Recent Posts by Sandy Rockwell

How to Use QuickBooks’ New Customer Groups

You can now create groups of customers and automate the process of sending payment reminders. QuickBooks has a new set of tools that can help you deal with what is probably one of your most pressing problems: getting customers to pay. Here’s how to use this new feature. Creating Your Groups QuickBooks has added an…
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How Does Progress Invoicing Work in QuickBooks Online?

Want to break up an estimate into multiple invoices? QuickBooks Online supports progress invoicing. If you do large, multi-part projects for customers, you may not want to wait until absolutely everything is done before you send an invoice. This can be especially problematic when you have to purchase a lot of materials for a job…
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How to Track Inventory in QuickBooks

Knowing where you stand with your company’s product count is crucial. QuickBooks can help you stay current. If your company sells physical products, you know how important it is to always be aware of your stock levels. You have to know what’s selling and what’s not. And you need to get a head start on…
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Customers Paying Late? How to Create Statements

There are many ways to encourage delinquent customers to pay. QuickBooks Online’s statements may be effective for you. After the year-plus you’ve just experienced, the last thing your small business needs is customers who are behind on their payments to you. You may have been giving them a break because you know that they’re struggling,…
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