Business Owner: Are you using your QuickBooks to its fullest capacity? Are you “managing notes”? Are you defining new fields? Are you memorizing transactions? Do your reports reflect the information you need to report outside of QuickBooks with? Customizing reports in QuickBooks and memorizing them is what I feel is the strongest asset in the […]
Category Archives: News and Events
27
Sep
Sep
You will be your tax accountant’s favorite client when your books are ready. Doing a review of your books before you send them to your accountant will save them time, and you money! Here’s a breakdown: Balance Sheet First, review your Balance Sheet. On the Assets side, start with the bank accounts – each account should […]
20
Sep
Sep
Exporting reports to Excel from QuickBooks® Online (QBO) is totally viable, and in many cases, necessary to get more critical information on the health of your business. I can also see still using Excel for scheduling purposes. However, small businesses should no longer be leveraging Excel for accounting or business activity. That is what accounting […]