• Connect your bank to cut down on data entry
• Find your way around
• Use QuickBooks on your phone
• Enter and track expenses
• Choose the right method for recording sales
• Set up inventory to ensure accurate accounting
• Track and manage inventory with purchase orders and bills
• Run reports to analyze the status, sales, and profitability of items
• Create reorder points so you never run ‘out-of-stock’
• Stay on top of lost, damaged, or stolen goods
• Organize your chart of accounts
• Sort your transactions into the right accounts
• Create and understand key financial statements
• Edit journal entries to fix errors
• Find and work with an accountant
• Set up a new employee
• Enter employee hours
• Create and print paychecks
• Pay employees by direct deposit
• Set up, pay, and file your payroll taxes
• Create and understand payroll reports
• Understand the difference between invoices and sales receipts
• Track your accounts payable and see how much customers owe you
• Accept and record payments on your phone
• Customize invoice tracking to your business
• Spot trends in your sales
• Import and categorize your expenses automatically
• See how much you owe your vendors
• Print and record checks
• Manage your bills
• Capture pictures of receipts on your phone
• Reconcile your accounts to make sure your reports are correct
• Give your employees and accountant access to your books
• Close your books with confidence
• Customize your reports
• Create professional management report packages
• Email reports to yourself on a set schedule
A great accountant can be an essential advisor to help you grow your business. In our upcoming webinar, you’ll learn about:
• The different types of accounting professionals and the services they offer. Spoiler: It’s not just about taxes!
• How to find the right partner for your unique business needs.
• How to work with an accountant to reach your goals, including how to collaborate in QuickBooks.