Keeping a watch on your accounts receivable can help improve cash flow. Knowing how many of your invoices are unpaid and if you billed all of the time and expenses for your customers projects impacts your cash flow. To get a quick glance of your customer balances, on the home screen hover over the Sales […]
One of the best tools to forecast cash requirements is the 13-week cash flow forecast. It can help a business owner predict what their cash balance will be 13 weeks in the future. It helps to answer whether there will be enough cash to cover payroll and bills for a particular week. If you’re having […]
Getting Around Quickly QuickBooks tries to accommodate different work styles and preferences by providing multiple navigation methods. These are: The menus above the home page tool bar. The home page’s icons. The Icon Bar that appears in the left vertical pane by default (you change its position by opening the View menu). If you are going to […]
Video creation has gotten so easy that just about anyone can do it. You no longer need professionals. You don’t even need video editing software with the long learning curve and high price tag. All you need is an app and your imagination. There are many reasons to create a video: Web pages that include […]
If any part of your work involves driving business miles that can be deducted on your income taxes, you will want to know about a QuickBooks Online feature: mileage tracking. You can record trips either manually or automatically, and the software will calculate your deductions. Here is how it works. Tracking Trips Manually Before you […]
At the beginning of 2020, you might have thought that developing a business continuity plan was not a top priority. Or maybe you thought it was only for large businesses. Fast forward to today, and a business continuity plan has become an essential staple in business planning. There are more business risks than ever before […]
QuickBooks allows you to create multiple types of sales forms and includes templates for all of the sales forms that you will probably ever need: invoices, sales receipts, and statements. Here is an introduction to when and how to use them. Sales Receipts When a customer pays you on the spot, you can create a […]
Every company should have a strict process to follow when an employee leaves the company, no matter what type of termination it is – voluntary or involuntary. Here’s a checklist you can use to compare to your own process so that you can either confirm you’re on the right track or add some ideas to […]
QuickBooks Online offers several ways to receive payment on an invoice, documenting an instant sale, or selling on the road. Delayed Payments Do you send invoices for products and/or services? If so, there’s multiple ways to record payments when they come in. You can, of course, just open the invoice and click Receive payment in the upper […]
The purpose of marketing is, in part, about creating relationships with customers and prospects. While traditional advertising is a standard way of letting prospects know more about you, it’s not always the most creative way to connect. To spice up your marketing, let’s explore six unusual ways to connect with customers. 1. Celebrate an obscure […]