by John Schmerold | Nov 30, 2018 | QuickBooks
Utilities developed for QuickBooks add considerable value to a fully featured, well supported tool. Our favorite utility developers: QSalesData QuickBooks Link for Act! ProperSoft conversion tools to get from CSV/PDF/QFX/OFX/QIF to QBO or IIF format MoneyThumb convert...
by John Schmerold | Aug 20, 2018 | Microsoft Office, QuickBooks
QuickBooks has a useful feature in the Accountant’s Edition of QuickBooks. You can use a spreadsheet to enter transactions, then simply copy and paste the transactions into QuickBooks. If you provide bookkeeping services for a hundred clients, the obvious...
by Zach Pettit | Nov 28, 2017 | QuickBooks
One of QuickBooks’ most powerful and frequently used features is the ability to run multiple user accounts. Often different people need different levels of access, or the organization needs a solid audit trail for determining who made changes. To start, log in to your...
by Zach Pettit | Dec 15, 2015 | QuickBooks
For a small startup business, taking inventory is usually simple and quick- look around, see what’s there, see what’s missing. But as the business grows, and the stuff starts to pile up, using an automated system becomes more advisable and, eventually necessary. If...
by Zach Pettit | Oct 6, 2015 | QuickBooks
Recently, a small business owner reached out to us about the amount of time they spent reconciling credit card statements. They felt like they were between a rock and a hard place- too small to justify a staff accountant, but too large for working through things by...
