Tag Archives: Quickbooks 2010

QuickBooks QuickTip – Sales Receipt vs. Invoice

QuickBooks QuickTip – Sales Receipt vs. Invoice Q: What is the difference in a sales receipt and an invoice? A: The sales receipt creates income and cash at the same time; whereas the invoice creates an accounts receivable until you … Continue reading

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QuickBooks QuickTips – Credit Memos

QuickBooks QuickTips – Credit Memos Q: I need to enter a credit memo to record and document a customer refund. How do I do that? A: In your QuickBooks file go to Customers > Create Credit Memos/Refunds. Select the customer … Continue reading

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QuickBooks QuickTip – Changing Default ‘Deposit To’ Account

QuickBooks QuickTip – Changing Default ‘Deposit To’ Account Q. How do I change my default ‘Deposit To’ account? A. There are two ways to accomplish this: 1. Edit > Preferences choose the My Preferences tab and click on Checking in … Continue reading

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Review Your Financials

Review Your Financials – Right now is a great time to meet with your accountant or tax preparer to go over your financials.

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Are You Satisfied With Your Payroll Service?

Is it time to change your Payroll Service Provider? This is the time of the year to evaluate your payroll service, if you use an outside source. Or maybe you have been thinking of doing it inhouse? If you are … Continue reading

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Key Things to Do Before the End of the Year

To Do before End of the Year Before the end of the year gets here you need to have W-9s on file for all of your vendors (that are not corporations) and subcontractors.  What is a W-9? This is a W-9: … Continue reading

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QuickBooks® 2013 New User Interface Changes

QuickBooks 2013 Improvements You’ve been waiting to see what great new things are going to be in the new product – well here you go! QuickBooks® 2013 has been released, and it comes with a more user friendly interface! The … Continue reading

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Is your QuickBooks Updated?

Keep your QuickBooks Updated It is imperative that your QuickBooks be updated, especially as we approach the end of year. The automatic update can be turned off and you will not even realize it.  So the first thing to do  … Continue reading

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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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Review Your Assets Before End Of Year

You should review your assest before the end of the year. Another key thing to visit with your accountant or tax preparer is your assets.

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