QuickBooks is powerful for accounting and bookkeeping in your business, but you can also use it for much more. Use QuickBooks to keep track of sales opportunities similar to what you might do with a …
Continue Reading about How to Turn Estimate Into Invoice in QuickBooks
An important part of the accounting process is to make sure you get paid by clients after you invoice them. In some cases, you need to send a reminder or add other steps to your Accounts Receivable …
Continue Reading about How to Streamline Accounts Receivable Reminders in QuickBooks
It's important to make sure that your QuickBooks data is accurate. Not only does this include making sure transactions are free of errors but it also includes making sure that the status of payments …
Continue Reading about How to Log a Client Refund in QuickBooks
We've talked in other episodes about how it is important to make sure your QuickBooks data matches the reality of finances in your business. Another area where business owners struggle with this is …
Continue Reading about How to Split a Client Payment Over Multiple Months in QuickBooks
How to Log Chargebacks and Refunds It's important to have good accounting records for your business. Tracking refunds is important so that you can see the impact of refunds on your business and …
As a business owner, you need to be sure you collect payments from your clients and customers. However, there are sometimes situations where you can't collect payment. It's important to organize this …
Continue Reading about How to Track Bad Debt Within QuickBooks
If your business processes credit card payments, its absolutely critical that the ability to process payments does not stop. This could be incredibly disruptive in your business and there are a number …
Continue Reading about How to Avoid Downtime With Your Merchant Processor
In order to run your business, you probably need to process credit cards. But in some cases, you may wish to move from one merchant processor to another. The process can be quite complex if you had …
