Payments and deposits made easy in QuickBooks
Depositing customer payments is one of your more pleasant business tasks. Here’s how it’s done in QuickBooks.
The Snowball Effect: 10 things QuickBooks users can do for better workflow
We use the tools within QuickBooks as well as apps that help QuickBooks work even better when we get the Snowball Effect rolling for clients. This approach helps improve how their businesses run end-to-end.
The Snowball effect helps QuickBooks users save time & money
The Snowball effect describes when something grows in significance or size and power at an increasingly faster rate. The concept works wonders for QuickBooks users when we help them implement workflow improvements.
QuickBooks Tip: Turn on the "Press Enter Key" preference
You’re working in QuickBooks and entering information into an invoice, when in your attempt to move from one field to the next, you innocently tap the Enter key, expecting to move to the next blank field. But wait, the screen has completely disappeared – certainly not the behavior you expected!
QuickBooks Tip: How to easily import customer, vendor, inventory information
Fortunately, an advanced IT degree is not needed to pull customer, vendor, and inventory information into QuickBooks from an external source such as Excel.
QuickBooks tip: Use 'customer type' field for better tracking and reporting
It’s little used, but very powerful within QuickBooks. It’s the “customer type” field. This often overlooked field can add a whole new dimension to your QuickBooks customer data.