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 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: Bookkeeping & Accounting, QuickBooks Enterprise, Intuit QuickBooks, Learn QuickBooks, QuickBook Training, 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, Learn QuickBooks, 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, Bookkeeping & Accounting, Intuit QuickBooks, Learn QuickBooks, QuickBooks How-To

54 Reasons To Upgrade To QuickBooks Desktop 2017

Posted by Denise Loter-Koch on Jun 20, 2017

Are you still debating on upgrading to the newest offering of QuickBooks Desktop?  Think your current version of QuickBooks is working perfectly fine for you?  Are you aware of all the benefits and features that have been added to QuickBooks since 2017?  

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Topics: QuickBooks, Learn QuickBooks, New QuickBooks Features, QuickBooks Upgrades, quickbooks desktop

How to Prepare For A Computer Crash

Posted by Denise Loter-Koch on Jun 15, 2017

It’s a fear that everyone has that works with QuickBooks.  What do I do if my computer crashes?  All your company’s information, financials, customer information, and product information is contained in your company file and losing that could be very detrimental to a company.  Fortunately, there are safeguards you can take to prepare for a worst-case scenario. 

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Topics: Computer Security, Intuit QuickBooks, QuickBooks Hosting, QuickBooks Cloud

Jaw Dropping Speach | Keynote Rich Preece | Scaling New Heights 2017 Orlando

Posted by Denise Loter-Koch on Jun 12, 2017

Keynote by Rich Preece at Scaling New Heights 2017 in Orlando. Here is a recap for those who missed out. Let us know what speaches you found to be the most valuable in the comments below!

Here is what our team that attended the conference took away from this truly relevant and eye opening speach about the future of the financial accounting industry and QuickBooks.

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Topics: QuickBooks Online, News & Resources, QuickBooks, Intuit QuickBooks, QuickBooks ProAdvisor, qbo, SNH17

End of Year Financial Preparation and Execution

Posted by Denise Loter-Koch on Jun 12, 2017

Keeping your financial records in order is hugely important to the success of your business. Not only does it keep you up-to-date on your profits and losses, but legally speaking, it’s necessary to have your records straight. It makes the close of your fiscal year easy to execute by ensuring that all of your required statements are in the right place. This is especially important for dealing with the IRS.

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Topics: QuickBooks Taxes, small business accounting, 1099, end of year

QuickBooks Closing Date and Password

Posted by Denise Loter-Koch on Jun 12, 2017

Have you ever been working in QuickBooks catching up on entering your past transactions only to have a message show up that won’t let you save the transaction and asks for a password?  How about a message that says, “QuickBooks lets you do this, but it’s not a good idea?”  Do you know what these messages mean?  We’ll go over some of the basics of these messages so that you can have a better understanding of what they are informing you about.

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Topics: QuickBook Training, QuickBooks Settings, quickbooks desktop

Fishbowl Inventory Consulting

Posted by Denise Loter-Koch on Jun 8, 2017

Find Out If Fishbowl Inventory Is Right For Your Business 

If you love QuickBooks but increasingly find that you need a better way to control inventory, it’s time for you to look at Fishbowl Inventory. As the number one inventory integration for QuickBooks, Fishbowl was designed for small and medium-sized companies in the retail, wholesale, manufacturing, service and distribution industries. 

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Topics: Fishbowl Inventory, QuickBooks Add-ons & Extensions, Inventory, QuickBooks Integrations

How to automate your workflows with Field Service Management

Posted by Denise Loter-Koch on Jun 8, 2017

You can easily automate your workflow with Field Service Management by improving communication with your vendors and technicians while, at the same time, reducing costs and errors.

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Topics: Intuit Field Service Management