QuickBooks Tips You Absolutely Need in 2020
According to Chicago Now, QuickBooks has more than 80% market share with small businesses that use financial management software. With 29 million small businesses total in the US, that’s a lot of happy customers!
QuickBooks can make bookkeeping much easier and more manageable but learning how to use QuickBooks can still take some time to do properly.
Make Sure Your External Apps are Compatible
Extra apps can be combined with QuickBooks to make your system as powerful as possible, but It’s important to make sure that any apps you’re combining with QuickBooks are compatible so that they don’t cause problems. QuickBooks Enterprise Hosting and other versions of QuickBooks have their own unique compatibility with third part apps. Check out reviews of any apps you may be looking at and try a few google searches to find out what people are saying. This QuickBooks tip can save you from ending up with duplicated or missing information!
Learn Your Keyboards Shortcuts
Use QuickBooks shortcuts on the keyboard to make your work proceed more quickly and less tediously. There are many actions you’ll perform over and over again, so saving a little time with a shortcut can really add up over time.
Print Check Directly from QuickBooks
QuickBooks has a wonderful feature that allows you to print and customize checks. Ordering checks or having to get them out of the house can be a real hassle, so this feature can be a great time-saver.
Connect Your Email to QuickBooks
It’s easy to underestimate how helpful it can be to connect your email to QuickBooks. Having your QuickBooks information available on your email can help keep your email a one-stop option for keeping up to date on everything you need to know. You can easily connect your outlook with QuickBooks but for that you need to have Office 365. You can get help regarding it from Office 365 migration expert.
Make a Custom Report
Every business is different, and business owners all come up with their own system for dealing with customers and providers. Making a custom report is a powerful way for you to be able to enjoy a system that makes sense to you.
Use the Provided Tutorials
The best way to learn QuickBooks is using their tutorials. Rather than banging your head against a brick wall by wandering unguided through QuickBooks, let their tutorials teach you how to get the most out of QuickBooks.
Research QuickBooks on YouTube
YouTube has more tutorials and tips to help business owners get up to speed. Sometimes, having someone guide you through a specific question can help resolve confusion.
Ask Staff for Help
When all else fails, QuickBooks has a great system for helping their users answer their questions. If you have any questions about how to use QuickBooks online, talk to QuickBooks staff.
Try Other Software
If you’ve been using QuickBooks for a while, ERP software is another way to help take your bookkeeping and your business to the next level.
