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Free Resources

Sales Tax Compliance Resources

Avalara presented a great Technology Tuesday on Sales Tax Compliance and the changes happening in recent months due to the Wayfair vs. South Dakota case. Below are some great resources related to this hot topic! Everything You Want to Know About Sales Tax Compliance - presented 10/30/2018 Wayfair vs. South Dakota Supreme...

QuickBooks Pricing Cheat Sheet For Your Business

Is it time to adjust your pricing? Changing the prices of your company’s services and inventory items can solve one of two problems, depending on why you’re looking for a QuickBooks pricing strategy.

Say your vendors have upped their prices. You may choose to increase your affected products (or Inventory Parts in your QuickBooks Item List) to maintain your profit margin, or maybe an item or service has not been moving well. A drop in price might trigger improved sales.

Accounting 101: Back to the Basics

We've made available a few video clips from Lisa McCarthy's presentation at Service World EXPO 2018. Complete the form above to receive your free links! For even more from Lisa McCarthy, and other great downloads, check out our Free Resources Interested in Lisa's book to accompany the presentation? Email jennifer@ootbtechnology.com to order...

There may be times when using QuickBooks that you find you’ll need to update some piece of data across many different items, customers, or vendors. Or maybe you’re doing some “spring cleaning” and want to inactivate some list elements you no longer use. In this post, we’ll go over two methods that can help you update large swaths of list information without updating each element by hand, saving you time and effort.

QuickBooks Lists in Desktop: Your Multiple List Editing Cheat Sheet

There may be times when using QuickBooks that you find you’ll need to update some piece of data across many different items, customers, or vendors. Or maybe you’re doing some “spring cleaning” and want to inactivate some list elements you no longer use. In this post, we’ll go over two methods that can help you update large swaths of list information without updating each element by hand, saving you time and effort.

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