Many different types of transactions can be downloaded into QuickBooks. Some of the more common types of transactions that are downloaded by the typical QuickBooks user are credit card and bank...

Doesn't every business want to know how they are making money?  Do you want to analyze how and why you are making money or not making money? 

We all continue to try to grow sales. Knowing where every...

Many QuickBooks users don't know that you can email many items directly from QuickBooks, particularly statements and invoices. Emailing statements and invoices can save a lot of time and money and...

There are often many benefits of keeping QuickBooks up to date and many drawbacks to letting the updates pass you by. It might be easy for a business owner to say they can't justify paying for the...

One way to boost productivity in QuickBooks is to customize the company and user preferences. There are lots of little tweaks you can make within QuickBooks to make the software easier to use and in...

One of the first things I do when I start a new client's bookkeeping is to customize the Icon Bar. The Icon Bar is located just below the menu bar in QuickBooks. The bar contains several useful...

Reconciling the bank statement can be challenging and time consuming for a small business depending on many factors: how much volume is involved, how many different bank accounts, the details of what...

The class feature in QuickBooks Online can be a valuable tool if used properly.

However, I feel that class tracking is one of the most underutilized tools in QuickBooks.

This feature is not used...

Many businesses fail to use QuickBooks effectively as their bookkeeping software. Some businesses only use QuickBooks to track only a portion of the accounting cycle (only accounts payable or...