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QuickBooks Tips Blog

The 5 Basic Functions of QuickBooks

Posted by Alex Viau on Jun 7, 2013 8:12:00 AM

QuickBooks has a lot of functionality, a ton. All of this functionality though doesn't necessarily mean it's a time saver for you or your business. The way we're going to organize this for you is
by creating the skeleton of QuickBooks. The skeleton is made up of Vendors, Customers, Employees, Company, & Banking. All have functions that are vital to the integrity of your company file. If they're not done correctly of course you run the risk of disaster. The problem though when you attempt to utilize every aspect is that you will begin to waste time and very quickly cause extreme disorganization for yourself risking the accuracy of both your Balance Sheet, Profit & Loss, and Cash Flow Statement.

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Topics: QuickBooks Basics

Top 10 QuickBooks Best Practices

Posted by Alex Viau on Apr 23, 2013 9:32:00 PM

When I'm working with our clients every month there are certain concepts that ring true with each business I deal with. Whether it's a yoga studio, restaurant, manufacturer, or a service based business they can all apply these core values to their bookkeeping environment in QuickBooks. By using these best practices I help myself stay organized, keep efficient, and provide accurate reports in a timely manner. Best of all, at year end, I've set myself up for success by following these QuickBooks best practices I created for myself. They should be straightforward so here it goes, my top ten best practices for QuickBooks:

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Topics: QuickBooks Tips, QuickBooks efficiency, QuickBooks Basics

QuickBooks Tip: How To Backup QuickBooks

Posted by Alex Viau on Feb 4, 2013 7:00:00 AM

It always blows me away the amount of times I show up to an office and they simply are not backing up QuickBooks. Some QuickBooks users aren't even aware this an option while others just don't understand why they should or how they can even backup their QuickBooks file. Personally, backing up a company's financial information is at the top of my QuickBooks best practices.

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Topics: QuickBooks Tips, QuickBooks Basics

How to Setup a Mortgage in QuickBooks

Posted by Alex Viau on Jan 4, 2013 11:43:00 AM

When I started my first foray into QuickBooks I was in my early 20' and just understood QuickBooks basics.  Now, please don't get me wrong, I have a good handle on my finances for someone in there 20's but I'm in no position financially or personally to be buying a house. Terms associated buying a house such as escrow, county tax payments, and PMI were slightly foreign at first and took some questions to get a good handle on it. Nearing my 30's now and using QuickBooks daily it's a question that I get often, how do I book my home in QuickBooks?

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Topics: QuickBooks, QuickBooks Tips, QuickBooks consulting, QuickBooks Basics

Is A QuickBooks Advisor Necessary For Your Business?

Posted by Matt Roberge on Nov 2, 2012 7:37:00 AM

Hiring a QuickBooks Advisor for you business is a big decision. There are a number of things to consider.
QuickBooks is a powerful tool that can help your business but in order to utilize the software you must know how it works. This is the starting point in deciding if you need a QuickBooks Advisor.

When making a decision about a QuickBooks Advisor you must have a good understanding of your knowledge and that of your staff. 

  • Is there more you want to be able to get out of the software?

  • Will the program do what you envision it might?

  • What about the trial and error time till you get it just the way you want it?

  • What are the costs involved in bringing in an advisor?

If you are getting everything you think you need out of QuickBooks you may not need an advisor. However, if you ever wondered if there is an easier way to get a report or if you are downloading to Excel to get all the information you need, it might be worth it to check out what an advisor can do within the QuickBooks program. It may only be a matter of setting up the program a little differently and you can have what you need without the extra work.

Your employees most likely could figure out how to get where you want to given enough time. The time lost doing this can be a huge hit to the bottom line. With an advisor the knowledge is all ready there and they can train your staff in the correct way to get what you need. Trial and error can be not only time consuming but dangerous to your data integrity.

QuickBooks Advisors are trained in all aspects of the program. They manage the changes and updates to the
package. The advisors are tested and need to pass exams that really test their knowledge of QuickBooks. You can be sure that what ever you need the program to do an advisor can make it happen if possible. 

As a business owner you know how important it is to have the best tools available for your employees. When you have an advisor come in and get the program working at the optimum level (offer a few QuickBooks Tips!) you are giving your business the best bang for its QuickBook bucks. What could a QuickBooks Advisor do for your business?  


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Topics: QuickBooks, QuickBooks Tips, QuickBooks advice, QuickBooks Basics

Video QuickBooks Tip: Learning QuickBooks Basics

Posted by Matt Roberge on Sep 26, 2012 7:19:00 AM

In this QuickBooks video tutorial I will cover the basics of QuickBooks.  This is a very short video to give you a brief overview of what I consider the core basic bookkeeping functions of QuickBooks.  I will touch on the chart of accounts, how to enter an invoice, how to enter a bill, how to pay a bill, how to make a journal entry and how to reconcile an account.   

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Topics: QuickBooks, QuickBooks Tips, QuickBooks Video Tips, Learning QuickBooks, QuickBooks Basics