Few Tips and Tricks to use QuickBooks

Published on: 26 February 2022 Last Updated on: 14 February 2025
QuickBooks

QuickBooks is known as a comprehensive accounting platform. Dominate the corporate accounting software market with streamlined payment processing, automated workflows, support for third-party integration, etc.

Accountants may not be able to take full advantage of it because it is so powerful. In this post, I’ll give you some QuickBooks tips and tricks to get the most out of this software.

1. Cloud-hosted QuickBooks

Cloud-hosted QuickBooks

QuickBooks users are looking for Cloud based QuickBooks Solutions to migrate their software to the cloud. QuickBooks Online is powerful but lacks the full functionality of the desktop version of QuickBooks. To harness the full power of desktop QuickBooks from anywhere, you and your team need to host QuickBooks in the cloud.

2. Regular maintenance

TLG files can slow down QuickBooks performance when working with corporate files. Manual backup is the only way to delete these TLG files. The Hosting providers will help you to clear those TGL files once every three months or at the time when they are about 1/4th of the size of your QBW file.

3. Protect and backup data

Protect and backup data

Hosting providers will not only help you in hosting QB on Cloud Hosted Virtual Desktop but also to Password protect your QuickBooks files, back up company files regularly and keep track of access given to bank and CC accounts.

Related Resource: Ways Of Protecting Your Privacy Online

4. File size limitations

There is a limit to how much data you can store in a QuickBooks file, and the max number of entries in a list of names varies between Pro and Enterprise. In Pro or Premier, there are 14,500 entries allowed in a name list whereas that number is increased to 100,000 for Enterprise.

5. Adding shortcut on your screen

Customization of QuickBooks file on your desktop or organizing it on predetermined categories is available when you are hosting it with hosting providers.

6. QB takes a long time to open

This short, quick action can often fix any QuickBooks display glitches. You can make the change by going to Edit>Preferences>Desktop View, selecting “Don’t save the desktop,” and clicking okay. This will close all open windows and reports when you reopen QuickBooks.

7. Forms loading slowly

Forms loading slowly

This might be the cause of your issue. Try closing the history panel by clicking on the arrow, and then re-open your form. Once it is hidden, your form should load faster.

8. Creating Duplicates

It takes a little time for an accountant to get set up in your company file, so if you can provide them with a copy, it really helps. They don’t need to keep downloading the QuickBooks file every time they need to work on it.

QuickBooks surpasses most of the software available when it comes to managing a company’s finance and accounts. QuickBooks cloud hosting is the best accounting software and cloud technology that delivers a single vent for all of your accounting problems.

Apps4Rent works closely with the client and offers to host the QuickBooks Desktop Application on the cloud. Additionally, they also provide services such as Microsoft Office Migration which makes them a perfect partner.

Read Also:

Arnab is a professional blogger, having an enormous interest in writing blogs and other jones of calligraphies. In terms of his professional commitments, He carries out sharing sentient blogs.

