Tag: quickbooks tutorials

Where to Begin With Quickbooks – Demystifying the Homepage

When you get started with Quickbooks, it can be overwhelming to say the least.  Creating your company file is the first hurdle to overcome, but then how do you know where to start?  What is this flowchart thing, and how do I find where I need to go?  This v...

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Simple Quickbooks Tutorial on How to Record Credit Card Cash Back Rewards

A lot of people get this wrong for some reason, but here is how to record cash back rewards you receive on your credit card statement in QuickBooks.  This QuickBooks video makes it simple and easy to do and ensures you get it right every time! ...

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Quickbooks 2018 Tutorial – What To Do If a Customer’s Check Bounces

It’s not fun when a customer’s check bounces. All that hard work, you send your invoice, you get paid, and the dang check bounces.  It’s frustrating to say the least, but unfortunately it happens, and there is an easy way to record it in Qui...

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Quickbooks Tutorial – The #1 Tip To Help Stop Employee Theft

I have seen it so many times, and it’s sad really.  It follows a typical E-Myth path – you start a business, get really busy, hire someone to handle the stuff you don’t want to do, like bookkeeping, hand off the reigns, and never manage or o...

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Top 3 Critical Quickbooks Mistakes Users Make in Banking Transactions

I strive to make sure that business owners, students, bookkeepers and others use Quickbooks correctly.  It’s a mission of mine because it really builds the foundation for being able to properly analyze your business.  And when I mean properly analyze y...

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Cash vs Accrual Financial Statements – What’s the Difference?

Cash or Accrual? Do you know the difference between cash and accrual accounting? The difference is crucial to understand as you keep your books or you read financial reports. In it’s most basic sense, keeping your books on a cash basis means money collected ...

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Why Small Business Accounting is Critical

I have worked with hundreds, maybe thousands of businesses over the years, and there is always a common theme among all of them.  The ones who take their small business accounting seriously are the ones that have a higher chance of success. Now, I’m not...

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Should You Use Quickbooks Online or the Quickbooks 2014 Desktop Version?

Quickbooks offers a variety of methods to purchase and use their software.  Most people use the Quickbooks desktop version, but the Quickbooks Online version is becoming more and more popular.  Having used the Quickbooks Online version with clients for a whi...

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Should You Upgrade to Quickbooks 2014?

Quickbooks 2014 arrived on shelves late last year around October/November 2013.  I have some clients who upgrade immediately and get the latest release of Quickbooks right when it comes out, and I have some clients who are still using Quickbooks 2002 and refu...

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How To Reconcile Your Bank Account In Quickbooks 2012

Here is a quick video showing you how to reconcile your bank account in Quickbooks 2012: ...

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