Latest Keep news

Memorized transactions are a powerful feature in QuickBooks Desktop that can save you significant time and effort when dealing with recurring financial entries. Whether you're handling regular bills, invoices, or other repetitive transactions, mastering the art of creating and managing memorized transactions can streamline your accounting processes. This comprehensive guide will walk you through the steps to create a memorized transaction in QuickBooks Desktop, explore best practices, and provide tips for maximizing the benefits of this feature.

Running a service-based business or freelancing career demands efficient systems for managing repetitive work. Creating recurring estimate templates in FreshBooks offers a powerful solution that saves time and reduces manual errors. This comprehensive guide walks you through everything you need to know about setting up and optimizing recurring estimate templates, helping you streamline your workflow and focus on what truly matters—growing your business.

FreshBooks is renowned for its simple and intuitive interface that helps small business owners track their expenses, manage invoices, and monitor their cash flow. One key feature of FreshBooks is the ability to create and manage vendors—suppliers or external companies that provide goods and services to your business. In this post, we’ll walk you through everything you need to know about creating a vendor in FreshBooks, step by step.

Creating an annual report may seem overwhelming at first, but with a clear plan and the right tools—like FreshBooks—you can produce a document that not only meets regulatory requirements but also tells your company’s story in a compelling way.

Invoicing is the lifeblood of any business, serving as the primary method for requesting payment from clients and maintaining healthy cash flow. Efficient invoicing not only ensures timely payments but also enhances the professionalism of your business operations. QuickBooks Online offers a robust invoicing system that caters to businesses of all sizes, providing a plethora of features to streamline the invoicing process.

A profit and loss statement (or P&L) is a simple way to understand your company’s financial health. In this guide, we will walk you through what a P&L statement is, why it matters, and how you can create one using FreshBooks.

Managing business relationships effectively is crucial for any organization. In QuickBooks, distinguishing between Customers and Vendors helps streamline operations and maintain accurate financial records. However, there may be instances where you need to change a customer to a vendor.

Managing payroll can be a complex task for any business owner. Among the various components that need to be meticulously handled, setting and updating the unemployment rate in QuickBooks stands out as crucial for maintaining compliance and ensuring accurate payroll processing.

Every business encounters situations where customers need refunds or adjustments - whether it's a returned product, a service cancellation, or a courtesy discount. A credit memo serves as a fundamental accounting document that reduces a customer's balance in your books. This comprehensive guide will walk through every aspect of credit memo management, providing practical solutions for common scenarios while ensuring your accounting stays accurate and compliant.