• Sep 12

    Ever wish there was a faster way to get your clients to pay you?

    Want to kick up your cash flow nearly immediately, especially if you STILL have not taken the plunge to open a merchant account and accept credit cards?

    Then this is the mini-lesson for you!

    Even if you are already using PayPal, you will pick up some new ideas on how you can use QuickBooks the way you always have to…

    • Collect more money from your existing clients
    • Collect cash up front when sending out estimates for new projects
    • Even collect money more quickly from deadbeat clients

    Helpful Links from the video:

    Comparison of PayPal Business Accounts

    Download the QuickBooks Payment Wizard here


  • Apr 30

    Do you know which of your client projects are most profitable?

    How about an easy way to put together accurate, professional quotes for your customers?

    These are just a couple of the many ways Estimates in QuickBooks can be used to improve your operations and efficiency. Learn how to use them quickly and easily in this mini-lesson.



  • Feb 21

    Have you even been stuck trying to figure out how to get QuickBooks to do what you want? Did you want to pull your hair out because you couldn't find a transaction that you knew was in your books….somewhere?

    Well this video is for you! You'll learn how to get the help you need easily and usually for free. Get the help you need, and get it FAST!


    Correction: In the video I said that the “QuickBooks Coach” is not available in the 2010 version. That's not true! It appears that they have only removed it from the sample company files. So if you set up a new company in the 2010 version, you can still take advantage of this handy little training tool. πŸ™‚



    QuickBooks Training Online

    Links mentioned in the video:

    QuickBooks Live Community

    QuickBooks Support

    QuickBook Certified ProAdvisor Database

  • Jan 19

    Building steady cash flow in your business is a key component of a stable, thriving company.

    This video shows you the insider, time-saving method for handling the administration of an automatic billing system with QuickBooks to keep the cash coming in while barely lifting a finger!



    Additional Resource:


    Cash Flow Mastery Course – Essential online training for busy entrepreneurs who want to maximize cash flow in the least amount of time

  • Oct 26

    In this latest installment you learn about this little-known feature in QuickBooks that can be a real lifesaver!

    I'll show you three distinct ways you can use the Pending Invoices featureΒ  to increase cash flow and streamline operations. You won't believe how easy this trick is to use.


    Which method for using pending invoices will work for your business? Can you think of any other ways to use pending invoices to streamline operations? I'd love to hear from you!

    Related QB QuickTips

    Prepayments and Retainers in QuickBooks

    Job Tracking with QuickBooks

  • Aug 6

    This video is very timely, since today a MAJOR maintenance release for QuickBooks 2009 is available for automatic update.

    In this edition, you'll learn…

    • The difference between an update and an upgrade
    • How to check if your software is up to date
    • The BIG change this latest update has in store
    • How you know when it's time to upgrade your software


    Links to resources mentioned on the video:

    What changes are included on the R8 Update

    Download Link for installing the update outside of QuickBooks

    Online Banking videos for 2008 and 2009

    Online Banking 2009 Updates

    Need to upgrade?

    QuickBooks Pro 2009 – Get 1/2 off on Amazon.com right now

  • Jul 27

    One of the most important monthly tasks to be done to keep your financial records accurate is also one of the most neglected – reconciliation of bank and credit card accounts.

    When kept up to date, this simple task will take only a few minutes, yet provide BIG benefits.

    In this lesson you'll learn not only how to do it, but also how to handle snags along the way.


    For lots of folks, learning the mechanics will give you what you need to get your books up to date and giving you the information you need to run a profitable business.

    But I've notice that others still struggle in getting it done.If you haven't been doing your account reconciliation, even though you've got the mechanics down, why not?

    I'd love to hear all your “reasons”! Your feedback will tell me what YOU need from this blog to take your books to the next level. So take a minute to comment on this post and tell me your challenges when it comes to reconciling your bank and credit card accounts.

