Kathy Pressley – Winston-Salem Bookkeeping – 336.749.4889

kathy@xpressleybookkeeping.com

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Customers Paying Late? Consider FinanceCharges

Customers Paying Late? Consider FinanceCharges

by Xpressley Bookkeeping | Jan 28, 2024 | QuickBooks Desktop

Are your receivables out of control? QuickBooks can help you assess finance charges. Now that we’re past the holidays and you’ve had January to catch up on the December work that didn’t get done, how’s your financial workflow? Are you caught up on bills and invoices?...
The Life of an Estimate in QuickBooks Online

The Life of an Estimate in QuickBooks Online

by Xpressley Bookkeeping | Jan 28, 2024 | Quickbooks Online

QuickBooks Online provides tools for creating estimates and converting them to invoices. Here’s how it works. You’ve probably received estimates before. Maybe you needed work done on a vehicle. Your dentist might have warned you how much a new crown would cost. If...
QuickBooks Online – How Do You Move Transactions from Your Bank into QuickBooks Online?

QuickBooks Online – How Do You Move Transactions from Your Bank into QuickBooks Online?

by Xpressley Bookkeeping | Nov 16, 2023 | Accounting, Bookkeeping News, Uncategorized

QuickBooks Online makes this an easy trip but be sure you know how the site handles them once you’ve moved them. Manual transaction entry doesn’t make sense anymore–not when QuickBooks Online makes the process of importing them from your bank so easy. If you enter...
QuickBooks Desktop – When Do You Use Sales Receipts? Invoices? Statements?

QuickBooks Desktop – When Do You Use Sales Receipts? Invoices? Statements?

by Xpressley Bookkeeping | Nov 16, 2023 | Accounting, Bookkeeping News, Uncategorized

QuickBooks offers multiple types of sales forms that are appropriate for different situations. Here’s a look at when they’re used and how to create them. QuickBooks is very good at providing tools for creating the business forms you need. If you’ve already created...
QuickBooks Online – Save Time, Keystrokes with Recurring Transactions

QuickBooks Online – Save Time, Keystrokes with Recurring Transactions

by Xpressley Bookkeeping | Jan 25, 2023 | Accounting, Quickbooks Online

Your time as a business owner is valuable. Don’t waste any of it doing duplicate data entry. Accounting takes time. And the last thing you need when you’re working with your company’s finances is activity that takes unnecessary minutes. If you’ve created a record or...
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