This article is Part 1 of a two-parter on the transactions you can use in QuickBooks. Part 2 covers vendors and other transactions. This one covers customers. QuickBooks has lots of different transactions you can use to run your business. Which … [Read more...]
Bad debt: What to do when you don’t get paid
January 6, 2012 by
Is there anything worse than a customer who doesn’t pay you? OK, maybe a bounced check, but not getting paid at all is just so bad. Then you’ve got that invoice or statement just hanging around in QuickBooks. Well, I can’t get your customers to pay … [Read more...]
Add a report or any window to your toolbar
January 2, 2012 by
One of the things I love about QuickBooks is how you can customize it. And the toolbar is one of the things you can customize the most. I got to show off this recently when a customer asked me this question on Twitter: "Can I add a report to my … [Read more...]
Video: Keyboard shortcuts for entering names and numbers
November 1, 2011 by
Keyboard shortcuts are a great way to enter names and numbers quickly and efficiently. With most software programs, I tend to look for keyboard shortcuts to speed things up, and Quickbooks is no exception. If you’re not currently using keyboard … [Read more...]
Video: Progress invoicing in QuickBooks 2012
September 19, 2011 by
Editor's note: This shows you progress invoicing in QuickBooks 2012, but if you have QuickBooks 2011 or earlier, there's a manual method for invoicing over time. To use this feature, be sure you have Estimates and Progress Invoicing turned on in … [Read more...]
Tracking work performed by subcontractors
July 30, 2011 by
Sometimes we all need a hand on a project. If you hire subcontractors for a customer job, you can track the income and expenses for work performed by subcontractors in QuickBooks. First you set up service items for the work your subcontractors … [Read more...]
Import lists into QuickBooks with IIF
July 7, 2011 by
When you first start with QuickBooks, there's a lot of data to enter. You need to set up your list of customers, vendors, items (what you sell and buy), and employees. You may also have historical transactions you need to enter. You can always enter … [Read more...]
Adding some class: Use classes to categorize your data
June 1, 2011 by
I'm a data nerd. Seriously. Google Analytics makes me absolutely swoony. Mint.com? I'm a little light-headed with glee just thinking about it. It's being able to see how the numbers fall into what categories that makes me go all moony-eyed. So that's … [Read more...]
Get more insight with customer and job types
May 17, 2011 by
When you're running reports, would it help to know what group of customers are generating the most sales? If you knew that, then you could identify areas to focus your business. You can do this with customer types. For example, if you have … [Read more...]
Sales summary: When you don’t need to track every little thing
May 12, 2011 by
Here’s a situation. You own a coffee shop. In an hour, you may have 25 customers come in and order anything from a decaf, lowfat, iced latte with two pumps of sugar free vanilla syrup (not that that I know anyone who does that:-) to just a simple cup … [Read more...]
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