Reconciling Quickbooks When Factoring
Is it Necessary to Get an Accountant or Tax Preparer?
Accountants and other tax professionals can be worth their weight in gold during tax time, especially when it comes to legal and compliance issues. With the Income Tax Act numbering more than 3,000 pages, the amount of information often proves too much for the...
Quickbook Apps to Reinvent Back Office Operations
Even if you’re the sole owner and worker in your business, you need back office operations. Tasks such as payments, receivables, payroll and inventory management may not be seen by your customers, but they are crucial to keeping your organization’s heart beating. If...
State of Payments Among Small Businesses
Cash flow is important to the success and growth of any business – and QuickBooks® recognizes how important getting paid and managing the payments process is for small businesses. As a continuation of “The State of Small Business Cash Flow” report released earlier...
Easy to Find Shortcuts in QuickBooks Desktop
Shortcuts can greatly improve efficiency. To find shortcuts simply browse the menus in QuickBooks and look to the right of the menu option. If a shortcut is available it will display. See/click on the screenshot below for a couple examples (highlighted in yellow). Hope...
Convenient Open Balance Report in QuickBooks Desktop
Sometimes you may be looking for outstanding invoices for a customer and maybe you don't want to generate an Open Invoice Report as it will list ALL customers. What’s a good solution?…Create an Open Balance Report for just one customer. A very simple and quick way to...
Quickly Increase the Font Size for a Report in QuickBooks Desktop
By default the content for QuickBooks reports displays at a font size of 8. This small font size may be a little hard for some users to read. A simple (and quick) solution is to increase the font size. To do this, right click on the content of the report (the yellow...
Two Ways to Increase the Work Area on a Check in QuickBooks Desktop
In some instances you may need to see more Expense/Item lines on a check. You can see more lines by either clicking on the “Maximize/Restore your work area” button (1) or by clicking on the “Hide/Show the ribbon” button (2). Either of these methods will allow...
Speed up Basic Math Functions in QuickBooks Desktop
Ever have to do a bunch of math and THEN input the results into QuickBooks? It’s not very efficient and can lead to additional errors. Well, QuickBooks has you covered…they make it easy to do basic math functions (addition, subtraction, multiplication, & division)...
Remembering Customer and Vendor Information with Notes in QuickBooks Desktop
Ever have a hard time remembering info about a Customer or Vendor? If so, QuickBooks has you covered with Notes! From the Customer or Vendor Center, simply double‑click on the Notes field (1) for the customer/vendor needing the note. Enter the note (2) and click the...
