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QuickBooks Tips Blog

3 Reasons Bookkeepers Think QuickBooks Online Sucks

Posted by Joe Mazur on Apr 21, 2014 6:16:00 AM

Great bookkeeping is all about working efficiently, accurately, and swiftly.  A majority of this depends on the ease of access to transactions and the software provided.  QuickBooks is the prefer software for a majority of small businesses, but not all of the QuickBooks' products are the same.  Take QuickBooks Online for instance.  Is provides great benefits such as online access and multiple device interfacing but it doesn't provide great bookkeeping functionality.  As bookkeepers, most of our group discussions about crappy software tend to gravitate towards QB Online. Here are a few of the topics that seem to pop up again and again.  

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Topics: Independent Contractors, Salt Lake City Bookkeeping, QuickBooks Advisor, QuickBooks Mistakes, Small Business 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: Outsourced Bookkeeping, Salt Lake City Bookkeeping, QuickBooks Video Tips, Daily Sales Summary, Yoga Studio Bookkeeping, Yoga Bookkeeper, Mindbody Bookkeeping, Mindbody POS

Differences Between Name Types In QuickBooks

Posted by Alex Viau on Jan 25, 2013 7:18:00 AM

Name types are a QuickBooks function that I use every time I'm in a company file. Differentiating between name types in QuickBooks is something then that I consider a foundation for good bookkeeping. Just like the Simpson's, all
of the names and understanding their roles can get confusing when looking at them as a whole for the first time. But, we're going to break each of them down and show you how to access these name type lists, what situations to use them for, how to change them and even when to simply forgo using them completely.

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Topics: Salt Lake City Bookkeeping, QuickBooks Tips, Using QuickBooks effectively, Bookkeeping Tips, Name Types, Using Name Types

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: 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, learn QuickBooks, Salt Lake City Bookkeeping, Learning QuickBooks, QuickBooks Tips, QuickBooks Tips Blog, QuickBooks Basics, QuickBooks Video Tips

Learning QuickBooks The Easy Way

Posted by Matt Roberge on Apr 21, 2012 8:05:00 AM

It's hardly a secret that we're big fans of QuickBooks here at Salt Lake City Bookkeeping. For most small and medium sized businesses, it's a great all-in-one package for taking care of your basic bookkeeping needs without getting bogged down in complex formulas and ledger entries. However, like all professional-grade software, learning QuickBooks can seem daunting.

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Topics: QuickBooks consulting, QuickBooks advice, QuickBooks efficiency, Consulting, Bookkeeping Salt Lake City Service, Salt Lake City Bookkeeping

Helpful QuickBooks Tips From A ProAdvisor

Posted by Matt Roberge on Apr 14, 2012 5:00:00 AM

Taking on accounting and bookkeeping duties can be a tedious endeavor, but technology, like Quickbooks,
has greatly improved the way in which professionals keep their books. While in previous eras bookkeepers spend hours adding items into ledger books and crunching numbers in their head, many new programs have simplified these tasks. While it’s still a meticulous and time consuming project, using QuickBooks to assist you in your bookkeeping tasks can help you save time and energy.

Here are a few helpful QuickBook tips:

Get to Know the Program – Just because you’re savvy in the field of bookkeeping and accounting doesn’t mean you’ll be able to pick up QuickBooks in minutes. By dedicating a few hours to familiarizing yourself with the program you will save yourself plenty of time down the line.

Make Yourself at Home – One of the best advantages to QuickBooks is that it can be customized to your needs. You can easily modify the icon bar at the top of the screen by adding and removing tools or changing their order as you see fit.

Apply Shortcuts – If you’ve been using Windows for any length of time, you’ve probably become familiar with keyboard shortcuts. Be sure to put that knowledge into practice in Quickbooks as it can drastically improve your productivity. For example, using Ctrl + I will create a new invoice.


Use QuickMath
– Okay, okay we all know you’re a math whiz. However, you don’t have to spend so much time adding up numbers in your head. One of the best Quickbook tips is to use the calculator. In addition to reducing the chance of an error, the calculator saves you plenty of time – and brain power!

Use the Setup Wizard – Many people opt out of the setup wizard because their eager to get started or feel they don’t have time. However, utilizing the program’s setup wizard will help you learn about some of the program’s best features and assist you in customizing your screen.

Most of all, however, do not get discouraged. Like any new program, it takes time and practice to become a pro. However, if you still find that you don’t have the time you may want to pass off the duties to one of the Salt Lake City Bookkeeping experts.

What challenges have you faced when using QuickBooks and what Quickbook tips can you offer to others?  

 

 

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Topics: QuickBooks Tips, QuickBooks consulting, QuickBooks advice, QuickBooks, Salt Lake City Bookkeeping, Small Business Bookkeeper, Small Business Bookkeeping

4 QuickBooks Reconciliation Tips From A Bookkeeping Expert

Posted by Matt Roberge on Mar 27, 2012 5:00:00 AM

When using the QuickBooks reconciliation feature there are several tips and tricks you can use to make the process smoother.  Start practicing the below techniques and I guarantee your QuickBooks reconciliation process becomes simpler and more efficient.  

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Topics: QuickBooks Tips, QuickBooks consulting, QuickBooks advice, QuickBooks Bank Reconciliation, Efficiently Using QuickBooks, QuickBooks efficiency, Salt Lake City Bookkeeping