If you've ever checked a bank statement or downloaded transactions into QuickBooks, you've probably noticed transactions with extra numbers and letters. Some are dates, others are transaction numbers to give a couple of examples. Sorting through this … [Read more...]
Video: How QuickBooks can help you remember things
April 9, 2012 by
QuickBooks® has two ways to remind you of the things you need to do: reminders and iCal. Reminders list Using reminders. Say you've entered a bill or put something on your QuickBooks® To Do list. These things can then go onto your Reminders list. … [Read more...]
QuickBooks and your business: Farm, ranch, or other agriculture business
April 2, 2012 by
[Editor's note: This is the first in a series of articles we'll be publishing about using QuickBooks for Mac for specific types of businesses. Stay tuned for more articles in this series. - Shelly King, Managing Editor] When you spend your days … [Read more...]
Preparing for Year-End
March 26, 2012 by
Checklists make work faster and easier, and even a simple checklist can save you hours of time at year-end. A Year-End Checklist Saves time: Your checklist helps you do each step in order, keep from back-tracking, duplicating work, or doing … [Read more...]
Is your business overweight?
March 18, 2012 by
It’s common for small business owners to measure their financial health based on their income statement or bank account balance. They deem their business “fit” if the bottom line looks good. To reveal why this approach can be deceptive, let’s apply a … [Read more...]
Time sheets and progress invoicing
February 24, 2012 by
Progress invoicing is a great way to invoice your customers over time for work you do for them. And many times, that work involves billable time. So how do you apply that billable time to a progress invoice? A couple of things to understand Before I … [Read more...]
Video: How to Use theLayout Designer
February 21, 2012 by
If you want the forms you send out for your business to be a bit more creative, you can customize your forms with Layout Designer. In this video, you'll learn the basics that you need to get … [Read more...]
I did what?: Three common tax mistakes small businesses make
January 29, 2012 by
As a CPA, I've seen a wide variety of mistakes related to taxes, some of which were very costly to business owners. The IRS and state tax code and regulations are very complex. And they change every year, of course. This creates big challenges for … [Read more...]
Right Angle: Creating Perfect 1099s–An Expert’s Guide
January 23, 2012 by
You may be ready to do your own 1099s, or to do your clients' 1099s, but is the QuickBooks data you're working with ready for you? You've heard about the 1099 rule changes and you've figured them out, you've decided to file 1099s electronically or … [Read more...]
So many choices, Part 2: Vendor transactions and more
January 19, 2012 by
This article is Part 2 of a two-parter on the transactions you can use in QuickBooks. Part 1 covers customers. This one covers vendors. With vendors, it's all about spending money. You need stuff to run your business, whether that's new inventory … [Read more...]
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