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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.

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!

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!

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!

5 cash flow issues your business might have or may be dealing with. Money $1 bills background unsplash

5 Cash Flow Issues Affecting Small Business

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.

How to Setup User Access in QuickBooks

How to Setup User Access in QuickBooks

Will multiple employees be working with your QuickBooks company file? You’ll need to define their permission levels.

So, you want to know how to setup user access in QuickBooks? If your bookkeeping was ever done manually, then one thing is for sure… You probably did not allow every employee to see every sales form, account register, and payroll stub. Most likely, you have established a system that allowed staff to work only with information that related to their jobs. For instance, there may be times when someone pulls the wrong file folder and sends a report containing confidential information. So now that you understand why this is so important, let’s get on with how to setup user access in QuickBooks.

QuickBooks helps prevent this by setting virtual boundaries. You can specify which features of the software is accessible by employees who work with your accounting data. Each employee receives a unique user name and password that unlocks only the areas he or she should be visiting.

To help minimize errors, maintain data integrity, and preserve confidentiality, QuickBooks lets you restrict users to designated areas in the software.

Upgrade to QuickBooks 2021 Is It Worth the Cost? 2018 Sunset Discontinuation

Upgrade to QuickBooks 2021: Worth the Cost?

Alas, the discontinuation of QuickBooks 2018 is upon us! There is only a little over one month left until Sunset, occurring on May 31st, 2021. As this date draws nearer, many see similar results returned from their QuickBooks searches. Tons of ads and links to pages stating, “Upgrade to QuickBooks 2021.” Then you wonder, “But is it worth the cost?” Most of them will not address this, but we will. They will relay that those who are on QuickBooks 2018 will lose the functionality of connected services and 3rd-party applications. And they are not lying – lot of these connections and features are quite important. Speaking of important features…

Upgrading to QuickBooks 2021 will add new and improved features to your QuickBooks software. You might be thinking, “Out with the old and in with the new!” Right? Well, no, probably not right off of the bat. You are more likely thinking, “But how important are these new features to my business?” And, “Is it worth the Cost to upgrade to QuickBooks 2021?”

We think, “Yes!” But, why? We think it’s a very fair response. There is not enough reasoning out there to address these questions of “why?” That is why this question and more will be answered for you momentarily. We, the experts at Out of the Box Technology, have gathered all of the necessary research you’ll need to make the best decision for your business. We have listed our favorite new and improved features of QuickBooks 21. Then we listed the benefit of each feature. Finally, we described how the feature can help your business and essentially pay for your upgrade.
Oh yeah, and after reading if you are still unsure about which product and version you need check out our QuickBooks Desktop Comparison blog.

So, without further ado, let’s get to brass tacks!

How to Add Documents in QuickBooks

How to Add Documents in QuickBooks

Accounting is about more than just numbers. QuickBooks lets you make documents available from within the program itself.

You could call QuickBooks a “green” computer program. It can conserve reams of paper by storing customer and vendor records, for example, emailing transaction forms, and accepting online payments.

Most small businesses are a long way from being “paperless offices,” despite the predictions so many people made when PCs became commonplace. Even though you’re making an effort to be as digital as possible with your accounting files, not everyone else is yet. So you still have to deal with paper.

And you’re probably still consulting paper documents, stored computer files, or scanned images that relate to your accounting data. QuickBooks makes it possible to keep this information close at hand, easily accessible from the software itself. With this article, “How to Add Documents in QuickBooks,” you’ll be keeping this information close at hand in no time!

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