Archive for the ‘QuickBooks tips’ Category

Looking for a QuickBooks ProAdvisor? – we can help

QB Pro Advisor logo

We have been on the QuickBooks ProAdvisor list for several years, from pretty soon after we started using QuickBooks in our own business and realised how helpful it could be for just about any other business.

Great for us, but what does this mean for QuickBooks users who need a little help?

 

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Setting up a new customer in QuickBooks – a QuickBooks training video (3mins)

This 3 minute video shows you how to set up a new customer in QuickBooks with the objectives of making invoicing and credit control easy and also being able to use the data in a customer database.

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Accounting for deferred income – QuickBooks training video (7 min)

If your business sells annual subscriptions or licences and you issue invoices upfront but want to see the revenue come through your P&L over the life of the contract, this is how to do the accounting in QuickBooks.

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QuickBooks training and implementation for your business

QB Pro Advisor logoQuickBooks is outstandingly good accounting software that can help you to run your business more profitably.

But to get the best out of it and to make sure it is fully and efficiently integrated with the rest of your business processes (sales, operations, HR, IT etc.) a little training might be just what you need.

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QuickBooks online and PC based applications are not compatible

QB Pro Advisor logo smallIt turns out that at the moment you can’t migrate data from QuickBooks PC applications to their cloud application.

We have a client that wanted to use QuickBooks Essentials – an online version of QuickBooks – which would give access to their accounting software to two of their users and us.

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Create a useful QuickBooks Aged Debtors Report – QuickBooks training video (2min)

Improve cashflow by creating a useful Aged Debtors report that’s in top-down order (not alphabetical), highlights negative balances for attention and is readily available for you every day. Here’s how you create one for your business.

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