Kathy Pressley – Winston-Salem Bookkeeping – 336.749.4889

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Does QuickBooks Offer Project Management?

Does QuickBooks Offer Project Management?

by Xpressley Bookkeeping | Jan 29, 2025 | QuickBooks Desktop

Does QuickBooks Offer Project Management? No, but you can track job costs and profitability. Here’s how. QuickBooks does an excellent job of tracking the sale of individual products and services. We’ve previously written about the process of creating item records in...
QuickBooks Ready for 2025: 7 Things You Should Do In December – Desktop

QuickBooks Ready for 2025: 7 Things You Should Do In December – Desktop

by Xpressley Bookkeeping | Nov 22, 2024 | QuickBooks Desktop

It’s a busy month, but you can take steps now to improve your use of Quick Books in the New Year. December always flies by. You’re trying to finish end-of-year work while squeezing in time for holiday obligations. You may be trying to take some time off amidst all the...
Preparing to Reconcile Accounts in QuickBooks? 6 Tips to Make it Easier – Oct. Desktop

Preparing to Reconcile Accounts in QuickBooks? 6 Tips to Make it Easier – Oct. Desktop

by Xpressley Bookkeeping | Sep 30, 2024 | QuickBooks Desktop

Bank account reconciliation is no fun, but it keeps your balances accurate. Here’s how QuickBooks can help you get ready. If you had to make a list of your five least favorite financial chores, bank account reconciliation would undoubtedly be on it. No one likes...
How Do You Store Documents in QuickBooks? – Sept Desktop

How Do You Store Documents in QuickBooks? – Sept Desktop

by Xpressley Bookkeeping | Aug 27, 2024 | QuickBooks Desktop

Accounting can generate a lot of paper. QuickBooks provides tools that can help you manage digital versions. We’ve been talking about the “paperless office” ever since PCs hit our desks. Yet many workspaces are still cluttered with paper. Even in the...
No Time for Reports? How QuickBooks Can Help – Desktop

No Time for Reports? How QuickBooks Can Help – Desktop

by Xpressley Bookkeeping | May 6, 2024 | QuickBooks Desktop

No Time for Reports? How QuickBooks Can Help – Desktop Do you avoid running reports because of the time it takes? Here are two tips for making this task less burdensome. Do you remember trying to summarize your accounting data before you started using...
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?...
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Recent Posts

  • Does QuickBooks Offer Project Management?
  • Automate Transaction Categorization Using QuickBooks Online’s Rules
  • How to Set Up a Bookkeeping Cycle in QuickBooks – Online
  • QuickBooks Ready for 2025: 7 Things You Should Do In December – Desktop
  • Q&A: Paying Contractors Through QuickBooks Online – Oct. Online

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