Quickbook Tips

2020 is just around the corner. Have you done your year-end QuickBooks tasks? We can help.

By | December 3rd, 2019|Accounting and Auditing, Business, QuickBooks Tips, Uncategorized|

How to Clean Up QuickBooks for 2020 We know December is a busy month. However, take some time now to make sure QuickBooks is ready for 2020. Yes, it’s here again: the end of the year. You probably have a lengthy to-do list full of tasks that must be done before December 31. There’s one [...]

Comments Off on 2020 is just around the corner. Have you done your year-end QuickBooks tasks? We can help.

QuickBooks reports can tell you how much sales tax you owe to each taxing agency, among other things. Find out how to here.

By | November 1st, 2019|Accounting and Auditing, Business, QuickBooks Tips|

Setting Up Sales Tax in QuickBooks, Part 2 Now that you have your sales taxes set up, you’ll be able to use them in transactions and reports. Last month, we talked about the process of setting up sales taxes in QuickBooks. To recap a bit, you first have to go to Edit | Preferences | [...]

Comments Off on QuickBooks reports can tell you how much sales tax you owe to each taxing agency, among other things. Find out how to here.

Did you know sales taxes are considered Items in QuickBooks? You can see your options and start creating them by going to Edit | Preferences | Sales Tax. Find out more here.

By | October 1st, 2019|Accounting and Auditing, Business, QuickBooks Tips|

Setting Up Sales Taxes in QuickBooks, Part 1 If your business is required to collect and pay sales taxes, you can use QuickBooks’ tools to help you meet those obligations.  Next to payroll, state sales taxes represent probably the most complex element of your accounting tasks. QuickBooks can help with the mechanics, but there’s a [...]

Comments Off on Did you know sales taxes are considered Items in QuickBooks? You can see your options and start creating them by going to Edit | Preferences | Sales Tax. Find out more here.

If you bill multiple customers for a recurring service, you could memorize those transactions as a group and automate statement charges. Find out how here.

By | September 2nd, 2019|Accounting and Auditing, QuickBooks Tips|

There’s more than one way to bill customers for your products and services. A statement charge is one of them. Depending on what kind of business you have, you probably have a preferred way of billing customers. If they walk into your shop and present a credit card or cash, you create sales receipts. If [...]

Comments Off on If you bill multiple customers for a recurring service, you could memorize those transactions as a group and automate statement charges. Find out how here.

QuickBooks’ Bill Tracker gives you an instant overview of your active accounts payable transactions. Are you using this useful feature? We can show you how.

By | August 5th, 2019|Business, QuickBooks Tips|

If your business pays a lot of bills, you need an efficient system for staying current with them. QuickBooks’ Bill Tracker provides that. Bill-paying may be your least favorite accounting activity. You definitely know how those checks and online payments affect your account balances, but it’s more than that. Staying up to date with your [...]

Comments Off on QuickBooks’ Bill Tracker gives you an instant overview of your active accounts payable transactions. Are you using this useful feature? We can show you how.

Do you know what a Bill of Materials (BOM) is? We can explain how it fits into the creation of assemblies in QuickBooks.

By | July 5th, 2019|Accounting and Auditing, Business, QuickBooks Tips|

If you frequently sell multiple inventory items grouped together, you need to learn about QuickBooks’ assemblies. Let’s say you run a home improvement retail outlet, and one of the things you sell is doors. You might sell their parts—door frames, hinges, doorknobs, etc.—individually, in case a customer needs to replace a piece. You may also [...]

Comments Off on Do you know what a Bill of Materials (BOM) is? We can explain how it fits into the creation of assemblies in QuickBooks.