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

5 Trends for 2018 You Need to Know

Posted by Denise Loter-Koch on Jan 12, 2018


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Topics: apps, productivity

5 QuickBooks Reports You Need to Run in January

Posted by Denise Loter-Koch on Jan 4, 2018

2018 has begun. Does your accounting to-do list look like a clean slate, or are critical 2017 tasks still nagging?

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Topics: Intuit QuickBooks, reporting, january

Fishbowl 2017.13

Posted by Denise Loter-Koch on Dec 22, 2017


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Topics: Fishbowl Inventory, QuickBooks CRM

How-To Use QuickBooks Online's Customer Records | QBO Training

Posted by Denise Loter-Koch on Dec 21, 2017

Your customers are your company’s lifeblood. Are you managing those relationships carefully? Here’s how QuickBooks Online can help.

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Topics: QuickBooks Online, Intuit QuickBooks, qbo, customers, records

Year End Small Business Accounting Checklist [Infographic]

Posted by Denise Loter-Koch on Dec 20, 2017

Don't forget to book your year-end review! As we come to the end of yet another fiscal year, and approach the start of a new tax season, ebs Associates is recommending that our clients take time to schedule a year-end review with their  ebs Financial Controller. Depending on your needs, this review can be done over the phone, via email or in person.

  • General Ledger Review
  • Budget Analysis & Planning
  • Tax Prep & Plan for 1099s & W2s
  • Review Insurance Policies, Leases & Loan Documents
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Topics: Business Resources, Taxes with QuickBooks, end of year, year end

Working with Downloaded Transactions in QuickBooks Online

Posted by Denise Loter-Koch on Nov 27, 2017

Downloading transactions into QuickBooks Online is the easy part. You still have work to do once they’re on board.

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Topics: QuickBooks Online, QuickBooks, Intuit QuickBooks, qbo

Are You Using QuickBooks’ Reminders?

Posted by Denise Loter-Koch on Nov 22, 2017

We can’t emphasize this enough: QuickBooks’ Reminders can prevent countless problems with your finances. How do you know when it’s time to pay a bill or follow up on overdue customer payments or print payroll checks? If you're still using a paper calendar and sticky notes and file folders, there’s a good chance you’re missing some important deadlines on occasion. Manual methods aren’t effective enough when you’re dealing with your business finances. You might experience:

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Topics: Intuit QuickBooks, Preferences

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




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