    Then keep your eyes peeled for a future lesson that will give you what you want most. πŸ™‚


  • Mar 31

    As you might imagine, it's sheer madness right now in the tax preparation world. So, have you filed your tax returns yet, or are you one of those pesky procrastinators?Β  πŸ˜‰

    Whether you've already gotten it out of the way for this year, or you're scrambling to pull everything together before the deadline, you'll want to watch my latest video.

    You'll learn how to take one simple step that will save you and/or your tax preparer A LOT of time and headaches when it comes to getting your financial information out of QuickBooks and onto your tax returns.


    Nobody likes paying taxes, and what we have to go through to satisfy Uncle Sam every year is really crazy when you think about it. But at least using these few simple steps consistently with QuickBooks, we can reduce some of the stress along the way.

    Here's to lower stress at tax time for you from now on! πŸ˜‰



  • Dec 19

    Did you miss me?

    It's been several weeks since the last QuickTip, and that's because it's year end and unlike everyone else except retailers, bookkeepers, accountants and QuickBooks consultants are crazy busy. Me too! But I'm not complaining. πŸ™‚

    This new mini-lesson has some cutting-edge info about QuickBooks 2009 that you NEED to know, especially as it relates to this week's topic – working with Online Banking

    If you've been using QuickBooks for a while and want to learn about this time-savings feature, you'll want to consider using the Online Banking to save time and streamline your monthly reconciliations.

    So fasten your seatbelt and play the video lesson now!


    If you are already working with QuickBooks 2009, then you NEED to watch this video, straight from the makers of QuickBooks, before you start using the new (and improved…finally) Online Banking features:

    As always, I'm eager to hear your questions and feedback on this topic.

    Are you using Online Banking yet? Are you hitting any snags? Let's hear about it and work out any wrinkes to improve productivity and accuracy!


    P.S. If you do need to upgrade to QuickBooks 2009 (which is suggested if you are running QuickBooks 2006 or older), I just learned that Amazon is running a very limited time 50% off sale on QuickBooks Pro 2009. Can't beat that!

    Check it out now, before they stop the sale –> QuickBooks Pro 2009

    P.P. S. Here's a bit of late breaking news that I heard about after first posting this lesson.Β  You CAN beat the price of QuickBooks 2009 being offered by Amazon! How does FREE sound?? Yep, Intuit just announced that you can actually get QuickBooks Pro 2009 for free if you buy it on December 22, 2008 at Staples.

    The regular price at Staples is $199.99. If you buy it on Monday, December 22nd, you will get a $40 “instant savings”, and then a $159.99 mail-in rebate.

    This will only be available through Staples on just that one day. It's likely that you can also get the special offer if you buy online through www.staples.com, although I haven't been able to confirm that yet. Will let you know when I find out for sure. I'll leave a comment to this post on Monday to confirm.

    So, if you need to upgrade, Monday is the day to do it! Plus it will give you an extra tax deduction for your business for 2008! Such a deal. πŸ˜‰

  • Nov 10

    This week we continue with the time-tracking theme to boost your bottom line by recording ALL your billable time easily and efficiently.

    In the previous lesson we mentioned the standalone timer program available for users who want to capture time without having QuickBooks open. Today we'll see what you can do with this super little program in more detail.

    The good news is, you likely already have the program, and it won't cost you a dime to use it! But it can help you uncover additional billable hours to boost your sales! Is that a good deal, or what?

    Watch the video to learn how to use it.

    After you've given this little program a try, I'd love to hear how it has improved (or not) your current time-capturing process and if there are any enhancements you think Intuit should make to the timer.

    I can think of a few ways that would make it even better. But in my book, any easy method that helps with tracking productivity and billable hours can only be a good thing.

    Give it a whirl and see how it works for you!

    Here's to a productive week! πŸ™‚



    Gabrielle Fontaine, PB

    Gabrielle Fontaine, PB is an Advanced Certified QuickBooks ProAdvisor who specializes in QuickBooks software training and consulting with small business owners exclusively via the Internet

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