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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.

If you need to restore your QuickBooks Desktop portable file in a different folder location or workstation, your company logo, image, or template files wot come over – because they are not contained in the portable file itself. Bringing those over is fairly straightforward, giving us the opportunity to illustrate restoring all three types. Where…

Like QuickBooks Loan Manager, setting up QuickBooks Fixed Asset Manager  in QuickBooks Desktop takes care and time. You need the right details for each item, in order to properly add them to your QuickBooks company file. Part of the care taken involves populating your Fixed Asset Item List as thoroughly and accurately as possible. Another…

Continuing coverage of the QuickBooks Portable File restoration process within QuickBooks Desktop, recovering what doest come in when is restored, we look at restoring your QuickBooks Loan Manager data. This, among the other items to restore, is likely the least rigorous. What is QuickBooks Loan Manager? As the name suggests, it lets QuickBooks Desktop keep…

Last time, we covered how to create and send a portable file in QuickBooks Desktop; and how to restore it when called upon. We also discussed what is brought in, and what is not, when a portable file is restored. Though addressing the restoration of items not brought in is initially daunting, knowing where things…