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Category Archives: QuickBooks
Year-End Review and Planning
While you still have 2 more months to generate income (and expenses), you probably have a somewhat 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 2017 so you can plan for 2018 Continue reading
Posted in Business Finance, QuickBooks, Reports, Year End
Tagged add-on, customer type, customers, Enterprise, job profitability, jobs, most profitable, Overhead, profitability, QuickBooks, reports, time, Time Tracking, year-end
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Determining Your Most Profitable Sales
It’s time to review your sales to see where you were most profitable in 2018 and see what changes, if any, you’ll make for 2019. When looking at profitability, there are a few different factors you can review using QuickBooks. So here are 5 areas to consider. Continue reading
Posted in Business Finance, QuickBooks
Tagged customer type, customers, job profitability, jobs, profitable sales, QuickBooks, reports, top customers
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Using QuickBooks to Find Your Niche
Did you know that QuickBooks can help you refine your niche? You’ll be surprised at just how much. Here are some ideas to get you started. Continue reading
Increase Efficiency, Accuracy and Cash Flow with QuickBooks 2019
This year, Intuit worked on improving some existing features in QuickBooks as well as adding some new features. They focused on increasing efficiency in getting work done, added tools to help ensure accuracy of the accounting data as well as … Continue reading
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
Posted in Job Costing, QuickBooks, Remote Access
Tagged Enterprise, estimate, job cost, labor, Payroll, QBDT, QBO, QuickBooks, QuickBooks Online, QuickBooks Premier, Remote Access
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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. So here are some checks and balances you can put into place both in procedures and in QuickBooks to limit opportunity for theft or discourage most employees from even trying. Continue reading
Posted in Business Finance, Cash Flow, QuickBooks
Tagged Bookkeeping, checks, embezzlement, Fraud, QuickBooks
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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? QuickBooks provides two ways (actually, three) to create a copy of your QuickBooks data file. When is each appropriate, and how do you proceed? Continue reading
Posted in Business Finance, QuickBooks, Security
Tagged portable, QuickBooks, restore
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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. It’s easier to keep up with tracking as you go along, rather than waiting until the end of the report period, especially if you pay quarterly. So here are the steps to simplify your reporting. Continue reading
Posted in Business Finance, Cash Flow, QuickBooks, Reports
Tagged audit, QuickBooks, sales & use tax audits, sales tax, taxable, taxable purchases
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Cash Flow Tools In QuickBooks
Most businesses have peaks and valleys, so business owners find monitoring cash flow is always important. Here are 5 tools in QuickBooks that can help you monitor your cash flow. Continue reading
Posted in Business Finance, Cash Flow, QuickBooks
Tagged Bill Tracker, cash flow, cash flow forecast, Income tracker, projecting cash flow, QuickBooks, ratios, Snapshot
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