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

How to Safely and Properly Prepare to Upgrade Your Company File

Posted by Denise Loter-Koch on May 25, 2017

With QuickBooks 14 (Pro/Premier/Enterprise) being discontinued at the end of this month you might be wondering how you safely prepare to upgrade your company file to the newest product year.  Do you just upgrade with no preparation?  Are you able to upgrade while people are working in the file?  Does it happen automatically?  These are all questions that need to be addressed.

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Topics: QuickBooks, QuickBooks Training, QuickBooks Enterprise, Intuit QuickBooks, QuickBooks Tips, Learn QuickBooks, QuickBooks How-To, QuickBooks Upgrades

Intuit Field Service Management vs. Corrigo Work Order Management | Comparison Breakdown

Posted by Denise Loter-Koch on May 24, 2017

When reviewing Work Order Network and Field Service Management, there are a few key differences to recognize between these two products.  Although both products emphasize their ability to help your management become completely paperless, the products incorporate distinctive features into making jobs more efficient and accurate for you.  There are more to these two apps than the fact that they are all online.

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Topics: Intuit Field Service Management, QuickBooks Add-ons & Extensions, QuickBooks Integrations

Fishbowl Releases Newest Update to 2017.4

Posted by Denise Loter-Koch on May 23, 2017

Fishbowl has recently released their newest update 2017.4 bringing along with it several new features as well as a few bug fixes.  Below you will find some of the great features in Fishbowl 2017.4.  Before you upgrade please read the section at the bottom for some important instructions.  Unlike a typical release, when you move to 2017.4 you will need to manually update each of your client computers.

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Topics: Fishbowl Inventory

5 Reasons to Upgrade to QuickBooks Enterprise

Posted by Denise Loter-Koch on May 22, 2017

Making the decision to upgrade to QuickBooks Enterprise from either QuickBooks Pro/Premier, or another third party program is one that is not made lightly.  There are many factors to consider ranging from the financial investment, to features and integrations with other software, and even how much information can be stored in the company files.  Here we will go over five reasons you should take into consideration before moving ahead with upgrading.

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Topics: QuickBooks Enterprise, Learn QuickBooks, Accounting Software

What is the Intuit Reseller Program?

Posted by Denise Loter-Koch on May 17, 2017

Resellers can help you increase the value of your Intuit investment by improving performance, increasing efficiencies, and simplifying operations.

The Intuit Premier Reseller program includes only the top business professionals who are qualified in meeting their customer’s diverse needs by selling a variety of Intuit products and services to deliver complete business solutions. As part of this premier tier, ebs Associates offers a direct relationship with Intuit’s sales, procurement, and product support teams, creating an inflow of resources and support for you and your business.

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Topics: Intuit QuickBooks Payroll, Intuit Premier Reseller, QuickBooks Reseller, IRP

QuickBooks 2014 Discontinuation | May 31, 2017

Posted by Denise Loter-Koch on May 4, 2017

It’s that time of year again when Intuit retires the oldest version of QuickBooks. This year brings the retirement of QuickBooks version 14. This is applicable to all versions of 14 (Pro, Premier, and Enterprise). After May 31, 2017 these products will be retired.

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Topics: News & Resources, Intuit QuickBooks, QuickBooks Support, QuickBooks Upgrades

How To Start a New Business In Oregon | Make Your Dream A Reality

Posted by Denise Loter-Koch on Apr 4, 2017

So, you have an awesome new business idea, know that there is demand, and you’re ready to get started?  The State of Oregon makes this process pretty painless, but we’ve started this blog series to help bring different resources together in one place!

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Topics: Business Resources, News & Resources, Bookkeeping & Accounting, Training & Tutorials, Business Development Tips, small business accounting, Startup

How To Set Up Users in QuickBooks Online | QuickBooks Blog

Posted by Denise Loter-Koch on Mar 22, 2017

Need to Set Up Users in QuickBooks Online?

Your employees probably don’t need access to every corner of QuickBooks Online. Here’s how to set limits.


One of the best attributes of QuickBooks Onlineis that multiple users can access it without having software installed on their PCs. No more paying up front for a boxed copy that you’ll store on your hard drive. You just pay a monthly subscription fee.

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Topics: QuickBooks Online, QuickBooks User Group, create users, user access, qbo, QuickBook Users

Top 3 Benefits of Intuit Field Service Management Loved by the Mobile Service Industry

Posted by Denise Loter-Koch on Feb 17, 2017

Are you a mobile service industry business owner or operator?  Chances are good you spend most of your day on the phone with your technicians coordinating schedules at different job sites or tracking down billable hours and job completion statuses.  Do you know where your employees are right now?  The following three features of Intuit Field Service Management will change how you run your business.  Easily allows you to be more effective and efficient as an owner or manager.  Intuit Field Service Management, which conveniently integrates directly with QuickBooks, allows you to efficiently manage jobs, employees, find billing errors and complete payroll.

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Topics: Intuit Field Service Management

Establishing Preferences in QuickBooks

Posted by Denise Loter-Koch on Feb 1, 2017

Before you start entering data, make sure QuickBooks is set up appropriately for your company.

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Topics: QuickBooks Setup, QuickBook Training, QuickBooks Settings, Preferences, QuickBooks How-To