Category Archives: Quickbooks

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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Dealing with Deposits in QuickBooks

Where do the payments you receive in QuickBooks go? The software provides tools for managing deposits. Recording payments, whether they come in to comply with an invoice you sent or are issued as sales receipts, is one of the more satisfying tasks you do in QuickBooks. The sales cycle is almost complete, and you’re about…
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