18. Using Other Planning and Management Tools

There is much to be said about properly setting up your QuickBooks file and recording transactions correctly. However, for this chapter I wanted to share with you some lesser known features that can truly help you manage your business and work more efficiently with QuickBooks.

Planning and Budgeting

Like most business owners I have met, you probably know where your money will be spent each month, yet you might not see the value in writing it down. There is an old saying that is very appropriate here: “When you fail to plan, you plan to fail.” This saying couldn’t be truer than when it comes to watching your business financials.

QuickBooks makes the task of creating and tracking a financial budget ...

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