by Joe Woodard | AccountingWEB.com

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QuickBooks billing tips, tricks, workarounds

09/10/2010 - 15:28 - 10798 reads - 1 comment

There are various tips, tricks and workarounds for handling professional billing using QuickBooks. Following are processes that work best for The Woodard Consulting Group and its clients.

QuickBooks Tip: Use credit memos, bill credits – not discounts

07/13/2010 - 11:08 - 7487 reads

Customer Discounts (applied on the Receive Payments window) and Vendor Discounts (applied on the Pay Bills window) are effective and efficient ways to discount what your customers owe you and what you owe to your vendors.

QuickBooks at tax time: Cleaning up your client's QuickBooks data

03/09/2010 - 01:21 - 3929 reads

Though QuickBooks is very easy to use, our clients often create numerous setup and data entry errors that we have to troubleshoot. This troubleshooting often coincides with tax time.

Why your client's sales amounts in QuickBooks are probably wrong

02/19/2010 - 09:41 - 11090 reads

Ideally, all revenue should affect both an Item and an Income account in QuickBooks. When this doesn't happen, it is important for you to quickly locate the offending transactions and make any necessary adjustments.

QuickBooks Tip: Tying the Profit and Loss to the Profit and Loss by Job

01/12/2010 - 12:36 - 8988 reads - 1 comment

The Profit & Loss by Job report shows all of the income and expenses you have assigned to Jobs on Checks, Bills, Invoices, Journal Entries, etc. However, the totals on the Profit & Loss by Job report may not agree to the totals on the Profit & Loss.

Increase billings (and value) for existing QuickBooks clients

12/08/2009 - 12:53 - 4422 reads - 4 comments

There is a new technology available that brings the local accounting professionals back into the game, especially when offering QuickBooks training to their own clients.

New and enhanced features in QuickBooks 2010

11/18/2009 - 11:25 - 9063 reads

As with any new version the value proposition for upgrading is very high for accounting professionals. In my opinion the enhancements to the Client Data Review feature alone more than justify the investment in the new version for any accounting professional.

Going green with QuickBooks

10/13/2009 - 11:52 - 5477 reads

AccountingWEB QuickBooks columnist Joe Woodard shares some of his favorite tips for taking QuickBooks to the next level - and staying green in the process!

Inventory workarounds and troubleshooting in QuickBooks

09/08/2009 - 10:19 - 12091 reads

Joe Woodard explains the ins and outs of working with the Average Cost inventory method in QuickBooks .

Repairing corrupted data files in QuickBooks

07/05/2009 - 22:52 - 15157 reads - 6 comments

By Joe Woodard, AccountingWEB QuickBooks columnist Introduction In my opinion QuickBooks is as "bug" free as any product on the market and i...

Can you really do that in QuickBooks?

06/09/2009 - 18:11 - 15210 reads - 1 comment

By Joe Woodard, AccountingWEB QuickBooks columnist Restricting Changes to the Chart of Accounts This trick prevents users from making the follo...

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There are upsides and downsides to attending accounting conferences. One upside is the opportunity to immerse yourself in education and learn about the latest trends and tools that can help you in your profession. Another benefit is the chance to fulfil your requirement for annual CPE credits, and yet another is to interact with peers and find out how others in your profession do their jobs and relate to their clients. There are downsides as well.
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Gail Perry, CPA
Editor-in-Chief, AccountingWEB
editor@accountingweb.com

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