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Customers & Accounts Receivable Archive
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QuickBooks For Contractors – Your Retention Please!
Posted on December 7, 2011 | 4 CommentsThe question comes up as to how one remembers to collect this retention at the completion of a job. -
How To See a Payment History In QuickBooks
Posted on November 2, 2011 | 10 Comments..there were a number of people who had suggested that they would like to see a report in QuickBooks that is already there but not in the usual place where one would go to run reports in QuickBooks. -
Understanding The Balance Sheet: Assets and how to build Net Worth
Posted on September 14, 2011 | No CommentsOne important financial goal of most businesses and individuals is to increase net worth. But how is that accomplished? -
QuickBooks How To – Deposits and Retainers
Posted on August 31, 2011 | No CommentsIt is more and more common nowadays for businesses to take deposits from customers which means it is more important to know how to record these transactions in QuickBooks -
How to remove those annoying payment links from your QuickBooks Invoice
Posted on July 11, 2011 | 2 CommentsYou also may have found yourself as I did scratching your head and wondering.. -
QuickBooks Tutorial – What Happens When My Customer Pays My Vendor?
Posted on May 24, 2011 | No CommentsThe very simple and direct way to deal with this is through a journal entry, but you will run into a problem with this. -
QuickBooks Tutorial – Mastering Customer Deposits and Accounts Receivable
Posted on December 20, 2010 | No CommentsWhen it comes to posting customer deposits in QuickBooks or any transaction for that matter I can almost guarantee you that there are several ways to accomplish the task. So which is the right way? So which is the right way? The answer is likely all of them. -
What is a customer worth to you?
Posted on November 9, 2010 | No CommentsWhen I hired a marketing consultant last year one of the first things he asked me was "what is a customer worth to you?" I didn't know. And I was surprised that I didn't know. -
Staying in Touch with your Customers and prospects in QuickBooks
Posted on May 23, 2010 | No CommentsQuickBooks 2010 has an e-mail marketing feature that is worth looking into -
How to write off a customer balance in QuickBooks
Posted on May 23, 2010 | 2 CommentsYou wouldn't reward a customer who failed to pay you by discounting their entire balance would you? So why would you record it that way when the time came to write off a customer's balance in QuickBooks?











