Creating comprehensive, accurate customer profiles in QuickBooks Online takes time. It’s tempting to enter the minimum information required to process transactions, but there are numerous benefits to including every possible detail that QuickBooks Online allows – and making sure they’re correct. For example:  You can do deeper, more insightful searches Your reports can be filtered by more criteria, making them more focused Your marketing efforts can be more targeted Your communication with customers will be more informed Importing customer files If you have customer files in CSV ..read more

Do you remember trying to summarize your accounting data before you started using QuickBooks? It couldn't be done. You'd have to organize your invoices, bills, and purchase orders into stacks and comb through them. A calculator was involved, and a lot of time. Trying to match invoices with payments had you look back and forth between your bank statements, computer screen, and the invoices themselves. One of QuickBooks' top features is the ability to run reports. A combination database and giant calculator, the software's dozens of pre-built report templates run in seconds. You can customize th ..read more

Ever feel like your business finances are on a rollercoaster ride? One minute, you're flush with customer payments; the next, you're scrambling to cover payroll. Cash flow – the lifeblood of any small business – can be a tricky beast to manage. But fear not, fellow entrepreneur! There's a powerful new weapon in your financial arsenal: Artificial Intelligence (AI). Intuit is at the forefront of integrating AI into its QuickBooks Online software to help you manage cash flow. Here's how this exciting technology can give your business a much-needed financial edge: Predicting the future (without a ..read more

As a trusted advisor and partner to many businesses, Peak Advisers is always at the forefront of accounting software innovations. This post aims to update you on an important upcoming QuickBooks Online change involving how you handle invoicing – a critical aspect of any business's workflow. Goodbye old, hello new: Invoice layout update Starting May 6, 2024, QuickBooks Online is phasing out the old invoicing layout in favor of a sleek new design. This is not just a cosmetic update – the new layout streamlines invoicing processes, incorporating user feedback and the latest usability research. Wh ..read more

Small business owners often manage multiple roles, from day-to-day operations to growth strategies. Because of this complexity, QuickBooks Enterprise emerges as a versatile tool, making processes easier and improving financial management. Yet, the real magic happens when this advanced software is paired with the specialized guidance of Peak Advisers. Here's how this partnership moves the traditional approach to business management into a more straightforward, more strategic process. QuickBooks Enterprise's new and upgraded capabilities Now, let's take a closer look at some of the specific fea ..read more

The Projects function in QuickBooks Online is not just another tool, it's a game changer for job costing in the construction industry. Its unique features offer real-time insights into project profitability, revolutionizing how you manage your projects and paving the way for a new era of efficiency. Simplifying Project Management Projects in QuickBooks Online offer an easy way for construction businesses and contractors to track and manage their construction projects: New projects can be set up swiftly Asset invoicing and budgeting are organized under individual projects Project-related ..read more

You work hard to create the products and services you sell. So it’s disappointing when someone wants their money back. Sometimes, it has nothing to do with the quality of the item you sold them. Maybe you sent the wrong size or color, or someone paid for a service upfront and decided to cancel it. Customers change their minds sometimes, too.   If you don’t have a firm return policy—and we hope that you do—you may have to give them their money back. QuickBooks provides the tools you need to issue credit memos and refunds. Let’s take a look at how this works.  Dealing with customer cre ..read more

When you sign into QuickBooks Online, where do you go first? Sometimes, you may have a specific reason for consulting your company’s financial information: Maybe you’re checking to see whether you sent out a specific invoice or if you’re running low on a popular product.  You probably open QuickBooks Online to check your progress at other times. Do you have a specific set of pages you check? We recommend you make it a habit to visit areas that display the most critical, time-sensitive information in your company file.   QuickBooks Online offers multiple ways to:  Get an overvi ..read more

It’s time to end the frustration of endless call center loops without getting the answers you need when encountering an issue with QuickBooks. With Peak Advisers, you can access expert, US-based help for any QuickBooks Online, QuickBooks Desktop, or other QuickBooks product issue. We are the QuickBooks Solution Provider offering support that surpasses any current call center experience. Say goodbye to waiting on hold and getting passed from department to department and hello to quick, practical solutions. It’s well worth discussing ways to use QuickBooks more efficiently for your business. It ..read more

The adage "work smarter, not harder" has never been more pertinent in business. As our journey of the past two years with the "Snowball Effect" has shown, significant gains await those who harness the right strategies and tools. Today, at Peak Advisers, we're poised to embark on a technology-centric adventure, leveraging these three necessities to put the “oomph” in improving efficiency: A business owner uses technology to manage her garden center business. Cutting-edge automation State-of-the-art applications Process changes It's time to let your tech stack take away the challenges y ..read more