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The QuickBooks® Client Newsletter
For January 2011:
Turn Over a New Cliché: Adopt Best Practices
Turn over a new leaf. Make a New Year’s Resolution. Make a fresh start. Get your ducks in a row. All familiar clichés, but their message is valid: At this time of year, you probably feel like renewing your commitment to running a more successful, productive business.
For February 2011:
Repetitive Transactions? Memorize ‘em.
Filling out invoices the first time can be a pain, especially if they’re lengthy. But doing the same thing repeatedly if the identical invoice recurs regularly? No need.
QuickBooks can memorize a variety of transaction types, including invoices, purchase orders, and bills. After you’ve memorized them, you can edit, reschedule, and delete them, as well as group them if more than one will be dispatched on the same day. Here’s how.
For March 2011
QuickBooks Helps You Make a Statement
How do you let customers know they owe you money? Probably by sending invoices. And how’s that working for you?
If your customers are all conscientious and pay on time, maybe that’s all you need to do.
But perhaps you need to consider doing at least part of your billing by dispatching statements. These forms have their
drawbacks. For example, you can’t include sales tax or discounts on them. You can’t group related charges and subtotal them.
And your customization options are weaker than in invoices.
For April 2011
Sales Orders in QuickBooks: Why? When? How?
There aren’t that many different types of forms to keep straight in QuickBooks, but you likely don’t use all of them. You probably use invoices and purchase orders frequently, and may fill out the occasional sales receipt or credit memo or estimate.
But what about sales orders? You may find that they could make your bookkeeping more accurate and easier. There are only a few situations where they’re needed, but they’re the appropriate form to use at those times.
For May 2011
Are Your QuickBooks Company Files Tamper-Proof?
Every month, we provide information on how to better use QuickBooks. By implementing the best methods for managing your accounting data, you can actually improve your financial bottom line.
But all of your careful work is for naught if a malicious hacker gets into your computers, or if you. experience identity theft by an employee. Social security and credit card numbers, home phone numbers and addresses, an excruciatingly detailed profile of your company – all can be lost in the time it takes to
realize that it’s gone.
May_2011.doc
For June 2011
Job-Tracking Adds Precision to Your QuickBooks Company
Does your business have clients whose work sometimes requires multiple steps drawnout over weeks or months, like remodeling projects or court cases? If so, and you're not using QuickBooks' Jobs features, you're missing out on the opportunity to track and evaluate the financial impact of these complex tasks.
You can, of course, just send an invoice out to these customers. But if you do, you're not taking advantage of what QuickBooks' job tools can do. If you create and track these projects faithfully, you'll have valuable insight that you wouldn't otherwise.
June_2011.doc
For July 2011
Add/Edit Multiple List Entries Simplifies Record Changes
Data entry and modifications in QuickBooks can be tedious. Beginning with QuickBooks 2010 Pro Edition and above, that job got a lot easier. The Add/Edit Multiple List Entries tool does just what its name implies: It lets you add entries to your lists of customers, vendors, services, inventory parts, and non-inventory parts. It also makes changing one or several of them quick and easy
July_2011.doc
For August 2011
Tracking Bills in QuickBooks, Worth the Effort
Next to payroll, paying bills is probably your least favorite task in QuickBooks. You don't have to use this feature – you can keep stacking bills on your desk, scrawling the due dates on a paper calendar, and writing checks.
If you're still operating this way, though, you're missing out on the numerous tools that QuickBooks offers to track your accounts payable, including the ability to….
August_2011.doc
For September 2011
Classes or Types? When To Use Them
QuickBooks' standard reports are critical to understanding your company's past, present, and future. But the program also offers innovative tools that can make them significantly more insightful and comprehensive.
QuickBooks offers two simple conventions that let you identify related data: classes and types. Classes are used in transactions. Types are assigned to individual customers, vendors, and jobs.
For October 2011
QuickBooks 2012: New Paths to Better, Faster Financial Management
As it usually does this time of year, Intuit has introduced new versions of its Pro and Premier products. QuickBooks 2012 promises to help you get better organized, save steps, and acquire more in-depth financial insights.
Oct_2011.doc
For November 2011
QuickBooks Tips And Tricks: Make it Yours
No matter which version of QuickBooks you're using, there are always ways to make your workday easier. As with any software, we tend to learn the features we need and not much more. But small changes in the way you operate can add up to significant time savings and more accurate files. If you jumped into QuickBooks without a thorough introduction, consider these tips
.Nov_2011.doc
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