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QuickBooks Tips Blog

QuickBooks Video Tip: QuickBooks Online Payment Feature

Posted by Matt Roberge on Mar 1, 2013 7:45:00 AM

In QuickBooks there is a way to accept online payments.  This allows your customers to pay directly from invoices emailed from QuickBooks.  There is no cost to your customer and the cost to you as a business owner is very inexpensive.  For bank payments it only costs $0.50 per transaction with no monthly, setup or cancellation fees.  You can also allow customers to pay by credit card and Intuit charges a merchant processing fee for this. However, you can choose to accept just bank payments if you wish, keeping your processing costs very affordable at $0.50 per transaction.  Watch this QuickBooks video tip to learn how to enable online payments in QuickBooks.  

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Topics: Cash Flow Management, QuickBooks, QuickBooks Blog, QuickBooks Tips, QuickBooks Tips Blog, QuickBooks Video Tips, QuickBooks Payments, Accounts Receivable

Video QuickBooks Tip: Tracking Sources Of Income In QuickBooks

Posted by Matt Roberge on Feb 6, 2013 6:55:00 AM

Tracking sources of income in QuickBooks is useful and important to any small business.  Tracking your income sources will reveal a lot about your customers and your business.  Having hard data on your income sources can help you to identify trends, which should influence your marketing plan and efforts.  Additionally the information that your income source data reveals can be extremely helpful to a sales coach.  If you are unhappy with your sales levels it could be that you are not spending enough time trying to grow one particular sales channel.  The bottom line is that tracking your income sources in QuickBooks will prove useful to you as a small business owner in several ways.  

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Topics: QuickBooks Video Tips, Bookkeeping Tips, Small Business Growth, Sources of Income, Track Income, Sales

Video QuickBooks Tip: Using Ask My Accountant

Posted by Matt Roberge on Jan 2, 2013 7:22:00 AM

The QuickBooks account called 'Ask My Accountant' can be an extremely useful account to use.  QuickBooks started making this a default account on the chart of accounts years ago.  However, seasoned QuickBooks users started using this concept before QuickBooks introduced it.  It is a great way to not only keep all of your questions organized; it can be useful in other ways as well.  Watch the below video for more information on how and why to use the ask my accountant account in QuickBooks.  

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Topics: QuickBooks advice, QuickBooks, QuickBooks Blog, QuickBooks Tips, QuickBooks Advisor, QuickBooks Tips Blog, QuickBooks Video Tips

Video QuickBooks Tip: Linking Outlook To QuickBooks

Posted by Matt Roberge on Dec 26, 2012 7:20:00 AM

Linking Microsoft Outlook to QuickBooks can be extremely useful for many businesses.  One huge advantage is that it will save you both time and money with your accounts receivable process, which should increase your cash flow.  Watch this QuickBooks video which demonstrates how to establish a link between Microsoft Outlook and QuickBooks.

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Topics: QuickBooks, QuickBooks Blog, QuickBooks Tips, QuickBooks Video Tips, Email QuickBooks Invoices

Video QuickBooks Tip: Editing And Deleting A QuickBooks Deposit

Posted by Matt Roberge on Dec 19, 2012 8:17:00 AM

In QuickBooks you will sometimes find it necessary to edit or delete a deposit.  The steps to maintain accuracy are not difficult, but for many users it is not clear how to keep the books straight.  Watch this short QuickBooks Video tip on editing or deleting a deposit.  

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Topics: QuickBooks, QuickBooks Blog, QuickBooks Tips, Bookkeeping mistakes, QuickBooks Advisor, QuickBooks Consultant, QuickBooks Video Tips, Business Bookkeeping

Video QuickBooks Tip: How To Merge QuickBooks Accounts

Posted by Matt Roberge on Nov 21, 2012 7:03:00 AM

One common error that I often see in QuickBooks is that users tend to make the chart of accounts much too complicated.  This can happen when there are multiple users recording transactions in QuickBooks or when you have turnover in your bookkeeping department.  You may find that you have several accounts set up that you feel should all be combined into one account.  If you find yourself in this situation you may want to merge your QuickBooks accounts.  The process is quite easy but may not be apparent to a new QuickBooks user.  This video demonstration will show you how to merge accounts in QuickBooks.

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Topics: QuickBooks consulting, QuickBooks, QuickBooks efficiency, QuickBooks Blog, QuickBooks Tips, QuickBooks Advisor, QuickBooks Tips Blog, QuickBooks Video Tips

Video QuickBooks Tip: Printing Checks From QuickBooks

Posted by Matt Roberge on Nov 14, 2012 7:26:00 AM

In this QuickBooks video demonstration I will show you how to print checks directly from QuickBooks.  I will also talk about the many benefits of printing check from QuickBooks.  

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Topics: QuickBooks, Efficiently Using QuickBooks, Efficient Bookkeeping, QuickBooks Tips, QuickBooks Consultant, QuickBooks Tips Blog, Printing QuickBooks Checks, Bookkeeping Help, QuickBooks Video Tips

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: Downloading Transactions Into QuickBooks

Posted by Matt Roberge on Oct 24, 2012 6:55:00 AM

Downloading transactions into QuickBooks can increase the efficiency as well as the accuracy of your bookkeeping system.  By downloading your transactions into QuickBooks you will reduce data entry errors.  You can spend less time on manually entering your transactions and more time analyzing your financials.  In this QuickBooks video demonstration I will cover the basics of downloading transactions into QuickBooks. 

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Topics: QuickBooks advice, QuickBooks, QuickBooks Importing, QuickBooks Tips, QuickBooks Tips Blog, online banking, QuickBooks Video Tips

Video QuickBooks Tip: Tracking Non-Billable Time In QuickBooks

Posted by Matt Roberge on Oct 17, 2012 8:18:00 AM

Tracking non-billable time in QuickBooks is pretty important to your business.  It is important to know where your employees are spending their time that can't be billed back to a customer.  Some business owners may argue that tracking non-billable time is a waste since all time should be considered part of the process of driving new sales.  However, by tracking it you can identify patterns and opportunities that you may be missing with your non-billable time.  Watch this video to learn more about how to track non-billable time and report on it in QuickBooks.

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Topics: QuickBooks advice, QuickBooks, QuickBooks Blog, QuickBooks Tips, Bookkeeping Help, non-billable time, QuickBooks Video Tips