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Blog Archives

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...Read More

Get Paid Faster Using QuickBooks

Are your customers slow about paying their invoices? QuickBooks can help accelerate your receivables. Your company’s cash flow depends largely on how quickly your customers pay the invoices you’ve sent. And...Read More

Setting Up Sales Tax in QuickBooks Online

Sales tax is one of the more complicated concepts supported by QuickBooks Online. QuickBooks Online was designed for you, the small businessperson. You’ve probably discovered that many of its features are...Read More

7 Best Practices for QuickBooks Online

Even if you’ve been using QuickBooks Online for a long time, it’s good to step back and evaluate your actions. “Best practices” aren’t enforceable rules. They’re simply guidelines businesses commonly follow...Read More

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...Read More

Recording Simple Expenses in QuickBooks Online

Tracking even the little expenses is important. How does most of the money you owe individuals and companies get disbursed? Do you print checks, or write them by hand? Use credit...Read More

Ringing Out 2016 in QuickBooks

2017 is just around the corner. Now’s the time to do your end-of-year QuickBooks tasks.

Since early January of this year, you’ve been faithfully creating new records, entering transactions, and...Read More

Teach your kids that credit cards are useful but not free

While credit cards can be very useful financial tools, the borrowed money is not "free." Here are two opportunities to share that lesson with your kids. When choosing a card. Show...Read More

Customer Complaints can be Opportunities

When a customer complains, think of it as three opportunities in one.

  • An opportunity to get feedback on something that's not working right in your organization.
  • An opportunity to convert a disgruntled...Read More

Give a Gift that will Last a Lifetime

The holiday season is not over yet so here are some Financial gifts that can bestow benefits for many years to come.  

  • Fund an IRA. Give your children or grandchildren an...Read More

Take Control of Holiday Spending

Exchanging gifts, entertaining family and friends, and extending goodwill to others are the activities that make holidays joyful. But sometimes the enjoyment is followed by financial headaches. January's bank statements...Read More

Take Time to Review the Health of your Business

As an owner and/or manager, you probably spend a lot of time monitoring business operations and dealing with everyday problems. But a longer-term approach is also useful. Just as an...Read More

An Introduction to the QuickBooks Online Customer Page

Your customers are the heartbeat of your business. QuickBooks Online helps you keep them happy. Do you remember how you used to keep track of information about your customers before you...Read More

Take Precautions to Avoid Gift Card Fraud

Gift cards are a convenient way to give your friends and loved ones "just the right thing" at holiday time. They also give thieves an opportunity to make off...Read More

Good Communication Keeps Your Customers Happy

As a business owner, you know how much effort goes into attracting new customers. So once you've found a new customer, you want to keep that customer as long as...Read More

How to Reduce Inventory Risk in your Business

Study the balance sheet of most retail or manufacturing businesses, and you'll find inventory near the top of the asset list. Accountants define inventory as raw materials, supplies, work in...Read More

QuickBooks Online’s Sales Tax Tools: The Basics

Are you paying the correct amount of sales tax to the proper agencies? QuickBooks Online can help.

It's hard to imagine that small businesses used to have to manage sales...Read More