Quickbooks Guide: Adding Customers

Customers are the lifeline of your business.  By entering detailed information in Quickbooks about the people and companies to whom you serve, you can personalize their bills, send invoices easily, and quickly view the status of their accounts.  You can add new customers at any time. To add a customer, follow these steps: Click the […]

QuickBooks Guide: Changing QuickBooks to Work the Way You Do

Quickbooks can be modified in many ways to suit the needs of your business and your personal style of working.  From the Preferences window, you can define preferences in over a dozen different categories. For example, you can configure general preferences such as whether or not Quickbooks prompts you before editing or deleting a transaction, […]

QuickBooks Guide: Adding an Account

When you set up your company file, Quickbooks sets up certain accounts for you automatically.  However, as your business grows or changes, you might need to add new accounts to your chart of accounts to better organize your finances.  Or, you might need an account that was not provided during setup.  For example, you might […]

Quickbooks Guidance: Setting Up Your Business

QuickBooks accounting software is an effective, user-friendly application commonly used by small businesses for maintaining their financial information.  Accountants frequently recommend it to clients for maintaining cash receipts and disbursements, receivables and payables, payroll, sales tax, and more.  Users enjoy the flexibility in the software’s application to a dynamic work environment, and they are often satisfied with its intuitive design, push-button reporting features, and overall […]