ebs Associates Blog

Small Business Accounting & Technology

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

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, QuickBooks Warehouse Inventory Management, QuickBooks Software, QuickBooks Pro, QuickBooks Enterprise, QuickBooks Premier, Customize Form Templates, QuickBooks Desktop, 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: Small Business Accounting, QuickBooks Software, QuickBooks Pro, QuickBooks Enterprise, QuickBooks Premier, QuickBooks Desktop, QuickBooks Reporting, QuickBooks Training or How To, QuickBooks Import and Export

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

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: Customer Relationship Management, Small Business Accounting, QuickBooks Software, QuickBooks Online, QuickBooks Invoices, QuickBooks Training or How To, QuickBooks Import and Export

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: Small Business Accounting, QuickBooks Software, QuickBooks Online, QuickBooks Reconciliation, Vendor Management, QuickBooks Import and Export

Setting Up User Access in QuickBooks

Posted by Kaleb Vickstrom on Sep 14, 2016

Will multiple employees be working with your QuickBooks company file? You’ll need to define their permission levels.

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Topics: Small Business Accounting, QuickBooks Software, QuickBooks Enterprise, QuickBooks Premier, QuickBooks Desktop, QuickBooks Company File, QuickBooks Import and Export

Setting Up Settings in QuickBooks Online

Posted by Kaleb Vickstrom on Sep 5, 2016

You’ll be visiting QuickBooks Online’s Settings screen regularly, so it’s good to know what’s there.

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Topics: Customer Relationship Management, QuickBooks Warehouse Inventory Management, QuickBooks Settings, QuickBooks Software, QuickBooks Online, Vendor Management, QuickBooks Import and Export

How to Add Documents in QuickBooks

Posted by Kelli Bachofner on Apr 4, 2016

Accounting is about more than just numbers. QuickBooks lets you make documents and incredible reports available from within the program itself!

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Topics: Customer Relationship Management, QuickBooks Software, QuickBooks Invoices, QuickBooks Desktop, QuickBooks Training or How To, Vendor Management, QuickBooks Import and Export

Time Tracking Accuracy w/ TSheets Means Always Ensuring Business Success!

Posted by Denise Loter-Koch on Jul 7, 2015

Do You Ensure Success Through Accurate Time Tracking?

Watch Now! The Portland business world today, like many other arenas, moves at lightening speed. Demands for your time and energy come from the left and right, never pausing for a breath, always tugging at your attention. Developing and growing a business is a financial and personal risk, and one that you have not taken lightly. So why would you pour yourself into building something successful, only to undermine your hard work by not using accurate time tracking?

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Topics: QuickBooks Add-ons & Extensions, QuickBooks Software, QuickBooks Pro, QuickBooks Enterprise, QuickBooks Premier, QuickBooks Online, QuickBooks Desktop, TSheets, QuickBooks Import and Export

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