Attaching Files to Transactions in QuickBooks
Wouldnt it be nice to not have to waste time digging through filing cabinets to locate old support documents? Did you know you can attach electronic files to almost any transaction in QuickBooks? You can attach receipts, invoices, statements and much more anywhere you see the paperclip icon! Your Chart of Accounts has the same […]
How to Deliver Your QuickBooks File to Your Accountant
There is a lot of confusion among both clients and accountants about the myriad of ways a client can get their QuickBooks (QB) files into their accountants hands. Here is a rundown of options and their pros & cons. NOTE: For all types of files, please use a secure way to get them to your […]