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.
dawn brolin talked about fraud detection and prevention during today's technology tuesday. here are some ways you can do the same in QuickBooks Desktp.
Tech Tuesday Recap: Detect & Prevent Accounting Fraud

What a way to kick off Technology Tuesday for October 2019! This particular Technology Tuesday was met with great anticipation leading up to the presentation; and it didt disappoint! Out Of The Box Technology Executive V.P. of Business Development & Compliance, Dawn Brolin, delivered endless insight. Her pedigree as a Certified Fraud Examiner (CFE) &…

Read More
quckboks user profile is one dimension to consider during root cause analysis and the overall udas process set forth by intuit
UDAS for QuickBooks Desktop: Your Cheat Sheet – User

Months ago, we covered the process known as UDAS. Reviewing the material drew out the realization we can make this more substantial for users like yourself; and those in your organization. This can increase precision in root cause discovery for behavioral or performance issues you notice or keep noticing in QuickBooks Desktop – whether you…

Read More
xero is another accounting sofware ecosystem, also carrying a bevy of software integration from third-party developers. today they show the best practices for your business.
TechTuesday Debrief: Practices for the Modern Business

Having wrapped up this most recent Technology Tuesday, the intrigue around Xero is fresh. For many businesses, we look towards QuickBooks® as central to their accounting ecosystem. There are other businesses where Xero fills the same role for them, after learning about them; their specific needs and use requirements. 

Read More
technology tuesday covered gusto which not only integrates payroll, but hr functions for accounting software like QuickBooks Online or QuickBooks Desktop
A Technology Tuesday Lookback: Gusto

Our Technology Tuesday webinars often feature offerings and features from partners; and this past Technology Tuesday was no different. We got to see what Gusto could provide users of a variety of accounting software platforms – in the realm of Payroll and HR management. 

Read More
here is a guide to filing an amended tax return with the irs
Taxes, The Sharing Economy and You

If yove ever used–or provided services for– Uber, Lyft, Airbnb, Etsy, Rover or TaskRabbit, then yore a member of the sharing economy; and it could affect your taxes. But, there is good news: if yove only used these services (not provided them), then thers no need to worry about the tax implications. However, if yove…

Read More
the ualified small busienss stock exclusion is sometimes referred to as section 1202. the exclusion of 100% of the gain on the sale or exchange of qualified small business stock acquired after semptember 27 2010 held longer than five years.
What are Tax Breaks I Should Know About, But Don’t?

  As the driving force in today’s economy, small businesses benefit from numerous tax breaks in the tax code. One of these, the Qualified Small Business Stock (QSBS), was made permanent by the PATH Act (Protecting Americans from Tax Hikes Act of 2015). If yore a small business investor, hers what you need to know…

Read More
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
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
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
the irs has given taxpayers many tools and resources - in the event of identity theft
Tax Penalty Relief from the IRS? [How You Qualify]

The IRS DOES provide tax penalty relief for times your income tax withholding or tax payments don’t add up to your total tax liability for a given year. Read further to learn what helps you qualify for such relief; and what other factors may lead you to an unexpected underpayment.

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
Why am I Having QuickBooks Performance Issues? [SOLVED]

Is Using the Same QuickBooks Data File for Long Time Causing My Performance Issues? There’s more than one approach to how long you use the same QuickBooks company file. You can create a new file each fiscal year, or whenever you upgrade QuickBooks Desktop. Other users prefer using the same file as long as possible. Which approach works…

Read More
1 12 13 14 15 16 25

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