Create Sales Reports

See how much money you’re making and how you’re making it. Please follow and like us:

Create a Credit Memo

It’s no fun, but someday you might have to give a customers credit for a return or service issue. Watch the video above or follow the step by step guide below to learn how. Please follow and like us:

Add Recurring Transactions

Save yourself time by making recurring transactions out of expenses and invoices that are the same every month. Please follow and like us:

Enter Delayed Charges Invoices

Do you keep a bunch of post-its on your desk to remind you what products you bought and services you did for customers? Instead, use delayed charges to keep track and create invoices when the time comes. Please follow and like us:

Create a sales receipt

Do you sell items or services to customers and get paid on the spot? Learn how to create sales receipts in QuickBooks. Please follow and like us:

Create an invoice

Do you do work for your clients, then invoice them later? Learn the ins and outs of creating and sending out invoices in QuickBooks. Please follow and like us:

3rd Party Apps- what are they?

What Are QuickBooks Apps? There’s more to your business than accounting; and sometimes, to get the job done, you need extra tools. QuickBooks Apps expand the capabilities of QuickBooks Online, each working together to improve your business. There are many apps to choose from, so select the ones you like and connect them to QuickBooks. There’s no cost for this–all …

Add Service Information

Got information about your services to enter into QuickBooks? Here’s how you add it or import an Excel sheet. Please follow and like us:

Connect to Gmail

Got your business contacts in Gmail? Connect your Gmail account to QuickBooks to make it easy to add customers and vendors to your books. Please follow and like us:

Run payroll on the go

Need to complete your payroll tasks while away from your computer? The Online Payroll mobile app lets you pay employees and pay your payroll taxes on the go. Here’s how. Please follow and like us:

Set up vacation pay, deductions and garnishments

Tracking extra info for your employees’ paychecks can be overwhelming. Let QuickBooks Payroll do the work! Here’s how to set up vacation pay, deductions, and garnishments for your employees. Please follow and like us:

Categorize and match transactions

Categorize the expenses and deposits downloaded from your bank accounts, and match them to transactions you’ve already entered into QuickBooks. Please follow and like us:

Why connect your accounts to QuickBooks

Connecting your bank accounts and credit card accounts to QuickBooks helps you do much less manual data entry, faster account balancing, and keeps you always ready for tax time. Please follow and like us:

Add Recurring Transactions

Save yourself time by making recurring transactions out of expenses and invoices that are the same every month. Please follow and like us:

Pay Bills

You’ve entered your bills into QuickBooks, now it’s time to pay them. Here’s how. Please follow and like us:

Enter Bills in QuickBooks

If you need to import all of your business contacts from Gmail into QuickBooks, you can connect them from an invoice, sales receipt, expense record, check or any other transaction. Please follow and like us:

Record expenses

Anything you buy with a debit card, credit card, online payment, or bank transfer is called an expense in QuickBooks. Here’s how you record expenses. Please follow and like us:

How to add a user

If you’ve got other people in your company who need to use your QuickBooks, you can add them and give them specific access. Please follow and like us: