When you create a report you really love, or o.k. don’t love but it took you a long time and you don’t ever want to do all that again, you can memorize it. When you memorize a report in QuickBooks it saves the report as a template allowing the most recent information to be run(…)
The ProAdvisors are all starting to get their 2012 QuickBooks in the mail. January 1 is fast approaching and your 2009 QuickBooks email feature is about to stop working. What are you going to do? Our advice is to upgrade now to QuickBooks 2011 while it is still available. Don’t wait until all you can(…)
I use an RDC App to my cloud server so I have access to not only my QuickBooks but all my files. My cloud server Right Networks is MUCH more reliable than Intuit’s QuickBooks online server. The screen is big enough to see a full document. Much better than squinting at my phone. I can pull up(…)
QuickBooks is an accounting tool that tells the story of the money. How long does it take you to tell your story? All day? Twice as long as it took you to make the transaction? Every Saturday? Well then chances are that you are spending more time recording your income transactions than you should.
QuickBooks has special lists build into its program called “Customer & Vendor profile” lists. These lists work with vendors & customers to further group them into specific subcategories. This is an extremely useful tool for almost any small business. Here are 3 ways to streamline your life and save you money by using these lists.
What are your major revenue centers? Do they have their own independent income and expense. Do you need to sometimes see them together and apart? If so you may need to use classes in QuickBooks. This function allows the classification of transactions into “classes” or “departments”. This allows you to see the independent income and(…)
Now the question is how do you use your existing list of customers, most commonly found in your accounting system, to help generate revenue or just deepen the relationship. If your accounting system is QuickBooks and your email marketing program is Constant Contact importing your contacts is very simple.
One of the fundamentals of QuickBooks is that once you use an account, name, or item you can’t delete it. It is now attached to a transaction and you can’t remove it because now the transaction that is associated with it has no place to go. For example if you created several checks from a(…)
QuickBooks needs to be set up properly to work properly. If you don’t know what an asset or a liability are you will need to learn. There are dozens of options to learn, but one of the easiest is Kahn Academy.
QuickBooks offers an export function within most report windows. It can be found in the same tool bar as the modify button. The export button will open the report you are viewing in a new excel window or you can choose to add a worksheet to an existing excel workbook. In order to add it to(…)
“Paperless Accounting” it is a phrase that will strike fear into the heart of many a bookkeeper or auditor. With today’s improved technology, affordable hardware, and cloud file storage solutions many of the drawbacks paperless accounting are now worries of a bygone era. Please don’t mistake me as saying “throw all the paper away” because(…)
Creating your own custom look can take less than 20 minutes!
The final report will show all subcontractors paid during your audit period, their workers compensation dates and your auditor can either work from this list for a random sampling in an in person audit or it can be printed and included in a mail in audit.
How many times have you heard the horror stories about people who lose a hard drive and spend months digging out? We hear it at least once a month. We have people every year that walk through our door and tell us they or their bookkeeper never backed up and they lost the file. People(…)
Keeping track of your time and your employees’ time spent on the job is not only necessary to make money it is also required by law if you are an employer. I can’t tell you how many times I have run into employers who didn’t keep time records and ended up paying tons in fines(…)
