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Quick Books

QuickBooks’ Custom Fields: An Overview

August 5, 2013 by Roy Vargis CPA, CMA, CFM, CITA, EA, ACMA, CGMA

Part of QuickBooks’ popularity comes from its flexibility. Here’s a look at how custom fields contribute to that element. The beauty of QuickBooks is that it can be used for so many different kinds of businesses. Its smart design lets realtors and retail shops, plumbers and plastic surgeons use it to track income and expenses, pay bills and invoice customers, and to run those … [Read more...] about QuickBooks’ Custom Fields: An Overview

Receiving Inventory With or Without Bills in QuickBooks

July 8, 2013 by Roy Vargis CPA, CMA, CFM, CITA, EA, ACMA, CGMA

When your goods come rolling in, be sure to document them correctly. You’re probably happy to see couriers delivering inventory items you’ve ordered since it means you can ship to customers, but recording the new stock means yet another repetitive task. QuickBooks’ tools can help with this, but you need to be sure you’re using the right forms. There are two different ones … [Read more...] about Receiving Inventory With or Without Bills in QuickBooks

How to Create a Progress Invoice from an Estimate

June 13, 2013 by Roy Vargis CPA, CMA, CFM, CITA, EA, ACMA, CGMA

Not using progress invoices? Maybe you should be. The U.S. economy may be picking up, but your customers are probably still being very careful with expenditures. If your company’s finances will allow it, you can help them out on sizable jobs by using progress invoicing, also known as partial billing or progress billing. You could, of course, simply create invoices for smaller … [Read more...] about How to Create a Progress Invoice from an Estimate

Preparing Purchase Orders Precisely

April 24, 2013 by Roy Vargis CPA, CMA, CFM, CITA, EA, ACMA, CGMA

Modifying the default template makes tracking easier, more accurate. Part of the reason for QuickBooks’ success is its exceptional flexibility. By allowing users to turn features and preferences on and off, the same software can be used by a wide variety of business types and sizes. In some cases, the default settings that QuickBooks supplies will work fine for your company. … [Read more...] about Preparing Purchase Orders Precisely

Does This Icon Make Me Look Fat?

March 1, 2013 by Roy Vargis CPA, CMA, CFM, CITA, EA, ACMA, CGMA

Spring is a good time to clean up and slim down QuickBooks and its data. Depending on your location, you’re probably starting to see early signs of spring. The nicer weather and signs of new life seem to make people want to spruce up their surroundings. Now would be a good time, too, to clean up your accounting environment. Some of your screens may be unnecessarily cluttered. … [Read more...] about Does This Icon Make Me Look Fat?

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