Category Archives: QuickBooks

QuickBooks Desktop vs QuickBooks Online

If you’re in a desktop version of QuickBooks (Pro/Premier/Enterprise) you may be wondering if it would be better to move to QuickBooks Online (QBO) so you have remote access and because 3rd party products are saying Desktop QuickBooks (QBDT) is … Continue reading

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Tracking Use Tax

If you have to collect sales tax, then chances are your report form asks you about use tax.  Use tax is a sales tax on purchases taxable in your state but for which you were not charged. An example would … Continue reading

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Cash flow tools in QuickBooks

Many businesses find that sales are sometimes slower in July and/or August- spring projects are complete, people are on vacation… That can mean a slowdown in cash flow.  Here are 5 tools in QuickBooks that can help you monitor your … Continue reading

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Is Your QuickBooks File “Insured”?

Is Your QuickBooks File “Insured”? Computers and software are great when they work. But if your computer crashed or your QuickBooks file was corrupted and unusable, do you have a recent backup of your QuickBooks data file? Recreating data is … Continue reading

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Protecting Your Business From Fraud

How safe is your business from fraud?  While many worry about someone hacking into their systems, you’re more likely to experience embezzlement by a trusted employee.  About 28% of small businesses have this unfortunate experience, including a few of my … Continue reading

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Better Business Decisions by Customizing QuickBooks’ Reports

Whether you’re a contractor, wholesaler, non-profit or some other service professional, reports are crucial to monitoring your cash flow and profitability.  When I work with clients, I often recommend changes in their setup and changes in their data entry.  While … Continue reading

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Filter to Find What You Want

QuickBooks makes it easy to find information with their Filters.  A filter simply limits what you see (i.e. filters out what you don’t want) so you see only what you want to see.   Both the Find Feature and reports in … Continue reading

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A Few of My Favorite Features in QuickBooks

There are many features I like in QuickBooks, guess that’s why I support the software!  But I find when I’m with new clients who have been using QuickBooks for a while or clients who are upgrading, I always like to … Continue reading

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Commonly Overlooked Features in QuickBooks Pt 2

Last time I wrote about useful features that many don’t know exist.  So, today’s article takes a look at more features you might find helpful. Workers Comp – If you use Intuit Payroll, you might like the Workers Comp feature … Continue reading

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Four Areas Where Spending More Pays Off

It’s generally a good idea to keep overhead costs low so that your business profits will be higher.  This is especially true with items that are fairly standardized, such as utilities and rent.  But there are times when increasing expenses … Continue reading

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