Our
Resources

Browse our latest articles for practical bookkeeping advice, QuickBooks tutorials, and accounting strategies. Discover tips for efficient financial management and stay informed with current updates tailored for modern businesses.
us taxpayers with foreign accounts exceeding certain thresholds may be required to file Form FinCen114 - FBAR and Form 8938 - also referred to as FATCA
What Must I Know About Reporting Foreign Income?

If you live or work abroad, outside the United States, you generally must file and pay your tax in the same way as people living in the U.S; this includes people with dual citizenship.

Read More
this looks at job costing - as done through QuickBooks Desktop. It looks at the time and place for job costing therein; and why your business should and should not consider it.
QuickBooks Desktop Job Costing: The Beginner’s Cheat Sheet

If you want a version of QuickBooks for service professionals, it shouldn’t be difficult to obtain one because QuickBooks Pro, QuickBooks Premier, QuickBooks Accountant Edition, and QuickBooks Enterprise (all subscription levels) include this feature. Start your digging and delve into the why, the how and the when of QuickBooks Job Costing.

Read More
All income is taxable unless the law specifically excludes it, but as you might have guessed, there's more to it than that. With that in mind, let's take a closer look at taxable vs. nontaxable income.
Taxable Income: How Do I Determine This? [ANSWERED]

Taxable Income vs Non-Taxable Income constantly takes on a dynamic shape. With a bevy of new legislation in the last few years, determining this is a little more difficult for taxpayers.

Read More
Sometimes numbers can be just too overwhelming for a business owner. How much money is in the bank? How much money do we owe? How many inventory items do we have? How many need to be shipped? The good news is there’s a way to gain control by understanding reporting in QuickBooks, particularly Enhanced Custom Reporting.
A Guide to Custom Reporting in QuickBooks

Sometimes numbers can be just too overwhelming for a business owner. How much money is in the bank? How much money do we owe? How many inventory items do we have? How many need to be shipped? The good news is there’s a way to gain control by understanding reporting in QuickBooks, particularly Enhanced Custom…

Read More
yes, there are ways you can file for a tax filing extension for tax year 2019.
Do I need to file a tax extension? How do I file one?

Tax Extension is a regular occurrence for individual taxpayers, and businesses who are liable to pay business taxes – whether we look at sole proprietors, S Corporations, C Corporations, etc. There are often legitimate reasons to file a tax extension. Read further for the pros, cons, pointers, etc.

Read More
Speed of Cash – The Solution to Financial Mismanagement

Complete the form above to watch the webinar on-demand. The Small Business Administration says more than half a million businesses close each year – that’s 57 business closures every hour, around the clock. 65% of businesses blame financial mismanagement for failure. What’s more, companies can be profitable and yet be unable to pay their bills….

Read More
Your finance charges have now been recorded in QuickBooks as individual invoices. When it’s time to print: Open the File menu Select Print Forms Select Invoices. You will see your numbered finance charge invoices displayed like this: Of course, if you email invoices, you would click on File | Send Forms.
How Do I Enter a Finance Charge in QuickBooks? [ANSWERED]

The workflow for assessing finance charges within QuickBooks Desktop

Read More
What Are Opportunity Zones? Opportunity Zones can deliver significant tax savings on medium- to long-term investments in economically disadvantaged communities. This new tax incentive pertains to both the capital gains invested initially through a qualified opportunity fund, as well as capital gains earned for the investor from businesses or projects in a zone.
5 Facts About the Opportunity Zone Tax [PLUS] How to Qualify

Tax Incentives, like the Qualified Opportunity Zone Tax Incentive, provide tax benefits to investors investing eligible capital into distressed communities throughout the United States; and its possessions.

Read More
OurEventApp is a multi-conference app and event registration system for annual conference and event planning services. It's completely customizable so you can import your brand, features and needs. OurEventApp includes a built-in registration system so users will be able to visit the app, sign up, and start interacting with your event content all in one place. The best part is that it's designed to work on any device your users might have. Whether and iPhone, Android, tablet or website, users will always have a way to get updates on your event. But that's not all! Watch this webinar to learn more about OurEventApp. Developer Nick Ashenden will walk through a demonstration and talk about the incredible features OurEventApp has to offer.
OurEventApp – The Solution Your Events Need!

Complete the fields above to watch this webinar on-demand. OurEventApp is a multi-conference app and event registration system for annual conference and event planning services. Is completely customizable so you can import your brand, features and needs. OurEventApp includes a built-in registration system so users will be able to visit the app, sign up, and…

Read More
banking reconciliations in quickbooks desktop can be undone, as long as it finds previous reconciles having been completed. If not, then it will flag there weren't any previous reconciliations to be found. As always make a backup of your quickbooks company file before doing any reconciliation or unreconciliation.
Undo Reconciliation in QuickBooks Desktop

Common Reasons for Reconciliation Discrepancies: Maintaining accurate financial records in QuickBooks is vital for effective financial management. However, users often encounter discrepancies during the reconciliation process due to several common factors. Understanding these reasons is essential for identifying and resolving discrepancies promptly, and ensuring the integrity of financial data. 1. Duplicate Transactions: Duplicate transactions are…

Read More
ADP helps clear up HR Myths and Misconception in today's technology tuesday.
Year End Tax Strategies and Considerations for 2018

Recapping Business Tax Provisions for 2018, hers what business owners need to know about tax changes for 2018:

Read More
QBAR Cheat Sheet – An Introduction to QuickBooks Advanced Reporting

As you’ve used the reports built into QuickBooks, or even potentially created some of your own using the Custom Transaction Detail or Summary reports, you may sometimes have found that the data you’d like to display in your report is unavailable, or available only in a format less helpful to you. Perhaps, you’d also like…

Read More
1 11 12 13 14 15 22

Talk to An Advisor Today

Happy Customer Voices

Naomi Baba

Owner of Shine Wellness Clinic

Laura has been a phenomenal asset to me and my business. Being a brand new franchise business owner, the financial side was all foreign to me. Laura took extra time and care with me through the entire process. She attended more than one meeting with my team so we could go over the numbers together. I truly can’t say enough about how much she has helped me.

Join the thousands of customers who trust Out of the Box, every single month