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QuickBooks Tips Blog

Matt Roberge

Recent Posts

Outsourced Bookkeeping Services: How To Pass Off A Client

Posted by Matt Roberge on Apr 5, 2016 8:30:00 AM

We have been running an outsourced bookkeeping services firm for almost a decade now, so we have some experience with clients entering and exiting our operations. And in dealing with the transition of clients into our system from other service providers, we have had some really awful experiences. 

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Topics: Small Business Bookkeeping, Service Based Business, Outsourced Bookkeeping, Customer Relationship Management

Why Reconciling QuickBooks Is So Important

Posted by Matt Roberge on Dec 8, 2015 7:00:00 AM

Reconciling QuickBooks is the number one most important bookkeeping task that you can perform. One of the rookie bookkeeping questions we regularly get is why the QuickBooks' bank balance doesn’t match the actual online bank balance. It’s because you are not reconciling your QuickBooks file. Below, I will explain why reconciling QuickBooks is so important.

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Topics: QuickBooks Reconciliation, QuickBooks Bank Reconciliation, Financial Reports, Financial Forecasting, Reconciling QuickBooks

Why I Reconcile QuickBooks On A Daily Basis

Posted by Matt Roberge on Sep 15, 2015 7:30:00 AM

I have been in the habit of reconciling QuickBooks on a daily basis for as long as I can remember. When I was a really small business (that is, working solo) it was easy to manage reconciling on a daily basis. As I grew, both I and my business found that maintaining the habit of reconciling every day became even more important.

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Topics: QuickBooks Reconciliation, Cash Flow Management, Financial Forecasting, Reconciling QuickBooks, Daily Bookkeeping,, Daily Reconciling

QuickBooks Video Tip: How to Write Off Bad Debt in QuickBooks

Posted by Matt Roberge on Dec 1, 2014 7:00:00 AM

Every once in a while you may have to write off bad debt in QuickBooks. Bad debit is essentially money from customers that you are not able to collect. You can continue to chase customers that haven't paid or try using a collection agency. However, sometimes it is easier and more efficient to fire bad customers and move on. Here is a short video on how to write off bad debt in QuickBooks.

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Topics: QuickBooks Blog, QuickBooks Tips, QuickBooks Video Tips, Bad Debt, QuickBooks Bad Debt, Write off Bad Debt

QuickBooks Video Tip: How To Enter A Budget In QuickBooks

Posted by Matt Roberge on Aug 27, 2014 7:00:00 AM

Entering a budget in QuickBooks is an incredibly important bookkeeping step that many small businesses skip. Most small business owners analyze the QuickBooks profit and loss but tend to ignore their budget and forecast. I would find it difficult to run a business without a budget and forecast because I would have no measure of how the business is performing. Without creating a budget and doing some comparisons with your actual financial statements you have no idea of how your business is performing financially. Watch this QuickBooks video tip on how to enter a budget in QuickBooks and use it to manage your business. 

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Topics: QuickBooks Tips, QuickBooks Video Tips, Financial Forecasting, Financial Reporting, Business Budgeting, QuickBooks Budget

QuickBooks Video Tip: QuickBooks Efficiency Tips

Posted by Matt Roberge on Aug 4, 2014 7:00:00 AM

We wanted to provide you with some great tips on QuickBooks efficiency that you might not already know about. We sometimes forget that we know QuickBooks pretty well. When we get in front of a new client and start whipping around the program they often exclaim "How did you do that?" Without realizing it we solved an issue that had perplexed them for weeks just by us going through the motions of QuickBooks. Watch this short three minute video which gives you some quick pointers on staying efficient in QuickBooks.

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Topics: QuickBooks, QuickBooks efficiency, QuickBooks Tips, QuickBooks Video Tips, Tips Blog, QuickBooks ProAdvisor

How to Customize the QuickBooks Home Page

Posted by Matt Roberge on Jul 25, 2014 7:00:00 AM

Today's post is a guest blog post by Trevor Matheson. Trevor Matheson works for Real World Training, the largest provider of QuickBooks Training in the U.S. Check out one of their upcoming classes in New York, Miami or other cities.

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Topics: QuickBooks, QuickBooks Tips, QuickBooks Tips Blog, QuickBooks Help, QuickBooks Home Page

Powerful Looks at Your QuickBooks Profit and Loss

Posted by Matt Roberge on Jul 23, 2014 7:00:00 AM

There are some really powerful ways to customize your QuickBooks profit and loss. I see a lot of business owners run a standard profit and loss and race to the bottom of the report to look at net income. When they see a positive number they are thrilled thinking to themselves (or sometimes out loud): "we made money!" While it may be true that you turned a profit you are really missing out on some in depth and powerful ways to analyze your profit and loss. Today I'm going to dish and give you the goods on your QuickBooks profit and loss.

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Topics: QuickBooks, QuickBooks Tips, Financial Forecasting, Financial Reports, Financial Reporting, quickbooks reports, QuickBooks Profit and Loss, Business Budgeting

Create A Digital Bookkeeping System In QuickBooks

Posted by Matt Roberge on May 9, 2014 7:00:00 AM

Creating a digital bookkeeping system right from the beginning is a step that we highly recommend.  Paper is becoming irrelevant and reducing it in your work place can increase efficiency.  Below are a few reasons that you may want to create a digital bookkeeping system in QuickBooks. 

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Topics: Bookkeeping Services, Bookkeeping Help, Cash Flow, Accounts Receivable, Digital Bookkeeping, Small Business Bookkeeping

Get Your Shopping Cart to Work with QuickBooks

Posted by Matt Roberge on May 7, 2014 7:00:00 AM

The Solution Doesn't Have to Be Complicated
By Steve M., Author of Moonlight CEO

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Topics: QuickBooks, QuickBooks Tips, QuickBooks Tips Blog, QuickBooks Shopping Cart