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QuickBooks Tips Blog

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 Do You Use QuickBooks?

Posted by Joe Mazur on Mar 19, 2014 6:50:00 AM

QuickBooks has so many great features but some small business owners may only buy this software for one or two main objectives.  For us, as outsourced bookkeepers, we always push our clients to use QuickBooks to its fullest capabilities.  Depending on how QuickBooks is used, we can sometimes gauge the level of bookkeeping sophistication your company may have. Either way, we excel at helping a small businesses harness all relevant features of QuickBooks so that goals are not only met, they are exceeded.  Here are a few examples of varying ways we have seen QuickBooks over the years. 

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Topics: QuickBooks efficiency, bookkeeping challenges, Certified QuickBooks ProAdvisor, Missing QuickBooks Features

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 efficiency, QuickBooks Tips, QuickBooks Basics, Using QuickBooks effectively, QuickBooks Best Practices

How to Stay Efficient in QuickBooks

Posted by Alex Viau on Apr 5, 2013 7:00:00 AM

There's something that Warren Buffet and I have in common... we each have a limited resource called time. Buffet and I have 24hours in a day and there's nothing that neither of us can do about it to buy us an extra minute to our day. For this reason you should always be looking at ways to manage your time more effectively, which is why I'm always seeking new ways to improve my efficiency in QuickBooks.

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Topics: QuickBooks Tips, Using QuickBooks effectively, Efficiently Using QuickBooks, QuickBooks efficiency, Business Efficiency, QuickBooks Tips

QuickBooks Tip: How to Enter a Credit Card

Posted by Alex Viau on Mar 18, 2013 7:30:00 AM

Credit Cards in QuickBooks is a commonly misused function. I see many different ways a credit card is recorded. Some take the total amount due and
divvy out the expenses when they write a check to pay down the card. Other's enter a bill to the credit card company and break down the expenses via the bill. Now, the above aren't 'wrong' per-se but they certainly aren't 100% correct nor are they the most practical. We'll break down all the aspects from entering the account into your Chart of Accounts, recording charges made, the subsequent payment on these charges, and recording any other miscellaneous transactions such as rewards dollars, interest, and bank fees.

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Topics: QuickBooks efficiency, Learning QuickBooks, QuickBooks Tips, importing qbo, Using QuickBooks effectively, credit card quickbooks

Finding QuickBooks Mistakes With Financial Reporting

Posted by Joe Mazur on Jan 14, 2013 6:44:00 AM

It's football playoff season.  The time of year when die hard fans get even crazier and your average fair weather fans start to get into it.  So why not draw parallels between bookkeeping and end zone highlights or disasters, right?

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Topics: QuickBooks efficiency, Salt Lake City Bookkeeping, Small Business Bookkeeper, QuickBooks Tips Blog, Financial Forecasting

Video QuickBooks Tip: How To Merge QuickBooks Accounts

Posted by Matt Roberge on Nov 21, 2012 7:03:00 AM

One common error that I often see in QuickBooks is that users tend to make the chart of accounts much too complicated.  This can happen when there are multiple users recording transactions in QuickBooks or when you have turnover in your bookkeeping department.  You may find that you have several accounts set up that you feel should all be combined into one account.  If you find yourself in this situation you may want to merge your QuickBooks accounts.  The process is quite easy but may not be apparent to a new QuickBooks user.  This video demonstration will show you how to merge accounts in QuickBooks.

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Topics: QuickBooks consulting, QuickBooks, QuickBooks efficiency, QuickBooks Blog, QuickBooks Tips, QuickBooks Advisor, QuickBooks Tips Blog, QuickBooks Video Tips

Video QuickBooks Tip: Using the QuickBooks Find Feature

Posted by Matt Roberge on Oct 3, 2012 7:55:00 AM

The QuickBooks find feature is an extremely valuable search tool.  The find function can help you quickly find transactions in QuickBooks when you only know some of the information regarding the transaction.  Watch this QuickBooks tip video for a more in depth explanation of the QuickBooks find feature.  

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Topics: QuickBooks Tips, QuickBooks, Efficiently Using QuickBooks, QuickBooks efficiency, QuickBooks Blog, QuickBooks Tips Blog, QuickBooks Video Tips

Video Blog QuickBooks Tip: Using QuickBooks Memorized Transactions

Posted by Matt Roberge on Aug 21, 2012 7:35:00 AM

In this QuickBooks video blog we will go over using memorized transactions in QuickBooks.  If you use this feature properly is can really boost your efficiency in QuickBooks.  It can also help to automate your invoicing, accounts payable and automatic payments, all of which will help you get a better handle on cash flow.

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Topics: QuickBooks Tips, QuickBooks advice, memorizing QuickBooks transactions, QuickBooks, QuickBooks efficiency, QuickBooks Tips Blog, QuickBooks Video Tips

Video Blog QuickBooks Tip: Using Class Tracking In QuickBooks

Posted by Matt Roberge on Aug 14, 2012 8:02:00 AM

In this video QuickBooks tip we will show you how to use classes in QuickBooks.  Classes are a feature that many QuickBooks users don't understand how to use properly.  Classes allow you to track your QuickBooks data in some sort of meaningful manner that is specific to your business.  Examples of possible classes are department, location, or source of income.  Since there is not cut and dry way to use classes it often causes confusion.  Our QuickBooks video tip on class tracking will hopefully shed some light on this topic.

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Topics: QuickBooks Tips, QuickBooks consulting, QuickBooks advice, QuickBooks, Efficiently Using QuickBooks, QuickBooks efficiency, QuickBooks Blog, QuickBooks Tips Blog, QuickBooks Video Tips