QB QuickTips

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

Finally, and EASY way to get your QuickBooks file to your accountant!

Especially with the size of QuickBooks files getting bigger with time, it can become a real challenge to transfer your financial information electronically to your accountant. And then, when adjustments need to be made, it can be even more difficult to coordinate those changes without losing data or entering transactions multiple times.

Today’s QuickTip shows you how to solve all those frustrations!

Watch it now and you’ll learn just how easy it is to work with your accountant and keep your books in tip-top condition.

Have you used the Accountant’s Copy in previous versions of QuickBooks and had problems? What other difficulties have you had in sharing your financial information with your accountant?

I’d love to hear from you! Just comment below to contribute to the discussion and get the kinks worked out.

~Gabrielle

This episode shows you how to “close the books,” WHY you should do it, and what to do if you need to make a change after you’ve closed out the year.

Have you ever closed your books in QuickBooks?

Did you run into any challenges along the way?

I’d like to hear from you! Be sure to leave your comments and questions about closing your books with QuickBooks.  Just use the comment link below my name at the end of this post.

~Gabrielle

As you might imagine, it’s sheer madness right now in the tax preparation world. So, have you filed your tax returns yet, or are you one of those pesky procrastinators? 

Whether you’ve already gotten it out of the way for this year, or you’re scrambling to pull everything together before the deadline, you’ll want to watch my latest video.

You’ll learn how to take one simple step that will save you and/or your tax preparer A LOT of time and headaches when it comes to getting your financial information out of QuickBooks and onto your tax returns.

Nobody likes paying taxes, and what we have to go through to satisfy Uncle Sam every year is really crazy when you think about it. But at least using these few simple steps consistently with QuickBooks, we can reduce some of the stress along the way.

Here’s to lower stress at tax time for you from now on!

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~Gabrielle

Need a cash boost for your business?

Start requiring prepayments or retainers for your new service projects or product orders!

In this QuickBooks video training lesson, you’ll not only learn how totrack these kinds of transactions two different ways, but you’ll also learn why this is a smart choice to start collecting up-front money in your business. It’s truly a win-win situation for you and your customers!

What about you?

Share your experiences and suggestions for starting a “pay-up-front” policy. Just leave a comment right here on the blog.

~Gabrielle

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QuickTip Resource

The cash-boosting advice in this episode of QB QuickTip is just one of the 25 cash maximization strategies contained in my special report, Cash Flow Kick-Start. If you want to kick up your cash flow for this year, and build a sustainable system to grow your business in the process, then you’ll want to check it out at ==> www.CashFlowKickStart.com

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This week we continue with the time-tracking theme to boost your bottom line by recording ALL your billable time easily and efficiently.

In the previous lesson we mentioned the standalone timer program available for users who want to capture time without having QuickBooks open. Today we’ll see what you can do with this super little program in more detail.

The good news is, you likely already have the program, and it won’t cost you a dime to use it! But it can help you uncover additional billable hours to boost your sales! Is that a good deal, or what?

Watch the video to learn how to use it.

After you’ve given this little program a try, I’d love to hear how it has improved (or not) your current time-capturing process and if there are any enhancements you think Intuit should make to the timer.

I can think of a few ways that would make it even better. But in my book, any easy method that helps with tracking productivity and billable hours can only be a good thing.

Give it a whirl and see how it works for you!

Here’s to a productive week!

Gabrielle