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ebs Associates Blog

Small Business Accounting & Technology

Tax Records: Frequently Asked Questions | ebs Associates

Posted by Denise Loter-Koch on Oct 11, 2018

What pieces of paper do I need to keep in order to do my taxes? Keep detailed records of your income, expenses, and other information you report on your tax return. A good set of records can help you save money when you do your taxes and will be your trusty ally in case you are audited.

There are several types of records that you should keep. Most experts believe it's wise to keep most types of records for at least seven years, and some you should keep indefinitely.

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Topics: Small Business Ideas, Small Business Accounting, Sales Tax, Taxes in Oregon, Taxes, QuickBooks Online

6 New Features In QuickBooks Online

Posted by Lester San Jose on Aug 2, 2018

In case you didn't hear about the new features being made available to QuickBooks Online, our team did and wants to share them with you.

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Topics: QuickBooks Online, QuickBooks Software, QuickBooks Reconciliation, QuickBooks Reporting, Payroll Setup, Vendor Management, Customer Relationship Management, New QuickBooks Features

Getting Started With: QuickBooks Online Payroll

Posted by Denise Loter-Koch on May 18, 2018

Payroll introduces another layer of complexity within small business accounting. Beyond ensuring your employees are paid on time, you’re also responsible for managing employee benefits and payroll taxes.  

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Topics: Small Business Accounting, QuickBooks Online, Payroll Setup, QuickBooks Software, Taxes, QuickBooks Settings, QuickBooks Training or How To

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: Small Business Accounting, QuickBooks Software, QuickBooks Online, Customer Relationship Management, 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

How To Set-Up Sales Tax in QuickBooks Online

Posted by Chris Low on Oct 26, 2017

Sales tax is one of the more complicated concepts supported by QuickBooks Online.

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Topics: Small Business Accounting, QuickBooks Software, QuickBooks Online, Sales Tax, Taxes, QuickBooks Training or How To, Avalara, QuickBooks Add-ons & Extensions

What Is a Vendor Credit, and How Do You Record One in QuickBooks Online?

Posted by Denise Loter-Koch on Sep 14, 2017

Whether you’re getting a vendor credit for a refund or a return, you can record it in QuickBooks Online.

When you’re dealing with your company’s vendors, you’re probably accustomed to money flowing in one direction: theirs. Maybe you send them purchase orders and they send you invoices. Or they send you bills and you pay them. Or you walk into a store and buy something your business needs.

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Topics: QuickBooks Software, Vendor Management, QuickBooks Invoices, QuickBooks Online

7 Best Practices for QuickBooks Online

Posted by Denise Loter-Koch on Aug 30, 2017

Even if you’ve been using QuickBooks Online for a long time, it’s good to step back and evaluate your actions.

“Best practices” aren’t enforceable rules. They’re simply guidelines businesses commonly follow in one area or another. If you’re in retail, for example, one best practice might be to always ask customers checking out if they found everything they were looking for. This serves two purposes: It conveys a feeling of concern for the customer’s shopping experience, and it may also lead to increased sales.

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Topics: QuickBooks Software, QuickBooks Online, QuickBooks Reporting, QuickBooks Reconciliation, Small Business Accounting, Small Business Ideas

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 Software, QuickBooks Online, Customer Relationship Management, QuickBooks Invoices, QuickBooks Training or How To, Small Business Accounting, Payments Processing

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: News & Resources, QuickBooks ProAdvisor, Small Business Accounting, QuickBooks Software, QuickBooks Online

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