View all posts

Leave a Reply

Your email address will not be published. Required fields are marked *

Related

Technology Companies

Dos and Don’ts of Marketing for Technology Companies

Marketing is essential to the success of any business – and that includes technology companies. According to The CMO Survey, tech companies spend 15% of their total budget on marketing. Second, to Consumer Packaged Goods industry, the tech sector has one of the highest budget allocations for marketing. In fact, tech giant Samsung is considered the second largest advertising spender worldwide with a total  $9.2 billion advertising spending. This underlines the importance of marketing in the technology industry. When you don’t run an effective marketing campaign, you’re doomed to fail -- no matter how impressive your solution is. Unfortunately, a lot of tech companies, especially startups, still fail to recognize this fact. While some technology companies have marketing plans, many of these are ineffective. We’ve seen a lot of tech companies come and go. And many of those companies that failed didn’t give marketing the right attention it deserves. To these companies, hindsight is an amazing but useless thing! The good news is that you don’t have to commit the same missteps of these failing (or failed) tech companies. They are avoidable – and you can learn HOW to avoid them. Here are some do’s and don’ts of running an effective marketing for a technology company. DO: Be bold and interesting When a tech company grows, their marketing strategies tend to stagnate and settle with the ‘usual campaigns’ that may have worked for them in the past. But the problem is that the competition is ever evolving. As such, your marketing strategies need to stay bold, interesting and exciting too. Always remember that the moment you settle with formulaic marketing techniques, you become less competitive. Don’t wait to become irrelevant. Study your market, know where it’s headed and be ahead of the pack. DON’T: Set up and just wait for visitors So you’ve built a website, social media networks and added some content. But it shouldn’t end there. Don’t expect people to find and visit your page. You have to invest in promoting and marketing your online presence. Great content, social media presence and effective SEO for technology companies are vital to connecting with your customers. DO: Focus on your company instead of customers Perhaps the cliché, “the customer is always right” also means “the customer is king!” Unfortunately, not all tech companies realize this. Marketing campaigns of many tech companies focus so much on their products or services, but never really about their customers. But the fact is that customers only care about their problems, needs, and goals. They’d only want to know if you offer a solution to their problem. To engage their interest, talk about how you can help them and in the language they understand. Effective marketing talks about how you can solve a problem, and once you get their interest, you can then brag about your product’s features. DON’T: Spend too much or too little For your marketing campaign to be effective, it needs to be funded adequately. According to U.S. Small Business Administration, a company should devote at least 7 to 8 percent of your gross revenues for marketing and advertising. This underlines the importance of marketing. You will spend on various marketing channels, and maintain a good marketing and sales team. Scrimping on your marketing budget can do more harm than good to your tech company. A 2016 Gartner Survey shows that budget allocations for marketing continue to increase, climbing to 12% of the company budget. The tech industry is a very competitive one and there is a need to keep abreast with competition. However, this doesn’t mean you can spend all of your revenue on your marketing. You don’t want to pour in your budget on failing or badly-managed marketing techniques. Evaluate each of the marketing strategies you employ and see which one gives you the most ROI. Study your target audience and know how to engage them better. DO: Delegate to experts Maybe you’re a great developer or an experienced CEO, but that doesn’t make you a good marketing person or a salesman. This is a common mistake of many tech companies. While you can give your inputs and ideas, you should give your marketing team the flexibility to create an effective marketing campaign. Pick people who have the credentials to run your company’s marketing. DON’T: Ignore your online presence A lot of tech companies tend to ignore their website and social media channels soon after launching them. It’s a huge mistake! Launching a website or social channels is not a one-off thing. It needs a sustained marketing effort to get your website work for you. Consider your website as an investment and as a vital part of your marketing strategy. You’ll need the help of agencies providing continuous website development to ensure that your website remains up-to-date, functional and effective. Keep your web presence active and relevant - it’s an important part of your branding. DO: Focus your marketing efforts In an effort to get a wide audience, some tech companies create an unclear persona and a scattered, complicated marketing campaign. As a result, they end up wasting their budget. While you want to reach as much audience as possible, launching a marketing campaign without proper targeting can both costly and wasteful. You need a targeted and focused marketing. Know your product or service and engage a specific market segment, particularly those with the highest chances of conversion. Do your research and discover where your target audience is. Take note that not everyone is a potential customer – focus on channels that bring you the best results. For example, if you are marketing a tech solution for gamers, you will have the best returns if you place your ads on a gamers’ forum instead of a woodworkers’ forum. DO: Build a strong organic relationship Nowadays, it’s very easy to buy traffic or page visits from dodgy merchants. But the problem is that these numbers mean nothing to your business. Sadly, this remains one of the most common mistakes of many tech companies. In an attempt to boost their online presence in an instant, some companies resort to devious digital marketing schemes that promise to increase their web presence overnight. This is a major and wasteful misstep you should never do. Your marketing campaign should focus on building your product. Letting people know what solutions you offer, engaging your audience and building strong organic relationships. Invest your time and efforts into marketing strategies with good returns – and you’re on the right track. Read More:  Social Media Marketing role in Technology. Importance of Flexibility with Business Technology. Securing Mobile App Development with Blockchain Technology.    

READ MOREDetails
Outdoor AC Unit

Things to Consider Before Relocating the Outdoor AC Unit

In some situations, relocating your outdoor AC unit sounds like a good idea. Perhaps it is in the way of some landscaping project you have in mind, or it is too close to the window, causing some noise, or you simply want to have it moved for aesthetical reasons. Whatever your reason is, there are two things you need to be aware of. Yes, it is possible to move your outdoor AC unit, and you really need to consult HVAC professionals before doing anything about it. We reached out to some experienced HVAC experts and asked them to share some insights into this topic. The Relocation Isn’t Easy Here’s the problem with relocating your AC unit – it’s not as simple as unplugging an appliance and moving it to a different place and plugging it back in. There are some parts of the HVAC system which are hardwired in your home and changing that may require a lot of work on your home. So, before you definitely decide that you want to go for it, consider other options, like integrating the unit in your landscaping design or building a small fence around the unit at a reasonable distance from the unit itself. Sensitive Equipment One of the biggest problems with relocating your AC unit is certainly all of the sensitive equipment inside the unit itself. Not only are the fins of the condenser very thin and can easily be bent and damaged, but there is a lot more inside the unit that you may not be aware of. The refrigerant inside the condenser needs to be kept level in order to work properly, and some of the cables and lines, and especially the pump, are very fragile and need to be approached with care and expertise. How It’s Done If you have made up your mind and want to relocate your unit despite the difficulties, you will need to prepare your home and backyard first. As mentioned above, the outdoor HVAC unit needs to be level in order to function properly. That means that you will need to prepare the place where you expect your unit to sit. Most experts will recommend leveling the ground and using a cement to ensure that the new location is flat and sturdy enough to support the hefty unit. However, as long as you can achieve the flat surface for the unit, it is not necessary to use cement. There is also a matter of rerouting all of the hoses and pipes going from your house to the outdoor unit. In some cases, it can be fairly simple and straightforward, but if you are moving your unit a considerable distance, you may need to do some more extensive work on your home. You Do Need HVAC Experts In order to relocate your unit successfully and safely, you will need an HVAC technician to do it. Before you can do anything, you will need to pump out the refrigerant from the unit – something only a qualified HVAC expert can do safely. The other reason why you shouldn’t handle this task on your own is the electricity – you will need to disconnect and reconnect the unit once it has been moved. If you’re not a qualified electrician, the chances of you doing this right are not very good. Finally, once the unit has been relocated, you will need to inspect the unit and ensure that everything is working fine and that all of the connections are done correctly. Of course, the only person who can tell you that is a certified HVAC technician. Consulting an expert before you go into a project can be very valuable, especially if you are operating under a strict budget. Read Also: 13 Ways to Maintain the Coolness of Your Air Condition Unit Here’s What Makes Package Units Better than the Other ACs How To Become A Certified HVAC Technician In Canada

