QuickBooks Tips & Tricks
Ever wonder if QuickBooks can handle a specific task for your business? Browse through these Tips & Tricks so see what you can do.
If you are anything like me, you've kept notes about Customers, Vendors, and Employees in QuickBooks for years - sometimes these notes were just little things like the name and extension of the really on the ball sales rep of your biggest vendor, the architect name and phone number for a job, or when an employee reached a specific milestone like change apprentice levels. These notes were clearly visible when we looked at the employee, vendor, customer or job record and helped us to see or find these little tidbits easily.
New versions of QuickBooks still contain our notes - they just aren't readily available when we click on an employee, vendor, customer or job record. This post is about a QuickBooks tip on finding employee, vendor and customer notes after upgrading to a new version of QuickBooks. Continue reading
Most of us strive for an organized work space and a clean desk – if not on a daily basis at least once in blue moon. But few of us ever think about including our QuickBooks file when we think of “cleaning up at year end”. You probably think I’m a little nuts, right? Well maybe I am, but…… Continue reading
Payroll management isn't an easy task and certainly involves more than just getting paychecks distributed in a timely manner. One area that businesses seem to have a hard time with is putting a plan in place to ensure payroll deduction authorization forms are properly collected and errors are prevented. Payroll deduction authorization forms are a must if you are taking money out of an employees paycheck for anything other than required payroll taxes. Yes, I know - more paperwork! You can implement a simple system in which the authorization forms can be numbered as they come in and a log may be maintained to help keep track of the forms. QuickBooks can help you to automate this process and even help you store this information electronically by attaching the authorization form to the employee record.
Also, be sure to let employees know when the deductions will take effect. Generally, deductions would activate during the following payroll processing period after they were received. Continue reading
Just because you use QuickBooks doesn’t mean that you can’t send out professional looking forms. Spend some time working with your Form Templates and go from drab to WOW!
This QuickBooks tip provides you with 7 Steps to take you Estimate, Invoice and Purchase Orders from drab and boring to professional. Continue reading
It's tough to choose just 10 and even tougher to read everything that is of interest- if I did ....... well I wouldn't ever get anything else done! Continue reading
There are three ways in which to record an employee advance or loan in QuickBooks; with his regular paycheck, writing him a check, or giving him cash. Continue reading