Category: Quickbooks

Online Bookkeeping – Pros

Although this post focuses on QuickBooks Online, because that is the program I am most familiar with, the majority of these pros (and in the next post, cons) also apply to the other online bookkeeping options. Now, I’m going to be completely honest, up until this year, 2015, I was hesitant to recommend online bookkeeping… Read More »

EMV and You

If you haven’t started to already, you are going to be hearing a lot about the shift to EMV or “Chipped” credit & debit cards. This is because the liability shift took place on October 1st. So what is EMV, what does it mean to you as a consumer, and what does it mean to… Read More »

Favorite QuickBooks Shortcuts

After 11+ years of working with QuickBooks I have found a number of shortcuts and tricks to make some processes more efficient and to eliminate some of the more annoying quirks of the program. Here are a few of my favorites. 1. You don’t have to use invoices. If you are running a business on… Read More »

Do I Need To Upgrade to QuickBooks 2016?

QuickBooks Desktop 2016 is now out and available for purchase or download. So you ask, “Do I need to upgrade?” Well, the answer is that depends on which version you are currently using and what functions you use regularly. In May of 2016 Intuit will “sunset” QuickBooks Desktop 2013. Although the list of functions that… Read More »

My List of Go To Software for Running a Business

In May of this year (2015) I reached my 10 year anniversary of being in business. I’ve been doing a lot of reflecting on what I’ve changed over the years, what I’ve learned, and what I want the next 10 to look like. On the topic of what I’ve learned, some of the software I… Read More »

Moving Your Company File

There may come a time when you need to move your company file from one computer to another. You’ve bought a new computer, you are having another person look at your file (accountant, independent bookkeeper, etc.), or you have rearranged your office &/or staff and the file now needs to be on someone else’s computer.… Read More »

Wrangle Those Receipts

As business owners we all know that we need to keep our receipts. We need them to prepare financial information, to confirm the information on our bank statements are correct, to track deductible expenses, to keep a basis for depreciable items, to prepare a tax return, and to support the numbers reported on your tax… Read More »

Do I Still Need to Reconcile?

“I download my transactions from the bank, do I still need to reconcile?” That is a question I’m asked fairly regularly. With the popularity of QuickBooks Online growing, with FreshBooks arriving on the scene, and the download capabilities of the banks getting better and better, many small businesses and freelancers don’t enter their transactions in… Read More »

Keyboard Shortcuts for QBO

One of the frustrating things about working with QuickBooks Online if you are already a QuickBooks Desktop user is the feeling that you cannot move around the program as easily and efficiently as you can with QBD. Well QBO has added some keyboard shortcuts to assist with that frustration. Unlike the ones in QBD, these… Read More »