Sending QuickBooks Info to Accountants

Written By: Jennifer Amos    QuickBooks allows you to easily send your QuickBooks information regardless of whether you are using the online or desktop version. Below are some helpful instructions below.   QuickBooks Online: QuickBooks Online allows you to invite an accountant to view your QuickBooks Online file through email: Click the Gear icon on the… Read More


5 QuickBooks Reports You Need to Run in January

2018 has begun. Does your accounting to-do list look like a clean slate, or are critical 2017 tasks still nagging? Getting all of your accounting tasks done in December is always a challenge. Besides the vacation time you and your employees probably took for the holidays, there are those year-end, Let’s-wrap-it-up-by-December-31 projects. How did you do last… Read More


How QuickBooks Helps You Accelerate Receivables

Getting paid by your customers in a timely fashion is one of the biggest challenges of being a business owner. QuickBooks can help in several ways. You’re meeting your sales goals. Keeping inventory balanced. Making sure that every billable hour gets invoiced. Taking advantage of vendor discounts. Basically, doing everything in your power to keep… Read More


Linking Bank Accounts and Credit Cards with QuickBooks Online

Many QuickBooks Online users spend hours every week manually inputting their bank and credit card transactions. There’s an easier and more efficient way to input transactions by linking your bank accounts and credit cards directly with QuickBooks Online. After your bank accounts and credit cards are linked to QuickBooks Online, all you need to do… Read More


8 QuickBooks Reports That You Should Be Running Regularly

QuickBooks provides dozens of customizable report templates. You know when you need some of them, but which are musts? You send invoices because you sold products and/or services. Purchase orders go out when you’re running low on inventory, and there are always bills to pay, it seems like. All of this activity is, of course,… Read More


Get QuickBooks Ready for Point of Sale Integration

Don’t expect to start ringing up sales until you’ve done some prep work in QuickBooks.   Years from now, accounting industry thought leaders tell us, small business accounting will rely heavily on integration. You’ll be able to choose from best-of-breed solutions to assemble just the mix of financial functionality that your company requires.   We’re seeing the… Read More


QuickBooks and Windows 8

As we start seeing new computers rolling out with Windows 8, the question of compatibility with new and existing software is an important one to consider, especially when that software is critical to the functionality of your business – like your accounting software. So far, it looks like the official word from Intuit is that… Read More


Three Tips to Save You Time & Money on QuickBooks Support (Part 1)

As a QuickBooks ProAdvisor, I have had the opportunity to help many people with their QuickBooks problems. Although I’m always willing to help, I have noticed that often service calls I make could be reduced or eliminated by a few simple tips. These next few posts will be highlighting three of my favorite QuickBooks support… Read More


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