A few months ago, accelerating the reception of customer payments in QuickBooks was discussed. You saw five ways you can do this. Here, you will get a deeper look into one of the five ways: assessment of a finance charge; its time and place; and the reasoning behind it.
Many people use IRAs, SEP Plans, SIMPLE IRA plans, and employee-sponsored retirement savings plans such as the 401(k) to save money for their retirement years, but what if you need to tap that money before age 59 1/2?
Providing tax benefits to investors who invest eligible capital into distressed communities throughout the U.S. and its possessions, Qualified Opportunity Zones (QOZs) were created under the Tax Cuts and Jobs Act of 2017 to spur economic development and job creation. If you’re considering investing in a QOZ, read on to learn the facts you need to know about this tax incentive.
Most people file a tax return because they have to, but even if you don’t, there are times when you should. You could be eligible for a tax refund, and not know it. The six tax tips below should help you determine whether you’re one of them.
Complete the form above to view the webinar on-demand. We are thrilled to welcome back TSheets for another demonstration of their product. Named one of Intuit's Top Ten Best New Apps in 2017 and later aquired by Intuit, TSheets is a solution you don't want to miss out on. Come hear...
Complete the form above to view the webinar on-demand. Come hear from the Recur360 team as we go through what is new in the product this quarter. We will also demo some main features and functions. ...
We welcome the tax pros at Avalara who will recap 2018, perhaps the most important year this century for sales tax – all wrapped up in a 60-minute info-packed presentation. We’ll take a look at best practices in sales tax compliance. We’ll outline the risks and problem areas that even...
Complete the fields above to watch this webinar on-demand. OurEventApp is a multi-conference app and event registration system for annual conference and event planning services. It's completely customizable so you can import your brand, features and needs. OurEventApp includes a built-in registration system so users will be able to visit the app,...
Sometimes you’ll find that your balance in QuickBooks does not match your bank statement after a monthly reconciliation (you are doing your reconciliations monthly, right?) and that you need to undo your previous reconciliation to get to the bottom of things. Prior to undoing a reconcile, we recommend a backup AND printing out your previous reconciliation reports, just in case you need them for historical data. To print these reports, we want to open Banking>Reconcile>locate discrepancies>previous reports. We suggest printing out the detailed and the summary, as you might need both.
There are plenty of QuickBooks apps to choose from to provide automation to the many tasks done manually in QuickBooks Desktop or QuickBooks Online. The depth of QuickBooks app integration can inevitably overwhelm – while you look for QuickBooks add ons & extensions to fill specific gaps encountered in recording transactions. Each business will have specific operational needs, requiring specific apps. While acknowledging this, here are apps providing immediate impact for ANY business in 2019.