Category Archives: How-To’s in QuickBooks

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 Enterprise for 2015 – Part 2

Part 1 of our What’s New in Enterprise for 2015 focused on the changes to the Preferences. This issue will cover some of the other changes that were made to enhance this more powerful and robust version of QuickBooks. Total … Continue reading

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What’s New in QuickBooks 2015 Pro and Premier

QuickBooks 2015 Desktop has just been released and there are several new features and improvements to old ones that you will want to take a look at to see if it has something worth upgrading for. Insights Dashboard – Insights … 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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Five Ways You Can Use QuickBooks’ Income Tracker

The Income Tracker is one of QuickBooks’ more innovative features. If you’re not using it, you should be. One of the reasons that QuickBooks appeals to millions of small businesses is because it offers multiple ways to complete the same … Continue reading

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5 Ways to Accelerate Your Receivables in QuickBooks

Increasing your income is good. But even if you can’t, you can still take steps to collect the money you’re already owed faster. Here are five ways. If you asked five small business owners to name the top three roadblocks … Continue reading

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Start Planning Now for 2014 Income Taxes

You may not have even completed your 2013 taxes yet. But now is an ideal time to start getting ready for your 2014 returns. We know that you’re in some stage of preparation for your 2013 income taxes. It may … Continue reading

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Make QuickBooks Yours in 2014: Customize

QuickBooks can be used as is, or you can customize many elements to improve your workflow, your form output and your business insight. While many of the things you purchase and use in your daily work and professional lives don’t … Continue reading

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Receiving Payments from Customers in QuickBooks

Depending on the situation, there’s more than one way to record a customer payment in QuickBooks. Here are your options. There are undoubtedly some QuickBooks tasks that are more enjoyable than others. It’s no fun paying bills, for example, and … Continue reading

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QuickBooks Custom Fields: An Overview

Part of QuickBooks’ popularity comes from its flexibility. Here’s a look at how custom fields contribute to that element. The beauty of QuickBooks is that it can be used for so many different kinds of businesses. Its smart design lets … Continue reading

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