The QBC: QuickBooks® Client Newsletter Setting Up User Access in QuickBooks Will multiple employees be working with your QuickBooks company file? You’ll need to define their permission levels. If you ever did your bookkeeping manually, you probably didn’t allow every…
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Setting Up User Access in QuickBooks
Tagged with: Access, Accounting, Accounts Receivable, Bookkeeping, Customer, customize, Easy, QuickBooks, restrict, Sales, Settings, Small Business, smallbiz, Users
Posted in QuickBooks
Posted in QuickBooks
Make QuickBooks Your Own: Specify Your Preferences
The QBC: QuickBooks® Client Newsletter Make QuickBooks Your Own: Specify Your Preferences Your business is unique. Make sure that QuickBooks knows how you operate. QuickBooks was designed to be used by millions of businesses. In fact, it’s possible to install…
Tagged with: Accounting, Bookkeeping, Customer, customize, Easy, expenses, memo, preferences, QuickBooks, Small Business, smallbiz, Tax, time
Posted in QuickBooks
Posted in QuickBooks
Using Sales Receipts: When? How?
The QBC: QuickBooks® Client Newsletter Using Sales Receipts: When? How? Some types of businesses always use sales receipts. Some use them occasionally. Here’s what you need to know about them. How do you let your customers know how much they…
Tagged with: Accounting, Bookkeeping, Customer, customize, Easy, finance, Invoice, Item, memo, QuickBooks, rate, sales receipt, Small Business, smallbiz, Tax
Posted in QuickBooks
Posted in QuickBooks
Are You Applying Finance Charges? Should You Be?
The QBC: QuickBooks® Client Newsletter Are You Applying Finance Charges? Should You Be? Assessing finance charges is a complicated process. But if you have a lot of late payments coming in, you may want to consider it. There are many…
Tagged with: Accounting, assess, Bookkeeping, charge, Customer, due date, Easy, feature, finance, finance charge, interest rate, Invoice, late payments, Payments, QuickBooks, rule, Small Business, smallbiz
Posted in QuickBooks
Posted in QuickBooks
Use QuickBooks Custom Fields to Improve Insight
The QBC: QuickBooks® Client Newsletter Use QuickBooks Custom Fields to Improve Insight QuickBooks’ structure is universal enough to appeal to millions of small businesses. Custom fields help you shape it to meet your company’s unique needs. If you’re using QuickBooks,…
Tagged with: Account, Accounting, Bookkeeping, Company, Custom Fields, Customer, customer center, Easy, employee, feature, insight, Inventory, Invoice, Item, names, preferences, QuickBooks, Records, Small Business, smallbiz, Templates, Tips, vendors
Posted in QuickBooks
Posted in QuickBooks
What QuickBooks’ Calendar Can Do for You
The QBC: QuickBooks® Client Newsletter What QuickBooks’ Calendar Can Do for You Yet another calendar? Yes. It’s a good idea to use QuickBooks’ calendar to stay on top of your financial transactions. These days, some of us find ourselves updating…
Tagged with: Account, Accounting, Bookkeeping, calendar, daily, due, Easy, entered, monthly, preferences, priority, QuickBooks, reminders, Small Business, smallbiz, Tips, to do, Transaction, tricks, type, weekly
Posted in QuickBooks
Posted in QuickBooks
How to Add Documents in QuickBooks
The QBC: QuickBooks® Client Newsletter How to Add Documents in QuickBooks Accounting is about more than just numbers. QuickBooks lets you make documents available from within the program itself. You could call QuickBooks a “green” computer program. It can conserve…
Tagged with: Account, Accounting, accounts, add, attach, Bookkeeping, documents, paperless, preferences, QuickBooks, remove, scan, Small Business, smallbiz, Tax, The Doc Center
Posted in QuickBooks
Posted in QuickBooks
Get Ready for 2016: QuickBooks Can Help
The QBC: QuickBooks® Client Newsletter Get Ready for 2016: QuickBooks Can Help We’ll be ringing in the New Year soon. Will you have wrapped up your 2015 finances by then? There’s something very satisfying about turning our calendars to January.…
Tagged with: 2015, 2016, Account, Accounting, accounts, adjustments, Bookkeeping, books, closing, deadline, December, finances, January, New Year, Payments, preferences, QuickBooks, reconcile, reconciliation, Small Business, smallbiz, Tax, tax year, taxes, transactions, Year End
Posted in QuickBooks
Posted in QuickBooks
QuickBooks Reminders Prevent Problems
The QBC: QuickBooks® Client Newsletter QuickBooks Reminders Prevent Problems Preserve your relationships with customers, vendors, and others by setting up reminders in QuickBooks. How many calendars do you maintain? Many businesspeople have more than one. Maybe you use a web-based…
Tagged with: Accounting, automation, Bookkeeping, calendars, company file, crm, date, memorize, preferences, problems, QuickBooks, recurring, reminders, set up, Small Business, smallbiz, technology
Posted in QuickBooks
Posted in QuickBooks
Alan Pecora
Anthony Mangiameli
David Mandrycky
Insero & Co.
Jacquie Platt
Jennifer Ott
Kimberly Gangi
Lou Gangi
Renee Ricci
The Highest Standard 