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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 Portable File – Logos, Images, Form Templates

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…

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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 part is setting up the parameters during the Fixed Asset Manager (FAM) Client Wizard. What is also key is the FAM Client is to be considered a self-contained application - apart from QuickBooks Desktop. It does communicate with your company file to pull the data from QuickBooks, placing it into the client. If you want to re-familiarize yourself with a properly set up FAM client, Intuit has put out a detailed guide on setting up Fixed Asset Manager
QuickBooks Portable File – Restoring FAM Client Data

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…

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Restoring QuickBooks Loan Manager from a Portable File

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…

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QuickBooks Portable File – Restoring Company Letters

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…

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heres what you need to know about tax changes for businesses and individuals
Do You Need to Use QuickBooks’ Tools to track fixed assets ?

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.

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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.
5 Ways to Accelerate QuickBooks 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.

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ADP helps clear up HR Myths and Misconception in today's technology tuesday.
Year End Tax Strategies and Considerations for 2018

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

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this 2 day seminar introduces th essential functions of QuickBooks Desktop to busienss owners and managers. It's designedto cover teh most common day to day tasks encounteredin small busienss. Attendes will receive CPE credits for their attendance.
Year in Review: Tax Changes for Individuals

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.

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QBAR Cheat Sheet – An Introduction to QuickBooks Advanced Reporting

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…

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today's technology tuesday features qvinci reporting software, which integrates with QuickBooks Desktop
QuickBooks Portable File: How to Create and Restore, and Why

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…

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Sales Tax Compliance Resources

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 –…

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Accounting Methodologies: Cash and Accrual

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

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