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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…

Much of the work you do in QuickBooks is short-term. You send an invoice and it gets paid. Your purchase order is fulfilled, and the products move into your inventory. You run payrolls and submit their related taxes and other payments.

If you asked five small business owners to name the top three roadblocks they face in their quest for ongoing profitability, is likely that all five would point to slow payments.

Recapping Business Tax Provisions for 2018, hers what business owners need to know about tax changes for 2018:

The Tax Cuts and Jobs Act of 2017 (TCJA) eliminated or modified numerous tax provisions starting in 2018. Hers what individuals and families need to know as they get ready for tax season.

As you’ve used the reports built into QuickBooks, or even potentially created some of your own using the Custom Transaction Detail or Summary reports, you may sometimes have found that the data you’d like to display in your report is unavailable, or available only in a format less helpful to you. Perhaps, you’d also like…

If you’re a long-time user of QuickBooks Desktop, you were likely reminded to back up your company file – either through the logoff process, or encounters with QuickBooks Support. Thers a chance your company has used the same file over a sustained period; we’ll say a year or two. With that, your file would be…

Avalara presented a great Technology Tuesday on Sales Tax Compliance and the changes happening in recent months due to the Wayfair vs. South Dakota case. Below are some great resources related to this hot topic! Everything You Want to Know About Sales Tax Compliance – presented 10/30/2018 Wayfair vs. South Dakota Supreme Court Ruling –…

Lisa McCarthy explains the two accounting methods: cash basis and accrual basis.
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.