Quickbooks

Important note about Quickbooks Online

Many companies are making the transition to the “cloud” and during this trend Quickbooks has been strongly promoting their “Quickbooks Online” platform. While an online version may sound appealing, users do need to be aware that there are significant differences between the online program and the desktop version. We strongly recommend that you contact our […]

Important Information for Quickbooks Users

On May 31, 2013, access to add-on services will be discontinued for QuickBooks 2010 Desktop (Windows and Mac). This includes all versions of QuickBooks 2010 (Pro, Premier, Simple Start, Enterprise Solutions, Accountant Edition, and Mac). If you have not upgraded to a newer version of Quickbooks, now is the time to do so to prevent […]

Remote Support is here!

Do you need assistance with your Quickbooks file or uploading documents to our portal? You can get the direct help that you need from the comfort of your home or office! We now offer “GoToAssist,” a feature that allows you to “share” your computer screen with our firm. For more information, take a look at […]

Quickbooks Tip #5

Importing Credit Card & Bank Transactions – These tools allow credit card and bank transaction data to be imported directly into Quickbooks. This saves time and errors compared to manual entry of an entire statement. This feature can also automatically match expenditures with appropriate vendor and account numbers for efficient processing. – To access the […]

Quickbooks Tip #4: Attaching Documents

This feature allows you to attach electronic documents throughout Quickbooks to achieve a paperless environment. There are several advantages, such as: a. Making electronic documents available instantly for all users b. Reducing the costs associated with making copies, sending and storing paper documents c. Protecting your data by allowing electronic documents back-ups to be created […]

Quickbooks Tip #3

Tip #3: Prevent Prior-Period Changes Many Quickbooks users do not understand the result of changing transactions in prior periods. In order to prevent the incident from occurring, this feature allows you to set preferences that prohibit the user from bypassing the closing date, using a password-protected date. To access this tool, go to Company menu […]

Quickbooks Tip # 2

Have a safe and happy Memorial Day weekend!! We are continuing our Quickbooks tip series with the following: Process Multiple Reports – Preparing and printing multiple reports is often time-consuming. Quickbooks enables users to group together dozens of reports (using the “Memorize” function). This allows you to set a date range, print the recipient’s name […]