Business Discussions

Welcome to the QuickBooks Community, where business discussions, ideas, and real-world experiences come together to help small businesses keep moving forward. You made the sale. You delivered the product or service. You sent the invoice. So why is getting paid sometimes the hardest part? Late payments can create more than an annoying bookkeeping task. They can make it harder to cover everyday expenses, plan ahead, or know exactly how much cash your business has available. QuickBooks’ recent small business research highlights just how common overdue invoices continue to be for small businesses. The good news is that a few simple habits can make a difference. Start with clear invoices. Make sure your invoices clearly show what the customer is paying for, the total amount due, accepted payment methods, and the payment deadline. Make paying easy. The more convenient it is for customers to pay, the less likely an invoice is to sit at the bottom of their inbox. Offering multiple payment opti

I have Quickbooks Enterprise Desktop version. I need a way to have a salesperson see all sales, transactions and balances relating only to the stores that she services and not to the other stores to which she has no relation. Quickbooks does not have that option to filter by specific stores. Is there a third party app/program that can connect to my QB and do the filtering? Meaning that the salesperson should log in to there in order to access her data?Or maybe I should be building this application?

It's hump day! We're halfway through another work week and I'm here to share some ideas that are sure to boost your business.1. Learn Content Marketing (SEO)2. Pin on Pinterest3. Grow a Following on Facebook4. Share Graphics and Pictures on Instagram5. Start Building an Email List6. Learn Affiliate Marketing7. Post on Craigslist8. List Your Business in Directories9. Publish in Local Newspapers10. Post on Bulletin BoardsThese are simple, budget friendly, ways to promote your business. What would you add? Let's hear your ideas in the comments.

Welcome to another edition of QuickBooks Community Conversations! Hope everyone is doing good! As we know every dollar your business spends tells part of your financial story. While sales often get the spotlight, keeping an eye on everyday operating expenses is just as important. These ongoing expenses, known as overhead  costs, are the costs of keeping your business open, regardless of how many products you sell or services you provide. According to the QuickBooks Resource Center, overhead costs can include rent, utilities, insurance, software subscriptions, and office supplies. Understanding these expenses can help you price your products or services more accurately while identifying opportunities to reduce unnecessary spending. QuickBooks makes it easier to monitor overhead by organizing your expenses, generating financial reports, and giving you a clear picture of where your money is going. Reviewing these reports regularly can help you make smarter financial decisions and improve

Happy Wednesday, QuickBooks Community! If you've ever felt like you're posting on social media without seeing much return, you're not alone. Many small business owners wonder if their time spent creating content is actually making a difference. The good news is that success on social media isn't always about going viral. More often, it's about showing up consistently and creating genuine connections with your audience. Think of your social media pages as an extension of your business. Every post gives potential customers a chance to learn who you are, what you offer, and why they should choose you. Whether you're sharing a behind the scenes look at your day, highlighting a customer success story, introducing a new product, or offering a helpful tip, each post helps build trust over time. One mistake many businesses make is focusing only on selling. While promotional posts have their place, your audience also wants content that informs, entertains, or inspires them. Educational tips, fr

Hello Community! You've reached the Business Discussion page and I'd say you’re ready to discuss... business! Today I want to share an article I found posted on the QuickBooks Resource Center that outlines some tips for marketing a service based business.Marketing is important for sales as we all know, and marketing for a product can be a breeze. But how do you achieve the same when what you're selling is a service? Service-based business owners, this one's for you! Here are a few pointers to recall the next time you're working on a marketing campaign...Reel In Customers With IncentivesHaving a hard time reaching new customers? This may be the perfect time to offer incentives. Incentives can come in many forms such as, a giveaway, coupons, discounts for new customers. Be mindful of where you need your prices to be to still profit but be prepared for a growth spurt! There are also several providers available that will help you distribute your incentives to both new, potential, and retur

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 Happy Friday, QuickBooks Community! Creating great content doesn't always mean starting from scratch. One of the biggest takeaways from a Flipboard article on content marketing is that businesses can build credibility by consistently sharing valuable, relevant information that helps their audience solve real problems. Whether you're a bookkeeper, accountant, consultant, or small business owner, think about the questions your customers ask most often. Those questions can become blog posts, social media updates, newsletters, or short videos. By sharing helpful tips and reliable resources, you position yourself as a trusted expert instead of someone who only promotes products or services. The article also highlights the importance of quality over quantity. A few well thought out, useful posts will often have a greater impact than publishing content every day without a clear purpose. Focus on creating content that educates, inspires, or solves a challenge your audience faces. As you head

 Happy Wednesday, everyone! When people think about branding, they often picture a logo, color palette, or catchy slogan. While those elements are important, it reminds us that a strong brand is really about the story you tell and the experience you create for your customers. Your brand is what people remember after they've interacted with your business, and it's one of the biggest factors that sets you apart from your competitors. Your brand story doesn't have to be complicated. It starts with understanding why you started your business, what problems you solve, and what values guide your work every day. Customers are increasingly choosing businesses that feel authentic and trustworthy. Sharing your journey, your mission, and even the challenges you've overcome can help build stronger relationships and long-term customer loyalty. As your business grows, it's important to make sure your branding stays consistent across every customer touchpoint. Whether someone visits your website, rec

Hi everyone! I'm relatively new here, but I think that you can help me. I am looking for a company, which can help me build a mobile app. I've found a platform called clutch, which includes a lot of development teams. What is the best way to choose a company?

