ebs Associates Blog

How to Improve QuickBooks Performance

Posted by Lee Booth on Jul 19, 2018

If you are seeing slowness when using QuickBooks, there can be a variety of causes and solutions. Evaluating performance issues and what to do about them involves determining your best balance point between following one or more possible paths:

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Topics: QuickBooks Upgrades, QuickBooks Software, QuickBooks Pro, QuickBooks Enterprise, QuickBooks Premier, QuickBooks Desktop, QuickBooks Training or How To, QuickBooks Company File

QuickBooks Custom Reporting Part 2: Putting it all together

Posted by Jakob Mann on Jul 18, 2018

Welcome to part two of our post on custom reports training. If you haven’t read part one first, I’d recommend checking it out for an overview or refresher on the screens we’ll be going over in this post. 

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Topics: Customer Relationship Management, Small Business Accounting, QuickBooks Software, QuickBooks Enterprise, Customize Form Templates, QuickBooks Reporting, QuickBooks Training or How To, QuickBooks Company File

Five Tax Deductions that Disappeared in 2018

Posted by Denise Loter-Koch on Jul 17, 2018

Under tax reform, taxpayers who itemize should be aware that deductions they may have previously counted on to reduce their taxable income have disappeared in 2018.

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Topics: Small Business Accounting, Taxes, Taxes in Oregon, Small Business Ideas

QuickBooks Custom Reporting Part 1: The Basics

Posted by Jakob Mann on Jul 9, 2018

If you’ve used QuickBooks for a while already, you may have found yourself customizing some of the built-in reports.

  • Maybe you’ve changed the date range of a balance sheet
  • Filtered an inventory valuation detail down to a few items you needed to check,
  • Changed a profit and loss to show by quarter.
Did you know, using the same tools you may be familiar with from editing these and other reports, you can create custom reports of your own? Today we’d like to introduce you to the Custom Transaction Detail Report.
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Topics: QuickBooks Warehouse Inventory Management, Small Business Accounting, QuickBooks Software, QuickBooks Pro, QuickBooks Enterprise, QuickBooks Premier, Customize Form Templates, QuickBooks Desktop, QuickBooks Reporting, QuickBooks Training or How To

Attn. Oregonians: New Sales Tax Rules for Remote (Online and Off-Line) Sellers

Posted by Osita Egbukichi on Jul 2, 2018

For many Oregonians, ‘Sales Tax’ is a dirty word that they’ve had the good fortune to be able to avoid. Small businesses, both local and out of state, factor this exception when they are looking at their projected revenue or viability and, for some, the survivability of their business. However, many may not be aware of the storm clouds that erupted outside the borders of our state; or, the rude awakening many small and personal businesses are in for in this new tomorrow of Sales Tax Nexus.

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Topics: News & Resources, QuickBooks Add-ons & Extensions, Sales Tax, Avalara, Taxes in Oregon

Managing Custom Fields in QuickBooks Desktop

Posted by Jakob Mann on Jun 29, 2018

Sometimes, you find that your business needs to keep track of more information about items, customers, vendors, or employees than QuickBooks has available fields for. Not everyone needs the same information, so it makes sense to be able to track what’s important to you. For situations like this, there’s a solution in the form of custom fields. These are fields that you can add to several of your lists, specifying what they’re for, and what type of data they can hold. You can even choose whether they’ll be required when creating a list element or a transaction.

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Topics: Customer Relationship Management, QuickBooks Warehouse Inventory Management, QuickBooks Settings, QuickBooks Software, QuickBooks Pro, QuickBooks Enterprise, QuickBooks Premier, Customize Form Templates, QuickBooks Training or How To

How To Customize Forms in QuickBooks Desktop 2018

Posted by Denise Loter-Koch on Jun 20, 2018

 Every opportunity you have to interact with your customers and vendors is critical. How you present yourself reveals a lot about you. Are you efficient and friendly over the phone, in person, or in email? Do you handle order and payment issues quickly and carefully?

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Topics: QuickBooks Software, QuickBooks Pro, QuickBooks Enterprise, QuickBooks Premier, Customize Form Templates, QuickBooks Invoices, QuickBooks Desktop, QuickBooks Training or How To

Getting Started With: QuickBooks Online Payroll

Posted by Denise Loter-Koch on May 18, 2018

Payroll introduces another layer of complexity within small business accounting. Beyond ensuring your employees are paid on time, you’re also responsible for managing employee benefits and payroll taxes.  

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Topics: QuickBooks Settings, Small Business Accounting, QuickBooks Software, QuickBooks Online, Taxes, Payroll Setup, QuickBooks Training or How To

Important Update: Issue With Oregon Statewide Transit Tax

Posted by Joy Huffman on Apr 26, 2018

An issue with the new Statewide Transit Tax was brought to my attention today which may effect payroll processing in QuickBooks.

The new Transit Tax does not go into effect until July 1, but Intuit/QuickBooks has already put it into the payroll items list so it is affecting payroll.

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Topics: News & Resources, QuickBooks Add-ons & Extensions, Small Business Accounting, QuickBooks Software, QuickBooks Enterprise, QuickBooks Desktop, Payroll Setup, Taxes in Oregon

Basic Invoicing in QuickBooks Desktop Enterprise

Posted by Jakob Mann on Apr 19, 2018

For many businesses, invoices are one of the most important types of transaction for tracking sales in QuickBooks. Full of detailed options for tracking different information, and highly customizable, invoices allow you to track what your customers owe you for the products and services you sell.

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Topics: Customer Relationship Management, Small Business Accounting, QuickBooks Enterprise, Customize Form Templates, QuickBooks Invoices, QuickBooks Desktop, QuickBooks Reporting, QuickBooks Training or How To

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