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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.
QuickBooks Custom Reporting Part 1: The Basics

If you’ve used QuickBooks for a while already, you may have found yourself customizing some of the built-in reports.

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Managing Custom Fields in QuickBooks Desktop

Sometimes, you find that your business needs to keep track of more information about items, customers, vendors, or employees than QuickBooks has available fields for. Not everyone needs the same information, so it makes sense to be able to track what’s important to you. For situations like this, there’s a solution in the form of…

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The 2019 tax season is quickly approaching and with it an increase in identity theft and W-2 scams. Small business identity theft is big business for identity thieves. Just like individuals, businesses may have their identities stolen, and their sensitive information used to open credit card accounts or used to file fraudulent tax returns for bogus refunds.
How To Customize Forms in QuickBooks Desktop 2018

 Every opportunity you have to interact with your customers and vendors is critical. How you present yourself reveals a lot about you. Are you efficient and friendly over the phone, in person, or in email? Do you handle order and payment issues quickly and carefully?

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Getting Started With: QuickBooks Online Payroll

Payroll introduces another layer of complexity within small business accounting. Beyond ensuring your employees are paid on time, you’re also responsible for managing employee benefits and payroll taxes.  

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Basic Invoicing in QuickBooks Desktop Enterprise

For many businesses, invoices are one of the most important types of transaction for tracking sales in QuickBooks. Full of detailed options for tracking different information, and highly customizable, invoices allow you to track what your customers owe you for the products and services you sell.

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You need to make adjustments for specific sales tax items if there are several types of sales tax payable to the same tax vendor. Adjusting the sales tax items allows the allocated amount to match the reporting as well.
How To Make Sales Tax Item Adjustments in QuickBooks

The sales tax adjustment feature in QuickBooks doesn’t adjust the individual sales tax item. You must create a zero cost Sales Receipt or Credit Memo depending on the plus/minus adjustment needed.  The details are in the article below.

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Asking the same questions is important for many reasons. First off, it gives the interview process consistency and stability. This ensures structure for the interviewer making the process more comfortable for the interviewee. . Secondly, you will be able to easily compare answers when you ask the same questions to all the candidates. This way, each candidate has an equal opportunity to prove his or her fit with the company. For easy example questions, see the section below titled "10 Common and Helpful Questions to Ask During Your Interview of the Candidate."
5 Tips for Conducting a Successful Interview & Key Questions

The interview process is essential for guiding your business to success. Hiring not only a qualified professional for the job, but also a good fit for the company is important for your business growth. Below is a list of key tips to effectively conduct an interview that allows you to clearly understand the candidate both…

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In today's QuickBooks tutorial we will walk you through the steps to reconcile an account in QuickBooks Desktop. First, we want to ensure we have our copy of QuickBooks open.
How to Reconcile in QuickBooks Desktop

In this QuickBooks tutorial, we will walk you through the steps to reconcile in QuickBooks Desktop. First, we want to ensure we have our copy of QuickBooks open. If you would like us to create a video demonstrating how this is done, please leave a comment below, or contact us for a one-on-one consultation. Using…

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quickbooks desktop audit trail
Maximize QuickBooks Audit Trail

It’s happened to everyone at one time or another. You lose a transaction you’re sure was there not even five minutes ago, but you just can’t seem to locate it. In the event this has ever occurred to you, QuickBooks has a great feature: The Audit Trail report. 

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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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5 Productivity Apps for Small to Medium Businesses

Have you ever found yourself scrambling for more time? Racing against the clock to meet a specific deadline? I know I have, and m sure some of our readers have as well. Thankfully for those of us who may not be the best at time management, or have trouble focusing,  the world of productivity applications is…

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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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