QB QuickTips
QuickBooks® Training Tutorials – One Short Lesson at a Time
-
Dec 22
Want a way to boost your cash flow AND attract new customers?
Gift Certificates are a great way to do it. But they may seem a little daunting when it comes to recording and tracking them in QuickBooks. Not anymore!
this quick training will give you the basics you need to properly record the sale and redemption of gift certificates… and a whole lot more!
Gift Certificates are a great tool you can start using in your business right away!
Have you used gift certificates? What works best for you?
If you have questions on this topic, leave a comment below and we’ll discuss it!
-
Dec 7
Depreciation is a complicated topic. But by tracking depreciation in your business you…
- Get a more accurate picture of what your business is REALLY worth
- Can consult with your accountant for the most advantageous method for taking your depreciation deductions
You’ll learn how to actually record these transactions, as well as when you don’t need to bother.
Complete and accurate books will help you know where you are and where your business can go!
I’d be interested to hear the answer from those who watch this video:
- Are you already tracking depreciation in your business?
- If so, how often?
Leave a comment and let’s compare notes!
-
Dec 1
Do you keep track of the value of your business?
When was the last time you checked your assets? (Be nice!)
Keeping track of the valuables in your business give you a truer value of the health and well-being of your business overall. You can also make sure that you are capturing ALL of the deductions due to depreciation by doing this too.
Learn how in this all new video. I guarantee your accountant will be surprised when you do what I suggest and your bottom line at tax time will thank you.
.
-
Apr 30
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.
-
Jan 19
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!
.
Additional Resource:
.
Cash Flow Mastery Course – Essential online training for busy entrepreneurs who want to maximize cash flow in the least amount of time
-
Jan 4
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.
.
Resources:
.
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.
-
Dec 8
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
.
Independent Contractor (self-employed) or Employee? – helpful info from the IRS website
Downloadable Form W-9 – fill-in and printable
-
Oct 26
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
Tagged as: invoices, new sales, pending, pending invoices, pre-orders, proforma invoice, tentative sales -
Aug 24
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:
placeholder
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.
-
Aug 6
This video is very timely, since today a MAJOR maintenance release for QuickBooks 2009 is available for automatic update.
In this edition, you’ll learn…
- The difference between an update and an upgrade
- How to check if your software is up to date
- The BIG change this latest update has in store
- How you know when it’s time to upgrade your software
Links to resources mentioned on the video:
What changes are included on the R8 Update
Download Link for installing the update outside of QuickBooks
Online Banking videos for 2008 and 2009
Online Banking 2009 Updates
Need to upgrade?QuickBooks Pro 2009 – Get 1/2 off on Amazon.com right now













