A well-designed invoice can reinforce a company’s brand, make charges easier to understand, and help customers know when and how to pay. Understanding the tools available in QuickBooks Desktop is essential for customizing invoices to meet your business’s needs and preferences. If you want your invoices to stand out, here are some tips that will help you do that. Navigation: Under the customers section, you will see a create invoices tab. Once you are on a customer invoice, you can go into formatting and customize the data layout of the invoice. Consistency: Maintaining a consistent format for your invoices will allow you to build a professional image with your customers. This not only helps your business but also helps your customers identify important information on their invoices. Such as payment terms, due dates, item descriptions, and amounts owed. The layout designer feature will allow you to set margins, borders, and placement of information to fit your design needs. Logo: Your business logo is an essential part of an invoice that you should have if you want to build brand recognition. It may not be a requirement, but it will help customers identify your business and distinguish your documents from others. When adding a logo, make sure it is high-quality, sized appropriately, and does not interfere with the invoice details. QuickBooks Desktop allows you to insert your company logo using the layout designer feature. Having your company logo saved as a PNG file is a good option if you want a transparent background. JPG/JPEG files can work for logos with a solid background. Review: The print preview feature lets you see how your template will be displayed to customers. It is important to verify that your layout does not cut off any important information. Templates: You can have multiple templates saved for different types of invoices using the lists tab. If your business offers different types of services, you may also benefit from creating separate templates for different invoicing needs. If you need help navigating these features, contact our office for QBD help! We can help you customize your invoices to fit your business needs and create a professional look that reflects your brand.

Life is moving along so quickly, the world is changing, technology is advancing, but Accountable Bookkeeping offers the same hometown service as we have since 2007. Is QuickBooks Desktop going away? The short answer: no, it is not. Is it getting more expensive? Yes, unfortunately it is. Pro & Premier versions can keep renewing to current subscriptions However, Enterprise version is the only version that new businesses can obtain. We remain dedicated to assisting clients with the Desktop version of QuickBooks and providing that hometown service by customizing your bookkeeping needs either onsite with limited internet or remotely. Our Payroll services offer a unique hometown service through live customer support help right in our office. We do not outsource our payroll. If you have QuickBooks Online and don’t like all the automation of the payroll service that is required by Intuit, give us a call and we can help you work around that and keep your payroll local and in our office. If you feel a need to advance in technology, we offer QuickBooks Online bookkeeping. We can help you convert your Desktop file to the Online version giving you our quality hometown service and support. Whether you are looking for Desktop, Online, Payroll, Excel spreadsheets, we are just a phone call away for questions, support, and HOMETOWN service!

Intuit will never proactively or unprompted call you to fix technical issues, report data corruption, or process payments. If you receive an unsolicited call claiming to be from Intuit, QuickBooks, or Merchant Services, it is a scam. Hang up immediately, as these fraudsters aim to steal data or gain remote access to your computer. How the Scam Works • Fake Tech Issues: Scammers claim your QuickBooks software is corrupted, out of storage, or blocked from receiving necessary server updates. • High-Pressure Tactics: They threaten immediate service interruption or loss of data to panic you into acting quickly. • Remote Access: They offer to "fix" the issue by having you download software or grant remote access to your computer. How to Protect Yourself Never grant access : Do not allow anyone to remotely control your computer unless you placed the call and verified their identity. Do not click links : Avoid clicking links or downloading attachments from unsolicited emails or pop-up messages. Verify : If you are unsure if a message is legitimate, do not call the number they provide. Instead, look up the official Intuit Support page and contact them directly. Report Fraud : Forward suspicious emails and report fake calls directly to the Intuit Online Security Center or email them to security@intuit.com.

We still have time before the Quarter Finals in the World Cup Tournament, but here are the Quarter Finalists of time saving processes for QuickBooks Online. Using “Receipts” app to upload your bills into QBO. This not only speeds up the process of entering bills into QBO, it also attaches a PDF of the bill in QBO for easy reference, creates greater accuracy by eliminating mistyping information, and increases consistency with coding to the correct GL account. Linking Bank and Credit Card accounts to QBO to utilize the “Bank Transactions” app. This saves time by matching items clearing the bank or credit card to your QBO account and offering suggestions on posting items clearing the bank or credit card which have not been entered in QBO yet. At the end of the month, the bank reconciliation is already done and just needs to be approved. Setting up vendors to be paid by ACH through QBO. Eliminate costs of stamp, paper, printer ink and time in paying bills. Recurring entries. Gain efficiency by setting up recurring entries for bills, invoices, and general journal entries that occur repeatedly. With any automation, human verification is essential. If you have any questions about any of these cost and time saving processes, please contact us for more information.