Reconciling Quickbooks When Factoring

By Scott Meister, CPA | Jun 27, 2019
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Is it Necessary to Get an Accountant or Tax Preparer?

By Scott Meister, CPA | Jun 10, 2019

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 average business owner to stay on top of on their own.…

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Quickbook Apps to Reinvent Back Office Operations

By Scott Meister, CPA | May 21, 2019

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 no one’s around to handle these tasks, operations can fall apart and…

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State of Payments Among Small Businesses

By Scott Meister, CPA | May 7, 2019

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 this year, we are further exploring the State of Payments among small…

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Easy to Find Shortcuts in QuickBooks Desktop

By Scott Meister, CPA | Apr 4, 2019

Shortcuts can greatly improve efficiency. To find shortcuts simply browse the menus in QuickBooks and look to theright 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 this helps!Scott More information like this can be found in my courses here.…

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Convenient Open Balance Report in QuickBooks Desktop

By Scott Meister, CPA | Mar 21, 2019

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 do this is to access the customer center,…

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Quickly Increase the Font Size for a Report in QuickBooks Desktop

By Scott Meister, CPA | Mar 7, 2019

Updated January 6, 2021 If you’re feeling like the reports you generate in Quickbooks® Desktop are hard to read, you are not alone!  Everyone appreciates it when the information on their computer screen is easy to read. But if you have less than perfect eyesight, it’s even more important! According to the Web Content Accessibility…

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Two Ways to Increase the Work Area on a Check in QuickBooks Desktop

By Scott Meister, CPA | Feb 21, 2019

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 you to see more Expense/Item lines on a check.…

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Speed up Basic Math Functions in QuickBooks Desktop

By Scott Meister, CPA | Feb 7, 2019

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) within certain fields. This can greatly increase your productivity, especially if you…

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Two Simple Time-Savers for QuickBooks® Desktop Software
Improve your efficiency and use QuickBooks® like a pro with these two simple time-savers. These time-savers work with QuickBooks® Pro, Premier, and Enterprise.