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QUICKBOOKS TIPS

This section provides helpful tips to QuickBooks users. Learn about the different tools and how to handle tricky transactions.

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5 Ways You Can Use QuickBooks' Income Tracker
Our Quickbooks tips highlight some of the most common issues to help you manage your accounting system. We update these once a month so bookmark this page and visit often.

The Income Tracker is one of QuickBooks’ more innovative features. If you’re not using it, you should be.

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Do You Need a More Robust Version of QuickBooks?
Our Quickbooks tips highlight some of the most common issues to help you manage your accounting system. We update these once a month so bookmark this page and visit often.

Do You Need a More Robust Version of QuickBooks?

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How to Create a Progress Invoice from an Estimate
Our Quickbooks tips highlight some of the most common issues to help you manage your accounting system. We update these once a month so bookmark this page and visit often.

Not using progress invoices? Maybe you should be.

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10 Tips to Perfect Check-Printing in QuickBooks
Our Quickbooks tips highlight some of the most common issues to help you manage your accounting system. We update these once a month so bookmark this page and visit often.

If you used small business accounting products in the early days, you know how frustrating it was to print checks correctly from your software. Pre-printed checks weren’t cheap, and you probably printed at least a few that didn’t line up right or were otherwise unusable.

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Spring is a good time to clean up and slim down QuickBooks and its data.
Our Quickbooks tips highlight some of the most common issues to help you manage your accounting system. We update these once a month so bookmark this page and visit often.

Spring is a good time to clean up and slim down QuickBooks and its data.

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Use QuickBooks’ Tools -- and Common Sense Procedures -- To Prevent Financial Fraud
Our Quickbooks tips highlight some of the most common issues to help you manage your accounting system. We update these once a month so bookmark this page and visit often.

You work hard for your money. Strong internal controls can keep it from disappearing unnecessarily.

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Is 2013 The Year You Finally Go Mobile With Financial Data?
Our Quickbooks tips highlight some of the most common issues to help you manage your accounting system. We update these once a month so bookmark this page and visit often.

Using QuickBooks Mobile, you’ll improve business relations, put out fires before they start and unchain yourself from your office computer.

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Say Good-Bye to 2012 and Ready QuickBooks for 2013
Our Quickbooks tips highlight some of the most common issues to help you manage your accounting system. We update these once a month so bookmark this page and visit often.

We hope you’ll be ringing out a successful financial year at month’s end. In any case, here’s what you should know about preparing for 2013.

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Are You Defining Items in QuickBooks Correctly?
Our Quickbooks tips highlight some of the most common issues to help you manage your accounting system. We update these once a month so bookmark this page and visit often.

Create item records in QuickBooks carefully, and QuickBooks will return the favor by running useful, accurate reports.

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QuickBooks Can Do Much More Than You Think
Our Quickbooks tips highlight some of the most common issues to help you manage your accounting system. We update these once a month so bookmark this page and visit often.

No, you'll never max out all of its features, but here are some tips on tools that extend QuickBooks' usefulness and save you time.

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QuickBooks Reports Help You Maintain Balanced Inventory Levels
Our Quickbooks tips highlight some of the most common issues to help you manage your accounting system. We update these once a month so bookmark this page and visit often.

Running out of products too frequently? Having to sell cheap because inventory is overloaded? Use QuickBooks' reports.

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Job-Tracking Adds Precision to Your QuickBooks Company
Our Quickbooks tips highlight some of the most common issues to help you manage your accounting system. We update these once a month so bookmark this page and visit often.

Does your business have clients whose work sometimes requires multiple steps drawn out over weeks or months, like remodeling projects or court cases? If so, and you're not using QuickBooks' Jobs features, you're missing out on the opportunity to track and evaluate the financial impact of these complex tasks.

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Cutting Expenses Key To Profitability, But How? Some Tips
Our Quickbooks tips highlight some of the most common issues to help you manage your accounting system. We update these once a month so bookmark this page and visit often.

It may seem like a no-brainer – cut expenses to make more money – but many small changes can result in significant savings.

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Billing for Time and Expenses: How It Works
Our Quickbooks tips highlight some of the most common issues to help you manage your accounting system. We update these once a month so bookmark this page and visit often. QuickBooks handles billable expenses capably, but it's critical that you understand the process thoroughly before proceeding. Our Quickbooks tips highlight some of the most common issues to help you manage your accounting system. We update these once a month so bookmark this page and visit often.

QuickBooks handles billable expenses capably, but it's critical that you understand the process thoroughly before proceeding.

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QuickBooks Income Tax Reports And Filtering Options: Target The Right Output
Our Quickbooks tips highlight some of the most common issues to help you manage your accounting system. We update these once a month so bookmark this page and visit often.

April 15 is getting uncomfortably close. QuickBooks, of course, can't do your taxes for you. But it helps you lay some of the groundwork. Following up on last month's column on customizing reports, we'll look at the program's tax-related reports and its powerful report-filtering options. 

