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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' standard reports are critical to understanding your company's past, present, and future. But the program also offers innovative tools that can make them significantly more insightful and comprehensive. QuickBooks offers two simple conventions that let you identify related data: classes and types.
How to Track QuickBooks Classes, Customer, Job & Vendor Types

QuickBook standard reports are critical to understanding your company’s past, present, and future. But the program also offers innovative tools that can make them significantly more insightful and comprehensive. QuickBooks offers two simple conventions that let you identify related data: classes and types.

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Stop Paying More Than You Have to For QuickBooks Online!

Do you know what you pay for QuickBooks Online? If yore paying full price, yore paying too much.  Out Of The Box Technology offers 20% off QuickBooks Online Essentials and QuickBooks Online Plus subscriptions. Check out our pricing. Hers whas important! Come November 1, current users of QuickBooks Online will be seeing a price increase….

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Manage Payroll Permissions - Helps ensure that only authorized employees have access to payroll transactions and reports.Enhanced Pick, Pack, and Ship - Provides a central dashboard that helps customers track and manage sales order fulfillment from start to finish. Invoice Status Tracker - Provides invoice status at a glance eliminating manual tracking and inquiries of open invoices. Improved feature presents users with list of open invoices from same vendor rather than full, unfiltered list of open invoices. Transfer Credits - Streamlines credits across customer job by eliminating cumbersome and numerous accounting entries. Check to Bill Pay - Provides consolidated view of outstanding invoices from a vendor without manual queries. Easy Upgrade - Takes two clicks and Move QuickBooks to Another Computer - takes six clicks, reduced from 20+ clicks, saving time and simplifying the process. Inactive Items in Inventory Report - Provides an up-to-date view to manage inventory Intuit Data Protect - easily and reliably backs up data. IIF Imports – Helps facilitate successful imports by validating data beforehand and generating reports to enable fixes before re-imports.
2019 QuickBooks Enterprise: New Features

Lots of new features available in the latest version of QuickBooks Desktop Enterprise 2019.  Enhanced Pick, Pack, and Ship – Provides a central dashboard that helps customers track and manage sales order fulfillment from start to finish. Manage Payroll Permissions – Helps ensure that only authorized employees have access to payroll transactions and reports. Invoice Status…

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QuickBooks Desktop Inventory: Expectations vs Reality – Part 1

Inventory tracking in QuickBooks appears simple on the surface, and it can be if it is entered correctly. It is important to understand how it works and how QuickBooks expects you to be entering the transactions involved, as there are pitfalls and side effects if your day to day workflow ignores those expectations.

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Tips And Tricks For Outlook Users

Complete the form above to receive a link to watch this Technology Tuesday presentation on-demand. Microsoft® Outlook is the leading email client in businesses today, and so love it or hate it, you are likely using it on a daily basis. Out Of The Box’s Director of IT, Chad Lampton, has been working in Outlook…

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QuickBooks Upgrade vs. Renewal: Enterprise Subscriptions in a Nutshell

We’ve had some discussion recently on just what the difference is between upgrading and renewing, when it comes to QuickBooks Enterprise subscriptions. Because this can be a bit of a headscratcher, let’s look at the difference between these terms as they apply to QuickBooks, and what they mean for you.

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QuickBooks for Mac is BACK!

After a short hiatus, Intuit is reintroducing QuickBooks for Mac. Good news for Mac users who didt want to use QuickBooks Online. Here are some of the new features for 2019:  iCloud Document Sharing – Automatically share documents across multiple Macs connected through iCloud.​ Reconcile Discrepancy Report – Easily identify and reconcile discrepancies between bank…

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There may be times when using QuickBooks that you find you’ll need to update some piece of data across many different items, customers, or vendors. Or maybe you’re doing some “spring cleaning” and want to inactivate some list elements you no longer use. In this post, we’ll go over two methods that can help you update large swaths of list information without updating each element by hand, saving you time and effort.
QuickBooks Lists in Desktop: Your Multiple List Editing Cheat Sheet

How to manage your QuickBooks Lists. This guide covers editing within QuickBooks itself, and how to bring in lists via Excel and its Advanced Import feature.

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Managing Cash Flow is The Key to Business Success

Cash flow is the lifeblood of every small business but many business owners underestimate just how vital managing cash flow is to their business success. In fact, a healthy cash flow is more important than your business ability to deliver its goods and services. While that might seem counter-intuitive, consider this: if you fail to…

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How to Extract Reporting Data from QuickBooks Desktop into Excel

QuickBooks reports can be a useful way to get a better look at your data. But as you may have seen, there are times when you need to take the data we get from QuickBooks and expand on it.

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10 Tax Tips for Individuals Selling a Home this Year

In most cases, gains from sales are taxable. But did you know that if you sell your home, you may not have to pay taxes? Here are ten facts to keep in mind if you sell your home this year.

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Reset QuickBooks Files

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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