QuickBooks Desktop 2021 will soon be released. Here is a listing of the features you can see in this year’s release. We organized them by version of QuickBooks, the features are cumulative (each section includes the features listed above it). … Read More
Choosing the Right QuickBooks Payroll Service
Running payroll inside of QuickBooks or using a product that imports into QuickBooks is a very cost-effective way to pay your employees and be compliant. Integration reduces errors and saves time, easing your entries into your checkbook. All of the … Read More
Handling a Non-Sufficient Funds (NSF Check) in QuickBooks Online (Manual Process)
Uh Oh!! A customer paid you and the payment didn’t go through. In the old days we called that a Bounced Check, but today, we have a softer way to call it, an NSF Check (non-sufficient funds). This can happen … Read More
Handling a Non-Sufficient Funds (NSF) check in QuickBooks Desktop (Bounced Check Feature)
OH NO!! A customer paid you and the payment didn’t go through. In the old days we called that a Bounced Check, but today, we have a softer way to call it, a NSF Check (non-sufficient funds) This can happen … Read More
Setting QuickBooks to Run as Administrator
One of the challenges with QuickBooks Desktop is that QuickBooks needs access to various files and folders to be able to run properly. Often files will need to be updated from time to time, and if QuickBooks does not have … Read More
Handling Consignment Sales in QuickBooks
It is common practice for a retail store to display consignment inventory for a vendor that they have not purchased. This inventory is called Consignment Inventory. The agreement is established so that when the items are sold, the retail store … Read More
Handling Upfront Retainers and Deposits in QuickBooks
Many businesses require prepayment for goods or services. This is great to ensure you will be paid for the job or the materials ordered, but tracking it can be tricky. Ideally, the payment should be tracked in a way that … Read More
QBO is a Cat, QB Desktop is a Dog – A “Dan”alogy
In the never-ending dilemma of QB Online vs. Desktop, there are three camps: “QB Desktop or Bust!!!” “QB Online is the wave of the future” “I like both” If you are part of the first two camps, the mere mention … Read More
Handling Barter Transactions in QuickBooks
We all remember Schoolhouse Rock on Saturday mornings, right?!? Catchy tunes to help us little kids grasp “adulting” concepts like how a Bill becomes a Law, or what a conjunction is. One of their cartoons revolved around the concept of … Read More
How to Automate Monthly Billing for your Customers Using QuickBooks Desktop
We are often asked “How do I automatically bill and collect from my client for a monthly bookkeeping fee?” Here are the steps to set up automatic recurring invoicing. Start with a QuickBooks Payments account. Next, create a sales receipt. … Read More
Choosing the Right Version of QuickBooks
Are You Aware Of The Vast Array Of Choices For Your Customer When They Need QuickBooks? As a Certified ProAdvisor, product expert and consultant of QuickBooks, I am excited about all the options that we have for our clients to … Read More
How to Handle Prepaid Inventory in QuickBooks
As a QuickBooks consultant, we often have to figure out workflows for unusual situations involving inventory. For customers that are new to the business, they may have to prepay for inventory that they have not received. It’s important to manage … Read More
Cash Basis Tax Payers are Still Accrual Basis Businesses
This has come up twice for me recently so I decided it was worth a blog post and a video. Cash basis tax payers are still accrual basis businesses! I’m really not sure why there is even any confusion about … Read More
Transaction Pro Importer – Import Transactions Into QuickBooks
When I think of Transaction Pro Importer I think of two experiences where this product has made such a significant impact on my life that I have to share the experiences with you. The first experience that I want to … Read More
Accounts with Sub-Accounts – How to Fix Ugly Other In QuickBooks
Accounts with Sub-Accounts – How to Fix Ugly Other In QuickBooks When you post a transaction to an account which serves as a parent account you get something called “Ugly Other.” The golden rule of entering transactions into QuickBooks when … Read More
ZenPayroll – How to Book Payroll When the Banking Doesn’t Tie
Video source missing
How to Record Credit Card Cash Rewards in QuickBooks
This guest post is brought to you by Alicia Katz Pollock of Royalwise Solutions, Inc. I just got a new credit card that gives me cash back, a percentage of the money I spend. When I imported the refund transaction … Read More
QuickBooks Comes in Many Flavors. Which one is for you?
The following guest post brought to you Laura Redmond. QuickBooks Comes in Many Flavors. Which one is for you? Intuit’s mission is to “simplify the business of life”. They do that by creating innovative accounting and tax solutions. The most … Read More
QuickBooks Online or Desktop – The Great Debate
These days, especially as working remotely is becoming more and more prevalent, the allure of working in the cloud is appealing. When it comes to QuickBooks, transitioning to online can be a big decision. QuickBooks has a desktop platform, and … Read More
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