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Modifying QuickBooks Reports Gives You Better Insight Into Past, Future: Part 1
Our Quickbooks tips highlight some of the most common issues to help you manage your accounting system. We update these once a month so bookmark this page and visit often.

If you make one resolution about improving your accounting procedures in 2012, it should be this: Make extensive use of the tools that QuickBooks offers for report modification. Comprehensive, meticulously-shaped reports that flow out of your carefully-constructed records and transactions are your reward for pounding on the keys every day, conscientiously recording income and expenses.

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Customer Refunds: Are You Doing Them Right?
Our Quickbooks tips highlight some of the most common issues to help you manage your accounting system. We update these once a month so bookmark this page and visit often. 

Refunds. You probably wince at the word. Some – like customer refunds for returns – are fairly uncomplicated, thanks to QuickBooks' tools. Others, not so much. You may find yourself unable to balance your accounts receivable.

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QuickBooks Tips And Tricks: Make it Yours
Our Quickbooks tips highlight some of the most common issues to help you manage your accounting system. We update these once a month so bookmark this page and visit often.

No matter which version of QuickBooks you're using, there are always ways to make your workday easier. As with any software, we tend to learn the features we need and not much more. But small changes in the way you operate can add up to significant time savings and more accurate files. If you jumped into QuickBooks without a thorough introduction, consider these tips.

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QuickBooks 2012: New Paths to Better, Faster Financial Management
Our Quickbooks tips highlight some of the most common issues to help you manage your accounting system. We update these once a month so bookmark this page and visit often.

As it usually does this time of year, Intuit has introduced new versions of its Pro and Premier products. QuickBooks 2012 promises to help you get better organized, save steps, and acquire more in-depth financial insights.

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Classes or Types? When To Use Them
Our Quickbooks tips highlight some of the most common issues to help you manage your accounting system. We update these once a month so bookmark this page and visit often.

QuickBooks' standard reports are critical to understanding your company's past, present, and future. But the program also offers innovative tools that can make them significantly more insightful and comprehensive.

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Tracking Bills in QuickBooks, Worth the Effort
Our Quickbooks tips highlight some of the most common issues to help you manage your accounting system. We update these once a month so bookmark this page and visit often.

Next to payroll, paying bills is probably your least favorite task in QuickBooks. You don't have to use this feature – you can keep stacking bills on your desk, scrawling the due dates on a paper calendar, and writing checks.

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Add/Edit Multiple List Entries Simplifies Record Changes
Our Quickbooks tips highlight some of the most common issues to help you manage your accounting system. We update these once a month so bookmark this page and visit often.

Data entry and modifications in QuickBooks can be tedious. Beginning with QuickBooks 2010 Pro Edition and above, that job got a lot easier. The Add/Edit Multiple List Entries tool does just what its name implies: It lets you add entries to your lists of customers, vendors, services, inventory parts, and non-inventory parts. It also makes changing one or several of them quick and easy.

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Job-Tracking Adds Precision to Your QuickBooks Company

Our Quickbooks tips highlight some of the most common issues to help you manage your accounting system. We update these once a month so bookmark this page and visit often.

Does your business have clients whose work sometimes requires multiple steps drawn out over weeks or months, like remodeling projects or court cases? If so, and you're not using QuickBooks' Jobs features, you're missing out on the opportunity to track and evaluate the financial impact of these complex tasks.

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Are Your QuickBooks Company Files Tamper-Proof?
Our Quickbooks tips highlight some of the most common issues to help you manage your accounting system. We update these once a month so bookmark this page and visit often.

Every month, we provide information on how to better use QuickBooks. By implementing the best methods for managing your accounting data, you can actually improve your financial bottom line.

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Sales Orders in QuickBooks: Why? When? How?
Our Quickbooks tips highlight some of the most common issues to help you manage your accounting system. We update these once a month so bookmark this page and visit often.

There aren’t that many different types of forms to keep straight in QuickBooks, but you likely don’t use all of them. You probably use invoices and purchase orders frequently, and may fill out the occasional sales receipt or credit memo or estimate.

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QuickBooks Helps You Make a Statement
Our Quickbooks tips highlight some of the most common issues to help you manage your accounting system. We update these once a month so bookmark this page and visit often.

How do you let customers know they owe you money? Probably by sending invoices. And how’s that working for you? If your customers are all conscientious and pay on time, maybe that’s all you need to do.

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Repetitive Transactions. Memorize Them.
Our Quickbooks tips highlight some of the most common issues to help you manage your accounting system. We update these once a month so bookmark this page and visit often.

Filling out invoices the first time can be a pain, especially if they’re lengthy. But doing the same thing repeatedly if the identical invoice recurs regularly? No need.

