Depending on your QuickBooks subscription level, there are various reports you can use to determine what vendors you need to pay. My two favorite reports are the Accounts Payable Aging Summary, and the Accounts Payable Aging Detail. This micro workout video shows you how to find the reports, as well as how to star them …
Two Reports I use for Paying Bills from QuickBooks Online Read More »
Deleting a bank or credit card account connected to the bank feed is a two-step process. This micro workout quickly walks you through the steps necessary to correctly remove the account. An important note is you want the balance in the account to be zero before deleting (“Make In-Active”) the account, otherwise, QuickBooks will put …
Deleting a Bank or Credit Card Account Connected to the Bank Feed Read More »
It can be very frustrating trying to reconcile an account, only to find out what you have in QuickBooks, doesn’t match the total on the bank statement. In this micro workout, I show you two quick tricks you can try to get your account to balance.
If you have a saved report you view regularly, you can set up an automatic email to send you the report at set inverals. This micro workout video will show you how.
This micro workout for QuickBooks Online Users shows how to link your banking or credit card account to the Bank Feed, allowing it to automatically pull transactions into your file.
QuickBooks Online integrates with numerous apps that are both free and paid. These applications can help simplify your work, create useful reports, manage your client relationships, and much more. This micro workout video shows you how to search for and add applications to your QuickBooks Online account.
This is a quick tutorial on how to set up sales tax in QuickBooks Online.
When a business spends money that’s an expense. Not all expenses are the same, but why is it important to properly allocate the expenses, and what is so special about COGS? The answer to that question has multiple layers. First and foremost is tax reporting. Many business expenses are tax-deductible. They lower the amount of …
The concept of this book is that most people are too close to their product to create a pitch that doesn’t lose their audience. An effective pitch can and should be around 3 minutes. Brant Pinvidic, the author does a great job of mixing information with stories backing up his claim. The book guides you …
Are there reports you are constantly re-creating in QuickBooks Online? If so, there is a way to save these customized reports so you can easily view them anytime you need.
Syft Analytics is designed to help business owners make informed decisions. It takes the data output produced by QuickBooks and creates graphical representations that are easy to read, as well as create projections for the future. Keep reading if you’re interested in seeing if Syft can help you. This is a review of the FREE …
Did you know there are several ways to access the bank reconciliation screen in QuickBooks Online? You can move quickly through your bookkeeping tasks by using the best of these options.
Book Review for The Bullet Journal Method: Track the Past, Order the Present, Design the Future by Ryder Carroll Full disclosure, I first read this book over a year ago. The reason I’m giving a book review on it now is that it mostly worked for me, and I think it could help some other …
If you are a business owner who is also doing your own bookkeeping, I know you are BUSY! I’ve created a quick list to help you streamline what you should be doing at a minimum. Daily – Collecting receipts, invoices, and a record of all transactions taking place each day as well as having a …
10 bookkeeping tasks every business owner needs to make sure are being done Read More »
Have you ever noticed your QuickBooks tabs aren’t the same as the tabs in a tutorial you’re watching, or article you’re reading? Knowing how to switch between Accountant View and Business View will help you quickly replicate the steps of any tutorial you are following.
Enter all transactions incurred for year. Reconcile bank accounts (ensure all transactions are cleared, reconciled, or voided if duplicate/incorrect). Review Account Receivable Aging Report and send statements to customers with open balances. Review open balances on Accounts Payable Aging Report. Review contractors paid and file 1099’s as necessary. Create Profit & Loss Report and Balance …
Bookkeeping Year-End Checklist for Small Businesses: Read More »