In my opinion, one of QuickBooks’ best features is its ability to run financial reports like a Profit and Loss Report on both a cash and accrual basis. But I’m often asked by my clients “What does that mean? What is Cash vs. Accrual?” I’ll try to … [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...]
Reconciliation trouble? Clues are in your bank statements
May 6, 2011 by
So, you’ve done everything I talked about in Reconciliation: Do you match? to reconcile your accounts. Everything went right, and you’re in good shape. Yep, nothing else to do here. Well, maybe. Reconciling isn’t hard, but it doesn’t always go … [Read more...]
Reconciliation: Do you match?
April 27, 2011 by
Reconciling QuickBooks with your bank statement may sound mysterious and scary, but it’s really not. All it means is you check your records in QuickBooks with your bank statements to make sure they match. Here's how that happens: You get your … [Read more...]
Reimbursing yourself for business expenses
April 25, 2011 by
Does this sound familiar? You're in your favorite office supply store. You're buying school supplies for your kids and printer cartridges for the printer you use for your business. You put it all on your personal credit card. Then how do you … [Read more...]
Ask Addy: Favorite tips and tricks
April 19, 2011 by
Editor’s note: Dear Addy is an advice column on using QuickBooks for Mac. This is a place to answer your direct questions about QuickBooks and share them with other users. If you have a question for Addy, click We want to hear from you in the top … [Read more...]
Entering a credit from a vendor
April 15, 2011 by
Sometimes a bill isn't the whole story on keeping things balanced with your vendor. The vendor may owe you! You may have had to return the items you ordered from the vendor, or the vendor may have had to make an adjustment to a bill sent to you. In … [Read more...]
Good articles around Intuit
April 4, 2011 by
Dear readers, I've been taking a little time away from posting new content on Little Square to do some research for articles and videos that we will be publishing soon. In the meantime, I've run across some other articles around Intuit that I wanted … [Read more...]
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