QuickBooks Desktop

July 16, 2020

Tracking Employee Time

Ronald B. Allen

Tracking sales of goods is easy in QuickBooks. Create a sales receipt or an invoice. Pick the product the customer requests along with the quantity and then save the transaction. QuickBooks will adjust the appropriate inventory level and record the purchase correctly. But when you account for services that you have sold, that can get complicated. When you need to charge your customers for labor, consulting, or any service and bill by the hour, it is necessary to set up records for billable time and also track hours spent on each task. Fortunately, both chores are made simple by QuickBooks.

January 9, 2020

Making QuickBooks Reports a Habit

Ronald B. Allen

A great habit to start this coming year is to create a routine of doing insightful QuickBooks reports.

October 7, 2019

QuickBooks Sales Taxes Set Up, Part 1

Ronald B. Allen

Get a handle on sales tax collection and payments with QuickBooks.

January 16, 2019

Keeping Track of Job Costs in QuickBooks

Ronald B. Allen

Keeping track of individual job costs using QuickBooks Desktop will help you stay ahead of your costs on any job and ensure profitability.

January 11, 2019

Track Your Sales by Job with QuickBooks Desktop

Ronald B. Allen

Track your sales by job or customer with QuickBooks Desktop and learn which customers and jobs are the most profitable using QuickBooks Desktop reports.

December 17, 2018

Get Books in Shape and Maximize Your Profits

Ronald B. Allen

Here are some suggestions for how to get your books in shape, keep them in shape, and maximize your profits.

December 5, 2018

Set Up QuickBooks for Existing Company

Ronald B. Allen

When setting up QuickBooks for an existing Kansas City area company, use an expert like Exigo Business Solutions to do the job right the first time.

November 16, 2018

QuickBooks 2019 | Optimization of Data File

Ronald B. Allen

The new QuickBooks 2019 data file optimization feature lets you significantly reduce files without the loss of any transactional data. See how this will make your work process more efficient...

November 15, 2018

QuickBooks Desktop 2019 - For Small Businesses

Ronald B. Allen

Exigo Business Solutions has been testing and evaluating pre-release versions of QuickBooks Desktop 2019. Here we give you a snapshot of the 15 features that Intuit has added, improved, enhanced, or modified.

November 14, 2018

QuickBooks Desktop 2019: Enhanced IIF Import

Ronald B. Allen

QuickBooks Desktop 2019: The Enhanced IIF Import provides considerable benefits for your business.

November 14, 2018

QuickBooks : Between-Jobs Credits Transfer

Ronald B. Allen

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.

November 7, 2018

QuickBooks Enterprise Advanced Reporting: QBAR

Ronald B. Allen

Accurate bookkeeping alone does not help you make smart business decisions. You need QuickBooks Advanced Reports to bring the data to life.

November 5, 2018

Use QQube Reports For Your QuickBooks Data

Ronald B. Allen

The best in-house business intelligence tool for QuickBooks data, hands down, is Clearify QQube.

October 25, 2018

Spotlight Reports Make Informed Decisions

Ronald B. Allen

Too many small business owners only glance at their financial reports to see if there is a profit on the bottom line. But, the purpose of a good report is to provide insights into the financial operation of the business with actionable details.

September 20, 2018

Entering Bills in QuickBooks

Ronald B. Allen

We at Exigo Business Solutions know that you in the Kansas City area would rather be sending invoices than paying bills. But, such is life. And, with the help of QuickBooks, entering bills can be as painless as possible.

August 16, 2018

Are You Using QuickBooks Income Tracker?

Ronald B. Allen

Customized reports will give you detailed insight on how your business is preforming, what needs to be changed and so much more! The question is, do you know how to run the right reports to receive the information you are looking for?

July 19, 2018

Using Memorized Transaction in QuickBooks?

Ronald B. Allen

Use memorized transactions templates to eliminate the chance of mistakes. These templates contain most if not all the information that could be repeated at specified intervals, eliminating the need for you to enter the same repetitive data regularly. Here is a step by step guide on how to do it.

July 11, 2018

All About Sales Receipts in QuickBooks

Ronald B. Allen

There are two primary ways to record income from customers in QuickBooks: Receive Payments and Create Sales Receipts. Do you know when each should be used? Find out the difference here!

June 22, 2018

Get Paid Faster Using QuickBooks

Ronald B. Allen

Get Paid Faster Using QuickBooks! Are your customers slow about paying their invoices? QuickBooks can help accelerate your receivables.

June 20, 2018

Polish Your Image: Customize QuickBooks' Forms

Ronald B. Allen

The invoices and other forms you send out should reflect your company’s attention to detail, accuracy, and consistency. Every opportunity you have to interact with your customers and vendors is critical. Be sure you are being consistent and your forms are reflecting your business in a positive way.

Clean Up Your QuickBooks to Be Ready for 2020

Ronald B. Allen

Make certain to complete all of the needed year-end tasks for QuickBooks. Here is how.

Your Invoices, Sales Receipts and Statements

Ronald B. Allen

Don’t keep doing your receipts, statements, and invoice manually. Use QuickBooks to save time and provide info for reports that help you understand your finances.

Paying Bills in QuickBooks

Ronald B. Allen

Before you can pay bills in QuickBooks, you first have to enter them in a separate window. Click Enter Bills on the home page. Working with vendor discounts and credits in QuickBooks can be tricky, let us walk you through these steps in the bill-pay process. You can pay bills through QuickBooks using multiple payment methods, like check, credit card, and online bank payment. QuickBooks provides three reports to keep you from paying bills late: A/P Aging Summary and Detail, and Unpaid Bills Detail.

Using QuickBooks' Reminders and Calendar

Ronald B. Allen

Here are some tips you can use to be certain that QuickBooks is doing exactly what you need every day. The Calendar and Reminders functions are ideal for helping to stay on top of your accounting.

Set Up Your Sales Taxes in QuickBooks, Part 2

Ronald B. Allen

Although QuickBooks lets you set up sales taxes on the fly, it is smarter to do the job as part of the setup for any account.

QuickBooks Desktop

QuickBooks Desktop is a small business accounting software that manages inventory, customers, payroll and everything in between. QuickBooks is a computerized software package with bookkeeping and accounting tools. Specifically designed to help medium and small businesses, QuickBooks Desktop includes applications for budgeting, paying bills, accepting payments from clients, doing payroll and more.
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QBD Tips and Tricks

A collection of articles related to implementing Quickbooks Desktop tips and tricks in your business.

QBD Overview

A collection of articles related to implementing Quickbooks Desktop in your business.
Profit First Strategies helps business owners experience profit.

QuickBooks Desktop

Doing the books for your business is not just about paying the billing and banking your profits. It is not just about being ready to pay your taxes. With QuickBooks Desktop a business owner can gain deeper insight into how the business is doing, identify problems before they grow out of control, and spot opportunities in time to take advantage of them. The bookkeeping and accounting tools in QuickBooks Desktop are excellent and sufficient for most small businesses. However, QuickBooks Desktop also integrate seamlessly with many advanced business intelligence tools to make your business smarter and more prosperous.