If you want to know how to properly set up QuickBooks Pro or Premier, or if you know someone who might be interested, here are the details about the seminar I will be presenting in early February. I am offering a free seminar, “Basic QuickBooks Setup”, on Tuesday, February … [Read more...]
Introduction to QuickBooks Seminar
If you want to know what QuickBooks looks like and how it works, or if you know someone who might be interested, here are the details about the seminar I will be presenting next Tuesday afternoon and next Thursday evening. I am offering a free seminar, “Introduction to QuickBooks”, on … [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...]
Filing System for Managing Followups
I learned this follow-up system from my uncle over 40 years ago and I have been using it ever since. I worked with my uncle in a fast-paced, multi-million dollar business, where good follow-up was essential. Now as I work for myself as a QuickBooks and Quicken trainer, teaching … [Read more...]
Certified QuickBooks ProAdvisor
I just got certified for QuickBooks 2016. I have been a Certified QuickBooks ProAdvisor for the past three years. I am certified for the QuickBooks Desktop and Online versions. To get certified, one must pass a difficult … [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...]
Teaching QuickBooks in Yavapai and Coconino Counties
After teaching QuickBooks for 15 years to over 100 individuals and businesses in the Hudson Valley of New York State, I recently moved to Sedona, Arizona. My wife and I visited this area for many years, and we fell in love with the spectacular scenery in Northern Arizona, the … [Read more...]
