Why is Quickbooks a hit with bookkeepers and professionals in general? The answer to the question is simple for those who have used Quickbooks to track their financial tasks, but for people who have yet to shift to using the software, addressing that question is important.
Professionals require software, which allows them to track their financial tasks flawlessly and without a hitch, and that software is Quickbooks. Even though you can add your financial tasks to the calendar you use for everyday tasks, it will create confusion and lead to the mismanagement of tasks. With Quickbooks, you can have all your financial tasks in one place and all you need to make it happen is the program’s calendar.
How Quickbooks’ Calendar Makes Tracking Financial Tasks Easier?
The calendar allows users to make three different entries, “to do,” “due,” and “entered.” When you begin entering the different entries into the calendar, you will notice a number appear in parentheses. The number signifies how many times you have entered an entry under that category. Categories range from checks, credit card charges, deposits, to transactions.
For a detailed view of the entry, double click on it to open the form. However, before you can begin to use the calendar, you need to set-up the display. You can select the calendar, weekly, or show view. The calendar view shows you daily, weekly, and monthly tasks, the weekly view shows you five working days, but you can opt for seven, and the show view is your specific display preferences. If you want, you can specify for the calendar to show upcoming and past due entries for specific days.
Never Miss Doing a Task Ever Again
You can use the calendar to create a list of things to do such as fax, call, task, appointment, meeting, or email. In the lower part of the calendar, you will find the button to create a to-do list. Once you create a task, you can select its priority level. You can connect your financial activity with a vendor, employee, or customer as well.
Keeping Track of Your Financial Tasks Only Takes a Few Clicks
One of the primary reasons why Quickbooks works so well for professionals is its ability to remind people that they need to pay a bill by telling them the date it is due. If you decide to use Quickbooks, you need to enter all the data into it and refer to it on a daily basis to be on top of every due payment.
If You Do Not Have Time to Enter Data in Quickbooks, Task it to a Bookkeeper
Most bookkeepers use Quickbooks to record and track your financial tasks on your behalf. They use the software for a variety of different purposes such as for cash flow management, automate income and bills, and use it for financial reporting on personal and business finances.
With a capable bookkeeper managing your financial tasks, you will not have to lift a finger.