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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…

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.