Out Of The Box Technology co-founder Lisa McCarthy discusses the differences between bookkeeping and accounting and why this is important to you and your business....
Complete the form above to receive a link to watch this Technology Tuesday presentation on-demand. Hear from the tax pros at Avalara who will explain everything you wanted to know about sales tax compliance – all wrapped up in a 60-minute info-packed presentation. We’ll take a look at best practices in...
Starting a startup is an exciting, but busy with so much to be done and so little time to do it. Also, if you expect to have employees, there are a variety of federal and state forms and applications that will need to be completed to get your new 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.
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...
Another great event is on the books! Out Of The Box Technology had a great time at Service World EXPO in Las Vegas, October 10-12. Our team enjoyed making connections with new business owners and meeting up with old friends. Thank you to everyone who visited our booth on the...
This Financial Guide answers frequently asked questions surrounding tax saving ventures; and provides tax saving strategies for deferring income, and maximizing deductions; it also includes some strategies for specific categories of individuals, such as those with high income and those who are self-employed.
Before getting into the specifics, however, we would like to stress the importance of proper documentation.
What pieces of paper do I need to keep in order to do my taxes? Keep detailed records of your income, expenses, and other information you report on your tax return. A good set of records can help you save money when you do your taxes and will be your trusty ally in case you are audited.
There are several types of records that you should keep. Most experts believe it’s wise to keep most types of records for at least seven years, and some you should keep indefinitely.
Whether your accounting tasks are done on a single PC or you have multiple users working on different screens, it’s critical you make use of all that QuickBooks offers in terms of internal controls to tighten data security.
QuickBooks Desktop has progressively responded to evolving threats. It has been working on compatibility with multiple Antivirus solutions. It also has included Multi-Factor Authentication as a means of validating users, in accessing certain aspects of QuickBooks Desktop. To learn more about using MFA, review our article on account security. Less often discussed, though, is the existing reports and tools already in QuickBooks Desktop.
Complete the form above to receive a link to watch this Technology Tuesday presentation on-demand. For small businesses, Veem is the easiest way to send and receive international wire transfers to and from over 95 countries. Learn how we use multi-rail technology, including blockchain, to help you save money today!...
QuickBooks’ standard reports are critical to understanding your company’s past, present, and future. But the program also offers innovative tools that can make them significantly more insightful and comprehensive. QuickBooks offers two simple conventions that let you identify related data: classes and types.
Do you know what you pay for QuickBooks Online? If you're paying full price, you're paying too much. Out Of The Box Technology offers 20% off QuickBooks Online Essentials and QuickBooks Online Plus subscriptions. Check out our pricing. Here's what's important! Come November 1, current users of QuickBooks Online will be seeing...
Lots of new features available in the latest version of QuickBooks Desktop Enterprise 2019. Enhanced Pick, Pack, and Ship - Provides a central dashboard that helps customers track and manage sales order fulfillment from start to finish. Manage Payroll Permissions - Helps ensure that only authorized employees have access to payroll transactions and...
Inventory tracking in QuickBooks appears simple on the surface, and it can be if it is entered correctly. It is important to understand how it works and how QuickBooks expects you to be entering the transactions involved, as there are pitfalls and side effects if your day to day workflow ignores those expectations.
Complete the form above to receive a link to watch this Technology Tuesday presentation on-demand. Microsoft® Outlook is the leading email client in businesses today, and so love it or hate it, you are likely using it on a daily basis. Out Of The Box's Director of IT, Chad Lampton, has...