QuickBooks: Quick Tips for Running a Smooth Program
Technology is progressing, and so should you! With the use of QuickBooks, your business can begin running at an optimal pace! QuickBooks has multiple ways to make your life easier, but in order for that to happen, you need to understand how to use it fluidly. Pathways Consulting is here no matter the issue you may be having with your QuickBooks account! Here are some general ideas to keep in mind before you come see us!
Learn the Basics
Sometimes it just takes a little time to get familiar with how a program works, luckily QuickBooks makes it simple and efficient. When you use QuickBooks for the first time, there will be a guided tutorial for you to maneuver the program and learn about each of the buttons, placing data, and setting up accounts. Take your time with this part because it is the most important for getting the most out of the program. If you are in need of help, come by our office at Pathways, or make an appointment with one of our Quickbooks experts.
Keep your Data Safe
These days with online communities and tools, you need to make sure that your are keeping data safe through the use of highly secure passwords. Luckily, if you are already using a QuickBooks account, you can easily change your password.
Correct Information, Always
There is nothing more frustrating than putting information into a system and having it come back as incorrect. Make sure when you are adding information regarding clients and employee details that the information is correct and up to date. This is your business and you want it to run as smoothly as possible!
When using anything online or on a computer, you want to make sure you are saving the data and information on a backup device or hard drive. This will save you a lot of time and frustration if something were you ever happen to the computer or system you were using!
Customize Customize Customize!
Make Quickbooks look the way you want it to! Move the icons around to the best suitable place for you! This will help manage your time as you carefully input information regarding your business.
These were just a few quick tips for running your business through QuickBooks! If you have any more questions or concerns, please feel free to contact our Pathways Consulting Office. We are here to help you!
Quick Tips for QuickBooks
Pathways Consulting understand that learning and understanding a new interface takes time. While we are always here to assist you with the more accelerated features QuickBooks has to offer, we thought compiling tips on beginning stages of Quickbooks would help, too! The information below will cover navigation, icons, and how to maneuver within the program. Quickbooks is known for easy use which will make learning and understanding the interface come sooner than you think!
HOME SCREEN NAVIGATION
The Left Navigation Bar
Perhaps the most important feature of the home screen to familiarize yourself with, the left navigation bar lists all the “centers” you will be working in. The names of each Center is displayed:
Pathways advises all their clients to take a few moments in the beginning to click through each and see what options are available within the Centers. Familiarizing yourself with QuickBooks is the first step in becoming a QuickBooks professional.
Located at the top right of your home screen will be a gear icon. As with many other systems, the gear icon represents access to settings and tools.
Plus Sign (Quick Create)
One of the most convenient tools within QuickBooks, the Quick Create plus sign allows you to create any of the amazing transactions. When you click the icon a list of actions will appear with everything you needs to accomplish for your business. Some example include;
QuickBooks has a large arrangement of lists that you can choose, use, and manage for your business or personal use.
A wonderfully organized location where you can see all transactions regarding sales including sales receipts and invoices. *Note that deposits will not be included in this section
A nice location to store all your many customers! Make sure you have as much information on each customers as possible, the more detail the better you are in the long run! Running a smooth business is difficult, but using QuickBooks’ efficiently will help!
Expenses / Vendors
As with the title, you can expect what will be within these lists. Expense transactions will be located in the expenses list in an organized fashion. Vendors will be listed with the corresponding list title.
Accounting / Chart of Accounts
You may want to ask one of our talented staff to go over the Accounting and Chart of accounts with you so you can receive a better understanding of what this section of QuickBooks does and needs to function. As with any business, each moving part matters! When you use other QuickBooks services such as invoicing and expenses, you will be able to choose an account it wi be labeled as. This provides you and your business with the best organization of accounts in order to see where money is being spent and what on.
Now that you have read through the information we provided, do you feel more confident in your QuickBooks knowledge? If you have any questions or concerns, give us a call and set up an appointment. Our staff at Pathways consulting are here to help you get the best out of your QuickBooks journey!
The Do's and Don’ts of Quickbooks for a Small Business
Running a small business is no small task. Often times, a business owner will find themselves looming over numbers and bookkeeping more so than running their business. Why? Because they haven't switched their business over to Quickbooks! The advantages of using Quickbooks for your small business are endless, but here are some quick do's and don'ts when it comes to understanding what Quickbooks can do for you!
Take advantage of the automatic bookkeeping tasks
QuickBooks is a wonderful tool that takes time to devote toward Small Businesses. With is comes the ability to connect various kinds of money keeping engines. Connect your bank, PayPal, credit card, or Square to access transaction access. Quickbooks will even take of the calculations, so you don’t have to! Balancing has never been so easy!
Perform tasks on mobile while in the field
Does your business require you to be on site and not cooped up in an office? With Quickbooks, mobile is just as functional as the desktop version! With todays technology, there is no reason for a business owner to be unable to access all bookkeeping information while on the go. Your information will be synced with Quickbooks so all changes will be kept safe and correct.
