Are You Using QuickBooks’ Custom Fields? Should You Be?
QuickBooks was designed to be used by numerous types of small businesses. Custom fields help you tailor it to meet your own needs. One of the reasons that QuickBooks...
Don’t Wait Until December: Year-End Tax Actions You Should Take Now
Unless you’ve been planning for 2021 taxes all year, it’s time to take actions that can reduce your IRS obligation. We’ve talked before about the importance of planning for...
How Do You Connect to Your Banks in QuickBooks?
Importing your bank transactions into QuickBooks saves time, improves accuracy, and makes you a better money manager. It’s been a long time since your only options for learning about...
Know Where You Stand: Use QuickBooks Reports
It’s impossible to have a clear picture of where your business is headed without regularly running QuickBooks’ built-in reports. If you’re currently using QuickBooks, you know how it’s transformed...
Do You Need To File An Amended Tax Return? Here’s How
If you made an error on a tax return over the last three years, you can amend it by filing an IRS Form 1040-X. It happens more often than...
Why You Need Year-Round Tax Planning…
…and tips on how to do it. The IRS may have granted us a reprieve for filing our income taxes this year, but we hope you’re well into your...
How to Protect Your Data in QuickBooks
Your QuickBooks company file is gold. Keep it safe from fraud and intrusions. After the unprecedented year we’ve just experienced, the last thing you need is to have your...
How to Customize Sales Forms in QuickBooks
QuickBooks comes with perfectly usable sales form templates. But you can modify content and appearance to make them yours. When you receive an invoice or bill in the mail...
7 Tax Tips for a Turbulent Tax Year
2020 is in the rearview mirror, but your income taxes for the unprecedented year are due soon. Here are some tips. The COVID-19 pandemic affected everything last year, including...
Keep Up With Payables: Paying Bills in QuickBooks
It’s not your favorite accounting task, but QuickBooks makes bill-paying easier. Last month, we described the process of entering bills in QuickBooks. We discussed how you can’t pay bills...