Kathy Pressley – Winston-Salem Bookkeeping – 336.749.4889

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5 Ways to See Who Owes You in QuickBooks Online – Sept 2024

5 Ways to See Who Owes You in QuickBooks Online – Sept 2024

by Xpressley Bookkeeping | Aug 27, 2024 | Quickbooks Online

If you micromanage one thing in QuickBooks Online, let it be your accounts receivable. What do you do first when you sign on to QuickBooks Online? The site opens to your Dashboard,which provides aquick overview of your company’s finances. It’s easy enough to branch...
Who Are Your Customers? QuickBooks Online Can Tell You – Online

Who Are Your Customers? QuickBooks Online Can Tell You – Online

by Xpressley Bookkeeping | May 6, 2024 | Quickbooks Online

Who Are Your Customers? QuickBooks Online Can Tell You – Online They’re your company’s most valuable asset. Thorough customer records can improve your customer relationships. Creating comprehensive, accurate customer profiles in QuickBooks Online takes time....
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 – 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...
How QuickBooks Can Get Your Finances In Order for 2023

How QuickBooks Can Get Your Finances In Order for 2023

by Xpressley Bookkeeping | Jan 3, 2023 | Bookkeeping News, Quickbooks Online, Quickbooks Training

How QuickBooks Can Get Your Finances In Order for 2023 Put 2022 behind you by wrapping up those unfinished accounting tasks in QuickBooks. You meant to clean up your accounting data by the end of 2022, but December is so busy. It was hard to do much beyond managing...
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