Maintaining your transaction registers conscientiously leads to a clearer understanding of your finances. Last month, we talked about the types of best practices that can lead to more effective use of QuickBooks Online and, ultimately, more thorough knowledge of your finances. The first one was this: Go through your new transactions every day. Categorizing and…
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How to Back Up and Move a Company File in QuickBooks
Your QuickBooks company file is gold. Make sure you know how to back it up and restore it properly. You may not think of your QuickBooks company file as being portable. It lives safely on the hard drive of your desktop and/or laptop computer. You wouldn’t want it to be anywhere else, right? However, the…
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Are You Following Best Practices in QuickBooks Online?
“Best practices” are recommendations for the most effective way to get things done. Are you following standard procedures in QuickBooks Online? Habits can be good things when you’re talking about getting through the workday successfully. You might have developed a habit of responding to emails quickly and preparing checklists before you go into meetings. Maybe…
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Sales Receipts, Invoices, and Statements in QuickBooks
QuickBooks allows you to create multiple types of sales forms for different situations. Here’s a look at what they are and when to use them. When you buy something at a store, you want a piece of paper that shows what you purchased and what you paid. If you receive products or services before you…
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