When setting up QuickBooks Online, in the Chart of Accounts, it is important to set up a special account to handle your Tenant’s Security Deposits. You can name the account anything (I recommend using Tenant Security Deposits. The type of account is: other current liability. This is important. The reason a tenant’s security deposit is…
If You REALLY want to Start Over in QuickBooks Online Since it is the beginning of the new year, I thought I would share the method that will delete your data and allow you to start over in QuickBooks Online. WARNING: Make sure you REALLY want to start over. It will not work in all…
Today, I have received my third ProAdvisor certification. I am officially a Certified QuickBooks ProAdvisor Payroll. This certification is in addition to the Certified QuickBooks ProAdvisor and the Certified QuickBooks ProAdvisor (ADVANCED). Because of the need for real estate businesses and professionals to also process payroll for both part-time and full-time employees, the certification proudly…
It is easy to make a real mess in QuickBooks Online. To do so, import a new Chart of Accounts in an EXISTiNG company. You might expert QuickBooks Online to quickly and accurately merge the old chart of accounts into the new one. But it does not. The old accounts remain. There is no magic…
QuickBooks Online Can Handle Serialized Inventory If you need to keep track of the serial numbers of items in your inventory, QuickBooks Online can do that for you. Even though you may have been told you can’t do that in QuickBooks. Well, there is a solution. It is QuickBooks Online Advance and an App integration….
Today, I earned the designation of Certified QuickBooks ProAdvisor (ADVANCED) from Intuit, the publisher of QuickBooks Online. I understand that only about 3% of the Certified QuickBooks ProAdvisors hold the designation of Advanced. I am most pleased to announce this new designation. I will be updating this website and other listings with updated information about…
It’s time to get ready to issue 1099s. It’s one of those chores that need to be on your To Do list in January. For my clients, I am making sure the W-9s are being updated this month. The Request for Taxpayer Identification Number and Certification should be used to get the information you need…
You might see Bank Error 108 when using QuickBooks Online. Don’t worry! it’s an easy fix. This message can be generated when accessing bank or credit card accounts. It only means there’s a message waiting for you. Messages on the bank’s or credit card’s website, especially ones about updates, can block the connection to QuickBooks….
QuickBooks offers a free budget template for Excel. Now that the Thanksgiving holiday is over, it is time to seriously plan next year’s budget. Small business owners should be taking a good look at their financial reports and should be preparing next year’s budgets. Use the free Excel template to develop a budget for your…
American Express Offers Savings on QuickBooks Plans American Express and QuickBooks offer a 30% discount for new subscriptions to celebrate Small Business Saturday. To qualify for the discount, new subscribers must use the links on this page. The offer applies to any version of QuickBooks Online. That includes Simple Start, Essentials, Plus, and Advanced. Payroll…
As I mentioned last week in another blog post, changes are coming to QuickBooks online next year. One major change is the Invoice. The image above shows the new screen, which has been redesigned. It looks much more like the actual invoice being created in QuickBooks Online. The screen has been designed to have switches…
I have just updated my Certified QuickBooks ProAdvisor listing. The new listing includes this About section: I help small businesses save time and improve profitability by optimizing their QuickBooks. You know how important it is that you know where your business stands. Without reliable data, you can’t make the best decisions, plan your future, or…
End of content
End of content