Category Archives: QuickBooks Blog

Subcontractors, W9s and 1099s

It can be a little confusing to understand Subcontractors, W9s and 1099s so here is some help. Why are W9s and 1099s so important? Here are 5 reasons why you should get a W9 and issue a 1099 to anyone … Continue reading

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QuickBooks Video on Setting up Items

Often times we see clients who have set up a separate account for each product or service they provide. Instead, users should use Items in QuickBooks to distinguish between the products and services they offer. The Chart of Accounts lists … Continue reading

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Why reconciling in your QuickBooks is so important

Reconciling in QuickBooks is important for good financial statements. Check out this blog to find out why reconciling is so important in QuickBooks. Continue reading

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To Upgrade or Not?

To Upgrade or Not is a question I commonly field from clients using QuickBooks. Each year, Intuit enhances their product offerings with new bells and whistles and it varies for each business as to whether or not they should upgrade … Continue reading

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QuickBooks Accounts Receivable Aging Reports

Keeping track of the money owed to you is important as it is where you may your money! In accounting, the money owed to your business is referred to as Accounts Receivable (A-R for short). Any open invoices are tracked … Continue reading

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Top 7 Reasons You Need to Reconcile in QuickBooks

I’ve been working with QuickBooks for well over 2 decades and I’m always amazed with the number of businesses that do not take the time to reconcile their accounts in QuickBooks before they produce financial statements or file their taxes. … Continue reading

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What are my options for QuickBooks

I have customers call daily that want to know “What are my options for QuickBooks” and I reply to them that there are various options depending on their industry and business model. Technology is changing for sure and with that … Continue reading

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Making Yourself Stand Out

Making Yourself Stand Out is really the goal for any business owner, isn’t it? The truth is we all have competition and while we may do things a special way or provide a product that has a few extra bells … Continue reading

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Break the Mold

Break the Mold: How to Leave the Cubical and Set Your Own Schedule If you’re tired of the 9-to-5 grind, you’re not alone. Recent studies suggest that 50 percent of the US workforce will be contract or freelance service providers … Continue reading

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QuickBooks 2018

Have you upgraded yet to QuickBooks 2018? If not, you might want to reconsider so you can enjoy some of the awesome new features that are available such as: Multi-monitor mode Past Due Stamp on Customer Invoices Merge up to … Continue reading

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