QuickBooks Tips

Introducing….Meghan Blair-Valero: QuickBooks Diva and Shoe Hoarder

Who are you and what do you do?  I am Meghan Blair-Valero. I own FoggedIn Bookkeeping on Nantucket. QuickBooks and Small Business Finance are my game.   What will you be teaching at Geek Girl Tech Conference this year? Mobile Payment processing; Time Tracking; Customizing QB Templates and QB on the iPad   What was(…)

The Hidden List In QuickBooks You Can't Live Without: Using Vendor Types in QuickBooks

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.

Wanted: San Diego Geek Girls

Do you love the ocean? Long walks on the beach? 69 degree average temperature year round? Fish tacos and Stone IPA? Then you MUST be a San Diego Geek Girl! And we want you! We just started a Meetup Group to find Geek Girls in the San Diego area who might be interested in being(…)

How Do I Track Multiple Departments or Revenue Centers In QuickBooks?

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(…)

Merging and Deleting Items

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(…)

Paperless Accounting with QuickBooks

“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(…)