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QuickBooks Tips Blog

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

QuickBooks Video: MINDBODY Online & QuickBooks-Recording Daily Sales

Posted by Matt Roberge on Sep 25, 2013 7:15:00 AM


If you are using MINDBODY Online as software to run your business you need to understand how to properly record your sales information in QuickBooks.  Much like any point of sales system you need to find a sales report in a format that works for your business and record a daily sales journal entry in QuickBooks.  You also need to look at the flow of money into your bank account to understand how to set up your journal entry.  I will walk you through the process of how to run your MINDBODY sales report, set up your QuickBooks sales journal entry and properly record your daily sales in QuickBooks.  This short video below demonstrates the entire process for you.

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Topics: QuickBooks Video Tips, Daily Sales Summary, Yoga Studio Bookkeeping, Yoga Bookkeeper, Mindbody Bookkeeping, Mindbody POS, Outsourced Bookkeeping, Salt Lake City Bookkeeping

Stay In Tune With QuickBooks Best Practices

Posted by Joe Mazur on Jun 10, 2013 7:02:00 AM

Every small business owner or manager knows they need to keep an eye on their books; otherwise the wheels could fall off quick.  Eventually, the bookkeeping tasks will be outsourced when either the revenue hits a certain level or the stress hits a certain level.  Until that time comes, it makes sense to stay in tune with QuickBooks best practices.  Making
sure that QuickBooks is being used as efficiently as possible will allow for a smooth transition to the new bookkeeper.  I find that owners and managers tend to be really good a using QuickBooks for one or two things such as customer billing and tracking income while many other areas get neglected along the way such as Accounts Payable, reconciliations, financial reporting, etc.  As these areas get neglected, business decisions may be based on inaccurate data.  As bookkeepers, we like to make sure that our clients are making strong business decisions that are data driven.  Nothing is worse than seeing an owner make decisions based on their gut feeling and inaccurate financials.  

Use Accounts Payable

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Topics: Starting A Business, Business Bookkeeping, Business Accounting Services, Outsourced Bookkeeping

Video QuickBooks Tip: Properly Recording Outsourced Payroll

Posted by Matt Roberge on Oct 10, 2012 7:32:00 AM

Many businesses outsource their payroll needs to companies such as ADP, Paychex, Qqest or some other company that handles payroll for businesses.  However, many businesses do not properly account for their outsourced payroll transactions, which will produce inaccurate financials.  In this video I will show you how to accurately record outsourced payroll in QuickBooks.

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Topics: QuickBooks Tips, QuickBooks Tips Blog, QuickBooks Video Tips, Outsourced Payroll, Outsourced Accounting And Bookkeeping, Outsourced Bookkeeping

Favorite Courses of Action When Learning QuickBooks

Posted by Matt Roberge on Jul 3, 2012 9:19:00 AM

If you are currently leaning towards learning QuickBooks in order to keep your accounting more organized and accurate, there are certainly a number of options and convenient ways in which to do so. Whether you require the precision of this professional computer program for business reasons, personal purposes, or both, simply deciding to learn is definitely a step in the right direction.

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Topics: Learning QuickBooks, Bookkeeping Salt Lake City, Bookkeeping Services, learn QuickBooks, Bookkeeping mistakes, Outsourced Accounting, Outsourced Bookkeeping

How To Get Paid In QuickBooks

Posted by Matt Roberge on Aug 24, 2011 4:28:00 PM

There are many options on how to get paid within QuickBooks.  The question is which method or methods will work best for your business.  I will outline some of the more common methods of getting paid within QuickBooks and introduce a new online method.  All payments can be applied by using the Receive Payments button located on the QuickBooks home screen

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Topics: QuickBooks, QuickBooks Tips, QuickBooks advice, Efficiently Using QuickBooks, Outsourced Bookkeeping