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Sometimes, you find that your business needs to keep track of more information about items, customers, vendors, or employees than QuickBooks has available fields for. Not everyone needs the same information, so it makes sense to be able to track what’s important to you. For situations like this, there’s a solution in the form of…

 Every opportunity you have to interact with your customers and vendors is critical. How you present yourself reveals a lot about you. Are you efficient and friendly over the phone, in person, or in email? Do you handle order and payment issues quickly and carefully?

LOCATE is the premier cloud-based inventory management solution designed to take your mid-sized business to new heights. Join Jake Schiffelbein, LOCATE’s Implementation Specialist, as he gives a program overview and then dives into some of the features that really set LOCATE apart. He will discuss and demo some customer favorites, including automated events, fulfillment mapping,…

SEO doest have to be hard. Search engine optimization can help your business shoot to the top of Googls results. You can get results by making some simple changes to your website. Is your website up to date with the most recent best practices? There are essentially two things you want to concentrate on: Your…

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Payroll introduces another layer of complexity within small business accounting. Beyond ensuring your employees are paid on time, you’re also responsible for managing employee benefits and payroll taxes.  

For many businesses, invoices are one of the most important types of transaction for tracking sales in QuickBooks. Full of detailed options for tracking different information, and highly customizable, invoices allow you to track what your customers owe you for the products and services you sell.

The sales tax adjustment feature in QuickBooks doesn’t adjust the individual sales tax item. You must create a zero cost Sales Receipt or Credit Memo depending on the plus/minus adjustment needed.  The details are in the article below.

Are your franchisees using QuickBooks? You can automate that financial reporting, consolidate data, and gather business intelligence from your zees. Find out how by joining this demo of Qvinci.

Recent scouring on the Internet for a definitive guide comparing QuickBooks and products like Netsuite ERP has left much to be desired. I discovered more apples to oranges comparisons than apples to apples comparisons, when trying to get a fair comparison between them. Glossing through Google search results, you will see many references to “QuickBooks”…

The interview process is essential for guiding your business to success. Hiring not only a qualified professional for the job, but also a good fit for the company is important for your business growth. Below is a list of key tips to effectively conduct an interview that allows you to clearly understand the candidate both…

In this QuickBooks tutorial, we will walk you through the steps to reconcile in QuickBooks Desktop. First, we want to ensure we have our copy of QuickBooks open. If you would like us to create a video demonstrating how this is done, please leave a comment below, or contact us for a one-on-one consultation. Using…