Having your email account setup in QuickBooks can be very beneficial as it allows you to send invoices, sales receipts and more directly from QuickBooks. To set up your email you will need to tell QuickBooks what email platform you will be using (Outlook or Web Mail).
Every day, business owners are faced with challenging decisions about where to spend their money. Hiring additional employees, upgrading equipment or implementing new processes could all be considered potentially beneficial areas for increased investment. But in an effort to not drastically impact your overhead, here are four low-cost investments that have the ability to start saving you money quickly, and continue to pay off in the long-run.
For professionals using, or about to start using, a hosted version of QuickBooks in the cloud, it is important to have the best connection possible to your services. At ebs Associates, we utilized Dell’s vWorkspace software to securely access the virtual desktops we use to work with our clients. vWorkspace is what allows bookkeepers, accountants, business owners and other professions to all work in the cloud with their QuickBooks software and data files at the same time, regardless of geographical location.
If you are, or were, a client or affiliate of ebs Associates, we recommended you make sure you have the most current and up-to-date version of vWorkspace with the first objective outlined in this tutorial. If you find that you have an older version of vWorkspace, or if you are planning on accessing your virtual desktop for the first time with it, you can skip to the second part of this tutorial which outlines how to quickly install the software.
QuickBooks for Mac has been getting better each year with new improvements, features and upgrades that are making the accounting software increasingly user friendly. Check out this list of features that have been added to QuickBooks for Mac since 2013 and see if upgrading to the latest version will make...
ebs Associate’s Denise Loter-Koch was excited to finalize a 2015 QuickBooks training schedule for Gensco affiliates and re-sellers in the Pacific Northwest. Gensco, a distributor and manufacturer of HVAC products, has regularly made use of Ms. Loter-Koch’s expertise for training events due to the large number of HVAC businesses using QuickBooks and other Intuit services to run their businesses.
Questions for your Accountant? This new feature in QuickBooks 2015 makes communicating easy. Asking your bookkeeper or accountant questions about your financial reports in QuickBooks just got a whole lot easier, starting with QuickBooks 2015. The new “Comments on Reports” feature lets you and your accountant ask each other questions right...
THE PROBLEM
Laura Studebaker, Bookkeeper for POWER
For POWER, a small non-profit organization that’s been helping parents since 1984, QuickBooks for Mac had been a great choice. They had been so happy with QuickBooks for Mac they hadn’t seen a reason to upgrade since 2009. But now the bookkeeper of many years was about to have a new baby, and keeping up with the books has already been challenging enough lately. In an effort to help the bookkeeper, POWER is looking for someone that can help assist with the books. The issue is that in-person training, oversight and management will not be an option with the baby coming. Plus the old computer, nicknamed “Gertrude”, was clearly not going to last much longer. The budgeting team had decided that she was to be replaced by less expensive hardware, and that means no more Mac.
With all the debate over desktop QuickBooks software versus QuickBooks Online, there is a concern that QuickBooks for Mac clients will increasingly be forgotten or neglected. But as of late, the product developers for QuickBooks for Mac are alive, well and continue to make improvements for small businesses using QuickBooks for Mac.
The end of September is the end of yet another business quarter, which means it’s time for a recommended checkup to keep your QuickBooks data accurate and up-to-date. To help you get started and make sure you have the basics covered, here is a quarterly review checklist for bookkeepers, business...
In 2013 the process for restoring a QuickBooks for Mac backup file changed. This video tutorial demonstrates how to successfully restore your QB data file....
ebs Associates is excited to announce that we are moving our corporate offices to the same location as the ebs Learning Center! This move will take place in an effort to better serve our clients, students and other professionals that look to us for business software, training and support. It will also give us the opportunity to expand ebs Associates and continue offering businesses with the latest QuickBooks products and Intuit services they need to succeed.
Intuit has announced that, beginning at the end of August 2014, a PIN pad swap out will start for businesses using QuickBooks Payments and Intuit Point of Sale hardware.
Learn why one Portland Area professional decided to become an Advanced Certified QuickBooks ProAdvisor
Wondering what led one Portland native to become a QuickBooks ProAdvisor uncovered a variety of questions that many other local professionals also had about the Intuit program.
In a brief discussion with Jessica Loter-Griffith , an Advanced Certified QuickBooks ProAdvisor at Out Of The Box Technology, she noted that people often call wondering how to become a QuickBooks ProAdvisor.
They are also curious about what the benefits are and how to use the ProAdvisor program to build their business.
The following are some of the more useful tips and pointers that she had to offer those who have questions about becoming a ProAdvisor.
Since it can be time consuming to learn some of the more advanced features available within Intuit’s suite of QuickBooks products, here are 5 simple things anyone could be doing to get the most out of QuickBooks.
Field Service Management (FSM) consultants and software specialists at ebs Associates have recently been busy helping provide sales and support for the popular QuickBooks Enterprise extension. Although dispatching software has been popular in the past, recent advancements have made it so that almost any type of business with employees working in the field can afford to deploy it successfully.