How to Combine Labor and Materials into one line using bundles on your invoice

How to Combine Labor and Materials into one line using bundles on your invoice

Do you know how to use “Bundles” in QuickBooks? This feature can be super helpful to customize your invoices while speeding up your data entry. This tip was inspired by one of our community members who wanted to customize her invoice for tracking purposes...
How to Easily Switch to and from Enhanced Reports in QuickBooks Online

How to Easily Switch to and from Enhanced Reports in QuickBooks Online

Have you ever pulled your reports in QuickBooks Online and they suddenly look different than you’re used to? 🥺 That’s one of the positive and sometimes negative things about QBO. It’s always changing as they test out new features in hopes of...
How to Enter Bounced or Returned Payments (NSF) from Customer in QuickBooks Online

How to Enter Bounced or Returned Payments (NSF) from Customer in QuickBooks Online

As a business owner, there are times when you may receive a check or payment from a customer and it ends up bouncing due to insufficient funds in their account. It’s common to wonder how to handle all of the different pieces in QuickBooks to make sure both the...
The Step-By-Step Guide to Process a Trade-In on a New Vehicle

The Step-By-Step Guide to Process a Trade-In on a New Vehicle

Are you ready to add a new fixed asset to QuickBooks and handle the trade-in of an old asset? As your business grows, you may need to invest in new equipment, vehicles, or other fixed assets. QuickBooks makes it easy to track these long-term assets and handle the...
Do you feel like there is a lot more you could be doing with QuickBooks? – Linda’s Story

Do you feel like there is a lot more you could be doing with QuickBooks? – Linda’s Story

Do you feel like there is a lot more you could be doing with QuickBooks? You may relate to Linda who’s self-taught and after 7 years she knew she could be more valuable to her clients with the right help. QuickBooks Simplified turned out to be just what she was...
Do you feel like you’re floundering with QuickBooks? – Julie’s Story

Do you feel like you’re floundering with QuickBooks? – Julie’s Story

Do you feel like you’re floundering and don’t know how to do anything beyond depositing money and printing out checks in QuickBooks? Then you’ll relate to Julie who wasn’t even sure if she was doing that correctly… Which was very...