Customer, Job, and Vendor Types

Classifying customers, jobs, and vendors by type can add more dimension to the information you obtain from QuickBooks (QB).

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Tracking Income and Expenses From Separate Business Segments

The Classes feature in QuickBooks (QB) allows you to track income and expenses for separate segments of your business. These segments might be departments, business locations, profit centers, funds, phases of completion, or something else.

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Making it Easy: QuickBooks Preset Chart of Accounts

QuickBooks (QB) provides multiple sets of preset Charts of Accounts. Each set is designed for a specific industry. In this article, we'll review how to use and customize these when you're setting up your company data file for the first time.

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Keeping QuickBooks Updated

As outlined in last week's article, to keep your QuickBooks data file safe from hackers it's important to have the latest maintenance releases installed. There is more than one way to do this.

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Versions vs. Releases: Which do you need most?

In this article, I'll explain the difference between QuickBooks (QB) versions and QB releases. I'll also explain which of these your QB software should always have.

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