Making the move, Part 4: Bank and credit card transactions

Part 1: Overview |  Part 2: Vendor transactions | Part 3: Customer transactions | Part 4: Banking and other This is the last article in a series about moving your historical data into QuickBooks. In previous articles, I gave you an overview … [Read more...]

Making the move, Part 3: Enter customer transactions

Part 1: Overview | Part 2: Vendor transactions | Part 3: Customer transactions | Part 4: Banking and other This is the third in a series of articles about how to get your historical data into QuickBooks. In my first two articles, I gave you a … [Read more...]

Making the Move, Part 2: Entering vendor transactions

Part 1: Overview |  Part 2: Vendor transactions | Part 3: Customer transactions | Part 4: Banking and other This is the second in a series of articles about how to get your historical data into QuickBooks. In my first article, I gave you a … [Read more...]

Making the move, Part 1: Entering historical transactions into QuickBooks

Part 1: Overview |  Part 2: Vendor transactions | Part 3: Customer transactions | Part 4: Banking and other Author's Note: This is the first—a brief overview—in a series of articles explaining how to get your business history into … [Read more...]

Grappling with sales tax? QuickBooks can help

If you sell stuff, sales tax is part of your life. Ugh. Oh, I mean, lucky you! OK, I tried to be upbeat, but there's really no way around the fact that sales tax takes a bite out of your donut. But QuickBooks can make it easier for you, even if … [Read more...]

Payroll: I want to do it myself

For some of you out there, you might be bummed that QuickBooks for Mac (2012 and earlier) doesn't offer a manual method to process payroll. But there's still a way you can track payroll expenses and liabilities and generate paychecks for your … [Read more...]

QuickBooks checklist: Periodic tasks that make your life easier

You know how if you don't keep up with the housework, things getting out of control and pretty soon you're spending all weekend doing 500 loads of laundry? You may be thinking, "If I'd just taken a few minutes to do the little things, I wouldn't be … [Read more...]

Video: QuickReport is an easy way to get to report data

The QuickBooks for Mac team shows you a feature you may not know about: QuickReport. You can access QuickReport in many of the lists in QuickBooks to get to report data without having to go to the Reports … [Read more...]

Tips for avoiding some newbie mistakes

Editor's note: Our friends over at QuickBooks for Windows wrote this piece for Windows users. Seeing a great idea, we ripped it off and Mac-ified it for you. Here's a shout out to the awesome Jonathan Brubaker who created the original article for … [Read more...]

Video: Overview of the Customer Center

In this video, I show you how to add customers and jobs using the Customer Center. In QuickBooks, a customer is anyone who pays you for goods or services. A job is a specific project or scope of work that you want to track. We’re going to dig into … [Read more...]

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