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Turn Over a New Cliche and Adopt Best Practices
Our Quickbooks tips highlight some of the most common issues to help you manage your accounting system. We update these once a month so bookmark this page and visit often.

Turn over a new leaf. Make a New Year’s Resolution. Make a fresh start. Get your ducks in a row. All familiar clichés, but their message is valid: At this time of year, you probably feel like renewing your commitment to running a more successful, productive business.

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QuickBooks 2011 - Pump Up Your Productivity
Our Quickbooks tips highlight some of the most common issues to help you manage your accounting system. We update these once a month so bookmark this page and visit often. 

Every year since its inception in the early 90s, Intuit has delivered an enhanced version of its desktop QuickBooks program. Each annual edition incorporates a myriad of new and upgraded features designed to save you time, money, and frustration – and that let you focus on your business, not your finances.

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Changing Seasons, Changing Prices
Our Quickbooks tips highlight some of the most common issues to help you manage your accounting system. We update these once a month so bookmark this page and visit often.

Changing the prices of your company’s services and inventory items can solve one of two problems, depending on why you’re looking for a solution. Say your materials suppliers have upped their prices. You may choose to increase your affected products to maintain your profit margin. Or maybe an item or service has not been moving well. A drop in price might trigger improved sales.

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Taxes 24/7/365

Our Quickbooks tips highlight some of the most common issues to help you manage your accounting system. We update these once a month so bookmark this page and visit often.

The reasons for putting off tax preparations are endless – and understandable. So tax filing deadlines may become the culmination of marathon sessions with your records, which can make mistakes more likely.

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Tune Up Your Business Plan with QuickBooks
Our Quickbooks tips highlight some of the most common issues to help you manage your accounting system. We update these once a month so bookmark this page and visit often. 

Do you have a business plan? If you don’t, even if you’re a sole proprietor, you should. Business plans can be a good barometer for the health of your finances as a way to gauge whether or not you’re on the right path. If you don’t have a business path (or if yours is less than organized or polished), you can use QuickBooks’ tools to create or fine-tune one. We’ll show you how to use these tools to get the job done quickly and easily.

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Go Back to School With the Educational Tools of QuickBooks
Our Quickbooks tips highlight some of the most common issues to help you manage your accounting system. We update these once a month so bookmark this page and visit often.

We know. When you first cracked your copy of QuickBooks, you wanted to dive in and start generating invoices. Fortunately, QuickBooks is intuitive enough that you were able to do just that. And its help system is so robust that you were able to get procedural questions answered quickly and easily.

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Settle Up Fast with Quickbooks’ Bill Paying Tools
Our Quickbooks tips highlight some of the most common issues to help you manage your accounting system. We update these once a month so bookmark this page and visit often.

Some of the financial crystal ball-types are telling us there are signs that the recession may be drawing some of its last breaths. But those bills are still coming in, and you may have had a long, dry summer and less income that you can use to meet those business obligations.

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Save Time for Summer by Memorizing Transaction
Our Quickbooks tips highlight some of the most common issues to help you manage your accounting system. We update these once a month so bookmark this page and visit often.

Unfortunately, your work with QuickBooks doesn’t end just because it’s summer, the weather’s great, and school’s out. But there are ways to minimize your time spent managing your money and maximize your time at the beach. Memorizing transactions is one such way.

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Recording Infrequent Transactions in QuickBooks
Our Quickbooks tips highlight some of the most common issues to help you manage your accounting system. We update these once a month so bookmark this page and visit often.

Day-to-day transactions like receiving payments from customers or paying vendors occur so frequently that most QuickBooks users do them automatically. However, from time to time you may encounter an infrequent transaction that will stop you in your tracks. In this article we'll discuss several common tricky transactions and offer advice on how to handle them.

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Getting Things Done Fast with QuickBooks Keyboard Tricks
Our Quickbooks tips highlight some of the most common issues to help you manage your accounting system. We update these once a month so bookmark this page and visit often.

You're accustomed to using your mouse to navigate your way through QuickBooks, but you may not realize that there are faster ways to get your work done in QuickBooks. Typically your hands are already on the keyboard, so take advantage of the shortcuts built into the application to save you time. Using this technique might also help minimize wear-and-tear on your wrists. In this article we'll explore a variety of ways that you can quickly carry out tasks in QuickBooks.

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Minimize Your Exposure to Fraud
Our Quickbooks tips highlight some of the most common issues to help you manage your accounting system. We update these once a month so bookmark this page and visit often.

Do you know how to detect and protect yourself from fraud? Most of us want to naively believe it will never happen to us. In reality, fraud impacts small and mid-size businesses far more often than large corporations.

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QuickBooks 2013 Gives You A Reason To Upgrade
Our Quickbooks tips highlight some of the most common issues to help you manage your accounting system. We update these once a month so bookmark this page and visit often.

Tired of QuickBooks' cramped, claustrophobic screens and uneven interface? You'll be pleased to see the 2013 version.

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