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ebs Associates Blog

Small Business Accounting & Technology

Your QuickBooks Pricing Cheat Sheet

Posted by Denise Loter-Koch on Oct 26, 2018

Is it time to adjust your pricing? Changing the prices of your company's services and inventory items can solve one of two problems, depending on why you're looking for a solution.

Say your materials suppliers have upped their prices. You may choose to increase your affected products to maintain your profit margin, or maybe an item or service has not been moving well. A drop in price might trigger improved sales.

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Topics: QuickBooks Software, QuickBooks Desktop, QuickBooks Enterprise, QuickBooks Invoices, Vendor Management, Customer Relationship Management

Tax Saving Frequently Asked Questions | ebs Associates

Posted by Denise Loter-Koch on Oct 19, 2018

This Financial Guide answers frequently asked questions surrounding tax saving ventures; and provides tax saving strategies for deferring income, and maximizing deductions; it also includes some strategies for specific categories of individuals, such as those with high income and those who are self-employed.

Before getting into the specifics, however, we would like to stress the importance of proper documentation

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

Tax Records: Frequently Asked Questions | ebs Associates

Posted by Denise Loter-Koch on Oct 11, 2018

What pieces of paper do I need to keep in order to do my taxes? Keep detailed records of your income, expenses, and other information you report on your tax return. A good set of records can help you save money when you do your taxes and will be your trusty ally in case you are audited.

There are several types of records that you should keep. Most experts believe it's wise to keep most types of records for at least seven years, and some you should keep indefinitely.

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Topics: Small Business Ideas, Small Business Accounting, Sales Tax, Taxes in Oregon, Taxes, QuickBooks Online

Handling Fraud with QuickBooks Desktop  | Cyber Security

Posted by Lester San Jose on Oct 9, 2018

Whether your accounting tasks are done on a single PC or you have multiple users working on different screens, it's critical you make use of all that QuickBooks offers in terms of internal controls to tighten data security.

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Topics: QuickBooks Software, QuickBooks Desktop, Cyber Security Awareness, QuickBooks Reporting, QuickBooks Company File, Small Business Ideas

How to Track QuickBooks Classes, Customer, Job & Vendor Types

Posted by Lester San Jose on Oct 3, 2018

QuickBooks' standard reports are critical to understanding your company's past, present, and future. But the program also offers innovative tools that can make them significantly more insightful and comprehensive. QuickBooks offers two simple conventions that let you identify related data: classes and types.

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Topics: QuickBooks Software, QuickBooks Desktop, QuickBooks Reporting, QuickBooks Invoices, Vendor Management, Customer Relationship Management, QuickBooks Training or How To

QuickBooks Desktop Inventory: Expectations vs Reality - Part 1

Posted by Lee Booth on Sep 26, 2018

Inventory tracking in QuickBooks appears simple on the surface, and it can be if it is entered correctly. It is important to understand how it works and how QuickBooks expects you to be entering the transactions involved, as there are pitfalls and side effects if your day to day workflow ignores those expectations.

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Topics: QuickBooks Import and Export, QuickBooks Warehouse Inventory Management, Fishbowl Inventory Management, Vendor Management, Payments Processing, QuickBooks Invoices, QuickBooks Enterprise, QuickBooks Software, Customer Relationship Management

QuickBooks Upgrade vs. Renewal: Enterprise Subscriptions in a Nutshell

Posted by Jakob Mann on Sep 21, 2018

We’ve had some discussion recently on just what the difference is between upgrading and renewing, when it comes to QuickBooks Enterprise subscriptions. Because this can be a bit of a headscratcher, let’s look at the difference between these terms as they apply to QuickBooks, and what they mean for you.

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Topics: QuickBooks Add-ons & Extensions, QuickBooks Enterprise, QuickBooks Desktop, QuickBooks Sunset Versions

What Are the New Features of QuickBooks Desktop 2019?

Posted by Jakob Mann on Sep 20, 2018

It’s that time of year again. If you’ve been using QuickBooks desktop for a while now, you probably know that new versions of the software typically release each fall. This year is no different, and with the impending release of QuickBooks desktop 2019, Intuit had included several new features that are going to save a lot of us some time and effort.

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Topics: QuickBooks Software, New QuickBooks Features, QuickBooks Desktop, QuickBooks Import and Export, Small Business Accounting, QuickBooks Invoices, Vendor Management, Customer Relationship Management

QuickBooks Lists in Desktop: Your Multiple List Editing Cheat Sheet

Posted by Jakob Mann on Sep 14, 2018

There may be times when using QuickBooks that you find you’ll need to update some piece of data across many different items, customers, or vendors. Or maybe you’re doing some “spring cleaning” and want to inactivate some list elements you no longer use. In this post, we’ll go over two methods that can help you update large swaths of list information without updating each element by hand, saving you time and effort.

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Topics: Customer Relationship Management, Customize Form Templates, QuickBooks Enterprise, QuickBooks Software, QuickBooks Desktop, QuickBooks Pro, QuickBooks Premier, QuickBooks Warehouse Inventory Management, Vendor Management, QuickBooks Import and Export

How to Extract Reporting Data from QuickBooks Desktop into Excel

Posted by Jakob Mann on Sep 10, 2018

QuickBooks reports can be a useful way to get a better look at your data. But as you may have seen, there are times when you need to take the data we get from QuickBooks and expand on it.

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Topics: QuickBooks Desktop, QuickBooks Reporting, QuickBooks Enterprise, QuickBooks Pro, QuickBooks Premier, QuickBooks Training or How To, QuickBooks Import and Export, QuickBooks Software, Small Business Accounting

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