ebs Associates Blog

Denise Loter-Koch

Denise Loter-Koch offers more than 30 years of experience assisting business owners, managers and bookkeepers with their accounting and bookkeeping, as well as teaching bookkeeping, accounting and QuickBooks classes, webinars and seminars throughout the western United States.
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Recent Posts

Working with QuickBooks’ Vendor Records

Posted by Denise Loter-Koch on Oct 23, 2017

It’s important to maintain good relationships with your vendors and suppliers. QuickBooks helps you track your interaction with them.

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Topics: QuickBooks Training, QuickBooks Tips, QuickBooks How-To, quickbooks desktop

Creating Customer Statements in QuickBooks | QuickBooks How-To

Posted by Denise Loter-Koch on Sep 25, 2017

Invoices not being paid promptly? Customers questioning their payment history? Create statements.

Let’s say you have a regular customer who used to pay on time, but he’s been hit-and-miss lately. How do you get him caught up?

Or, one of your customers thinks she’s paid you more than she owes. How do you straighten out this account?

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Topics: QuickBooks Training, QuickBooks How-To, QuickBooks 2018

New Wireless Barcode Scanning QuickBooks 2018 | Overview Videos

Posted by Denise Loter-Koch on Sep 22, 2017

Attention manufacturers & wholesalers, and anyone using QuickBooks barcode scanning this article is for you! The QuickBooks Desktop Enterprise Platinum Edition with Advanced Inventory provides you with flexibility to track and fulfill orders how you want to. With the ability to prioritize inventory, split orders, and add inventory, which automatically syncs with QuickBooks, you can pick and track orders to see where you stand in real-time. Check out the overview and explainer videos below, download our white paper and check out our upcoming events

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Topics: QuickBooks Enterprise, Intuit QuickBooks, New QuickBooks Features, Inventory, quickbooks desktop, QuickBooks 2018, wholesale, quickbooks inventory, manufacturing, barcode scanning

What Is a Vendor Credit, and How Do You Record One? | QuickBooks Online How-To

Posted by Denise Loter-Koch on Sep 14, 2017

Whether you’re getting a vendor credit for a refund or a return, you can record it in QuickBooks Online.

When you’re dealing with your company’s vendors, you’re probably accustomed to money flowing in one direction: theirs. Maybe you send them purchase orders and they send you invoices. Or they send you bills and you pay them. Or you walk into a store and buy something your business needs.

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Topics: QuickBooks Online, QuickBooks Training, QuickBooks How-To

How To Use QuickBooks’ Income Tracker | QB Reporting

Posted by Denise Loter-Koch on Sep 11, 2017

QuickBooks provides numerous ways to learn about your company’s health. Income Tracker is one of the most effective.

You can get an enormous amount of useful information from QuickBooks’ reports – especially if you customize them to isolate the precise data you want. Reports included with the software range from the very simple, like Open Invoices, to output that’s exceptionally complex, like Trial Balance and Profit & Loss.

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Topics: QuickBooks Training, reporting, QuickBooks How-To

What Sales Orders Are and When to Use Them In QuickBooks Desktop

Posted by Denise Loter-Koch on Aug 31, 2017

They’re not as commonly used as invoices. But if you need them, they’re there.

When you want to document sales that you can’t (or won’t) fulfill immediately, but you plan to do so in the future, you can’t create an invoice just yet. This is where sales orders come in.

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Topics: QuickBooks Training, QuickBooks How-To, quickbooks desktop, Sales Orders

7 Best Practices for QuickBooks Online

Posted by Denise Loter-Koch on Aug 30, 2017

Even if you’ve been using QuickBooks Online for a long time, it’s good to step back and evaluate your actions.

“Best practices” aren’t enforceable rules. They’re simply guidelines businesses commonly follow in one area or another. If you’re in retail, for example, one best practice might be to always ask customers checking out if they found everything they were looking for. This serves two purposes: It conveys a feeling of concern for the customer’s shopping experience, and it may also lead to increased sales.

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Topics: QuickBooks Online, QuickBooks Tips

Working with Checks in QuickBooks Desktop

Posted by Denise Loter-Koch on Jul 6, 2017

Online banking may get all the headlines, but a lot of small businesses still prefer paper checks. QuickBooks can accommodate them.

“I don’t write checks anymore,” you hear a lot of people say these days. Debit cards, smartphone payment apps, and online banking have replaced the old paper checkbook for a lot of consumers.

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Topics: QuickBooks Training, Bookkeeping & Accounting, QuickBooks Enterprise, Intuit QuickBooks, QuickBooks How-To, QuickBooks Write Check

Receiving Payments In QuickBooks Online

Posted by Denise Loter-Koch on Jun 30, 2017

It’s perhaps one of your favorite activities in QuickBooks Online: recording money that comes in. Are you doing it right?

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Topics: QuickBooks Online, QuickBooks Training, QuickBooks How-To

How To Locate Missing Transactions in QuickBooks Desktop

Posted by Denise Loter-Koch on Jun 22, 2017

Have you ever been working in your company file only to find out that you cannot locate a transaction that you have previously entered?  Here are some steps you can follow to check and see if you can locate those missing transactions.

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Topics: QuickBooks, QuickBooks Training, Bookkeeping & Accounting, Intuit QuickBooks, QuickBooks How-To

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