Category Archives: QuickBooks

Save Time With Payroll Templates

For those of you with seasonal businesses, such as landscapers, painters, remodelers and other contractors, you may find this time of year you are doing lots of hiring (or will be soon), depending on the size of your business. And anyone who’s been involved with that process knows that it can be time consuming. For those of you responsible for setting up the employee in QuickBooks, the payroll template could help you save some time Continue reading

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More Tools for Your Cash Flow Arsenal

While there is so much you can do with QuickBooks, there are still times when an add-on product offers features not found in QuickBooks – or with the same level of functionality. I will put these in 3 “buckets” – invoicing, collections and cash flow. Continue reading

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5 Ways to Monitor Receivables to Get Paid Faster

These reports and features in QuickBooks can you get paid faster. Continue reading

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5 Ways to Get Paid Faster

Who doesn’t want to have money coming in sooner? While there are some general practices that come with an industry, maybe it’s time to make a few changes so you can get paid faster. Here are a few ideas. Continue reading

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Working with Customer Deposits (Or Prepayments)

Do you take payment up front from customers when starting a job? Whether you’re in the construction industry, landscaping, trades or some other type of business, deposits up front help cash flow and enable you to pay employees and purchase materials for the job. While there are different ways to handle this scenario, not all of them are correct from an accounting perspective. The results can be misleading information or confusion for the bookkeeper or customer. Here’s the method I recommend for handling prepayments in QuickBooks. Continue reading

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New and Improved Intuit Payroll Products

Have you looked at your payroll options recently? Although changing your payroll option can be a pain to change, it is worth evaluating from time to time to make sure you’re getting the payroll option best suited to your business needs. And since Intuit recently released some new offerings late 2019, this might be the perfect time to start evaluating! Continue reading

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QuickBooks Desktop vs. QuickBooks Online

If you’re in a desktop version of QuickBooks (Pro/Premier/Enterprise) you may be wondering if it’s time to move to QuickBooks Online (QBO) so you have remote access and because some 3rd party products are saying Desktop QuickBooks (QBDT) is going away or work only with QBO. With the new products rolling out soon, I thought this would be good to discuss pros/cons – and my opinion ;-) Continue reading

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QuickBooks Setup for Success

It’s the start of a new year and for many, this is the time to make changes to your QuickBooks before your season gets busy. Here are 4 major areas I consider when working with contractor clients: Continue reading

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QuickBooks Year-End Checklist

There’s lots that needs to be done at the end of the year to get your QuickBooks ready for taxes. Here’s a checklist of to help you; those who have been diligent about bookkeeping will find this list will be shorter. Continue reading

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Year End Review and Planning

By now you probably have a good idea of your year-end numbers. As you look back over your year, take the time to list what worked – and what didn’t. Here are a few recommendations to help you review 2019 so you can plan for 2020. Continue reading

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