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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.
5 QuickBooks Reports You Need to Run in January

Does your accounting to-do list look like a clean slate, or are last years critical tasks still nagging?

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How-To Use QuickBooks Online’s Customer Records | QBO Training

Your customers are your company’s lifeblood. Are you managing those relationships carefully? Here’s how QuickBooks Online can help.

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End of Year Financial Preparation and Execution

Keeping your financial records in order is hugely important to the success of your business. Not only does it keep you up-to-date on your profits and losses, but legally speaking, it’s necessary to have your records straight. It makes the close of your fiscal year easy to execute by ensuring that all of your required…

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Backing Up Your QuickBooks Data, And What Is A TLG File?

Making regular backups of your QuickBooks company file and related files is very important. Preparing a backup plan and making sure it is being followed regularly is essential for protecting your valuable data.

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A QuickBooks How-To On Creating Customer Statements

Here’s how they work. Click Statements on the home page, or open the Customers menu and select Create Statements. A window like this will open:

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What Is a Vendor Credit, and How Do You Record One in QuickBooks Online?

Whether you’re getting a vendor credit for a refund or a return, you can record it in QuickBooks Online. Here’s how.

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7 Best Practices for QuickBooks Online

QuickBooks Online Training, Tips, Tricks & Product Consultation.

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End-Of-Year Survival Guide

EBOOK: END OF YEAR SURVIVAL GUIDE Whas Inside We want to make sure that you not only survive, but thrive, during year-end. This guide includes advice from industry thought-leaders, AvidXchange’s AP team, and from our customers. As you close out 2017, we want to make sure that you’re armed with tips and tricks to help…

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Automate Before It’s Too Late

COMPLIMENTARY EBOOK PROVIDED BY AVIDXCHANGE Whas Inside It’s hard to believe, but we’re heading into year-end already for 2017. It’s tempting to hold off on implementing new technologies before the end of the year, but automating your invoice and payment processes before 2018 will create so many amazing benefits for you and your team in…

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Working with Checks in QuickBooks Desktop

Online banking may get all the headlines, but a lot of small businesses still prefer paper checks. QuickBooks can accommodate them. “I don’t write checks anymore,” you hear a lot of people say these days. Debit cards, smartphone payment apps, and online banking have replaced the old paper checkbook for a lot of consumers. That’s…

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Receiving Payments In QuickBooks Online

It’s perhaps one of your favorite activities in QuickBooks Online: recording money that comes in. Are you doing it right? Working in a desktop version of QuickBooks?  Check out this blog post instead. Your days of matching paper checks to paper invoices are over. QuickBooks Online excels at keeping your accounts receivable organized. No more…

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QuickBook Desktop features reports for any forensic work needed for your financial data. Here, users can use the audit trail found in accountant and taxes in reports of QuickBooks desktop. You can see what actons were done, and by whom.
How To Locate Missing Transactions in QuickBooks® Desktop

Have you ever been working in your company file only to find out that you cannot locate a transaction that you have previously entered?  Here are some steps you can follow to check and see if you can locate those missing transactions.   What Steps Must I Take to Locate Missing Transactions in QuickBooks Desktop?…

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