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QuickBooks Tips Blog

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, Small Business Bookkeeper, QuickBooks Tips, QuickBooks Tips Blog, QuickBooks Training

Finding QuickBooks Mistakes With Financial Reporting

Posted by Joe Mazur on Jan 14, 2013 6:44:00 AM

It's football playoff season.  The time of year when die hard fans get even crazier and your average fair weather fans start to get into it.  So why not draw parallels between bookkeeping and end zone highlights or disasters, right?

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Topics: Small Business Bookkeeper, QuickBooks Tips Blog, QuickBooks efficiency, Financial Forecasting, Salt Lake City Bookkeeping

Utilizing QuickBooks For Efficient Bookkeeping

Posted by Joe Mazur on Dec 31, 2012 7:31:00 AM

Think you are fast at navigating around QuickBooks?  Want to get faster?  These are 2 questions I often ask myself when doing repetitive work.  Usually the answer is in use of the keyboard and not the mouse.  Not only is this true in QuickBooks, but any other computer program I use such as Microsoft Excel or various POS Software.   Whether it's Personal Bookkeeping or Small Business Bookkeeping, the need to be efficient in QuickBooks is an understatement.  If you find yourself doing repetitive tasks within QuickBooks, then it's time to start using Memorized Transactions.  Once you have your Memorized Transactions dialed out, it's time to focus on keyboard shortcuts.  When working with other bookkeepers, there are times I feel as if I am the fastest typist alive, and then again there are times I feel as if I don't know how to type at all.  Being realistic, I'm not that fast when it comes to typing, but I can make people think otherwise because I utilize keyboard shortcuts, thus improving my QuickBooks efficiency.


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Topics: Small Business Bookkeeper, QuickBooks Tips, Learning QuickBooks, Efficient Bookkeeping, Do It Yourself Bookkeeping

Viewing Your QuickBooks Accounts Receivable Reports

Posted by Matt Roberge on May 8, 2012 8:27:00 AM

The success of a small business often lies in the attention spent on unpaid invoices and outstanding customer balances.  Maintain the accounts receivable data, ensuring that all payments are properly processed and recorded, and communicating the status of outstanding balances can be overwhelming.  Luckily, QuickBooks accounts receivable reporting is an effective for tool for small businesses. There are five primary reports you can run in QuickBooks accounts receivable:

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Topics: QuickBooks, Small Business Bookkeeper, QuickBooks advice, QuickBooks Accounts Receivable, Small Business Accounting

Helpful QuickBooks Tips From A ProAdvisor

Posted by Matt Roberge on Apr 14, 2012 5:00:00 AM

Taking on accounting and bookkeeping duties can be a tedious endeavor, but technology, like Quickbooks,
has greatly improved the way in which professionals keep their books. While in previous eras bookkeepers spend hours adding items into ledger books and crunching numbers in their head, many new programs have simplified these tasks. While it’s still a meticulous and time consuming project, using QuickBooks to assist you in your bookkeeping tasks can help you save time and energy.

Here are a few helpful QuickBook tips:

Get to Know the Program – Just because you’re savvy in the field of bookkeeping and accounting doesn’t mean you’ll be able to pick up QuickBooks in minutes. By dedicating a few hours to familiarizing yourself with the program you will save yourself plenty of time down the line.

Make Yourself at Home – One of the best advantages to QuickBooks is that it can be customized to your needs. You can easily modify the icon bar at the top of the screen by adding and removing tools or changing their order as you see fit.

Apply Shortcuts – If you’ve been using Windows for any length of time, you’ve probably become familiar with keyboard shortcuts. Be sure to put that knowledge into practice in Quickbooks as it can drastically improve your productivity. For example, using Ctrl + I will create a new invoice.

Use QuickMath
– Okay, okay we all know you’re a math whiz. However, you don’t have to spend so much time adding up numbers in your head. One of the best Quickbook tips is to use the calculator. In addition to reducing the chance of an error, the calculator saves you plenty of time – and brain power!

Use the Setup Wizard – Many people opt out of the setup wizard because their eager to get started or feel they don’t have time. However, utilizing the program’s setup wizard will help you learn about some of the program’s best features and assist you in customizing your screen.

Most of all, however, do not get discouraged. Like any new program, it takes time and practice to become a pro. However, if you still find that you don’t have the time you may want to pass off the duties to one of the Salt Lake City Bookkeeping experts.

What challenges have you faced when using QuickBooks and what Quickbook tips can you offer to others?  



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Topics: QuickBooks, Small Business Bookkeeper, QuickBooks Tips, QuickBooks consulting, QuickBooks advice, Small Business Bookkeeping, Salt Lake City Bookkeeping