Tag Archives: budgeting

Identify Problem Areas on Your Financials

Identifying problem areas on financial reports are critical for all businesses no matter their size.  But not everyone is a financial wizard!  What do we look for?  How do we know if there are problem areas?

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Budgeting

A good budget tells a lot about a person or a company.  If your budget is realistic, on a personal level, it should make you more marketable in the future.  Budgeting is an important tool used by management to control … Continue reading

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QuickBooks Reports-Help Maintain Inventory Levels

If you are running out of product to frequently or having to sell cheap to get rid of overloaded inventory, you can get help by using QuickBooks reports!

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Common Payroll Mistakes

The IRS is cracking down on employment taxes – expecially worker misclassification, untaxed taxable fringe benefits and executive compensation.   Here are 9 common payroll mistakes that employers make:

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QuickBooks Non-Profit

Non-profit or not-for-profit organizations have special accounts and accounting requirements that other companies do not have.  Such as tracking pledges made separately from donations actually received; segregated monies received between those that qualify as charitable donations and those that qualify simply … Continue reading

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Accepting Checks “Over the Phone”

If you are a QuickBooks Online customer, when a customer asks if you can take a check over the phone, you now have the ability to say YES!  This service is called Intuit Online Terminal for check.

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“Small Business” Registration

Have you heard about small business certification?  Do you actually need to certify your business as small?

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A Look at Excel 2013

The “customer preview,” or public beta version, of Office 2013 became available online today.  Microsoft hasn’t yet confirmed a shipment date for the final release, but it’s widely expected to be delivered late 2012 or early 2013.

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QuickBooks QuickTip – Making Business Purchase with Personal Funds

A: How should I enter a business purchase made with personal finances? A: The answer to this question depends on if you are a sole proprietor or a corporation. The debit part of this transaction is the same for both … Continue reading

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After You’ve Paid Up – Paying Bills in QuickBooks

There are a number of places where your bills appear in QuickBooks, including: • The Unpaid Bills Detail report • The A/P Aging Detail report • The Vendor Center • QuickReports • In the Recent Transactions pane of some forms … Continue reading

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