Tag Archives: bookkeeping

Client Collaborator

There are some awesome new features in QuickBooks 2014. One of my favorites is the new Client Collaborator tool. Have you had a chance to experience this fantastic new way to make communication between accountant and client so much more … Continue reading

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Upgrading Your Financial Software

As we approach the end of the year, now is the time to assess your everyday business tools, such as upgrading your financial software. Are the tools that you are using helping you complete the back office side of your … Continue reading

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Small Business Cash Flow Tips

Let’s talk business – small business cash flow, that is. Cash flow is the life blood of any business, no matter the size. The issue is that small businesses need to be more sensitive to their cash flow. With years … Continue reading

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Tax Accountant Follow-Up Time is Now

Tax Accountant Follow-Up Time is Now, not after first of the year! Now is the time for you to do your year end tax accountant follow-up so you still have time to be proactive for your business and yourself! Before … Continue reading

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Changes in QuickBooks Accountant 2014

Changes in QuickBooks® Accountant 2014 Intuit continues to make changes in QuickBooks® Accountant 2014 making this version a more powerful tool for the accounting professional.  Below are just a few of the changes: Client Collaborator: This is an great feature that … Continue reading

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Customer Deposits in QuickBooks

What do you do when your customer gives you a deposit? Customer deposits in QuickBooks® can be done in one of two ways. We will outline a couple of options for you, and include our recommended option. Since customer deposits … Continue reading

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QuickBooks How to Enter Opening Balances

One of the questions we receive frequently, during the QuickBooks® set-up process, is how to enter opening balances. During the EasyStep Interview the opening balance for bank accounts is input. All other opening balances require a little more work. There … Continue reading

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CASH FLOW!!

Whether you are just starting your business or working on building your business, cash flow is probably a constant on your mind. Have you heard the phrase “lumpy cash flow”? Chances are you have experienced it. This term refers to … Continue reading

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QuickBooks Quick Tips – POS Review Layaway Transactions

Is there a way to view the amount owed on a layaway, in my QuickBooks Point of Sale system? Yes, there is a way to view the amount owed on a layaway in QuickBooks. You can view the payment history by … Continue reading

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QuickBooks Quick Tips – How to Change the Posting Account

QuickBooks Quick Tips – How to Change the Posting Account Q: I am trying to change the posting account and it is not allowing me to make the change; any suggestions? A: You should first ensure that the date of … Continue reading

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