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
Posted in Accounting Firm, Blog
Tagged accountant, bookkeeping, QuickBooks assistance, small business accounting
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
Posted in Blog
Tagged bookkeeping, entrepreneur, QuickBooks Financial, small business accounting, small business documentation
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
Posted in Blog
Tagged accountant, bookkeeping, budgeting, Business, Business plan, entrepreneur, entrepreneurs, small business, small business accounting
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
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
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
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
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
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
Posted in Blog
Tagged bookkeeping, QuickBooks assistance, QuickBooks Financial, small business, small business accounting
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
Posted in Blog
Tagged bookkeeping, Quickbooks 2011, QuickBooks assistance, small business accounting