Use Quickbooks to keep a healthy business
Quickbooks allows you to stay organized in order to keep your business running smoothly. Receive reports and access to data that shows you how your business is doing in a straightforward fashion.
Manage bills on your own
It’s frustrating having to keep up with paying bills on multiple platforms. With Quickbooks, all bills are easily scheduled and formatted. There is no need to manage your bills on your own. Everything is documented when using the billing section of Quickbooks, even your records and bookkeeping.
Forget to log expenses
There is nothing left unlogged with Quickbooks. When making purchases for the business, quickly use the mobile app to take a photo of receipt. Quickbooks will quickly log and organize the expense among previous entries. No more worry of having lost a receipt!
Become frustrated at tax time
With Quickbooks, you don’t have to worry about being unorganized when Tax Time comes around. If you have used Quickbooks efficiently, the software will organize all the information you need for tax season for easy access. All records are alongside the FASB regulations.
There are only positives when it comes to Quickbooks helping your small business. Ensure that you are getting the most out of your experience with Quickbooks by asking any of our trusted members of Pathways Consulting. We are trained in understanding Quickbooks to the fullest extent and love helping others! Take your business organization to the next level with Quickbooks and our help!
Familiarize Yourself With Quickbooks
QuickBooks is known for the amazing features you can use to grow your business. It may seem a bit daunting, but do not worry! Here are a few ways to familiarize yourself with QuickBooks!
Tackle the organization of your business’ moving parts through inventory tracking, categorization of expenses used on your company card, and much more!
Give your company the look and feel you desire through QuickBooks’ variety of personalization options! Branding is as important to QuickBooks as it is to your business.
Simple and efficient performance reports at your fingertips! Since QuickBooks handles multiple parts of your business, they can also provide you with detailed reports on how your business is thriving!
Accountant access is simple and hassle free, so when tax time comes, there won’t be stress! QuickBooks also helps you with you 1099s!
Pay your employees with W-2s easily with QuickBooks. With easy hour entry and optional direct deposit it check, your employees with continue to be happy! QuickBooks also guarantees payroll taxes with zero errors!
QuickBooks easily organizes your incoming and outgoing payments. It even allows you to email clients who have yet to pay your business!
QuickBooks has many elements that are just right for your business. It has all the tools in order to make your business boom with productivity! At Pathways, we are available to assist you in your QuickBooks journey anytime. Feel free to contact us with any questions or concerns!
It's Quickbooks Season!
We've heard plenty of comedians pick on American Airlines and other airline services for their odd decisions in customer service, processes, and general communication, but one issue that they are currently trying to solve is internal communication.
American Airlines has over 160,000 employees, and they are starting to search for answers to how their company makes decisions. American Airlines solution? A regular podcast answering FAQ's and announcing general updates.
It's an interesting idea isn't it? We think that it's a creative way to reach the mass amount of employees, and keep as many as possible 'in the loop'.
AA's recent podcast specified updates on their policies on emotional support animals and general updates to access points at airports and planes for those with disabilities.
If your business gets to a large size with many employees, what method would you choose to communicate with them all? Podcast, Facebook group, Email? It's important to keep things updated when you have such a large team. Click the link below to read more about American Airlines new podcast!
According to USA Today, the company that creates Gibson guitars and Baldwin pianos has filed for a Chapter 11 bankruptcy in an effort to stabilize the business in a new deal. Gibson Brands itself was founded in 1894, and though the company had many supporters, their rapidly declining sales in recent years made it difficult to keep afloat.
With this latest anouncement about Gibson Brands, Pathways Consulting LLC has been thinking about the adjustment business owners have to make to their business over time in order to continue on.
When you start to decline in sales in your business, it's very important to come up with a 'gameplan' as to how you will continue your business efforts. As people grow and change, community does as well so often times the service or products you provide become outdated. For instance, many decades ago, they had calltakers for the telephone lines as a prominent job position. As telephones became more self-sufficient in communication, that job position began to become unnecessary. So what could the business owners of those companies have done to adapt and continue their business? Perhaps refine their service to telephone repair or design?
If you are a small business owner, you know how hard it is to keep everything running. The main way to keep it running smoothly is by preparing and planning. Think about how your company could adapt as trends change and your business industry evolves over time.
Health care for small business owners is expensive. If you have a small business, then you lack the discounts that large companies with hundreds of employees can acquire by bargaining. So how does this new bill from the Labor Department help? It is changing the way that AHP (Association Health Plans) are regulated. Currently the AHP are heavily regulated by the state, by shifting some of the oversight on regulation to the federal government, the plans become easier to sell.
Tax season is upon us again friends and do not fret, we are here to make tax season as easy as we can for you. In this blog, we are clearing up some tax misconceptions and giving you information to prepare you for the tax season.
When teenagers start to have interest in earning their own money, it’s best to start them off on the right foot. Here are some tips to help you get started:
The Pathways Team