Category Archives: QuickBooks

Going Mobile with QuickBooks

Do you need mobile access to estimates or customer payment information? Or do you have staff in multiple locations who need remote access to QuickBooks? I’m getting more requests from clients who want or need to access their QuickBooks remotely. Here’s a list of options to consider. Continue reading

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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, 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 who are responsible for setting the employee up in QuickBooks, the payroll template could help you save some time Continue reading

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Two Useful Cash Flow Products

Payroll, Open Invoices, Expenses – three big areas that can be pain points when it comes to cash flow. Here are three products you may find helpful in these areas, two of which integrate with QuickBooks. Continue reading

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5 More Ways to Get Paid Faster (Pt 2)

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

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5 Ways to Get Paid Faster (Part 1)

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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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

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Get A Jumpstart on 1099’s for Contractors

Now is a good time to get a jumpstart on 1099’s for contractors. Here are some tips to help make that year-end process go smoother Continue reading

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Is It Time For a Change

Is it time to make a change with your bookkeeping and accounting products? As you get near the end of 2018, it’s a good time to evaluate whether or not you need to make some changes. Here are some questions to help you decide if you need to make some changes regarding the Intuit products: Continue reading

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