In yesterday’s post, I failed to explain how to customize your invoice template to show the payments/credits, balance due, and customer total balance. Go to Lists > Templates Select the invoice...

A question came up from one of my readers about how to create rental property receipts in QuickBooks. Understandably if I vacationed at a rental property, I would want a receipt of my stay to track my e...

Reserve in QuickBooks is typically used to pay for day-to-day operating expenses, ensuring that bills are paid on time and services are performed as needed. Be sure to set up a reserve fund in QuickBooks to...

How to save the backup copy? Now that you know what a backup is and you have determined how often you need to back up your QuickBooks file. Let’s learn how to do it. File > Create Backup Se...

How often should I backups of QuickBooks File? Now that you know what a backup is, it’s time to start implementing a backup schedule. How often should you back up your information? There’s no right answe...

A lot of readers found my blog series on QuickBooks backups reports to be helpful so I wanted to write a series of blog posts on backups. Creating backups for your QuickBooks file on a regular schedule i...

Q: I run a property management company and I am thinking about buying QuickBooks for property management to manage my properties. Which version of QuickBooks for property management would you recommend? ...

Have you been looking for the QuickBooks template for the 1099-INT form perhaps? So, was one of our clients. Here is some information that may be helpful. Q: Does the QuickBooks template for 1099-INT...