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QuickBooks Tips Blog

QuickBooks Tip: How To Send Your QuickBooks File to a CPA

Posted by Alex Viau on Feb 26, 2014 7:00:00 AM

Corporate tax deadlines are soon approaching and a lot of people are scrambling to get their company financials in order, hopefully however your year-end bookkeeping doesn't exist. Folks are now left with wondering how to get their QuickBooks file to their CPA. In years past (and surprising still today) a number of folks will go out and purchase CD's, DVD's, and thumb drives to transport their data.

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Topics: quickbooks tip, QuickBooks Upload, QuickBooks Sharing, QuickBooks CPA Upload

How to Combine Financial Reports in QuickBooks

Posted by Alex Viau on Jan 17, 2014 7:00:00 AM

We usually don't recommend QuickBooks Enterprise to many companies but there are a few
that fit this mold. One of the features that makes QuickBooks Enterprise a game changer in my mind is the ability to consolidate two separate company's financial reports into one single report. QuickBooks has made the ability to consolidate your Profit & Loss and the Balance Sheet in a relatively pain free method. Before you begin make sure...

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Topics: combing financials, quickbooks reports, quickbooks tip, quickbooks enterprise

QuickBooks Clearing Account for Customers and Vendors

Posted by Alex Viau on Nov 1, 2013 6:00:00 AM

I will adamantly tell most QuickBooks professionals and home users that they should keep away from General Journal Entries (GJE's) when possible. However, sometimes it's required
to make multiple GJE's to get balances in QuickBooks to agree and apply correctly. The most common instance I use GJE's to clear out accounts is when I need to apply credits to vendors and customers.

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Topics: Accounting Reconciliation, quickbooks tip, Clearing Accounts, Clearing Account