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QuickBooks Tips Blog

Get Rid Of Booby Traps In Your QuickBooks Accounting System

Posted by Marti Major on Jun 9, 2014 7:00:00 AM

When it comes to QuickBooks, you can eliminate the odds that you and/or your staff will make the same stupid mistakes over and over again.

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Topics: chart of accounts, QuickBooks Tips, QuickBooks Customization, QuickBooks Best Practices, QuickBooks Consultant, QuickBooks Help

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: Efficiently Using QuickBooks, QuickBooks Advisor, QuickBooks Tips Blog, QuickBooks Customization, QuickBooks Setup, Customize QuickBooks, QuickBooks Training

Video QuickBooks Tip: Editing QuickBooks Preferences

Posted by Matt Roberge on Nov 7, 2012 7:13:00 AM

In this video demonstration I will show you how to edit the QuickBooks preferences to tailor them more specifically to your business.  Preferences are a way of changing the settings in QuickBooks pertaining to the way the software handles certain actions.  Basically you can customize QuickBooks more towards your businesses needs as well as the way you prefer to use the program.  This video demonstrates just a few of the more basic preference changes I like to make and your needs may be different.  

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Topics: QuickBooks consulting, QuickBooks, QuickBooks Blog, QuickBooks Tips, QuickBooks Tips Blog, QuickBooks Customization, QuickBooks Video Tips

Video QuickBooks Tip: Using QuickBooks To Manage Cash Flow

Posted by Matt Roberge on Sep 19, 2012 7:28:00 AM

QuickBooks can be a valuable tool for any small business to help manage cash flow by customizing a few settings.  If you use QuickBooks to manage your cash flow you will not only know your current bank account balance, but you will also have a snapshot of what your bank balance looks like in the future.  Watch this video for some instructions on using QuickBooks to help manage your cash flow:

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Topics: QuickBooks advice, Cash Flow Management, cash flow forecasting, QuickBooks, QuickBooks Blog, QuickBooks Tips, QuickBooks Consultant, QuickBooks Customization, QuickBooks Video Tips

Video QuickBooks Tip: Tracking Sources Of Income In QuickBooks

Posted by Matt Roberge on Sep 12, 2012 7:30:00 AM

Tracking your sources of income in QuickBooks is not a feature that is built into the software.  You have to do a little thinking and customization but the results provide very powerful information for your business.  In this video I will show you what QuickBooks has built in, how to customize QuickBooks to track income sources and how to run a powerful report on your income sources.  

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Topics: QuickBooks, QuickBooks Blog, QuickBooks Tips, QuickBooks Tips Blog, QuickBooks Customization, Track Income Sources, QuickBooks Video Tips