Tips & Articles

QuickBooks Scheduled Reports

scheduled email delivery in QuickBooks

In QuickBooks Version 2017 we have the long awaited ability to email reports to multiple email addresses on a schedule that is customizable by you. To setup a Scheduled Report go to the following: Reports > Scheduled Reports > Schedule Setup. All of your memorized reports are listed and sorted by Group.

Scheduled email delivery in QuickBooks.

Why Should Your Company Use QuickBooks Enterprise Advanced Reporting?

If you are a small business owner or a manager of a company and use QuickBooks Financial for your bookkeeping, then you may want to consider QuickBooks Enterprise Advanced Reporting.

Below are four great reasons why you should consider using QuickBooks Enterprise Advanced Reporting and how it can benefit your business:

Versatile yet Customizable

The QuickBooks Enterprise Advanced Reporting System is exceptionally versatile. It allows you to choose from a wide variety of industries to set up and operate your business based on industry specific tools and reports.

Add a Signature or Logo to Your Checks Automatically When You Print Them From QuickBooks

QuickBooks Checks

One neat feature in QuickBooks that you may not be aware of is the ability to print a signature on your checks.  This process can save you time and help make preparing checks and paychecks more efficient.

This option is not available in QuickBooks Online yet.

To begin you need to create a digital signature

Your signature image should have an 11:3 aspect ratio. The signature needs to be sized to fit into the 2-3/4 inch wide by 3/4 inch tall space above the signature line on Intuit checks. 

There are several ways to create a digital signature including:

Simplify the QuickBooks 1099 Process with Track1099

QuickBooks and Track1099

Filing QuickBooks 1099s Electronically

This was the first year I filed all of our client’s 1099’s electronically.  I used Track1099 for all of my filings and I loved it!  It is very easy to sync the data from any version of QuickBooks and then process 1099’s online.  You can use Track1099 to deliver your forms to the recipients by Mail or Email.  And your forms will be E-filed with the IRS.  The price is very reasonable.  You won’t have to pay for more forms than you need.  And you won’t have to worry about stamps or making a trip to the post office.  Track1099 is practical for indi

What's New in QuickBooks 2016 Desktop

What's new in QuickBooks 2016

QuickBooks Bill Tracker

One of the new features in 2016 is the Bill Tracker.  This can be located by clicking the Icon on the Navigation Bar as shown below or by clicking the Vendors drop down menu.  Similar to the Income tracker from previous years, this feature allows us to track “money out” and is available in all 2016 versions.  Below are some highlights of this new feature:

QuickBooks Online: How to Record and Process Credit Card Payments

Processing credit card payments in QuickBooks Online

There are a variety of ways to record or process a credit card payment so that it will show up in your QuickBooks Online.  This article will discuss using Sales Receipt, Receive Payment and Bank Deposit to record customer payments. It will also discuss how payments received from customers using the Intuit Payment Network service will get entered into QuickBooks Online.

Process a Credit Card Payment through the Sales Receipt Option

A sales receipt is useful when there is no invoice for the customer in QuickBooks and you don't want to create one.