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QuickBooks Tips Blog

Outsourced Bookkeeping Services: How To Pass Off A Client

Posted by Matt Roberge on Apr 5, 2016 8:30:00 AM

We have been running an outsourced bookkeeping services firm for almost a decade now, so we have some experience with clients entering and exiting our operations. And in dealing with the transition of clients into our system from other service providers, we have had some really awful experiences. 

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Topics: Small Business Bookkeeping, Service Based Business, Outsourced Bookkeeping, Customer Relationship Management

Small Business Lessons From My 3 Kids

Posted by Richard Haralson on Jun 2, 2014 6:16:00 AM

Having recently become a father for the third time I wondered what small business lessons can I learn from my 3 kids. Can the actions of my kids be a lesson to me, my clients and you as a small business owner?

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Topics: Remote Bookkeeping, Small Business Bookkeeping, Sales Advice

Create A Digital Bookkeeping System In QuickBooks

Posted by Matt Roberge on May 9, 2014 7:00:00 AM

Creating a digital bookkeeping system right from the beginning is a step that we highly recommend.  Paper is becoming irrelevant and reducing it in your work place can increase efficiency.  Below are a few reasons that you may want to create a digital bookkeeping system in QuickBooks. 

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Topics: Bookkeeping Services, Accounts Receivable, Bookkeeping Help, Small Business Bookkeeping, Cash Flow, Digital Bookkeeping

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