Providing Onsite Accounting and bookkeeping services in North San Diego County, Remote Service Nationwide|

What Are Payroll Items in QuickBooks?

If you plan to process your own payroll using QuickBooks, you need to understand how payroll items work. Considering processing your own payroll in QuickBooks? Whether you’re moving from a payroll service or getting ready to pay your first employee, you’re taking on a complex set of tasks that requires a great deal of setup [...]

September 1st, 2016|Human Resources, Tips & Tricks QuickBooks|

Setting Up User Access in QuickBooks

Will multiple employees be working with your QuickBooks company file? You’ll need to define their permission levels. If you ever did your bookkeeping manually, you probably didn’t allow every employee to see every sales form and account register and payroll stub. Most likely, you established a system that allowed staff to work only with information [...]

August 1st, 2016|Entrepreneurs, Tips & Tricks QuickBooks|

Make QuickBooks Your Own: Specify Your Preferences

Your business is unique. Make sure that QuickBooks knows how you operate. QuickBooks was designed to be used by millions of businesses. In fact, it’s possible to install it, answer a few questions about your company, and start working right away. However, we strongly suggest you take the time to specify your Preferences. QuickBooks devotes [...]

July 1st, 2016|Entrepreneurs, Tips & Tricks QuickBooks|


Clients and business associates need to exercise caution when evaluating whether to purchase new hardware with Windows 10 operating system, or upgrade their current hardware from XP? or Vista?? or Windows 7 to Windows 10.  For more information on upgrading check out this article. Intuit has published their official position on Windows 10, that ONLY [...]

May 9th, 2016|Tips & Tricks Sage 100 ERP, Tips & Tricks QuickBooks|

Tracking Products and Services in QuickBooks Online, Part 2

Last month, we explored the process of creating a product record. Now we’ll look at where they’re used in QuickBooks Online. Have you been able to create records for all of your products and services? If you have a large inventory, this can be quite a time-consuming process. But we highly recommend that you build [...]

Are You Applying Finance Charges? Should You Be?

Assessing finance charges is a complicated process. But if you have a lot of late payments coming in, you may want to consider it. There are many reasons why your customers send in payments past their due dates. Maybe they missed or misplaced your invoice, or they’re disputing the charges. They might not be very [...]

May 1st, 2016|Entrepreneurs, Tips & Tricks QuickBooks|

Use QuickBooks Custom Fields to Improve Insight

QuickBooks’ structure is universal enough to appeal to millions of small businesses. Custom fields help you shape it to meet your company’s unique needs. If you’re using QuickBooks, you probably know that you’re complying with the rules of double-entry accounting. The software is designed such that you can be compliant with these requirements without even [...]

April 5th, 2016|Entrepreneurs, Tips & Tricks QuickBooks|

Why You Should Use QuickBooks’ Snapshots

QuickBooks provides multiple ways to get information about your customers, and their payments, and your company itself. The software’s Snapshots provide quick, thorough overviews. What do you do when you need to get information in QuickBooks about customers or about payments they’ve made in QuickBooks? You have several options. You could, for example: Create a [...]

March 1st, 2016|Entrepreneurs, Tips & Tricks QuickBooks|

What QuickBooks’ Calendar Can Do for You

Yet another calendar? Yes. It’s a good idea to use QuickBooks’ calendar to stay on top of your financial transactions. These days, some of us find ourselves updating multiple calendars. There’s the Outlook calendar or other web-based solution for scheduling and task management. Maybe a smartphone app to track to-do’s on the road, and a [...]

February 2nd, 2016|Entrepreneurs, Tips & Tricks QuickBooks|

How to Add Documents in QuickBooks

Accounting is about more than just numbers. QuickBooks lets you make documents available from within the program itself. You could call QuickBooks a “green” computer program. It can conserve reams of paper by storing customer and vendor records, for example, emailing transaction forms, and accepting online payments. Most small businesses are a long way from [...]

January 4th, 2016|Entrepreneurs, Tips & Tricks QuickBooks|

Get Ready for 2016: QuickBooks Can Help

We’ll be ringing in the New Year soon. Will you have wrapped up your 2015 finances by then? There’s something very satisfying about turning our calendars to January. It always feels like a fresh start. We resolve to develop new, better ways of using our work and leisure time. We reflect on what we accomplished [...]

December 4th, 2015|Entrepreneurs, Tax Alerts, Tips & Tricks QuickBooks|

Get ready now! 1099 & 1099-K Reporting in QuickBooks!

   The IRS requires you to exclude any payments you made by credit card, debit card, gift card or third-party payment network such as PayPal from Form 1099-MISC. These payments are being reported by the card issuers and third-party payment networks on Form 1099-K. Here are some helpful tips on using the QuickBooks® 1099 Wizard: If you haven't [...]

November 16th, 2015|Press Releases, Tax Alerts, Tips & Tricks QuickBooks|

EMV (Credit Card Chip) Information

EMV stands for Europay, MasterCard, Visa—named after the companies that created a global standard for credit and debit card acceptance. This standard is now adopted by all major brands including American Express and Discover/Diners Club. EMV credit and debit cards have a secure microchip on the front of the card. * Adds a new level [...]

October 9th, 2015|Entrepreneurs, Tips & Tricks QuickBooks|

Customize QuickBooks Forms for a More Professional Image

Want an easy, free way to make your business look more professional and polished? Customize your forms. QuickBooks has the tools. You probably don't get as many paper forms in the U.S. Mail as you used to. But when you do, do you draw conclusions about the business that sent them based on what their [...]

September 1st, 2015|Entrepreneurs, Tips & Tricks QuickBooks|

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 [...]

August 1st, 2015|Entrepreneurs, Tips & Tricks QuickBooks|