Progress Invoicing in QuickBooks Online can really help small businesses with cash flow. Progress invoicing allows you split an estimate into as many invoices as you need. Instead of asking for full payment at the beginning of a project, customers are invoiced for partial payments. As work is completed, you simply add items from the initial…
To get a report on all money paid to a vendor for the year, you can run a Transaction List by Date Report. Once the appropriate customizations are made, it will show all payments made to vendors. Special Note: The Expenses by Vendor Summary report only reflects payments coded to expense accounts and not true vendor…
On the first of each month, it is always a good practice to check the mileage tracker on your phone. For my clients, I recommend the QuickBooks Mileage tracker. Mileage tracking is built right into QuickBooks. Mileage deductions is important for small businesses, and that includes even part-time enterprises. Making deliveries, pcking up supplies, travel…
A published article by USA Today titled “Housing market: Pending home sales plunge for fourth straight month” reports the slowdown of the housing market. This news could impact real estate sales, contractors, firms that do remodeling services, lenders, and others associated with the industry. Start planning now for business changes next year. If you haven’t…
If you are using QuickBooks Online, you can easily add QuickBook Payments. It is a merchant account (allowing to accept credit and debit cards) and accept ACH payments. Making it easy for your customers to pay you means that you will often get paid faster. QuickBooks Payments integrates well with QuickBooks Online. It also allows…
As I continue to build the website and several other pages (Facebook, Linkedin, Google), i decided it was time to get a photo of me at my work station. Here’s the one I picked to be added to my hohome page.
Another new feature has been added to our website: you can now setup the free consultation call directly on our calendar. By using this feature, you can choose a time slot for your call conveinent to your schedule. The available time slots are displayed for you. You can read more about our free calls announcement…
It’s official. George Sheldon is a Certified Quick ProAdvisor. As an independent virtual bookkeeper, we wanted to show potential clients some of our unique qualifications. My certification is in QuickBooks Online, which uses cloud-based technology. Since we plan to work with clients throughout the US, many will only get to know us by email, video…
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