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Partial payments occur when customers make payments that only cover a portion of the total amount due on an invoice. This can happen for various reasons – perhaps the customer is fulfilling the payment in installments, or they've provided a down payment for a larger project. Whatever the case, accurately...
QuickBooks Online provides a powerful toolset that streamlines the sales process through its customizable sales forms. These forms, such as invoices, sales receipts, and estimates, play a vital role in capturing and documenting sales transactions. In this article, we will discuss the benefits of customizing sales forms in QuickBooks Online...
The Cash Flow Planner in QuickBooks Online is a powerful tool that helps companies gain insights into their financial health, forecast cash flow, and effectively plan for their business. By leveraging this tool, you can enhance your financial planning, optimize resource allocation, and steer your business toward sustainable growth...
QuickBooks Payments and QuickBooks Online offer a powerful integration that seamlessly connects sales transactions with financial management. From automated payment processing to faster payment collection and streamlined reconciliation, this integration provides businesses with useful tools to seamlessly convert sales into revenue while simplifying their financial management processes.In this blog post,...
Budgeting and forecasting are essential components of any successful business, regardless of size or industry. However, creating accurate budgets and forecasts can be a daunting task, especially for businesses that lack the resources or expertise to perform this task effectively.When used together, QuickBooks Online Advanced and Planning Maestro by...
Managing finances for food and beverage businesses can be a daunting task, especially with the complexity of inventory management, sales tracking, payroll, and financial reporting. QuickBooks Online Advanced offers many useful features to overcome these challenges, including custom fields, project profitability tracking, and batch transaction entry.In this article, we'll explore...
QuickBooks Online Advanced includes all the core accounting features of QuickBooks Online—but is enhanced with more powerful tools, such as batch invoicing, multiple-user access (up to 25), visual cash flow, and customizable business analytics. Let’s take a look at the enhanced features of QuickBooks Online—in addition to some new features for...
If you run your own business and you’re often on the go, you can’t afford to wait until you’re back at your desk to send invoices to clients, accept online payments, or manage cash flow. Luckily, mobile accounting apps have become an essential part of modern accounting, changing the way...
If you’re looking for a cloud-based accounting solution, you are probably considering QuickBooks Online and FreshBooks. Both these two programs offer excellent accounting features and have been tried and tested to streamline many business workflows. But the question is—which is actually better for your small business?Today, we’ll walk you through...
If you frequently send the same invoice to multiple customers, then using the Batch Invoicing functionality in QuickBooks Online Advanced will be a big time-saver for you. It allows you to create multiple new invoices with your products, services, and quantities and either duplicate them for a single customer or...
