QuickBooks Online (QBO) has been around for a long time. I started using it early on as one of my clients was a beta testing site for the third-party software platform that was interfacing with QBO. Software interfaces, or app stacking, can help QBO meet the needs of businesses as long as you have tech
Is QuickBooks Online Ready for Remodelers? Read More »
After May 31, 2021, QuickBooks 2018 will no longer be supported. Use caution when purchasing your new software. Intuit is pushing subscription based payments for desktop software, but do you need it? It depends – Will the additional apps offered with the subscription be useful for your company? Do you need to upgrade your QB
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To Condense or Not To Condense – Keeping Your QB File Healthy When your QB file gets large it can cause many issues. The most benign results are the software moving slowly and lag times. Unfortunately, there are also corruption issues that can cause lots of problems down the line. It is vital that you
Condensing QuickBooks Files Read More »
Why are we leaving the cloud? Some industries are realizing QuickBooks Online (QBO) is not providing the services they need to effectively run their business. Low bandwidth reducing the efficiency of your bookkeeper, annual price increases with no real upgrades to the product and the inability to do real job costing are leading to a
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For those unfamiliar with accounting terms discussions of markup verses margin may feel a bit daunting. Some people can do math in their head and easily remember numbers. For those of you new to these terms or if is hard for you to remember what markup is needed to get the margin you need to
I cover for clients from time to time. Birth, death, injuries and illnesses necessitate a contingency plan for the accounting department. I am that contingency plan for some clients. It is at these times that I see if good database housekeeping is occurring. Namely, names. Did your customer change their company name and the change
A Vendor by a Different Name Read More »
Many QuickBooks users start using the software to create invoices for customers. The software is also used to track inventory. Both of these processes use something called Items. Unfortunately, users that are self trained often go Item crazy. They use the same process they would use to create invoices or track inventory for EVERYTHING.
The Trouble with Items Read More »
Join my Lunch & Learn classes to learn the basics of QuickBooks and how accounting software can help you manage your business. Discover the mishaps, misadventures and mistakes many users make and how you can avoid them. These Lunch & Learn classes are ideal for both new and current QuickBooks users. March 2 Part One:
QuickBooks Training in March Read More »
I was at a party last summer speaking with a long time CPA. She said “Ugh, QuickBooks, it was so much faster when folks just brought in a shoe box of receipts and we 10 keyed the information into our system for tax prep.” Those CPAs are darn fast on the 10 key! The question
Why use QuickBooks or any Accounting Software? Read More »
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