Did you know that inventory is more than just what's sitting on your shelves? A recent QuickBooks Blog article explains that inventory directly affects your cash flow, profitability, and your ability to grow your business. When inventory isn't managed well, it can quietly tie up cash and make it harder to invest in new opportunities. A few simple habits can help you stay on top of your inventory: Review your inventory regularly to identify slow-moving products. Keep an eye on trends so you can order smarter, not just more. Use real-time reporting to understand how inventory impacts your cash flow. Adjust purchasing based on customer demand instead of guesswork. Inventory management isn't just about avoiding stock shortages. It's about making informed decisions that keep your business financially healthy and ready for future growth. Even small improvements can have a lasting impact on your bottom line. Question of the day: What's your biggest inventory challenge? It is having too much s

As a small business owner, when you're your own boss, I'm sure it can be tempting to do all of your banking within one account. This article from bankrate.com breaks down the reasons why that may not be a great idea...Key features    PersonalPersonal checking accounts are designed to meet everyday financial needs with straightforward features and easy access to money. A personal checking account provides essential tools for everyday money management such as check-writing, ATM access, debit card purchases and direct deposit for your paychecks. These accounts may also have features like automatic bill-paying, easy transfers to other accounts and the ability to send and receive funds electronically.    BusinessBusiness checking accounts offer the same features as personal accounts, but they are designed to help you run and grow your business. Some banks offer merchant services that let you accept credit card payments. They may also provide access to a line of credit to support businesses

I got a text from [PII Removed] saying .. Intuit Alert: We identified suspicious login attempts and blocked them successfully. Please secure your account at quickbooks.xoxiu.us immediately.  wow it felt real, but QB has never, never sent me a unsolicited text requesting anything… I typed this into AI and it said it was a scam…  Has anybody else received this scam lately. I got this text message on 7/15/26.Don’t click on any unsolicited texts or emails, and before clicking call or google the exact message to see if it is authentic, which I don’t think QB will text us users. and there is a page from QB to make sure the URL in the message is authentic since QB is I think always intuit.com or Quickbooks.com and I just looked it up we can copy the text or email and send to spoof@intuit.com 

We handle a lot of our client’s compliance filings (e.g., annual reports, foreign qualifications, good standings, etc.) on excel and I’m curious if you guys use a specific software to track this stuff or if you mostly outsource this work to third parties (i believe there is third parties that do this?). Small firm so not sure if other small firms have similar experiences / advice here. I really appreciate it.

Hey there ladies and gentlemen! We're back here on the Business Discussion space, sharing an article from the QuickBooks Blog. This one goes over the updated terms for creating a modern business plan, and even provides a free template download for you to use! Let's check it out.What is a business plan?"A business plan is essentially your company’s roadmap. It lays out your goals, strategies, financial projections, and how you’ll run your day-to-day operations. It forces you to think through the details—how your business will make money, who your customers are, and what sets you apart from the competition.""Having a business plan is also important because most venture capitalists and banking institutions require a formal plan before they even consider investing in a company. Even if you’re not looking for small business loans, a business plan keeps you accountable and on track."Take a look at some eye-opening stats that highlight why having a business plan is important:Entrepreneurs who

Hello, my name is Nick. Im completeing the Bookkeeping badge, and would like to work remotely as a quikbooks live expert. Can you explain the process? 

Happy Wednesday, everyone! Can you believe it is already Wednesday? This is the perfect time to pause and check in on your business. Rather than waiting until the weekend or the end of the month, taking a few moments on Wednesday to review your progress can help you stay focused and avoid surprises.Ask yourself a few simple questions:• Are you on track to meet this week's goals?• Have you sent out all outstanding invoices?• Are your recent income and expenses recorded accurately?• Is there a task you've been putting off that only takes a few minutes to complete?• What is one win you've had so far this week?A quick midweek review can help you catch small issues before they become larger problems, improve your productivity, and give you a clearer picture of where your business stands. Success is often built through small, consistent actions rather than major changes. Taking just a few minutes today to review your business could set you up for a stronger finish to the week.What has been y

Who is Hostbooks and are they associated with Quickbooks 

Building a successful business is about more than great products, competitive pricing, or effective marketing. Some of the most important moments that shape customer trust happen behind the scenes through what experts call "invisible touchpoints." According to our Forbes article today, these are the small interactions customers experience that often go unnoticed by businesses but leave a lasting impression.   Invisible touchpoints can include how quickly emails are answered, how easy your website is to navigate, the clarity of your invoices, or how smoothly a customer issue is resolved. While these moments may seem minor, they often influence whether customers feel confident doing business with you again.   Customers remember how a business makes them feel throughout their journey. Consistency, reliability, and attention to detail help build trust over time. When every interaction reflects your company's values, customers are more likely to become loyal advocates for your brand.   This

