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Archives for May 2018

Are You Using QuickBooks’ Reminders?

May 25, 2018 by Brenda McGivern, CPA

We can’t emphasize this enough: QuickBooks’ Reminders can prevent countless problems with your finances.

How do you know when it’s time to pay a bill or follow up on overdue customer payments or print payroll checks? If you’re still using a paper calendar and sticky notes and file folders, there’s a good chance you’re missing some important deadlines on occasion. Manual methods aren’t effective enough when you’re dealing with your business finances. You might experience:

  • Credit problems.
  • Overextended customers.
  • Unhappy vendors and employees.

If you’re missing the mark frequently, you won’t be able to get a true picture of your financial status, and your cash flow will suffer.

Use QuickBooks’ built-in reminders to avoid this unnecessary drama. Here’s how they work. [Read more…] about Are You Using QuickBooks’ Reminders?

Filed Under: QuickBooks Desktop Tagged With: Benefits of Quickbooks, customize quickbooks, customizing quickbooks, quickbooks, Quickbooks Preferences, quickbooks reminders

Setting Up Sales Tax in QuickBooks Online

May 18, 2018 by Brenda McGivern, CPA

Sales tax is one of the more complicated concepts supported by QuickBooks Online.

QuickBooks Online was designed for you, the small businessperson. You’ve probably discovered that many of its features are fairly easy to use from the start.

But just because QuickBooks Online can do something doesn’t mean you should attempt it on your own. Sales tax is one of those things. Depending on your geographical location, you may have to charge not only state sales tax, but also county and city/municipality taxes (and sometimes special taxes). If you’re selling products or services to customers in other states, your situation can get very complicated.

We’ll show you some of the mechanics involved, but we strongly recommend that you let us help you with this. [Read more…] about Setting Up Sales Tax in QuickBooks Online

Filed Under: QuickBooks Online, Sales Tax Tagged With: quickbooks online, quickbooks online mobile app, sales tax

Working with QuickBooks’ Vendor Records

May 10, 2018 by Brenda McGivern, CPA

QuickBooks never forgets. That’s one of the reasons you use it. You create a record or transaction, enter a note about a customer, or write a check, for example, and the information gets stored in your QuickBooks file. If you don’t remember exactly where it is, you can search for it. No more flipping through a card file or folder, or digging in drawers.

QuickBooks makes it possible—easy, even—to maintain thorough records of your vendors, the individuals and companies who provide you with office supplies, product parts, computer equipment – everything you need to keep your business operating. Once you’ve started building a vendor record, you’ll be able to use it in transactions and reports, and to simply refer to it [Read more…] about Working with QuickBooks’ Vendor Records

Filed Under: QuickBooks Desktop Tagged With: accounts payable, quickbooks, quickbooks vendors

Are You Using QuickBooks Online’s Mobile App?

May 5, 2018 by Brenda McGivern, CPA

Even if you don’t travel for work (but especially if you do), you should explore what QuickBooks Online’s mobile app has to offer.

You already know how convenient it is to be able to access your company’s financial data from any desktop or laptop computer that has an internet connection. Still, there are times when you’d like to be able to complete some of your accounting tasks without firing up a full-blown browser and logging on to QuickBooks Online.

If you haven’t yet tried out the site’s companion mobile app, you might be surprised at how much you can actually accomplish on your smartphone. Take a look at the app’s main menu (with a partial view of the Activity screen [Read more…] about Are You Using QuickBooks Online’s Mobile App?

Filed Under: QuickBooks Online Tagged With: Apps for Quickbooks, Quickbooks Mobile, quickbooks online, quickbooks online plus

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