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What’s Included in a QuickBooks Health Check?

In this article, we will answer the most common and frequently asked question – what is a QuickBooks health check? We will also discuss the benefits and how to schedule one with us.

Time sure has flown by so far this year! It is hard to believe that we are already seven months into 2021! With passing the mid-year point and tax extensions deadlines fast approaching, many of our clients have been asking us important questions like, “How do I know my financials are up to date and what needs to be done to bring them current?” or “How can I improve my setup, workflows, and overall use to enhance QuickBooks to fit my business?”. Having the knowledge, best practices and most of all peace of mind in these areas have exponentially positive long-term effects for your business.

To address our common client’s needs, we start with providing a QuickBooks Health Check. At its core, it is designed to review your QuickBooks setup, financials, and overall health. In addition, a big element is that it is tailored to fit your specific business needs. This allows us to provide valuable insights and recommendations to serve as a catalyst to empower you with the knowledge to be successful regardless of if you are the owner, bookkeeper, financial controller, and/or operations manager.

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Your First Hour with QuickBooks Online

This applies whether you’re just launching a business or you’re going online with an existing company. Take some time to get acquainted with QuickBooks Online. Your first hour with QuickBooks Online, or any web-based application for that matter, is probably spent exploring. Clicking buttons, links, and other navigation tools will help you to get the lay of the land.

QuickBooks Online should be no different. In fact, it’s even more important to take it slow when you’re using an accounting solution. If you start entering data without understanding how everything works together, you may make mistakes early on that will be difficult to undo down the road. Without further ado, let’s jump into your first hour with QuickBooks Online!

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3 Signs You Need to Upgrade to QuickBooks Online Advanced

Knowing the 3 signs you need to upgrade to QuickBooks Online Advanced (QBOA) is important. As you probably were aware, QBOA is Intuit’s most elite online accounting solution. It is a solution that is truly designed to take growing businesses to the next level. When properly integrated into a company’s infrastructure, QBOA delivers amazing results. QBOA works smarter with deeper insights, is organized for peace of mind, and completes tasks that matter faster.

However, knowing the signs to watch out for, that indicate the right time to upgrade, is not common knowledge. There is very little information available online that clearly states when one should upgrade. Plenty of salesmen will tell you that the time to upgrade is NOW, but that is not necessarily the case. Because of this gap in available information, we decided to write a helpful blog to shed some light.

Our experts suggest you ignore these blanket sales statements and focus on identifying the signs that indicate that you’re ready. Read on to learn more. Here are 3 signs you need to upgrade to QuickBooks Online Advanced!

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SEP IRA’s & Tax Savings – Did You Know?

SEP IRA’s and tax savings – did you know that there are tax savings strategies involved with Simplified Employee Pension Plans? Out of the Box Wealth Advisors knows it! But that’s no surprise to us over at Out of the Box Technology. No surprise because our sister company specializes in small business investment strategies and all things related to wealth maximization. Good to know, right? But not what this article is about.

SEP’s, short for Simplified Employee Pension Plans, are great tools because they benefit both employees AND employers. These plans are available to companies of any size, ideal for small business, and come with tax saving benefits.

In this article, our SmartVestor Pros at Out of the Box Wealth Advisors are going to explain what a SEP is. Additionally, they are going to discuss a few tax saving benefits involving SEP’s. This is valuable information for small business owners who want to maximize their wealth while reducing taxable income. More importantly, this is valuable information for small business owners who want to simultaneously provide more wealth for their employees.

Read on to learn more about SEP IRA’s, tax savings, and how small business owners can take advantage of this win/win retirement strategy.

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Why Consider Switching to QuickBooks Online

So, you want to know why you should consider switching to QuickBooks Online? Choosing an accounting solution can be a very complex process for any business. There are many factors to consider when determining which accounting solution will be a best-fit. Equally, some of these decision points are obvious, and others you wouldn’t even think to examine. Nonetheless, failing to assess these elements in your determination may result in a sizeable commitment without reaping maximum benefit. You can also find yourself overpaying for features that you do not need. Therefore, before you consider switching to QuickBooks Online, make sure you review the feedback from our expert ProAdvisors.

