While in QuickBooks reviewing my client's P&L report, I realized that it didn't show the breakdown of where the money came from. This particular client does not invoice through QuickBooks so the information wasn't being tracked. I wasn't going to add more work to the client's bill to duplicate the invoice process. So, instead, I created a different way to track this information. To save paper, money, and help the client, I created this quick trick on how to show income … [Read more...] about How to Show Income Breakdown on a Profit and Loss Report
Small Business QuickBooks Online Tips Archive Page
Welcome to our Small Business QuickBooks Online Tips archive page to help you and your business streamline processes. Read the archive posts for tips to use in your business.
Have you ever lost or forgotten to pay a bill? When it happened, how did you feel going on a frantic search for the bill/e-bill wasting time and energy finally realizing you must have deleted it? Anxious? Then giving up and contacting the payee and requesting another bill feeling ashamed that you lost it in the first place. You are not alone. We all have that stressed anxiety when forgetting a task that needs to be done. Here are accounts payable tips that will help reduce stress while doing … [Read more...] about Accounts Payable Tips Every Owner Needs to Know
I have offered bookkeeping services for about 10 years now and there are 3 important things you need to know about data entry when venturing into your new small business. You can get into real trouble if you don't have your bookkeeping in order. Here we go. ALWAYS start your business with a good bookkeeping application and process! Whether it is QuickBooks Pro, QuickBooks Online, Quicken, or any other software or online service, the application needs to be established. Spreadsheets are OK if … [Read more...] about 3 Important Things You Need To Know About Data Entry
Welcome to the new year! Can't believe the holidays are over and we are starting back to work to focus on this year's goals. This year, I have decided to rotate through several topics. Here is a list of topics (New Year Goals) I plan on visiting throughout the year. Bookkeeping/Money Management - these posts will involve tips about QuickBooks or Quicken and other ways to save money in your small business. Office desk organizing - These posts will be about ways to declutter and determine … [Read more...] about New Year Goals
Recently, I had the opportunity to test out QuickBooks Online for a few months for a client who wanted the flexibility to view her books anywhere. Here are my QuickBooks Online Pros and Cons List: QuickBooks Online Pros: There is an app. Here is the link for the app so you can review it. Intuit: QuickBooks Online: Mobile Account Software. When you link up your bank, it will download the bank transactions once a day automatically. Though if you want to download it or there is an issue, … [Read more...] about What are the Quickbooks Online Pros and Cons
Recently, I was reviewing QuickBooks Online Payroll for a client. Well, let's me tell you what I found. After spending two hours with QuickBooks Online rep, I felt that I should share this information so I don't feel like I have wasted time that I couldn't even bill the client for. Here is the QuickBooks online payroll review. Pros:1. Adding employees were easy to add.2. Adding taxes agencies information was easy too if they were familiar to QuickBooks.3. It was easy to cancel when I realized … [Read more...] about A QuickBooks Online Payroll Review