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There are many things that will contribute to your success or failure with QuickBooks, but here are 5 that we see with a recurring regularity. Thanks goes to QuickBooks specialist Scott Gregory for these: 1. If you’re not a bookkeeper before you buy QuickBooks, you won’t be after either. Please – do NOT fall victim to […]
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Consistently applied procedures are the key to recording customer pre-payments (sometimes called customer retainers or customer deposits). We present two methods – 1. Receive Payment Method – Customer pre-payments can be recorded simply through the receive payment feature or by creating an invoice depending on the specific requirements of the business. The most efficient way […]
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We do need to deal with the occaisional bounced NSF check in QuickBooks. Sometimes the instructions found in QuickBooks Help aren’t really the best way to handle a tricky transaction. For example if you follow the manufacturer’s instructions for how to Handle a bounced check from a customer, it results in duplicate sales on the […]
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Catalyst QuickBooks
