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QuickBooks Tips Blog

Clean up QuickBooks Customer, Vendor and Employee Lists

Posted by Richard Haralson on Dec 15, 2014 7:00:00 AM

Keeping your QuickBooks lists clean and current is always a good idea. Just like a chief will sharpen his knives and wash the dishes in preparation for the next meal, so should a bookkeeper keep their tools of the trade sharp and clean.

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Topics: QuickBooks Tips, QuickBooks Tips Blog, QuickBooks Consultant, QuickBooks Lists, QuickBooks Cleanup

QuickBooks Online vs QuickBooks Desktop - Pros and Cons

Posted by Richard Haralson on Nov 21, 2014 7:00:00 AM

I’ll be the first to say I am all for new features and new products to help me become more efficient. However, QuickBooks Online (QBO) is a Trojan horse, not the White Knight Intuit says it is. I want to present a few bottlenecks of QBO and expose the surprise inside you won’t read about on the front page of Intuit’s big push.

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Topics: QuickBooks, QuickBooks Consultant, QuickBooks Versions, QBO vs Desktop

3 QuickBooks Reports That Might Surprise You

Posted by Joe Mazur on Sep 8, 2014 6:59:00 AM

Ever work so hard that you don't want to slow down to learn something new?  I hear this all the time "I'll look into that this evening or over the weekend."  That is usually the response when I ask a small business owner if they have explored all the reporting features in QuickBooks.  The response is a total blow off.  I get it, can't teach an old dog new tricks, right?  Hopefully pointing out a few reports that get overlooked can change that mantra.

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Topics: QuickBooks Consultant, Bookkeeping Errors, Financial Reporting

Get Rid Of Booby Traps In Your QuickBooks Accounting System

Posted by Marti Major on Jun 9, 2014 7:00:00 AM

When it comes to QuickBooks, you can eliminate the odds that you and/or your staff will make the same stupid mistakes over and over again.

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Topics: chart of accounts, QuickBooks Tips, QuickBooks Customization, QuickBooks Best Practices, QuickBooks Consultant, QuickBooks Help

25 QuickBooks & Bookkeeping Procedures You Need To Learn

Posted by Matt Roberge on Jul 29, 2013 7:30:00 AM

Gotta get this QuickBooks thing figured outIf you are new to QuickBooks or bookkeeping in general, there are certain procedures you are going to want to know how to perform. These 25 tips for QuickBooks and bookkeeping will lay down the foundation for a very tight bookkeeping system.

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Topics: QuickBooks, QuickBooks Tips, QuickBooks Tips Blog, QuickBooks Blog, Bookkeeping, Bookkeeping Tips, QuickBooks Consultant, Bookkeeping Training

You Have QuickBooks - Now What?

Posted by Matt Roberge on Jun 3, 2013 7:00:00 AM

Many small businesses purchase QuickBooks for their business because it is the most popular small business accounting software.  However, after purchasing QuickBooks I'm sure many people think to themselves, "now what?"  In fact it is not uncommon to come across a business that has purchased QuickBooks but has not even installed it.  So if you are new to QuickBooks here are a few suggestions for getting started.

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Topics: QuickBooks consulting, QuickBooks Tips, QuickBooks Advisor, QuickBooks Tips Blog, QuickBooks Professional, QuickBooks Consultant, QuickBooks Setup, QuickBooks Mistakes

Video QuickBooks Tip: Editing And Deleting A QuickBooks Deposit

Posted by Matt Roberge on Dec 19, 2012 8:17:00 AM

In QuickBooks you will sometimes find it necessary to edit or delete a deposit.  The steps to maintain accuracy are not difficult, but for many users it is not clear how to keep the books straight.  Watch this short QuickBooks Video tip on editing or deleting a deposit.  

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Topics: QuickBooks, QuickBooks Blog, QuickBooks Tips, Bookkeeping mistakes, QuickBooks Advisor, QuickBooks Consultant, QuickBooks Video Tips, Business Bookkeeping

Video QuickBooks Tip: Printing Checks From QuickBooks

Posted by Matt Roberge on Nov 14, 2012 7:26:00 AM

In this QuickBooks video demonstration I will show you how to print checks directly from QuickBooks.  I will also talk about the many benefits of printing check from QuickBooks.  

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Topics: QuickBooks, Efficiently Using QuickBooks, Efficient Bookkeeping, QuickBooks Tips, QuickBooks Consultant, QuickBooks Tips Blog, Printing QuickBooks Checks, Bookkeeping Help, QuickBooks Video Tips

Video QuickBooks Tip: Using QuickBooks To Manage Cash Flow

Posted by Matt Roberge on Sep 19, 2012 7:28:00 AM

QuickBooks can be a valuable tool for any small business to help manage cash flow by customizing a few settings.  If you use QuickBooks to manage your cash flow you will not only know your current bank account balance, but you will also have a snapshot of what your bank balance looks like in the future.  Watch this video for some instructions on using QuickBooks to help manage your cash flow:

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Topics: QuickBooks advice, Cash Flow Management, cash flow forecasting, QuickBooks, QuickBooks Blog, QuickBooks Tips, QuickBooks Consultant, QuickBooks Customization, QuickBooks Video Tips

Video QuickBooks Tip: Recording Journal Entries In QuickBooks

Posted by Matt Roberge on Sep 5, 2012 7:40:00 AM

In this QuickBooks video we will show you the basics of recording journal entries in QuickBooks.  Although adjusting journal entries are typically done by your CPA to make year-end adjustments it is still important to understand the basics.

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Topics: QuickBooks, QuickBooks Blog, QuickBooks Tips, QuickBooks Advisor, QuickBooks Consultant, QuickBooks Tips Blog, Journal Entries, QuickBooks Video Tips