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!
The Pathways Team