Category Archives: Quickbooks

What Sales Orders Are and When to Use Them

When you want to document sales that you can't (or won't) fulfill immediately, but you plan to do so in the future, you can't create an invoice just yet. This is where sales orders come in. You may never need to create a sales order for a customer. Perhaps you have a service-based business, or…
Read more

Working with Checks in QuickBooks

"I don't write checks anymore." You hear a lot of people say that these days, and for many consumers, debit cards, smartphone payment apps, and online banking have all replaced the old paper checkbook. That's fine if you're at Starbucks or the grocery store, but many small businesses still prefer to issue paper checks to…
Read more

How to Keep Your QuickBooks Data Safe

Your QuickBooks company file contains some of the most sensitive information on your computer. You may have customers' credit card numbers and employees' Social Security numbers. An intruder who captured all that data could create tremendous problems for you and a lot of other people. That's probably the worst-case scenario. But other situations could also…
Read more

Receiving Customer Payments: What are your Options?

QuickBooks was designed to make your daily accounting tasks easier, faster, and more accurate. If you've been using the software for a while, you've probably found that to be true. Some chores, of course, aren't so enjoyable, like paying bills or reconciling your bank account...Or anything else that has the potential to reduce the balance…
Read more