Client Center


Client Login

Forgot Your Password? Please try logging in with the last password you remember first. (If that fails, you'll be able to reset your password on the next page.)

QuickBooks Online

QuickBooks Desktop

Hosted by RightNetworks

Receipt Bank

Video Meeting

Join a scheduled video meeting with our staff.



Maximizing QuickBooks To Work Optimally For Your Small Business

harding group quickbooks

Learn how QuickBooks can help your small business.

There is no denying that learning to make the most out of QuickBooks is a great way to fuel your business towards great success. In fact, the biggest questions small business owners have regarding QuickBooks has to do with invoices — so much so it’s one of the most common inquiries among small business owners navigating QuickBooks. The reality is, a wide array of small businesses will usually issue a variety of different invoices annually. Ultimately, there are so many unique features that you can begin to utilize that’ll surely enhance your business for optimal growth and success. Here are the best ways to maximize QuickBooks so your business can really make the most out of the service.

Effectively Searching For Text In A Memo Field

When it comes to small businesses, there are so many different invoices that they’ll issue on a yearly basis. In fact, after drafting and inputting the memo field for an invoice within QuickBooks, it can be more challenging to then find a specific invoice or the memo field you had used previously — to keep things consistent. The reality is, there are advanced features within QuickBooks that you can use to help make that search easier and a lot simpler than you may have initially thought. Ultimately, using the magnifying glass to guide you towards the advanced search feature is the best way to finally locate specific text that you have used in a memo field before.

When QuickBooks Takes Things Out Of Inventory

When small businesses use QuickBooks, they can really allow it to help them with their inventory and keep track of everything quite effectively and efficiently. In fact, invoicing will usually affect your inventory in a very specific manner. The reality is, using an inventory item along with your invoice is the best way to keep proper track of all your inventory and ensure QuickBooks is really working optimally for your small business. Ultimately, within QuickBooks, your inventory will be affected whenever the Estimate field is then converted into either an Invoice or Sales Receipt.

Trust the Professionals at the Harding Group

Unlike other accounting firms, The Harding Group, located in Annapolis, MD, will never charge you for emails or phone calls and will strive for open communication with our clients. Whether you are interested in business advising, tax preparation, bookkeeping and accounting, payroll services, Training + support for QuickBooks, or retirement planning, we have the expertise and years of experience to help. We serve clients in Annapolis, Anne Arundel County, Baltimore, Severna Park, and Columbia. If you are ready to take the stress out of taxes, contact us online or give us a call at (410) 573-9991 for a free consultation. For more tax tips, follow us on Facebook, Twitter, YouTube, and LinkedIn.

This entry was posted on Monday, January 31st, 2022 at 3:48 pm. Both comments and pings are currently closed.

Comments are closed.