QB QuickTips

Do you know which of your client projects are most profitable?

How about an easy way to put together accurate, professional quotes for your customers?

These are just a couple of the many ways Estimates in QuickBooks can be used to improve your operations and efficiency. Learn how to use them quickly and easily in this mini-lesson.

Have you even been stuck trying to figure out how to get QuickBooks to do what you want? Did you want to pull your hair out because you couldn’t find a transaction that you knew was in your books….somewhere?

Well this video is for you! You’ll learn how to get the help you need easily and usually for free. Get the help you need, and get it FAST!

Correction: In the video I said that the “QuickBooks Coach” is not available in the 2010 version. That’s not true! It appears that they have only removed it from the sample company files. So if you set up a new company in the 2010 version, you can still take advantage of this handy little training tool.

Resources

QuickBooks Training Online

Links mentioned in the video:

QuickBooks Live Community

QuickBooks Support

QuickBook Certified ProAdvisor Database

Building steady cash flow in your business is a key component of a stable, thriving company.

This video shows you the insider, time-saving method for handling the administration of an automatic billing system with QuickBooks to keep the cash coming in while barely lifting a finger!

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Additional Resource:

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Cash Flow Mastery Course – Essential online training for busy entrepreneurs who want to maximize cash flow in the least amount of time

This cool and improved tool in QuickBooks is something every business owner needs to have to truly start managing by the numbers.

Use it to know exactly what’s going on in your business, recognize dangerous trends, and maximize your cash flow…all from one screen.

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Resources:

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QuickBooks Pro 2010 – If you’re ready to upgrade and use the improved version of the Company Snapshot

Cash Flow Kick-Start – My no-fluff guide for creating your own custom-made cash flow system

Instant Cashflow – easy-to-read book with a solid cash flow framework and many useful cash-boosting ideas.

About these links

With the end of the year upon us, there’s a lot of year-end recordkeeping that needs to get done. Among the tasks to be handled is issuing Forms 1099-MISC to your independent contractors.

This video will show you how to use QuickBooks to make it a breeze, even if your records are less than complete. You’ll learn what you need to do now so you can get it all done well before the January deadline.

Resource Links

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Independent Contractor (self-employed) or Employee? – helpful info from the IRS website

Downloadable Form W-9 – fill-in and printable

Forms 1099-MISC from Amazon

Here’s another non-scheduled update. This time, it’s for QuickBooks 2009 users.

As of today, you should start seeing a new update alert from within QuickBooks 2009. But it’s not your typical update, and it IS important that you pay attention to this one.

Find out what it’s all about and what you need to know in this new video.

Here are the Resource Links mentioned in the video:

QuickBooks Update Webpage (for manual updates)

NEW! Additional guidance for those using QuickBooks on a network

Changes to QuickBooks with the R9 Update

How to Use the Accountant’s Copy (video)

LogMeIn.com (for remote connection if you are having trouble sending your data file to your accountant, this is a workaround)

This special heads-up episode will protect you from a newly discovered security threat that affects  almost all QuickBooks users.

Click below to watch the video now….

Web Links mentioned in the video:

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Download the QuickBooks updates for 2007-2009 here:
http://support.quickbooks.intuit.com/support/productupdates.aspx

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If you’re running QuickBooks 2006 or older, upgrade to a current version of QuickBooks here
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If you’re runninning a non-US version of QuickBooks, you can download updates at these websites:

Canadian versions of QuickBooks
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UK versions of QuickBooks

In this latest installment you learn about this little-known feature in QuickBooks that can be a real lifesaver!

I’ll show you three distinct ways you can use the Pending Invoices feature  to increase cash flow and streamline operations. You won’t believe how easy this trick is to use.

Which method for using pending invoices will work for your business? Can you think of any other ways to use pending invoices to streamline operations? I’d love to hear from you!

Related QB QuickTips

Prepayments and Retainers in QuickBooks

Job Tracking with QuickBooks

Undeposited Funds is a mysterious account found only in the QuickBooks chart of accounts.

What is it? How does it work? Why is it a protection for you and your financial records? And the biggest question: How do you fix it when strange things start happening with your deposits?

Of course, all the answers are found in the video. Solve the mysteries and watch the video now!

If you’re having challenges with Undeposited Funds, comment below. If this is a topic that needs more explaining, I’ll do a follow-up video.

Always glad to hear your comments!

~Gabrielle

Sooner or later all business owners face the question of which type of business entity best suits his/her goals and priorities.

But after the choice has been made, how do you deal with the bookkeeping records?

Find out in this new  episode.

BONUS: There is also a BIG time saving tip included that you won’t want to miss for whenever you set-up a new company file (even if you’re not changing your business structure)

Resource mentioned in the video:

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Straight Talk About Business Entities – This multi-media program gives you the details every business owner needs to know about the different business structures available, in easy-to-understand language, along with helpful charts and decision tree.