Blog

Efficiency Tips

Headings: How to back up your important QuickBooks data Seven Ways to Search QuickBooks Use Closing Date to Protect Prior Year Data Fast access to company files you have used recently Deleting invoices off the “Select Invoices to Print” window. Filtering a Report – Selecting most of the items from a list Hiring Summer Employees? […]
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Shortcuts

Headings: Quickly Closing All Open QuickBooks Windows Using the History Button Keys that help you save lots of time when working with dates Chart of Accounts Shortcut Closing QuickBooks Shortcut Calculator Shortcut Memorized Transaction Shortcut Getting Things Done Fast with QuickBooks Keyboard Tricks Add/Edit Multiple List Entries Simplifies Record Changes   Quickly Closing All Open […]
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Elder Care

As your cherished family member gets older, they may need some help with their day-to-day financial tasks. Ordinarily simple tasks such as balancing a checkbook and paying household bills become increasingly difficult for the elderly. You could take care of their day-to-day financial tasks yourself, if you have the time and live close. But if […]
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Estate Planning

Estate planning on your own can be complicated and costly. And the list is endless… state taxes, bureaucracy, probate courts, unfair appraisals, health care concerns, eligibility of heirs, life insurance, IRA’s, 401K’s, annuities, burial or cremation costs, and intent regarding death-postponing treatment to name a few. Not knowing your legal and financial rights often ends […]
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Why QuickBooks

10 Reasons Why You Should Use QuickBooks QuickBooks is the ideal business accounting software for small to mid-sized business owners. Here’s 10 reasons why you should be using QuickBooks. 1.You save time on bookkeeping and paperwork because many of simple bookkeeping tasks are handled automatically making it easier to run your business. 2. You can […]
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QuickBooks Setup

Although QuickBooks is designed for the layman to understand, the initial setup and installation must be done correctly in order for future information to be accurate. All information necessary to setup manual accounting records is also necessary to setup and install QuickBooks on your desktop. This task is even more complicated if you switch from […]
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QuickBooks Training

Once QuickBooks is set-up and working properly, we can train you or your employees to properly operate QuickBooks specifically for your business. Why choose one-on-one attention instead of taking a class? We come to your location. We focus on the individual issues facing your business. We will be there to answer your specific questions and […]
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QuickAnswers

Never Hesitate to Ask a Question! QuickBooks users are generally not stumped by the software, they are stumped by the accounting information necessary to complete the transactions. Quick access to correct information is essential to maintain the accuracy of your financial records. Employees in your accounting department will find comfort in knowing an Expert in […]
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Advanced Features

Headlines: Ten Overlooked QuickBooks Reports That You Should Use 16 Bank Reconciliation Tips and Tricks Use Accounting Ratios to Stave Off Financial Problems Profit & Loss Report Versus Statement of Cash Flows QuickBooks Helps You Navigate Tricky Waters Get the Job Done and Track Costs too! How To Easily Analyze Payroll Transactions in Excel How […]
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QuickTuneup

Overhaul your accounting system with a QuickBooks Tune-up. Whether you need to prepare for tax time, a financial review or you just need to clean up some problem areas, you’ll be prepared with a QuickBooks Tune-up. In four (4) hours, a QuickBooks Professional Advisor will help you clean up and organize your bookkeeping system. Tune-up […]
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