Author Archive for Meghan Blair-Valero
Synchronize Your Quickbooks and Outlook Contact Information
Stop double entering information in your outlook and in your Quickbooks. You can synchronize contacts and make life simplier. Click File:Utilities:Synchronize contacts. The easy to follow menu will help you to get all your information updated. Having people’s information current…
IRS Is Now Requesting Copies of QuickBooks Data Files During Audit.
There is now the possibility that they will request an actually copy of your QuickBooks file not just your printed general ledger. Here are some things you need to keep in mind.
Internet Security and Quickbooks
There was a time when your biggest worry was someone listening in on your call on the party line. Now we have a barrage of security worries. Most recently we have had several breaches of security locally…
Check Fraud You Need to Look Out For
Theft is alive and well even in small communities and seaside vacation destinations like Cape Cod and Nantucket. In the past several weeks we have seen a rise in fradulent transactions going through customer bank and credit card accounts. With…
Increase Your Collections Success by Using the Customer Notes Field
Use the customer notes field keep track of collections actions and to create a log. Each time there is customer contact regarding monies owed make a note of the date, content of the conversation, and any follow…
Quickbooks 101: Picking an Accounting Method
5 things you need to understand before you set up your QuickBooks but that Intuit doesn’t put on the box under “Read and Understand Before Opening”:
How to Hire a Bookkeeper
Every member of your business team is important but few others work will influence your business the way that the bookkeepers does. Your secretary makes a typo or answers the phone good afternoon in the morning well not great but…
How to Collect and Remit Sales Tax
1. Go to www.mass.gov/dor and click on the file and pay taxes for business.
2. Enroll as a business in MA that needs to remit taxes electronically. (this would also apply for corporate excise and any other trustee…
Theft…How To Prevent It In Your Business
Whole books could be written about how to avoid and prevent theft in a business environment. In a small blog we are only going to address the most basic steps a business owner can take to help prevent the theft…
