QuickBooks Online

Better Decisions With Microsoft Power BI

by
Ronald B. Allen
|
November 6, 2018

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

Creating Product and Service Records in Quickbooks

by
Ronald B. Allen
|
June 19, 2018

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.

QuickBooks Online

The When, Why, and How of Customer Statements

by
Ronald B. Allen
|
September 20, 2018

If your business relies on invoices to get paid, there may be times when you need to create and send statements.

QuickBooks Online

QuickBooks Online: Using Product and Service Records

by
|
June 22, 2018

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.

Optometry

Profit First Method for Optometry

by
Ronald B. Allen
|
March 23, 2019

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.

QuickBooks Desktop

QuickBooks : Between-Jobs Credits Transfer

by
Ronald B. Allen
|
November 14, 2018

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.

Apps

Use Receipt Bank to Digitize Paper Receipts

by
Ronald B. Allen
|
September 21, 2018

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.