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Archive for the ‘Accounting, Bookkeeping, Invoicing’ Category

How to Create an Estimate in QuickBooks Pro

How To Create An Estimate In QuickBooks Pro

As a small business owner, you are always looking for new business leads. One of the best parts about QuickBooks Pro is being able to easily send professional estimates to potential clients. We’ve broken the process down into 13 easy-to-follow steps. Create An Estimate It’s a good idea to customize your estimate templates before you start sending them […]

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Dec 8, 2017 Filed under: Accounting, Bookkeeping, Invoicing 0
How to Create an Invoice in QuickBooks Pro

How To Create An Invoice In QuickBooks Pro

Invoices equal money for your business, so it’s important to know how to send an invoice using QuickBooks Pro. Here are 15 simple steps for invoicing customers with QuickBooks. Create An Invoice You’ll want to customize your invoice templates before you start sending them to clients. If you need help customizing your invoice, check out […]

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Dec 8, 2017 Filed under: Accounting, Bookkeeping, Invoicing 0
How to Add Sales Tax in QuickBooks Pro

How To Add Sales Tax Rates In QuickBooks Pro

I’m sure you’re probably itching to send your first invoice with your new QuickBooks Pro software, but you can’t accurately charge your customers without sales tax. (And you can’t be on the good side of the government without having accurate sales tax records.) In QuickBooks Pro, there are two different ways of creating sales tax […]

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Dec 8, 2017 Filed under: Accounting, Bookkeeping, Invoicing 0
How To Import Items Into QuickBooks Pro

How To Import Items Into QuickBooks Pro

Products and services are the bread and butter of small businesses. But you can’t start sending invoices for items until you have actual items to invoice. That’s why we’re going to teach you how to quickly and easily import your items into QuickBooks Pro. If you’ve been following our QuickBooks Desktop Pro 101 Series, then […]

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Nov 22, 2017 Filed under: Accounting, Bookkeeping, Invoicing 0
How to Import Customers Into QuickBooks Pro

How To Import Customers Into QuickBooks Pro

You can’t start invoicing (and making money) until you have contacts to invoice. You can add contacts one by one, but if you have an existing file full of contact information, you’ll save tons of time by importing your customers. We’ve broken the process down into 7 easy steps. Import Your Customers To import your […]

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Nov 21, 2017 Filed under: Accounting, Bookkeeping, Invoicing 1
How To Import Vendors Into QuickBooks Pro

How to Import Vendors Into QuickBooks Pro

The great thing about accounting software is that you can have all of your company information in one place—even information about your vendors. If you’ve already read our How To Import Customers Into QuickBooks Pro post, importing your vendors will be a piece of cake. If you haven’t read it yet, don’t worry. We’ve broken […]

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Nov 21, 2017 Filed under: Accounting, Bookkeeping, Invoicing 0