Our
Resources

The workflow for assessing finance charges within QuickBooks Desktop

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.

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.

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…

The complexity of the tax code generates a lot of folklore and misinformation that could lead to costly mistakes such as penalties for failing to file on time or, on the flip side, not taking advantage of deductions you are legally entitled to take and giving the IRS more money than you need to. With…

From our friends at Avalara: The New York State Department of Taxation and Finance announced that due to the South Dakota v. Wayfair Supreme Court ruling last year, an existing provision in New York Sales Tax Law defining a sales tax vendor became immediately effective. Any business within this definition making taxable sales into the…

Managing everyday financial tasks efficiently is essential for maintaining smooth operations in any business. However, incorporating these tasks into scheduling calendars and task lists can lead to cluttered screens and inconvenience due to frequent application switching. A solution worth considering is integrating the QuickBooks Calendar into your toolkit.

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…

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…

You dot need to be a car repair shop or an HVAC technician to present prospects and customers with estimates. In fact, there may be many times when an unexpected estimate–or bid, or proposal–will land you a job you didt necessarily expect.

Hers the final installment in this portable file blog series for QuickBooks Desktop. We account for the TLG File, or Transaction Log File used in QuickBooks and for your company file.

We look at restoring QuickBooks Desktop Statement Writer information in QuickBooks, after restoring a portable file. We observe, to start, the recovery process is applicable to situations where your data will have to be moved to another workstation. We explain why, here.
Happy Customer Voices

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.