Karen Bershad @Smallbzadvisor
The Small Business Advisor is a Certified Profit First Professional and QuickBooks Pro Advisor. We help small business owners protect & grow their businesses. smallbusinessadvisor.biz Roswell, GA Joined November 2011-
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There are two ways to create three different types of statements in QuickBooks Online. We can help you sort it out. conta.cc/3id6wmA
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Not sure how many products you have available to sell? Track your inventory using QuickBooks and use its built-in reports. conta.cc/3l8VsbL
Don?t know how many customers are past due on their payments to you? Run QuickBooks Online?s A/R Aging reports. conta.cc/3id6wmA
QuickBooks provides templates for creating item records and alerts you to low inventory. We can help you set this up. conta.cc/3l8VsbL
QuickBooks Online supports statements, reminder forms you can send to customers whose payments are past due. conta.cc/3id6wmA
Do you ever run out of specific products or tie money up unnecessarily in excessive item levels? QuickBooks can help track your inventory. conta.cc/3l8VsbL
Are too many of your customers behind in their payments to you? Consider sending statements in QBO. We can show you how. conta.cc/3id6wmA
If you sell multiple units of the same item, you can track your stock levels using QuickBooks. Ask us about this. conta.cc/3l8VsbL
You can invoice customers for only a portion of an Estimate in QuickBooks Online. We can help you do this. conta.cc/3hjUgz0
There?s a handful of QuickBooks reports that you?ll need help analyzing. Contact us if you want this deeper insight into your finances. conta.cc/3A9Jxzt
Not sure what the status of all of your QuickBooks Online Estimates are? Run the Estimates by Customer report. conta.cc/3hjUgz0
If you?re running QuickBooks reports but not customizing them, you?re missing out. Click the Customize Report button in the upper left. conta.cc/3A9Jxzt
Once you?ve had an Estimate approved by a customer using QuickBooks Online, you can turn it into an invoice. conta.cc/3hjUgz0
Have you explored QuickBooks? Report Center? It?s the best way to learn about the numerous reports that are available. conta.cc/3A9Jxzt
Do your customers want to know what something will cost before they order it? Create Estimates in QuickBooks Online. conta.cc/3hjUgz0
Before you run QuickBooks reports, you should investigate your global options. Go to Edit | Preferences | Reports & Graphs. conta.cc/3A9Jxzt
You can attract new customers and please existing ones by allowing online payments. We can help you get set up with a merchant account. conta.cc/3fu9kKB
You can create Groups of similar memorized transactions in QuickBooks and set a reminder to process them together. conta.cc/3vv6v1x
Are you invoicing your customers for all billable time and expenses? QuickBooks Online can help you capture all of them. conta.cc/3fu9kKB
Does your Reminders list open automatically when you start QuickBooks? We can show you how to set this up. conta.cc/3vv6v1x
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