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The Life of an Estimate in QuickBooks Online

June 19, 2019 by in category Accounting, QuickBooks

Estimates-or quotes, or bids-are useful tools when you're pitching a sale of products or services. Here's how QuickBooks Online handles them. Sales estimates are standard procedure in many professions. You wouldn't authorize a car repair without one. Nor would you OK a remodeling job on your kitchen or a summer's worth of yard landscaping without [...]

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Issuing Credit Memos and Refunds in QuickBooks

June 11, 2019 by in category Accounting, QuickBooks

Credit Memos A credit memo is just what it sounds like. A customer returns an item for which they’ve already paid, and you have to credit him or her for its cost. This is the more complicated of the two and requires more bookkeeping, since you’re tracking the sale, its payment, and the return item. [...]

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How to Use Progress Invoicing in QuickBooks Online

May 22, 2019 by in category Accounting, QuickBooks

Does your business do work for clients over weeks or months? Consider using QuickBooks Online's progress invoicing. Let's say you're doing a job or project for a customer that is going to take a long time, but you don't want to wait until you're finished to get paid. Or you've agreed to let a customer [...]

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How QuickBooks Protects Your Data, and How You Can Help

May 14, 2019 by in category Accounting, QuickBooks

The data in your QuickBooks company file contains some of the most sensitive information on your computer. Make sure it's secure. Your customer list is gold. And those Social Security and bank card numbers in your payroll, client, and vendor records need to be protected from intruders and only viewed by authorized employees. It's not [...]

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Holding Inventory on Consignment

April 4, 2018 by in category Accounting, Fishbowl, Inventory Management, QuickBooks

If you’re lucky enough to have suppliers who let you hold inventory on consignment, good for you! Having inventory that you don’t have to pay for until after it’s sold is great for cash flow. However, if you don’t do things right in Fishbowl, consigned inventory is not so great for your accounting records. In [...]

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The 7 Deadly Sins of Fishbowl Inventory File Setup

September 7, 2017 by in category Fishbowl, Inventory Management, QuickBooks tagged as ,

Fishbowl Inventory is a powerful inventory program that integrates with QuickBooks and provides a wide range of features for manufacturing, warehousing and asset tracking. However, just like with any software, to get the most out of Fishbowl Inventory, proper setup is key.   Here are the 7 “deadly sins” of Fishbowl Inventory file setup that you [...]

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Wish You Could Optimize Your Inventory in Fishbowl?

August 24, 2017 by in category Fishbowl, Inventory Management, QuickBooks tagged as , , ,

Just like my clients, I love Fishbowl, the software system that seamlessly integrates with QuickBooks to provide an easy-to-use inventory management system. With Fishbowl you can handle critical tasks that are impossible with QuickBooks alone, such as having units of measure that reflect the way you actually do business. That said, you may have found [...]

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The Right Way to Receive

July 11, 2017 by in category Fishbowl, Inventory Management, QuickBooks tagged as

Like many things in Fishbowl (and life), when it comes to receiving and reconciling the receipt of inventory against the vendor bill, there’s a right way to do things and a wrong way to do things. Follow the right way to receive, and life in Fishbowl/QuickBooks–land is joyful and wonderful. Do things the wrong way, and things [...]

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Force Your Vendors to Bill You

June 29, 2017 by in category Fishbowl, Payable, QuickBooks

Fishbowl is robust program for managing your inventory, enabling you to do things that just aren’t possible in QuickBooks alone. Doing things in the right order makes a big difference In a Fishbowl/QuickBooks environment, Fishbowl acts as the “master.” You receive and reconcile inventory in Fishbowl, and then Fishbowl pushes the information through to QuickBooks. [...]

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Your First Hour with QuickBooks Online 

March 9, 2017 by in category QuickBooks

Whether you’re just launching a business or you’re going online with an existing company, take some time to get acquainted with QuickBooks Online. Your first hour with any web-based application is probably spent exploring and clicking buttons, links, and other navigation tools to get the lay of the land. QuickBooks Online should be no different. […]

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