Frequently businesses will offer customers a free checkup or screening. For example, auto repair companies suggest you bring your car in for a free 28 point inspection or HVAC companies offer a free inspection of your air conditioner or furnace…
QuickBooks Tips, Tricks, Work Arounds and Short Cuts
There are a lot of great QuickBooks tips, tricks, work arounds and short cuts that help improve our efficiency and productivity working with QuickBooks. Whether you are a small business owner, QuickBooks ProAdvisor, accountant, bookkeeper, tax professional, IT consultant or…
QuickBooks Tip: Daily Sales Summary for Retailers, Restaurants, eCommerce and more
Many small businesses do not record every sale for each customer. They may not use a point of sale system, instead they may use a cash register, a specialized program (like for medical offices) or another method to record sales. …
Top 10 QuickBooks Technical Support Questions
QuickBooks Technical Support receives calls on a variety of topics from people who need help with QuickBooks. This is the Top 10 Technical Support Questions for March, 2011 along with a link to the relevant Knowledge Base (KB) article. “The…
Advice for using Dropbox, SugarSync or Box.net with QuickBooks (or Quicken) files
File sharing services like Dropbox, SugarSync, Box.net (or others) allow you to access the files from any PC, Mac, iPad, iPhone, Blackberry or Android and share files with others. Some frequent questions I hear include “Can I use Dropbox (or…
QuickBooks Tip – Create a report of customers with no sales & add it to icon bar
QuickBooks FAQ: Is there a way to customize a standard report within QuickBooks to show clients (or customers) that have not purchased products/services within a certain time frame? Yes, you can create a custom summary QuickBooks report to show customers…
QuickBooks Tip: Report of Bank Deposits with Total
QuickBooks FAQs: Help! How can I create a report that will show all bank deposits with a total for a specific month? If I go to Reports > Banking > Deposit Detail to get a report of deposits for the…