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Preparing for Form 1099
It is now the start of the 4th quarter and year end planning and preparation is well underway. Capturing the data that will be required for year-end compliance work can be done throughout the year, but...
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Client Data Review: Write Off Invoices
The Write Off Invoices tool included in the Accountant Edition products provide a quick way to adjust outstanding invoices without the need to create an entry one at a time. It is recommended that...
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QuickBooks Tips & Tricks – Voiding a Check
There are two alternatives for voiding a check or bill payment depending on the timing. The first is voiding a check immediately, such as a problem with printing, an error discovered before the check...
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Send Journal Entries with QuickBooks 2013
With the 2013 products there were a couple of notable changes for the journal entry screen: With the change in the user interface, the ability to hide the journal entry list at the bottom is now a...
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Ask the Expert: QuickBooks Online or QuickBooks for Mac?
Q – Why wouldn’t a client that has never used QuickBooks & has a Mac be better off to sign up for QuickBooks on line? A – Like with the decision between QuickBooks for Windows products and these...
View ArticleQuickBooks Tips & Tricks: Password Set Up for QuickBooks Pro and Premier
For the password feature, each person is setup individually. The designation of the specific areas of the software that the user is allowed to work in, as well as limiting the activities a user can...
View ArticleQuickBooks Tips & Tricks: Password Protection for QuickBooks Enterprise...
For the password feature, each person is setup individually. The designation of the specific areas of the software that the user is allowed to work in, as well as limiting the activities a user can...
View ArticleQuickBooks Tips & Tricks: Password Protection Warning
One of the easiest ways to improve internal controls for businesses using QuickBooks is to set up each individual who will have access to the data with a unique user name and password. The ability to...
View ArticleWhat Accountants Wish Clients Knew About. . .
We spend most of our time working with Accountants and their QuickBooks clients. Some of the time is spent training Accountants about QuickBooks, but most of the time is spent working with the...
View ArticleHow the Balance Sheet and Profit & Loss Reports Work Together
We started a blog posting on “What Accountants Wish Clients Knew About. . .” and offered the following as the first “wish” to get everyone started. I wish that clients knew that the results from the...
View ArticleQuickBooks Online – We Want Your Opinions!
Intuit has made a big shift towards QuickBooks Online. If you go to quickbooks.com, it is QuickBooks Online for the trial front and center. Even if you click on the Accounting Software pull down menu,...
View ArticleAsk the Expert: Splitting Files
Q: I was wondering if you have any recommendations for a file that someone decided to put multiple entities and checking accounts all in one QuickBooks under different “classes”. Of course, it was...
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QuickBooks 2014: Bounced Check Feature
Updated September 15, 2013 Bounced checks have long been a challenge for QuickBooks users. I have recommended a bounced check and bounced check fee item as my approach to this situation in the past,...
View ArticleAsk the Expert: QBES for Accountants
Last week after we sent the newsletter, we were contacted by three subscribers about the same issue. As Intuit has continued to expand the functionality and feature set of QuickBooks Enterprise...
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QuickBooks 2014 Bill Payment Stub
The complaint in the past was that if a vendor bill was paid 100% by a vendor credit, the bill and credit did not appear on the payment stub. New with 2014, this issue has been addressed. Apply...
View ArticleQuickBooks Desktop to QuickBooks Online
We have made the decision to increase our QuickBooks Online support services. As part of this, we have several clients that we are helping to get up and running from QuickBooks desktop to QuickBooks...
View ArticleQBOA Best Practice – Managing Your Team
As more clients are implementing QuickBooks Online for the accounting solution, I am getting more and more questions from accounting professionals on how to best support their clients. In this posting...
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QuickBooks Online Tip: Automated Emailing Reports
As many of you know, we made the switch from QuickBooks Enterprise to QuickBooks Online almost a year ago. There were definitely pros and cons, but, based on the fact that we all work remote and the...
View ArticleEMV and Intuit Payments
EMV – What Is It? High Level Overview "EMV" is a global standard for credit and debit payment cards based on chip card technology. It takes its name from the card schemes Europay, MasterCard, and Visa...
View ArticleQuickBooks Connect 2015
QuickBooks Connect for me was a wonderful experience. I was disappointed I could not attend last year due to health reasons, so I was looking forward to attending this year. Since I work from a home...
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