These kinds of updates can save you a lot of time and help you get paid more easily if you take advantage of them. Goodness knows we could all use a little more rest and peace of mind at the end of the year! As always, let us know if we can assist you with your books, software conversions, or QuickBooks questions.

As we continue with our YouTube videos, I covered a commonly asked question this week on QuickBooks file types, when to use each kind, and what to do when you don’t know where your file is saved.

Take a complete tour of QuickBooks Online Advanced, led by our wonderful Katie Bunschoten. If you have any questions, feel free to schedule a complimentary chat with Katie by clicking the button below. Best of wishes!

Get a complete overview and understanding of the intricacies within QuickBooks Enterprise. This tutorial has a general overview, details on industry areas, preferences, customers, vendors, inventory, employees, reporting, and more fun tips!

In this video, we describe how to go over automatic (or as automatic as possible) invoice reminders for your customers using QuickBooks Desktop. There’s a bit of nuance, but once completed, the software will draft the invoice reminders for you and remind you to send them.

Automated Invoice reminder emails are set up differently in QuickBooks Online Plus, QuickBooks Online Advanced, and QuickBooks Desktop. These videos go through the two different avenues to send automated reminders to your customer when their payment is due on the QuickBooks Online platform. I will add another post with the QuickBooks Desktop method soon.