Welcome friends! Thanks for stopping by the Business Discussion board. Today I'd like to share an article I came across on Inc.com that covers three ways to make your business newsletter more engaging. Here are a few key points...  Ask for feedback"To get a clearer idea about how you could improve, start by gathering impressions about the current format and content of your newsletter. Ask for feedback from groups like: Your team (especially those outside of the marketing department) Colleagues and peers Your own audience For the latter, a short survey should be enough to find out what readers enjoy and what they tend to skip." Reconsider your layout and format"Have you ever opened a long email and felt like closing it right away? Even great content can lose readers if the layout feels overwhelming or difficult to scan. To make your newsletter more inviting: Choose a font that’s comfortable to read Avoid overly long sentences and paragraphs Highlight key takeaways" Always edit AI-writte

Hello Community! Welcome to the Business Discussion board. I know many of you here are small business owners, and as a small business owner you may not have a ton of hands on deck. In fact, it may only be you - the solopreneur. If that sounds like you, here are a few tips on how to grow your business on your own.Be super strategicThere's a reason behind every action you take.Use timersTime is money! You likely have a heavy work load. Use timers to work on a certain project for an allotted amount of time and then move on to the next thing. Repeat until complete.AutomateApply technology, apps, different platforms to automate business tasks to make your life easier.PrioritizePrioritize projects, financials, customers, and so on. Tackle what needs to be taken first and check it off your list.You may be feeling like you're spread pretty thin trying to take care of your business as a one man/woman show. I hope these pointers help alleviate some of that. What are some tips you'd offer to othe

Good afternoon, Community! Have you ever used CAS? Client Advisory Services, otherwise known as CAS, allows you to estimate growth, margins, and pricing potential for your business in the most efficient way. This article posted on the QuickBooks Blog offers more info about using CAS and even provides a CAS Revenue Calculator. Let's take a look...   Making wavesCompliance work is becoming more automated and price-pressured, while clients increasingly expect proactive insights, not just reporting. That shift has made Client Advisory Services (CAS) the fastest-growing service line in the accounting profession, with firms projecting nearly 100% growth in CAS revenue over the next three years.The CAS revenue calculatorThis tool helps accounting firms model the potential revenue, profitability, and pricing impact of launching or scaling CAS. Whether you’re just starting to explore CAS or refining an existing CAS offering, the calculator lets you forecast how advisory could perform for

Hello out there, Community! I'm glad you're here. Today I'm sharing an article from inc.com the showcases an interview with Mark Cuban, from Shark Tank, where he tells us all about how to be an irreplaceable employee.First and foremost, Cuban says, "The greatest value you can offer a boss is to reduce their stress." Here's how: Take care of your mental health and well-being. "Mental health is a vast topic with many aspects to consider. However, leaders should focus on employees who prioritize their self-care for workplace application. These individuals structure their schedules to prioritize their well-being while maintaining high-performance levels. Run away from workplace drama. "Getting caught in the whirlwind of workplace drama will overload your attention and take your focus away from what is most important--your work! Time lost to workplace drama could be costing your business a lot of money." Practice emotional intelligence. "Emotional intelligence is not only an important pred

Welcome back to the QuickBooks Community. We’re happy you’re here. For today’s piece, we’ll be looking into value propositions and why they matter for growing businesses. Your value proposition is the reason customers choose your business over someone else’s. It explains what you do, who you help, and why your offer matters.A strong value proposition should answer three key questions:What problem do you solve?Who do you help?Why are you different?According to our article, the best value propositions are clear, specific, and customer-focused. Instead of using generic phrases like “great service,” focus on the actual results customers can expect.For example:“We help busy small business owners simplify bookkeeping with affordable cloud-based accounting solutions.”When creating your value proposition:Keep your messaging simpleFocus on customer pain pointsHighlight the value or outcomeShow what makes your business stand outYour value proposition can evolve as your business grows, so don’t b

Helllooo and welcome back to the Business Discussion page!  Quick question, if someone were to ask you, name 5 business pioneers could you list any? No worries if you cant!Over the next couple of week, we  will be exploring notable business pioneers who shaped the modern world. Each week, we’ll break down their journey, their impact on business, and the key lessons we can still apply today. Let's start with John D. Rockefeller.John D. Rockefeller is widely regarded as one of the most influential figures in business history. He didn’t just build wealth, he helped define how modern corporations operate.Rockefeller was born in 1839 in New York and grew up in a modest household. From a young age, he was highly disciplined with money, carefully tracking his finances and focusing on efficiency and control.In 1870, he founded Standard Oil during a chaotic and competitive oil boom. Instead of focusing only on production, he focused on systems. He lowered costs, negotiated better tran