qb time

Automate Hourly Invoicing using Quickbooks Time

Invoicing for hourly time across staff and clients is very time consuming.  We used to use Google Sheets and manually combine multiple staffs tabs into a master tab and filter it so that we could find out how much time was worked on a given client.  Then we would have to enter each line manually Read more about Automate Hourly Invoicing using Quickbooks Time[…]

Automate AR Reminders

Automate AR Reminders in QBO

One way to improve your bookkeeping is to automate as many tasks as possible. One task that everyone hates is AR follow up.   AR is accounts receivable, which is the invoices that your company has sent customers that have not been paid yet.   Getting your customers to pay is not as easy as it should Read more about Automate AR Reminders in QBO[…]

Cash Flow Forecasting

How to Create a 13 Week Cash Forecast

In this video I explain how to create a 13 week Cash Flow Template, Customer Forecast and AR Forecast.  I also share lots of good excel and QBO tips along the way 🙂 If you need help or have questions, Finance Pals would love to give you some free tips and advice over a 30 Read more about How to Create a 13 Week Cash Forecast[…]