Memorized Transactions are a Time Saver!
There is no need to waste your valuable time on posting regular, recurring transactions such as monthly bills. QuickBooks will do it for you! My phone bills all hit my credit card for the same amount each month. When I finished entering the first bill this month, I saved it, then I clicked on the […]
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 […]
Preparing 1099-Misc Forms in QuickBooks
Every January the pressure is on to get 1099 reports prepared accurately and timely to meet the January 31st deadline. Why is it important to have them completed accurately and timely? Penalties for incorrect or late filing, add up in a hurry. ? Here are some guidelines to AVOID PENALTIES: Make sure the names and […]