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One of the most important processes in accounting is bank reconciliation: ensuring that the transactions you record in QuickBooks match the activity in your bank. Reconciling a bank account may sound intimidating, but we’ve broken the process up into 12 manageable steps. Let’s get started. Using an old version of QuickBooks Pro? Save $100 when […]

One of the most time-saving automations QuickBooks offers is live bank feeds. Live bank feeds pull all of your bank transactions into your account automatically, so you don’t have to. We’ll teach you how to connect your bank account directly to your QuickBooks account in these five simple steps. Using an old version of QuickBooks Pro? […]

Before you can start reconciling your bank accounts and performing other important accounting processes, you’ll need to make sure your bank accounts and opening balances are added into QuickBooks Pro. If you’ve already read How To Set Up A QuickBooks Pro Account, the process of editing your chart of accounts should seem pretty familiar. In […]

The beginning of a new year is a good time to think about what has passed and what is to come, but this time shouldn’t be limited to personal reflection alone. As a small business owner, give yourself an opportunity to reflect on your business and its finances. What worked last year? What didn’t work […]

Watch the ball drop in New York City on New Year’s Eve, but don’t drop the ball with your small business in the new year! After holiday celebrations wind down and before tax season begins, take the time to reflect on your last year of business and make vital preparations for the year ahead. Learn […]

QuickBooks Pro offers over 120 reports; don’t let these potential business insights go to waste. You can create valuable reports following these 12 simple steps. Using an old version of QuickBooks Pro? Save $100 when you upgrade to QuickBooks Desktop 2018. Purchase QuickBooks Desktop Pro 2018 Now Run A Report To begin, go to Reports>Report […]

There are a lot of great time tracking applications in the world, but one of the best things about QuickBooks Pro is that you can do all of your time tracking directly within the software. No more confusing Excel sheets, lost paystubs, or expensive third-party integrations! We’ll teach you how to track time and create […]

Before you can move on to the fun of invoicing customers, you need to have products and services to invoice. We already explained one method of adding items in our How to Import Items Into QuickBooks Pro post, but you can also add items manually. There are three types of items you can add in QuickBooks: non-inventory items, […]

In QuickBooks Pro, creating projects (or “jobs” as QuickBooks calls them) and creating customers go hand in hand. In this post, we’ll cover how to create a project in seven simple steps. (Be sure to create the customer to whom you want to attach the project first.) Read our How To Add A Customer In […]

Most businesses aren’t one-man shows. Odds are, you have a team of people who make running your business possible. But there’s more to having employees than meets the eye. Employees mean tax obligations, payroll schedules, and much more. That’s why we’re going to walk you through how to properly add employees into QuickBooks Pro, how […]