On April 16, 2025, I will be presenting a free, two-hour seminar called QUICKBOOKS ONLINE FOR SMALL BUSINESS. It will be held in the Crystal Room at the Prescott Valley Public Library, 7401 E. Skoog Blvd., Prescott Valley, from 10:00 AM to 11:30 AM, followed by a half hour for questions … [Read more...]
QuickBooks Desktop / Online Comparison
QuickBooks Desktop (Pro, Premier, and Enterprise) QuickBooks Online (Simple Start, Essentials, and Plus) As I work primarily with QuickBooks, I do want to mention that every year QuickBooks Online continues to improve, and I now … [Read more...]
Setting up Bank Accounts in the QuickBooks Chart of Accounts
When setting up Bank Accounts in QuickBooks Pro, Premier or Enterprise, or in any of the QuickBooks Online versions, you will need to add all of your business checking and savings accounts. Once you have done that, you should set up bank downloads for each of these accounts, so that all … [Read more...]
Consignment Sales in QuickBooks
One of my clients has started selling some of her products to retail stores on consignment. We tried to come up with a good way to handle these sales in QuickBooks Pro. First we opened the Estimate template by clicking on Lists, Templates. We picked an Estimate template, made a copy, … [Read more...]
Setting up Items in QuickBooks
I recently worked with the organization "More Than Self", a non-profit that provides funding for school materials so that poor children in Guatemala have the supplies they need in order to attend school. More Than Self also supports Guatemalans in obtaining healthy food and safe … [Read more...]
When to use sales receipts instead of invoices in QuickBooks
Last week I worked with Angelo LaMarco, videographer at Digital Edge Video Productions. Angelo filmed and produced numerous videos for the Rock & Rock Hall of Fame. One of the bookkeeping issues we discussed was when to use sales receipts and when to use invoices in QuickBooks. … [Read more...]
Setting up Inventory in QuickBooks
I recently worked with a client, helping her set up inventory control using QuickBooks Pro. My client has a horse and farrier supply business in Chino Valley, north of Prescott, Arizona. The business, Four Shoes Saddles and Tack, offers a full selection of shoes, nails, rasps, … [Read more...]
