by Scott Meister, CPA | Jun 27, 2019 | Finance, QuickBooks® Online, Small Business
Source: Universal Funding | Re-Post QB Scott 6/27/19 “Which is the best way to record an invoice in QuickBooks and correctly keep track of outstanding balances and the factoring rates paid to the factoring company once the transaction is complete? I’ve seen references...
by Scott Meister, CPA | May 21, 2019 | Small Business
Even if you’re the sole owner and worker in your business, you need back office operations. Tasks such as payments, receivables, payroll and inventory management may not be seen by your customers, but they are crucial to keeping your organization’s heart beating. If...
by Scott Meister, CPA | May 7, 2019 | Entrepreneurs, Small Business
Cash flow is important to the success and growth of any business – and QuickBooks® recognizes how important getting paid and managing the payments process is for small businesses. As a continuation of “The State of Small Business Cash Flow” report released earlier...
by Scott Meister, CPA | Apr 4, 2019 | QuickBooks® Desktop, Small Business
Shortcuts can greatly improve efficiency. To find shortcuts simply browse the menus in QuickBooks and look to the right of the menu option. If a shortcut is available it will display. See/click on the screenshot below for a couple examples (highlighted in yellow). Hope...
by Scott Meister, CPA | Mar 21, 2019 | QuickBooks® Desktop, Small Business
Sometimes you may be looking for outstanding invoices for a customer and maybe you don’t want to generate an Open Invoice Report as it will list ALL customers. What’s a good solution?…Create an Open Balance Report for just one customer. A very simple and quick...
by Scott Meister, CPA | Mar 7, 2019 | QuickBooks® Desktop, Small Business
By default the content for QuickBooks reports displays at a font size of 8. This small font size may be a little hard for some users to read. A simple (and quick) solution is to increase the font size. To do this, right click on the content of the report (the yellow...