READ MOREDetails
Chiropractic Practice Management Software

4 Key Advantages Of Chiropractic Practice Management Software

As a chiropractor, you're no stranger to the challenges of running a successful practice amidst the daily grind of scheduling appointments, maintaining patient records, and managing billing. But what if there was a way to streamline all these tasks while enhancing the overall patient experience? Enter chiropractic practice management software - a game-changing solution revolutionizing how chiropractors manage their clinics. This article will explore the four key advantages of implementing this cutting-edge technology in your chiropractic practice. From an improved check-in experience to more effective communication, discover how chiropractic practice management software can elevate your practice to new heights. So, sit back, relax, and let us guide you through the transformative power of this innovative tool that's already reshaping the world of chiropractic care. 1 - Improved Registration And Check-In Experience One of the standout benefits of chiropractic practice management software is that it significantly improves staff registration and check-in experience. By leveraging chiropractic billing software, patients can input and update their information before their first appointment, ensuring greater data accuracy. Furthermore, with the incorporation of a patient portal and self-registration kiosk in the waiting room, the overall patient experience is elevated. This streamlined approach offers numerous advantages, including: paperless self-service patient intake online registration bilingual support instant pain identification and symptom tracking feedback efficient Outcome Assessment progress data collection reduced wait times quicker check-in process with minimal paperwork The time savings for office staff are also considerable, as they no longer need to manually input data from paper forms, resulting in fewer spelling and data errors. Overall, this modernized registration process leads to a more seamless and enjoyable experience for everyone involved. 2 - Patient Portal Access Imagine a world where your patients can access their health information and communicate with your chiropractic practice from the comfort of their homes or on the go. That's precisely what chiropractic practice management software offers through its patient portal feature. In today's fast-paced digital age, patients expect the convenience of interacting with their healthcare providers anytime, anywhere. With a patient portal, doctors and office staff can engage in HIPAA-compliant secure messaging, ensuring the privacy and safety of sensitive information while fostering better communication. Not only can providers exchange clinical information with each other, but they can also easily import content into patient files for seamless record-keeping. Additionally, chiropractors and staff can quickly download and provide patient summaries and clinical information. 3 - Effective Communication Effective communication is critical to successful chiropractic practice. Patients have higher expectations regarding staying connected with their healthcare providers in the digital age. That's where chiropractic practice management software comes in, offering top-notch communication features through patient portals that cater to these modern-day demands. This means no more missed appointments and access to timely notifications and reminders via text message or email. For first-time patients, email reminders can include necessary attachments and forms to complete before their initial visit. Plus, with easy-to-use online links, patients can securely fill out demographics, work information, and basic insurance details on your practice's OPR site. And let's not forget the importance of safeguarding Private Health Information (PHI) – with this software, patients can enjoy peace of mind knowing their data is secure from identity theft. 4 - Efficient Scheduling Lastly, scheduling efficiency is a game-changer in chiropractic practices, and that's where chiropractic practice management software comes in handy. With this powerful tool, your staff can easily schedule appointments and make changes more efficiently and flexibly. They can effortlessly track and manage patient appointments, fully customize the scheduling format, and personalize schedules based on provider, resource, and location. Plus, patients will appreciate receiving appointment reminders through text and email. Experience How Chiropractic Practice Management Software Can Transform Your Business In conclusion, adopting chiropractic practice management software is a smart move for any chiropractic practice looking to thrive in the digital age. With its ability to streamline registration, enhance patient portal access, improve communication, and boost scheduling efficiency, this powerful tool can transform your practice into a well-oiled machine. By meeting and exceeding patient expectations while easing your staff's workload, you'll be on the path to greater success and satisfaction for all involved. So, don't wait – we encourage you to take the leap and revolutionize your chiropractic practice with this game-changing software today. Thanks so much for reading. Additional: Simple Ways To Automate Your Small Business Processes 5 Reasons Why Having Software for Your Business Matters 5 Strategic Ways To Automate Your Internal Business Workflows

READ MOREDetails