Y-OPA Consulting Group

Category: Content
Type: Blog Article

Generated 5 days ago

New blog articles detected

  • QuickBooks Tip of the Week: Miscellaneous- Vehicle Mileage Tracking

    Vehicle Mileage Tracking: Use the Vehicle Mileage tracker to keep track of the business miles you travel throughout the year. This feature is available under the Company Menu list at the top of your QuickBooks screen. Just remember, though, that for tax purposes the IRS requires that you keep track of not only business mileage but personal mileage as well. QuickBooks will only keep track of mileag...

Y-OPA Consulting Group

Category: Content
Type: Blog Article

Generated 1 week ago

New blog articles detected

  • QuickBooks Tip of the Week: Miscellaneous: Back-Up Schedule

    Set a back-up schedule and your QuickBooks will back itself up so you don’t have to think about it. You can set it to back-up during lunch or at some other time when you’re computer will be on and you are away from your desk. Use either an external drive, online backup system or burn it to a CD, but refrain from using USB flash drives as they can get lost or damaged very easily.

Y-OPA Consulting Group

Category: Content
Type: Blog Article

Generated 2 weeks ago

New blog articles detected

  • QuickBooks Tip of the Week: Miscellaneous- QuickBooks Backup

    QuickBooks Backup--When is the last time you backed up your QuickBooks file? It takes less than 5 minutes to back up your QuickBooks file. But for some reason, people feel they don’t have time to do it. I like to think of it this way: If your computer were to crash today, how much time would you have to re-enter all of your work since your last back up?  Why not take 5 minutes and back your file u...

Y-OPA Consulting Group

Category: Content
Type: Blog Article

Generated 3 weeks ago

New blog articles detected

  • QuickBooks Tip of the Week:

    If you have customers that have a habit of not paying on time, you can program QuickBooks to calculate and charge finance charges based on terms and payment policies that you establish and set-up. This will take some time to set up initially, but once it’s configured it will only take a couple of clicks to add the penalties to your customer’s accounts.

Y-OPA Consulting Group

Category: Content
Type: Blog Article

Generated 1 month ago

New blog articles detected

  • QuickBooks Tip of the Week: Customers- Statements

    Have a customer that has several unpaid invoices? You can send statements out of QuickBooks which will show all of the invoices that each customer owes. It can also show how many days past due the invoices are along with the original invoice numbers and amounts. To generate statements, select Customers from the Customer Menu at the top of your screen and select Create Statements. You can create a ...

Y-OPA Consulting Group

Category: Content
Type: Blog Article

Generated 1 month ago

New blog articles detected

  • QuickBooks Tip of the Week: Customers- Customize Invoices

    Have you never noticed that whenever you get an invoice from a small business, you can tell when they are using QuickBooks too? Everyone’s invoices looks the same! But they don't have to. Customize your invoice in QuickBooks by clicking the “customize data layout” button from the create invoice screen. You can import your logo, add and remove lines, change the font and colors, add and remove field...

Y-OPA Consulting Group

Category: Content
Type: Blog Article

Generated 1 month ago

New blog articles detected

  • QuickBooks Tip of the Week: Customers- Estimates

    Estimates are used in QuickBooks to create proposals for your customers. They are “non-posting” so they don’t affect your balances. They look just like invoices, so if you know how to use invoices you’ll have no problem working with estimates.  Once your customer accepts the proposal and you are ready to bill them, you simply generate an invoice from the estimate, so there’s no more work to do. Yo...

Y-OPA Consulting Group

Category: Content
Type: Blog Article

Generated 1 month ago

New blog articles detected

  • QuickBooks Tip of the Week: Customers- Customer Letters

    Sending customer collection letters or otherwise is super easy in QuickBooks. You can use one of the ready-made templates or create a template of your own. You can print a single letter, letters for all of your customers or you can select specific customers that you want to create letters for. QuickBooks merges the customers with the template into a Word mail merge document which you can then inse...

  • QuickBooks Tip of the Week: Printing Labels in QuickBooks

    Did you know you can print labels in QuickBooks? That’s right, you can print labels in all of the most common Avery formats.You could print customer labels for your end of the year thank you cards, or for invitations to a company event and so much more.To explore this feature, Select File from the Menu List at the top of your screen, Select print forms, and select “labels”. You can print a single ...

  • QuickBooks Tip of the Week: Customers- Writing Off a Customer Balance

    Ever have a customer balance that you know will never be paid? Maybe a customer inadvertently underpaid an invoice by a few cents or dollars. Or maybe a customer has disputed an invoice amount and you decide to write off the balance as a loss. This can be done in by following the steps below: Click on “Receive Payments” on the Home screen Enter the date in the Receive Payments window, but don’t en...

  • QuickBooks Tip of the Week: Customer Opening Balances…should I add them?

    Each time you set up a new customer,  you have the option to add a new balance. But should you do it?Actually, although it may seem like a good idea, it is actually better not to do this. If you use add the opening balance in this screen you are creating an accounts receivable balance – which is what your customers owe you. But if you enter it on this screen, then you cannot attach the balance to ...

  • QuickBooks Tip of the Week: Use Customer Types

    Using customer types can help you compare revenue from your customers who represent different industries.For example, depending on the type of service or product you provide, it would be beneficial to know what percentage of revenue comes from professional service firms, retail or perhaps construction companies. Using customer types can help you to determine that.

  • QuickBooks Tip of the Week: Customers- Job Costing

    Using jobs in QuickBooks is a great way to track and analyze the profitability of your jobs, contracts or projects.You can run reports to find out how much revenue you generated for every job, as well as the costs associated with it.

