Yearly Archives: 2018

How to Apply Finance Charges in QuickBooks

You may hate to have to do it, but assessing finance charges for late payments may improve your overall cash flow. There are a myriad of ways to bring in customer payments faster and improve your cash flow. You can: Get a merchant account and let customers pay you electronicallyOffer a discount for early paymentsShorten…
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Need to Create Estimates? How QuickBooks Can Help You with This.

Estimates can be effective sales tools – if they look professional and offer attractive prices. Here’s how to create them using QuickBooks. You don’t need to be a car repair shop or an HVAC technician to present prospects and customers with estimates. In fact, there may be many times when an unexpected estimate—or bid, or…
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Getting Started with Accounts in QuickBooks Online, Part 2

We covered a lot of ground last month, but there are still some things to know about working with transactions you import from your banks. Last month, we went over the basics of managing financial transactions once you’ve downloaded them into QuickBooks Online. We walked you through the mechanics of connecting to banks and credit…
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Getting Started with Accounts in QuickBooks Online, Part 1

QuickBooks Online was built to work with transactions downloaded from your online financial institutions. Here’s how to work with them. The ability to import transactions from financial institutions into QuickBooks Online is definitely one of the best things about the site. You may have even signed up for that very reason. By now, you’ve probably…
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