To run a successful business you need accurate bookkeeping. And you need financial reports that provide you with insights instead of just raw columns of numbers. A powerful combination is QuickBooks and Microsoft Power BI.
QuickBooks Online is great for managing and tracking inventory – as long as you’ve created thorough records. See our step by step instructions on how to create product and service records - these are essential for making critical buying decisions.
If your business relies on invoices to get paid, there may be times when you need to create and send statements.
QuickBooks Online eliminates duplicate data entries, dramatically reducing errors. Completing sales and purchase forms is now an easy, accurate task. You’ll have fast access to information and you’ll know what’s selling, what’s not, and when it’s time to reorder. Here's how.
.png)
When starting any business, getting your financial system in order is important. The Profit First method for optometry practices is a solid way to go.
Learn how to transfer unused customer credits in Quickbooks Desktop 2019 from one job to another job for the same customer or to unpaid invoices.
Effective bookkeeping requires that you convert paper receipts to digital records. Doing this manually is time-consuming. Take pictures and let Receipt Bank digitize them.