  • QuickBooks Tip of the Week: Keyboard Shortcuts- Transaction Journal

    To find the details behind any transaction in QuickBooks, use Ctrl + Y. You can quickly find out lots of pertinent information on a transaction, such as what accounts are being affected and much more.You can email these reports to your Accountant or QuickBooks consultant when you need their help on fixing an entry mistake. We hope our keyboard shortcut series has been helpful to you and is saving ...

  • QuickBooks Tip of the Week: Keyboard Shortcuts- Transaction History

    Use Ctrl + H to display the history of any A/R (invoices/payments) or A/P (Bills/Bill Payments) transactions.A window will pop up showing all of the transactions linked to any of these types of transactions.

  • QuickBooks Tip of the Week: Keyboard Shortcuts- QuickBooks Info

    To display important information about QuickBooks and your QuickBooks company file, use Ctrl +1. This window can tell you all kinds of important information about your QuickBooks software and file, including the following: File and lists sizes Free memory Local server information File location License and Product numbers and other user license information Integrated application information

  • QuickBooks Tip of the Week: Keyboard Shortcuts- Using the Registers

    While in any form, a check, an invoice, a bill etc. here are some tips for using  the various registers that store all of the transaction details for each account: Ctrl +R opens the register for the form you are in Ctrl +PageUp brings you to the previous month in the register Ctrl +PageDown brings you to the next month in the register Ctrl +Enter Records a transaction while in the register Ctrl +O...

  • QuickBooks Tip of the Week: Keyboard Shortcuts- Quick Calculator

    While in an amount field anywhere in QuickBooks (i.e. a form or a register), you can add or subtract multiple numbers together. Simply type in the first number to be calculated then hit either  the  + or – keys to begin calculating. When you’re finished, just hit enter and the total will pop into the amount field.

  • QuickBooks Tip of the Week: Keyboard Shortcuts- Quick Dates

    Here are some keyboard shortcuts for quick date entries and changes.  You can use these on various forms as well as when generating reports: R changes the date to the end of year Y changes the date to beginning of year M changes the date to the start of month H changes the date to the end of month T changes the date to today’s date + increases the date - decreases the date

  • QuickBooks Tip of the Week: Keyboard Shortcuts

    Do you like to save time? If so, you’ll enjoy the next few weeks because we are going to share some Keyboard Shortcuts that you can use in QuickBooks to save keystrokes and clicks, which will end up saving you time.  A great idea is to make yourself a little chart of the keyboard shortcuts that would best save you time, and tape it on your monitor or somewhere on your desk where you can refer to i...

  • QuickBooks Tip of the Week: QuickBooks 2017- To Upgrade or Not to Upgrade?

    THAT is the question!  Well the answer depends on what matters to you most when you are working with QuickBooks.If you have been hoping for a more modern looking program, with added features that will allow for  a smoother workflow then this may be the year to upgrade.  But just remember, Intuit never changes the foundation of the QuickBooks program, it just adds a few bells and whistles here and ...

  • QuickBooks Tip of the Week: Moving Around in QuickBooks- Switching Between Open Windows

    Sometimes when I open a client’s company file their desktop is so cluttered that it looks like their QuickBooks exploded, with windows open everywhere all over their screen. It’s no wonder they get so confused and overwhelmed. While it’s true we all multi-task, the fact is that we can really only work on one task at one time. So if you find yourself moving around in QuickBooks a lot as you work th...

  • Beware of Phishing Emails from "Intuit"!

    Beware! I received an email supposedly from Intuit a few days ago. The email said it was cancelling my payroll per my request. But, I did not request that. So, I forwarded the email to spoof@intuit.com to verify that it was valid. They replied and said that it was a valid email.But, I knew it couldn't be, so I checked my payroll service status in QuickBooks and it was still active just as I though...

  • QuickBooks Tip of the Week: Moving Around in QuickBooks- Using Centers

    There are three different centers of QuickBooks: Vendor, Customer and Employee. Within each center you can perform some of the common tasks within that area. For example, in the Customer center you can create invoices and apply payments among other things. You can access the centers on the Home page by click the tabs in the center of the screen. You can also access them by clicking Vendor, Custome...

  • QuickBooks Tip of the Week: Moving Around in QuickBooks- Home Page

    The Home page is QB’s signature way of moving around QB. You use it to navigate to some of the common features like creating invoices and paying bills. The arrows on the homepage are there to help you understand the flow of certain tasks in QB, so be sure not to ignore them. Next we will learn how to customize your home page.

  • QuickBooks Tip of the Week: Moving Around in QuickBooks- Icon Bar

    For quick access to any window or area in QuickBooks, you can create quick links by using the button bar. The button bar is at the top of your screen, below the menu bar.To add a shortcut to the Icon bar: Open the window that you wish to save as a shortcut; it can be a report, a form like an invoice or a check, or even a specific function like reconciling. Click View from the menu bar Select Add _...

Y-OPA Consulting Group

Category: Content
Type: Blog Article

Generated 6 months ago

Y-OPA Consulting Group

Category: Content
Type: Blog Article

Generated 6 months ago

Y-OPA Consulting Group

Category: Content
Type: Blog Article

Generated 6 months ago

New blog articles detected

  • QuickBooks Tip of the Week: Don't Forget to Review

    Just a reminder that if you use QuickBooks Assisted Payroll, make sure to take some time and review your W-2's before the end of the year. Review employee name spellings, social security numbers and address to make sure all information is accurate. QuickBooks charges at least $100 to make changes to W-2's after the ends. Click here for information from Intuit on reviewing W-2's.

Y-OPA Consulting Group

Category: Content
Type: Blog Article

Generated 6 months ago

Y-OPA Consulting Group

Category: Content
Type: Blog Article

Generated 6 months ago

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