Tag: Invoicing
Intuit Practice Management
Intuit is rolling out a new cloud-based product for accounting professionals this week, Intuit Practice Management (IPM). This product has been in “pilot” status for over two years now, but now anyone can sign up for it. Let’s take a quick look at what this offers. What does “practice management” mean to you? Different people [...]
QuickBooks Online for iPad
Inuit recently released a QuickBooks Online app for the iPad. Let’s take a look at what it can do. Keep in mind that this is “version 1.0” of the app, and I always tend to be a bit cautious about the first release of any Intuit product. QuickBooks Online for the iPad is a free [...]
Why Does QuickBooks Treat Sales Receipts as OPEN?
Do you know the difference between a Sales Receipt and an Invoice in QuickBooks? I often find that people really don’t understand the difference. Sometimes, though I wonder if Intuit understands the difference! There is one aspect to how they show Sales Receipts that really annoys me, so here is my latest rant. The difference [...]
What’s It Worth to Have Someone Manage Your Receivables and Collections?
I thought I’d begin my Intuit Appcenter Series with the newest of my favorite apps, ZenCash. The title of my article is a tagline directly from their web page, and the answer – at least for ZenCash users – is most likely that it’s worth a lot more than what they’ll have to pay to [...]
Update Your Payment Terms to Improve Cash Flow
When you started your company, did you include any of the following statements as part of your plan? “We will provide cash flow financing for our customers, and we’ll always let them pay us late.” “We will deliver products and services to our customers regardless of when or if they pay us.” “We will extend [...]
QuickBooks 2013 Default Classes
If you use the Class feature in QuickBooks then the new default classes preference in QuickBooks 2013 may be a welcome addition. This is fairly simple – you can now assign a default class to certain kinds of list records, and if that list record is used in a transaction then that class is filled [...]
QuickBooks 2013 Changes to Transaction Forms
Along with the changes to the user interface in QuickBooks 2013 there are a number of changes in the appearance, and function, of forms based transactions. You’ll see these changes (with some variations) in 13 transaction types in QuickBooks: Invoices, sales orders, estimates, sales receipts, credit memos, purchase orders, bills, item receipts, receive payments, credit [...]
How To Manage Your Accounts Receivable With Bill.com
Managing your accounts receivable in Bill.com is pretty easy once you have it set up. In fact when you originally set up your Bill.com account most of your accounts receivable was set up along with the rest. When you set up and run the application’s sync all of your items, customers, and open invoices were [...]
The QuickBooks Online Income List
It’s an Income List, but not an income list. Confused? Don’t be, I’ll explain how it all works. Earlier this year, the QuickBooks Online team introduced the Income List. While I understand what is intended with this list, not to mention finding it to be a huge time saver and using it, I find that [...]
Printing Serial Numbers in Invoices with QuickBooks Advanced Inventory
Intuit added the ability to manage serial numbers in QuickBooks Enterprise V12 with the Advanced Inventory option, and I’ve had a couple of clients point out a “bug” that was frustrating them relating to editing of sales forms and this feature. Turns out it isn’t a bug, just an odd way to implement this feature. [...]
Working with QuickBooks from an iPad with qBooks
When I’m traveling I prefer to take my iPad to work from remote locations, rather than a phone (too small for my eyes and fat fingers) or a laptop (to bulky to get through airport security). But how do I work with my QuickBooks file when I’m on the road? Let’s take a look at [...]
Salesforce for QuickBooks
Salesforce is one of the most widely used CRM products available. QuickBooks is the leader in small business accounting. Leaders in their respective areas, but they didn’t work with each other. Frustrating? Sure, but now Intuit has the answer for you, Salesforce for QuickBooks! But, is it the right product for you? There may be [...]
Transferring QuickBooks Invoices to Bills with Karl Irvin’s Invoice To Bill
Karl Irvin creates several great QuickBooks utility programs. His Data Transfer Utility is generally accepted to be the best tool for transferring data from one QuickBooks company to another. This week I want to talk about a new special purpose tool, Invoice To Bill.
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