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ebs Associates Blog

Small Business Accounting & Technology

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

QuickBooks Desktop Bills: The Accounts Payable Cheat Sheet

Posted by Jakob Mann on Aug 20, 2018

Bills in QuickBooks are a transaction reflecting what you owe to a vendor, sometimes referred to outside QuickBooks as vendor invoices. Ensuring complete and accurate entry of bills into QuickBooks can be a huge help in understanding and managing your business’ expenses. Let’s look at some of the basics of entering bills in QuickBooks, and the tools you can use for this process to make your work simpler.

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Topics: QuickBooks Invoices, Vendor Management, QuickBooks Software, QuickBooks Pro, QuickBooks Premier, QuickBooks Enterprise, QuickBooks Company File, QuickBooks Warehouse Inventory Management, Payments Processing

UDAS for QuickBooks Desktop: The Ultimate Cheat Sheet

Posted by Jakob Mann on Aug 15, 2018

Errors and other unexpected issues in QuickBooks can cause a lot of trouble, and in some cases, they can be a huge pain to try and diagnose to find a root cause. Luckily, there’s a fantastic troubleshooting technique we can use to try to narrow down what the cause of an issue is, which may save you a lot of time on the phone with support agents, even if you can’t fix the issue yourself.

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Topics: QuickBooks Software, QuickBooks Desktop, QuickBooks Company File, Cloud Hosting, QuickBooks Training or How To

Why Your QuickBooks File Size is Important and How to Control It

Posted by Osita Egbukichi on Aug 2, 2018

For any business, managing your books via QuickBooks is something that is driven by a desire to simplify things. For many people, it just seems simpler to keep all your data in a single file because that way is obviously easier, right? I’d like to take a little bit of time to explain why this method of thinking can be more harmful than you realize; and, ultimately, how you can complicate things beyond your expectations.

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Topics: Small Business Accounting, QuickBooks Company File, QuickBooks Software, QuickBooks Enterprise, QuickBooks Desktop, QuickBooks Invoices

How to Plan a Data Migration in 6 Easy Steps

Posted by Jakob Mann on Jul 24, 2018

From time to time, you may find that you need to replace your QuickBooks company data file. There are a variety of reasons this might happen:

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Topics: QuickBooks Company File, QuickBooks Invoices, QuickBooks Warehouse Inventory Management, Sales Tax, QuickBooks Import and Export, Customize Form Templates, QuickBooks Reporting

What are Account Security and MFA Best Practices?

Posted by Lester San Jose on Jul 23, 2018

One of the many challenges businesses need to stay ahead of is cyber security. Many service providers and their products have added stricter requirements during the account creation and product acquisition stages. However, there are still service providers not having adapted their requirements to growing trends in Internet Security.

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Topics: Cyber Security Awareness, Small Business Ideas, QuickBooks Software, QuickBooks Company File, QuickBooks Settings, New QuickBooks Features

How to Improve QuickBooks Performance

Posted by Lee Booth on Jul 19, 2018

If you are seeing slowness when using QuickBooks, there can be a variety of causes and solutions. Evaluating performance issues and what to do about them involves determining your best balance point between following one or more possible paths:

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Topics: QuickBooks Software, QuickBooks Desktop, QuickBooks Enterprise, QuickBooks Pro, QuickBooks Premier, QuickBooks Company File, QuickBooks Training or How To, QuickBooks Upgrades

QuickBooks Custom Reporting Part 2: Putting it all together

Posted by Jakob Mann on Jul 18, 2018

Welcome to part two of our post on custom reports training. If you haven’t read part one first, I’d recommend checking it out for an overview or refresher on the screens we’ll be going over in this post. 

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Topics: Customize Form Templates, QuickBooks Reporting, QuickBooks Company File, Customer Relationship Management, QuickBooks Enterprise, QuickBooks Training or How To, QuickBooks Software, Small Business Accounting

Backing Up Your QuickBooks Data, And What Is A TLG File?

Posted by Lee Booth on Nov 13, 2017

Making regular backups of your QuickBooks company file and related files is very important. Preparing a backup plan and making sure it is being followed regularly is essential for protecting your valuable data.

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Topics: QuickBooks Software, QuickBooks Company File, Cloud Hosting, QuickBooks Desktop, QuickBooks Enterprise, QuickBooks Pro, QuickBooks Premier, QuickBooks Add-ons & Extensions

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: QuickBooks Software, Cloud Hosting, QuickBooks Training or How To, Small Business Ideas, QuickBooks Company File

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