insight if you don’t tailor your report data. Do you remember why you started using QuickBooks? You may have simply wanted to produce sales forms and record payments electronically. Gradually, you expanded your use of the software, perhaps paying and tracking… Read More


24 QuickBooks Point of Sale Terms You Should Know

If you’re new to QuickBooks Point of Sale, get ready to expand your vocabulary. When you first start using QuickBooks, even if you’ve been doing manual accounting for your business, there’s a learning curve. You recognize some things, like check blanks and invoice forms, but you have to take on an unfamiliar workflow, deal with… Read More


Tallie & QuickBooks

Tallie is an automated expense tracking tool that works with QuickBooks.  No data entry required — It’s as simple as taking a picture of your receipt with your phone.  I was able to spend a good amount of time talking with Tallie at the Scaling New Heights Conference.  If you have any questions about Tallie… Read More


8 QuickBooks Reports That You Should Be Running Regularly

QuickBooks provides dozens of customizable report templates. You know when you need some of them, but which are musts? You send invoices because you sold products and/or services. Purchase orders go out when you’re running low on inventory, and there are always bills to pay, it seems like. All of this activity is, of course,… Read More


Basic Accounting: Debits & Credits

Debits and credits are perhaps the least understood and most feared accounting concept by most accounting staff. In reality, debits and credits are fairly simple to learn and use so long as you understand their basic rules. In this short video, learn why debits and credits exist as well as simple, easy-to-remember concepts that will… Read More


Basic Accounting: Balance Sheet

One of the most important reports in accounting, the balance sheet gives you a snapshot look at the health of your company. In this video, learn how to create and read a balance sheet. Also, you will learn the “Accounting Equation” a basic concept that will be important to understand as you become more involved… Read More


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