QB QuickTips

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!

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.

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

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

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

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

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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