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.

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

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

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.

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

One of the most important monthly tasks to be done to keep your financial records accurate is also one of the most neglected – reconciliation of bank and credit card accounts.

When kept up to date, this simple task will take only a few minutes, yet provide BIG benefits.

In this lesson you’ll learn not only how to do it, but also how to handle snags along the way.

For lots of folks, learning the mechanics will give you what you need to get your books up to date and giving you the information you need to run a profitable business.

But I’ve notice that others still struggle in getting it done.If you haven’t been doing your account reconciliation, even though you’ve got the mechanics down, why not?

I’d love to hear all your “reasons”! Your feedback will tell me what YOU need from this blog to take your books to the next level. So take a minute to comment on this post and tell me your challenges when it comes to reconciling your bank and credit card accounts.

Then keep your eyes peeled for a future lesson that will give you what you want most.

~Gabrielle

One of the BIGGEST problems in QuickBooks is figuring out the proper way to capture your business expenses and then pay your credit card.

Mystery solved! Watch this mini-lesson to learn just how simple it can be.

If you’re wondering about how to record those business charges that were made on your personal credit cards, check out this mini-lesson on paying for business expenses with personal funds

You can use the exact same procedures, whether you paid for the business expenses out of personal cash or used a personal credit card.

If you STILL have questions, be sure to post them below, and you may see a follow-up lesson just for you!

~Gabrielle

Do you want to maximize your profits?

Using the Job Tracking feature in QuickBooks is a powerful way to see exactly which of your customer projects is most profitable…and how to improve your margin on all your projects.

The latest mini-lesson is for you if you are ready to step up to streamline your production on client work, and thrive.

Got questions about how to use Job Tracking in your business? Have suggestions on creative ways to use this feature? I’d love to hear from you!

Just post your question or comment on this topic using the comment link below my name.

I’ll look forward to hearing about the results you’re getting with Job Tracking in QuickBooks!

~Gabrielle