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Transition to QuickBooks Online with Your Data FAQ’s

September 15, 2021

Free Resources, QuickBooks, QuickBooks Online

You take time to mull over a potential transition to QuickBooks Online – weighing how much more it can benefit your business. After ultimately deciding to adopt QuickBooks Online, you wonder what is next. The concerns are natural, especially if there are decades of history in your previous accounting software. However, our data specialists here at Out of the Box Technology will discuss this with you. They assess where you are currently; and where you want to end up – by the time you are brought into QuickBooks Online. This conversation is a first and critical step to a successful migration, as it ensures proper data conversion planning.

In this specific installment, we look at a transition of your data from QuickBooks Desktop to QuickBooks Online.

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All About QuickBooks Cloud Hosting

September 9, 2021

Business Software & Apps, Cloud Hosting, Cyber Security, Free Resources, QuickBooks Desktop

What is QuickBooks cloud hosting? What does QuickBooks cloud hosting do? And can QuickBooks cloud hosting really benefit me and my business?

You have likely heard about QuickBooks cloud hosting before. You may have even wondered if QuickBooks cloud hosting is a technology that your business could benefit from adopting. So many before you have pondered these very questions. Some of our clients decided that QuickBooks cloud hosting would be a great fit for their businesses, while others took a different route. Either way, our clients were informed with the RIGHT information at the RIGHT time and were able to make the BEST decision for their businesses.

So, to remove all the ambiguity about QuickBooks cloud hosting and provide you with some important knowledge, we decided to write this article. In this article, you will learn what QuickBooks cloud hosting is and what you can do with it. We will also discuss which features are most important and what to consider when shopping for a quality QuickBooks cloud hosting service. Lastly, we will go into detail about the QuickBooks cloud hosting service that we provide, and how our service compares to the competition in general.

Read on to learn more about QuickBooks cloud hosting. If you want to know more about QuickBooks cloud hosting, you’re really not going to want to miss out on this!

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QuickBooks Desktop Enterprise or Online Advanced

September 2, 2021

Business Software & Apps, Free Resources, News & Resources, QuickBooks, QuickBooks Desktop, QuickBooks Online, Recent News, Tips & Tricks

If you’re wondering, “Is QuickBooks Desktop Enterprise or QuickBooks Online Advanced best for my business?” then this is the article for you!

Needs change over time as businesses grow and scale. Therefore, solutions must adapt and/or change to continue to support expanding essential business functions. One of the hardest decisions you will need to continually reassess and make is which accounting system is best for your operation. There are many considerations involved, and one of the most important considerations is if you are ready to upgrade or switch. Another important consideration is which accounting solution configuration will be the best fit for your industry.

We recommend QuickBooks because we:

Know its vast array of functional capabilities, and
Understand its high flexibility in accommodating wide ranges of varying solution configurations.

This allows us to design a custom-tailored solution configuration to meet and exceed your business needs. But, which solution will ultimately be best for your business; QuickBooks Desktop Enterprise or QuickBooks Online Advanced? This brings us to why we wrote this article. Our intent behind the article was to answer the two-part “Big Kahuna” of client questions we receive.

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What’s Included in a QuickBooks Health Check?

July 8, 2021

Free Resources, QuickBooks, QuickBooks Desktop, QuickBooks Online, Small Business Accounting

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

July 5, 2021

Free Resources, How-To's, QuickBooks Online, Tips & Tricks

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

June 29, 2021

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?

June 23, 2021

Free Resources, News & Resources, Small Business Accounting, Uncategorized

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

June 11, 2021

Free Resources, QuickBooks, 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.

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New QuickBooks Online Essentials Plus Advanced Pricing Price Increase

New QuickBooks Online Pricing: How This Will Affect You

June 9, 2021

Free Resources, QuickBooks, Recent News

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.

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

June 4, 2021

Free Resources, News & Resources, QuickBooks, QuickBooks Online

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.

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We're Hiring! Out of the Box Technology is Hiring. Go to our Career Center and submit your application.

Out of the Box Technology is Hiring!

June 3, 2021

Out of the Box Technology is hiring! Yes! You heard that right, we are hiring!

Have you ever wondered what it would be like to work for a company that impacts small business success nationally? To work for a company that businesses across the country depend on for accounting and financial guidance and support?

What if Out of the Box Technology was one of the leading companies taking those businesses to the next level? Whose mission is, and always has been, to provide innovative solutions that empower businesses to exceed their goals and expectations?

Would you be inclined to join this terrific team of talented individuals dedicated to client success and satisfaction? Would you do the best work of your life knowing that you are positively affecting local business success?

If you are looking for a career, and you answered yes to the last two questions, then we want you! We want professionals that are interested in a career with us and we prioritize internal promotion! Click here to apply for one of our open positions now!

We look forward to learning more about you and where you will take us!

Read on to learn about us and how you can become part of the solution for national business success!

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QuickBooks Payroll Items: What Are They?

QuickBooks Payroll Items: What Are They?

June 1, 2021

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

May 31, 2021

Business Software & Apps, Free Resources, QuickBooks, QuickBooks Desktop

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.

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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!

May 3, 2021

Free Resources, QuickBooks, QuickBooks Desktop, QuickBooks Online

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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5 Cash Flow Issues Affecting Small Business

April 26, 2021

Are any of these 5 cash flow issues affecting your small business? Don’t let this ruin you. Cash flow is the money that flows in and out of your business. You typically calculate it and measure it over set periods for instance, monthly, annually, or quarterly. A large number of small businesses encounter cash flow issues at some point in their dealings. Fortunately, you can prevent most cash flow issues with some preparation and the appropriate strategy. Read on to check out our solutions. Without further ado, here are 5 Cash Flow Issues Affecting Small Business.

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