New QuickBooks Online Essentials Plus Advanced Pricing Price Increase

New QuickBooks Online Pricing: How This Will Affect You

As you are already aware, things are constantly shifting in the vast world of Business and Accounting. Elements of products and services evolve along with the progression of the market and the needs of consumers. It is for this reason that Intuit is modifying QuickBooks Online pricing and transforming their discount program.

So, new QuickBooks Online Pricing and a new discount program… You are probably wondering, “How will this affect me?” Keep reading to learn more about what is changing, how this will this affect you, and how to benefit most from it.

QuickBooks Online QBO Simple Start Essentials Plus Advanced Savings Save Discounts Less

Save Up to 20% on QuickBooks Online Subscriptions & Subscription Upgrades Through July, 15, 2021

Save Up to 20% on QuickBooks Online Subscriptions & Subscription Upgrades Through July, 15, 2021? YES, You read that correctly!

Everybody loves saving money, right? We enjoy saving our clients money too. As one of Intuit’s Elite QuickBooks Solution Providers, Out of the Box Technology is proud to offer these amazing discounts! But only for a very limited time. After July, 15, 2021, the percentage Intuit allows us to discount will decrease, so upgrade or switch now!

Read on to learn more about the savings we offer.

QuickBooks Payroll Items: What Are They?

QuickBooks Payroll Items: What Are They?

If you plan to process your own payroll using QuickBooks, you need to understand how payroll items work.

Considering processing your own payroll in QuickBooks? Whether you’re moving from a payroll service or getting ready to pay your first employee, you’re taking on a complex set of tasks that requires a great deal of setup and absolute precision. But the reward is complete control over your compensation records and transactions, and constant access to your payroll data.

If you have no experience dealing with paychecks, deductions, and payroll taxes, we strongly recommend that you let us help you get started. QuickBooks simplifies the actual mechanics of setting up and running payroll, but there’s still a lot you need to know.

It goes without saying that accuracy is critical here. You’re responsible for your employees’ livelihoods and for maintaining any benefits they’ll receive. Federal, state, and local taxing agencies will count on you to submit the proper payroll taxes and filings on time; failure to do so can result in stiff penalties and worse.

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QuickBooks Desktop Comparison

QuickBooks Desktop is an extremely intuitive accounting software
solution, there’s no doubt about that! But, what’s not so intuitive is knowing which QuickBooks Desktop solution is
right for you. This is a very common challenge that tons of businesses face once they have committed to QuickBooks
Desktop. “Which one do I choose?” Wouldn’t it be nice if you had a QuickBooks Desktop comparison guide to use for the QuickBooks Desktop 2018 discontinuation?

Don’t fret if you find yourself stuck at this pinnacle decision, we’ve got you covered! We know that you have better
things to do with your time then debate which QuickBooks Desktop solution is best. Not to mention which version of
QuickBooks Desktop you will need to be on.

The Experts at Out of the Box Technology have compiled all of the information that you will need. In this article, you will find an
in-depth QuickBooks Desktop product comparison. We will help you make the best decision for your business so you can
focus on more important business matters. After all, we do Anything + Everything QuickBooks.

How will this save me money? What are the benefits Out of the Box Technology clients report? Happy customers. And, what are the benefits I will receive from buying through Out of the Box Technology?

QuickBooks Payments: Get Paid Faster!

Introducing QuickBooks Payments, the easiest way to get paid faster! This is not a new QuickBooks solution by any means, but it does have a relatively new name. Formerly known as “Merchant Services,” this solution has helped many of our clients receive invoice payments faster. The reality is, “Waiting for your money is costing you money,” so why not consider investing in reducing that cost? Plus, that cash you are currently waiting on will be available to you faster! So, what’s the icing on top of the cake? Well, we are sure you have seen the pricing available to you online. But, did you know with Out of the Box Technology, you will receive exclusive discounts on processing fees and more!

The most important consideration is determining whether or not QuickBooks Payments is right for you. For that reason, in this article, QuickBooks Payments will be discussed in greater detail. We will also share the benefits that our clients have experienced, and reported to us, that they considered “game changing.” Without further ado, let’s dive into QuickBooks Payments!

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