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 , , , , , , , , , , , , , | Leave a comment

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 , , , , , , , | Leave a comment

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

Posted in Business Finance, Features, Job Costing, Power Tips, QuickBooks | Tagged , , , , , , , , , , , , , | Leave a comment

Enterprise Adds More Mobile Capabilities To Sales Order Fulfillment

Intuit added a couple new for Enterprise 2019 customers only with a big push on mobile warehouse (storage) functionality. See which features will be useful for you. Continue reading

Posted in Features, Productivity Tips, QuickBooks, Security | Tagged , , , , , , , , , | Leave a comment

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

Posted in Features, QuickBooks | Tagged , , , , , , , , , , , , | 1 Comment

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 , , , , , , , , , , | Leave a comment

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 , , , , | Leave a comment

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 , , | Leave a comment

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 , , , , , | Leave a comment

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 , , , , , , , | Leave a comment