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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.
End of Year Financial Preparation and Execution

Keeping your financial records in order is hugely important to the success of your business. Not only does it keep you up-to-date on your profits and losses, but legally speaking, it’s necessary to have your records straight. It makes the close of your fiscal year easy to execute by ensuring that all of your required…

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wrapping up how to create and restore a portable file in quickbooks desktop and how tlg file is affected
Working with Downloaded Transactions in QuickBooks Online

Downloading transactions into QuickBooks Online is the easy part. You still have work to do once they’re on board.

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Backing Up Your QuickBooks Data, And What Is A TLG File?

Making regular backups of your QuickBooks company file and related files is very important. Preparing a backup plan and making sure it is being followed regularly is essential for protecting your valuable data.

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How to Set-Up Sales Tax in QuickBooks Online

Sales tax is one of the more complicated concepts supported by QuickBooks Online.

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Working with QuickBooks’ Vendor Records

It’s important to maintain good relationships with your vendors and suppliers. QuickBooks helps you track your interaction with them.

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A QuickBooks How-To On Creating Customer Statements

Here’s how they work. Click Statements on the home page, or open the Customers menu and select Create Statements. A window like this will open:

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What Is a Vendor Credit, and How Do You Record One in QuickBooks Online?

Whether you’re getting a vendor credit for a refund or a return, you can record it in QuickBooks Online. Here’s how.

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Out Of The Box Technology Blog
What Sales Orders Are and When to Use Them In QuickBooks Desktop

When you want to document sales that you can’t (or won’t) fulfill immediately, but you plan to do so in the future, you can’t create an invoice just yet. This is where sales orders come in.

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7 Best Practices for QuickBooks Online

QuickBooks Online Training, Tips, Tricks & Product Consultation.

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Automate Before It’s Too Late

COMPLIMENTARY EBOOK PROVIDED BY AVIDXCHANGE Whas Inside It’s hard to believe, but we’re heading into year-end already for 2017. It’s tempting to hold off on implementing new technologies before the end of the year, but automating your invoice and payment processes before 2018 will create so many amazing benefits for you and your team in…

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End-Of-Year Survival Guide

EBOOK: END OF YEAR SURVIVAL GUIDE Whas Inside We want to make sure that you not only survive, but thrive, during year-end. This guide includes advice from industry thought-leaders, AvidXchange’s AP team, and from our customers. As you close out 2017, we want to make sure that you’re armed with tips and tricks to help…

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Working with Checks in QuickBooks Desktop

Online banking may get all the headlines, but a lot of small businesses still prefer paper checks. QuickBooks can accommodate them. “I don’t write checks anymore,” you hear a lot of people say these days. Debit cards, smartphone payment apps, and online banking have replaced the old paper checkbook for a lot of consumers. That’s…

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