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QuickBooks Tips Blog

Matt Roberge

Recent Posts

20 Ways QuickBooks Can Help Run Your Small Business

Posted by Matt Roberge on Feb 7, 2014 7:00:00 AM

QuickBooks is excellent accounting software for running a small business.  I like to tell clients that QuickBooks is great for a small business owner that doesn't necessarily understand accounting.  The reason I say this is that many of the accounting entries are done behind the scenes in QuickBooks just by carrying out the day to day activities of your business.  However, I also see a lot of business owners not use QuickBooks to its full potential.  Here are 20 ways QuickBooks can help run your small business.

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Topics: QuickBooks, QuickBooks Tips, QuickBooks Training

How To Customize QuickBooks For Your Small Business

Posted by Matt Roberge on Dec 11, 2013 7:00:00 AM

The first thing you should do when you get QuickBooks is to customize QuickBooks for your small business.  While every small business is different and has unique needs there are a few customizations you most likely want to do no matter what.  The goal of customizing QuickBooks is to make your bookkeeping as easy as possible to handle each month.  Here are a few ways to customize QuickBooks for your small business.

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Topics: QuickBooks Training

Benefits of QuickBooks You Might Have Missed

Posted by Matt Roberge on Dec 4, 2013 7:00:00 AM

QuickBooks is the most popular accounting software amongst small businesses.  Many QuickBooks users understand the basics of the program and some of the benefits.  However, there are many benefits of QuickBooks that you might have missed.  The general QuickBooks user understands how to use the basic commands of QuickBooks to carry out the day to day transactions.  In general QuickBooks takes care of the accounting behind the scenes.  While you can get by in QuickBooks without much accounting knowledge it is important to understand the basics of accounting and what entries each QuickBooks command makes.  QuickBooks can benefit your business other than just a way to track your day to day activities; here are a few benefits of QuickBooks you might have missed. 

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Topics: QuickBooks, Cash Flow Management, Financial Reporting

QuickBooks Video Tip: Linking QuickBooks To Gmail

Posted by Matt Roberge on Nov 25, 2013 7:00:00 AM

You can link QuickBooks to your Gmail account.  Connecting QuickBooks and Gmail makes emailing QuickBooks invoices from Gmail possible.  Watch this demonstration to learn how to easily connect Gmail to QuickBooks.

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Topics: QuickBooks, QuickBooks Video Tips, QuickBooks Invoicing

QuickBooks Bank Reconciliation Example Of Procedures

Posted by Matt Roberge on Oct 28, 2013 7:00:00 AM

The more small business bookkeeping consulting we do the more I stand by this motto: reconciling QuickBooks is the most important thing you can do from a bookkeeping standpoint.  Many small business owners use our QuickBooks support services to learn more about using QuickBooks and properly handling their small business bookkeeping.  When I run through a QuickBooks bank reconciliation example with a new client it seems to go well.  When I send that same client to do a QuickBooks bank reconciliation on their own it rarely gets done correctly the first time.  QuickBooks is like any other software, you need to learn how to use it properly and it takes time.  As you learn QuickBooks you are going to make mistakes along the way and eventually learn the correct way to use QuickBooks for your business.  I will run you through a QuickBooks bank reconciliation example and give you some advice on handling it correctly.   

Don't Be Intimidated

First, let me say don't be intimidated by your bookkeeping or QuickBooks.  I know many people do find QuickBooks and accounting intimidating but that is because it is something new.  I always tell people the beautiful thing about bookkeeping is that it can be done whenever and I can always fix mistakes.  Just don't let your bookkeeping fall so far behind that it becomes costly to catch up and fix your mistakes.  Many people get intimidated by the word reconciling; I know it sounds painful.  Reconciling is just a fancy word for balancing the checkbook so feel free to call it whatever you like.  Don't be intimidated by your bookkeeping and find help before you start making mistakes. 

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Topics: QuickBooks, QuickBooks Reconciliation, Reconciling QuickBooks

QuickBooks Video Tip: Creating Invoices In QuickBooks

Posted by Matt Roberge on Oct 23, 2013 7:00:00 AM

Let's talk about the fun stuff; bringing money into your business.  In order to bring in money you need to be able to create an invoice in QuickBooks to submit to your customers.  While creating invoices in QuickBooks may seem easy and straightforward you need to make sure you are handling things correctly.  Setting up invoices correctly from the beginning will ensure that all of your accounting is being done correctly behind the scenes.  Here is a short video on how to create invoices in QuickBooks.   

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Topics: QuickBooks Tips, QuickBooks Video Tips, QuickBooks Invoicing

QuickBooks Video: MINDBODY Online & QuickBooks-Recording Daily Sales

Posted by Matt Roberge on Sep 25, 2013 7:15:00 AM

If you are using MINDBODY Online as software to run your business you need to understand how to properly record your sales information in QuickBooks.  Much like any point of sales system you need to find a sales report in a format that works for your business and record a daily sales journal entry in QuickBooks.  You also need to look at the flow of money into your bank account to understand how to set up your journal entry.  I will walk you through the process of how to run your MINDBODY sales report, set up your QuickBooks sales journal entry and properly record your daily sales in QuickBooks.  This short video below demonstrates the entire process for you.

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Topics: QuickBooks Video Tips, Daily Sales Summary, Yoga Studio Bookkeeping, Mindbody Bookkeeping, Outsourced Bookkeeping

25 QuickBooks & Bookkeeping Procedures You Need To Learn

Posted by Matt Roberge on Jul 29, 2013 7:30:00 AM

Gotta get this QuickBooks thing figured outIf you are new to QuickBooks or bookkeeping in general, there are certain procedures you are going to want to know how to perform. These 25 tips for QuickBooks and bookkeeping will lay down the foundation for a very tight bookkeeping system.

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Topics: QuickBooks, QuickBooks Tips, Bookkeeping Tips, QuickBooks Consultant

3 Ways I Use QuickBooks To Manage Personal Finances

Posted by Matt Roberge on Jul 1, 2013 8:10:00 AM

I use QuickBooks to manage my personal family finances.  There are other programs like Quicken or Mint, but I happen to like using QuickBooks.  I think that QuickBooks is a much more powerful program than some of the other options.  I also feel that many people don't use QuickBooks because they have never used it before and find the program intimidating to learn.  Although I use QuickBooks in many ways to manage my personal and family bookkeeping I wanted to touch on the three key ways I use the program.  

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Topics: QuickBooks, Personal Bookkeeping

Restaurant Bookkeeping Using QuickBooks

Posted by Matt Roberge on Jun 24, 2013 7:00:00 AM

Many restaurants choose to handle their restaurant bookkeeping using QuickBooks.  Intuit does not make a specific QuickBooks restaurant industry version, so you will need to customize QuickBooks to meet your needs.  However, if you set up your company file using the easy start interview there is an option to select the restaurant industry.  QuickBooks will then make suggestions based on your industry to set up the software geared towards a restaurant.  There are still many modifications and suggestions I will make on a proper QuickBooks setup and bookkeeping procedures for a restaurant.   

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Topics: Restaurant Bookkeeping, QuickBooks For Restaurants