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ebs Associates Blog

Small Business Accounting & Technology

Your QuickBooks Pricing Cheat Sheet

Posted by Denise Loter-Koch on Oct 26, 2018

Is it time to adjust your pricing? Changing the prices of your company's services and inventory items can solve one of two problems, depending on why you're looking for a solution.

Say your materials suppliers have upped their prices. You may choose to increase your affected products to maintain your profit margin, or maybe an item or service has not been moving well. A drop in price might trigger improved sales.

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Topics: QuickBooks Software, QuickBooks Desktop, QuickBooks Enterprise, QuickBooks Invoices, Vendor Management, Customer Relationship Management

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

How to Track QuickBooks Classes, Customer, Job & Vendor Types

Posted by Lester San Jose on Oct 3, 2018

QuickBooks' standard reports are critical to understanding your company's past, present, and future. But the program also offers innovative tools that can make them significantly more insightful and comprehensive. QuickBooks offers two simple conventions that let you identify related data: classes and types.

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Topics: QuickBooks Software, QuickBooks Desktop, QuickBooks Reporting, QuickBooks Invoices, Vendor Management, Customer Relationship Management, QuickBooks Training or How To

QuickBooks Upgrade vs. Renewal: Enterprise Subscriptions in a Nutshell

Posted by Jakob Mann on Sep 21, 2018

We’ve had some discussion recently on just what the difference is between upgrading and renewing, when it comes to QuickBooks Enterprise subscriptions. Because this can be a bit of a headscratcher, let’s look at the difference between these terms as they apply to QuickBooks, and what they mean for you.

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Topics: QuickBooks Add-ons & Extensions, QuickBooks Enterprise, QuickBooks Desktop, QuickBooks Sunset Versions

What Are the New Features of QuickBooks Desktop 2019?

Posted by Jakob Mann on Sep 20, 2018

It’s that time of year again. If you’ve been using QuickBooks desktop for a while now, you probably know that new versions of the software typically release each fall. This year is no different, and with the impending release of QuickBooks desktop 2019, Intuit had included several new features that are going to save a lot of us some time and effort.

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Topics: QuickBooks Software, New QuickBooks Features, QuickBooks Desktop, QuickBooks Import and Export, Small Business Accounting, QuickBooks Invoices, Vendor Management, Customer Relationship Management

QuickBooks Lists in Desktop: Your Multiple List Editing Cheat Sheet

Posted by Jakob Mann on Sep 14, 2018

There may be times when using QuickBooks that you find you’ll need to update some piece of data across many different items, customers, or vendors. Or maybe you’re doing some “spring cleaning” and want to inactivate some list elements you no longer use. In this post, we’ll go over two methods that can help you update large swaths of list information without updating each element by hand, saving you time and effort.

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Topics: Customer Relationship Management, Customize Form Templates, QuickBooks Enterprise, QuickBooks Software, QuickBooks Desktop, QuickBooks Pro, QuickBooks Premier, QuickBooks Warehouse Inventory Management, Vendor Management, QuickBooks Import and Export

How to Extract Reporting Data from QuickBooks Desktop into Excel

Posted by Jakob Mann on Sep 10, 2018

QuickBooks reports can be a useful way to get a better look at your data. But as you may have seen, there are times when you need to take the data we get from QuickBooks and expand on it.

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Topics: QuickBooks Desktop, QuickBooks Reporting, QuickBooks Enterprise, QuickBooks Pro, QuickBooks Premier, QuickBooks Training or How To, QuickBooks Import and Export, QuickBooks Software, Small Business Accounting

QuickBooks Payments: The Accounts Receivable Cheat Sheet - Part II

Posted by Jakob Mann on Sep 7, 2018

If you haven’t yet read our post on the basics of the customer payments window, I’d recommend checking that out first to get a foundation for these tips. In this post, we’ll delve into a few more advanced topics that we didn’t have room for in the last post: Discounts and Credits, Bounced Checks, and Refunds.

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Topics: QuickBooks Desktop, QuickBooks Software, Payments Processing, Customer Relationship Management, QuickBooks Invoices, Vendor Management, QuickBooks Reconciliation

QuickBooks Desktop Payments: The Accounts Receivable Cheat Sheet

Posted by Jakob Mann on Aug 29, 2018

To keep your business running smoothly, you need to be able to keep track of your income. To track your income with accuracy and detail, you most likely need to know when, from who, and for what you’re receiving payment. With that in mind, as part of our series on foundations of basic transactions, let’s look at the “Customer Payments” window.

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Topics: QuickBooks Desktop, QuickBooks Software, QuickBooks Enterprise, Payments Processing, Customer Relationship Management, QuickBooks Invoices, QuickBooks Pro, QuickBooks Premier

Your Primer on Automating Your Business & Record Keeping

Posted by Lester San Jose on Aug 22, 2018

It goes without saying: complete and accurate financial record keeping is crucial to your business success. Good records provide the financial data helping you operate more efficiently. It becomes more important, as year-end preparation looms around the corner.

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Topics: Taxes in Oregon, Taxes, Sales Tax, QuickBooks Software, Small Business Ideas, Small Business Accounting, QuickBooks Desktop, Vendor Management, QuickBooks Warehouse Inventory Management, QuickBooks Add-ons & Extensions

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