Do You Know Your Small Business Vitals?

Greetings, On a doctor’s visit, the first thing the nurse does is take your vitals: your temperature, blood pressure, pulse rate, and respiration rate. These basic measurements are the first place doctors look to see if something is wrong with our health. Knowing your vital signs, and especially when they are out…

Announcement: Enterprise Solutions Certification

Rhonda Rosand, CPA has successfully completed the necessary requirements to earn her designation as a Certified Enterprise Solutions® ProAdvisor. Enterprise Solutions offers more robust features that allow for increased control and security, more customizable features, and many inventory enhancements. The Enterprise Solutions certification allows Rhonda to provide a higher level of QuickBooks expertise…

Receiving Inventory With or Without Bills in QuickBooks

Greetings! When your goods come rolling in, be sure to document them correctly. You’re probably happy to see couriers delivering inventory items you’ve ordered since it means you can ship to customers, but recording the new stock means yet another repetitive task. QuickBooks’ tools can help with this, but you need to…

How to Create a Progress Invoice From an Estimate In QuickBooks

 Not using progress invoices? Maybe you should be. Greetings! The U.S. economy may be picking up, but your customers are probably still being very careful with expenditures. If your company’s finances will allow it, you can help them out on sizable jobs by using progress invoicing, also known as partial billing or…

Rhonda Rosand Receives QuickBooks 2013 ProAdvisor Certification

Rhonda Rosand, CPA has successfully completed the requirements to earn her designation for the ninth consecutive year as a Certified QuickBooks® ProAdvisor. Certified QuickBooks® ProAdvisors are CPA’s, accountants and other professionals who have completed comprehensive QuickBooks® training courses and met the annual testing requirements in order to become certified as experts in QuickBooks®….

10 Tips to Perfect Check-Printing in QuickBooks

If you used small business accounting products in the early days, you know how frustrating it was to print checks correctly from your software. Pre-printed checks weren’t cheap, and you probably printed at least a few that didn’t line  up right or were otherwise unusable. Figure 1: The Write Checks window in…

Spring Cleaning

Depending on your location, you’re probably starting to see early signs of spring. The nicer weather and signs of new life seem to make people want to spruce up their surroundings. Now would be a good time, too, to clean up your accounting environment. Some of your screens may be unnecessarily cluttered….

Hosting QuickBooks® in the Cloud

What is Cloud Computing? By now, we’ve all heard about the subject of Cloud Computing. Working in the Cloud simply means that you are accessing servers, software and technology via the internet. It’s something that most of us are already using on a daily basis when we access our bank accounts and…

Customizing Purchase Orders in QuickBooks

Modifying the default template makes tracking easier, more accurate. Part of the reason for QuickBooks’ success is its exceptional flexibility. By allowing users to turn features and preferences on and off, the same software can be used by a wide variety of business types and sizes. In some cases, the default settings…

Use QuickBooks Tools To Prevent Financial Fraud

You work hard for your money. Strong internal controls can keep it from disappearing unnecessarily. You trust your employees or you wouldn’t have hired them. That’s what everyone says as they watch a valued staff member being hauled off in handcuffs. But I trusted him. Whether your accounting tasks are done on…