Send Payment Reminders in QuickBooks Desktop using Customer Groups
QuickBooks Desktop allows you to send Payment Reminders to Customer Groups that you create.
top of page
NEWS & UPDATES
Search
Susan Cook
- Oct 18
- 3 min
How to bulk send customized letters from QuickBooks Desktop
You can automate your standard client communication using QuickBooks Desktop's Customized Letter Templates and Microsoft Word.
Susan Cook
- Oct 11
- 3 min
When Do You Use Sales Receipts? Invoices? Statements?
QuickBooks offers multiple types of sales forms that are appropriate for different situations. Here’s a look at when they’re used and how to
Susan Cook
- Aug 31
- 3 min
How Well Do You Know Your Customers? QuickBooks Can Help
Your customer data is the lifeblood of your business. Building comprehensive profiles in QuickBooks can help you know them better. Last...
Susan Cook
- Jul 13
- 3 min
5 Things You Should Do Every Time You Open QuickBooks Desktop
Strong habits are the foundation of your business's processes. These five recommendations will help you stay informed about the health of...
Susan Cook
- Jun 1
- 4 min
How, Why, and When to Backup your QuickBooks Desktop File
Regularly backing up your company's QuickBooks Desktop file is crucial in order to protect your financial data from potential loss or...
Susan Cook
- Apr 11
- 4 min
Quick Tips to Help You Get Around QuickBooks Desktop
If QuickBooks Desktop ever begins to feel unwieldily, these five tips can help you navigate the platform more easily. QuickBooks Desktop...
Susan Cook
- Mar 31
- 4 min
How to design your QuickBooks forms to align with your company’s branding
Are you missing out on an opportunity to enhance your company's branding? If you're not customizing the look of your QuickBooks forms,...
Susan Cook
- Mar 7
- 4 min
3 Questions to Ask Yourself in 2023 to Reach Your Business Goals
Do you know where to start when looking for ways to reach your revenue goals for 2023? With the new year well underway, now is a great...
Susan Cook
- Jan 11
- 3 min
Ready your QuickBooks Desktop File for the New Year
Let's tie up those loose ends from 2022 by reviewing your AP and AR. Now that it’s January, it’s time for a fresh start in many ways,...
Susan Cook
- Dec 21, 2022
- 4 min
4 QuickBooks Desktop tools to help your customers pay faster in 2023
Get a better handle on the AR side of your cash flow by incorporating these 4 QuickBooks Desktop tools. Encouraging customers to pay...
Susan Cook
- Nov 23, 2022
- 4 min
Finding and Monitoring Revenue with QuickBooks Desktop’s Income Tracker
Understand where to find incoming revenue in your QuickBooks file with this helpful tutorial on outstanding invoices, unbilled time and...
Susan Cook
- Oct 24, 2022
- 4 min
Get Familiar with Two QuickBooks Desktop Pages: Insights and Snapshots
Your QuickBooks software is great at finding information quickly. The software’s Insights and Snapshots pages can provide fast, thorough...
Susan Cook
- Oct 4, 2022
- 4 min
Learn how to Process Deposits in QuickBooks Desktop
Depositing customer payments is one of your more pleasant business tasks. Here’s how it’s done in QuickBooks Desktop. If you’re still...
Susan Cook
- Aug 3, 2022
- 4 min
Creating Items and Jobs in QuickBooks Desktop, Part 2
This is the second part of a two-part series on Items and Jobs in QuickBooks Desktop. For Part 1, which explains how to create Item and...
Susan Cook
- Jun 16, 2022
- 4 min
Creating Items and Jobs in QuickBooks Desktop, Part 1
Does your company do projects or jobs for customers? Let QuickBooks keep all related data in one place. If your business provides...
Susan Cook
- Jun 7, 2022
- 3 min
Effectively Track Inventory of Raw Materials and Finished Goods with Build Assemblies (QB Desktop)
If you're a manufacturer, using Assemblies in QuickBooks Desktop can help you keep inventories of raw materials and finished good much...
Susan Cook
- May 24, 2022
- 4 min
QuickBooks Desktop 2022: New Pricing Structure, System Requirements
Whether or not you’re ready for the latest version of QuickBooks, you should know about some important changes. Sometimes, making the...
Susan Cook
- Apr 21, 2022
- 3 min
Managing Vendors with QuickBooks Desktop
In these days of supply chain issues, keeping track of vendors is extra-important. With QuickBooks Desktop, this process becomes more...
Susan Cook
- Mar 23, 2022
- 4 min
QuickBooks Desktop Reports: Memorized, Commented, and Scheduled
Have you explored what you can do with QuickBooks reports once you’ve created them? At AccountAbility Consulting, we understand that good...
bottom of page