Category Archives: For Accountants & Bookkeepers

What’s new in Enterprise 2015: Part I

Our last two newsletters focused on what was new in QuickBooks Pro and Premier for 2015; first for Accountants and then for Clients. If you missed them, they are posted on our blog. In the next two issues, we will … Continue reading

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What’s New in QuickBooks 2015 for Accountants

QuickBooks 2015 offers some new features that we are excited to share with our fellow accounting professionals. The Accountant Toolbox, Client Collaborator and Report Comments are a few of the latest features available to accountants that we will explore in … Continue reading

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A Tour through QuickBooks’ Payroll Setup Tool

Getting QuickBooks ready to process payroll is a complex, time- consuming process. Here’s what you can expect. Payday. You look forward to it when you’re young and working at your first part-time job. But as a grown-up who needs to … Continue reading

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What to Do When Calling the Help Line Doesn’t Help

Have you ever called a help line and at the end of the call had a bigger problem than before you called? Unfortunately, it’s not uncommon. Navigating the help line process can be a challenge for anyone’s patience.   Here are … Continue reading

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Do You Need a More Robust Version of QuickBooks?

Greetings! Maybe you just need to study your current version thoroughly. But it might be time to move up. If QuickBooks were just one product, its appeal would be more limited than it is. Because there’s an entire family of … Continue reading

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QuickBooks® Online – Quick Tips for Accountants and Bookkeepers

The arrival of QuickBooks® Online (QBO) has provided many new possibilities for small business owners. It is a user-friendly and convenient option for those who are looking for more remote accessibility with their company file. Here are a few quick … Continue reading

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QuickBooks 2013 is Here!

QuickBooks® 2013 has a number of new features as well as improvements to existing ones. It also has a few problems as evidenced by the fact that they have already issued Release 3 to fix the bugs and it only … Continue reading

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Opening Balance Equity in QuickBooks

Ah, the Opening Balance Equity account – as accounting professionals it’s one of the first things we look for when someone hands us a QuickBooks® file at year end. It tells us a great deal about the clients’ skill level … Continue reading

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Journal Entries in QuickBooks

As Accountants we default to the tried and true – the journal entry – we use the traditional system of accounting to record, adjust and correct all things. A debit here, a credit there and voila, we are done. Not … Continue reading

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Cash-Basis Balance Sheet with Accounts Receivable and/or Accounts Payable

When you run financial statements on a Cash Basis in QuickBooks®, the results may not be what you expect. For example, you may find balances for Accounts Receivable and/or Accounts Payable on Balance Sheets run on a Cash Basis. This … Continue reading

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