ebs Associates Blog

Small Business Accounting & Technology

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

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

How to Reconcile in QuickBooks Desktop

Posted by Geo Townsend on Jan 22, 2018

In today's QuickBooks tutorial  we will walk you through the steps to reconcile an account in QuickBooks Desktop. First, we want to ensure we have our copy of QuickBooks open.

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

Using the Audit Trail in QuickBooks Desktop

Posted by Geo Townsend on Jan 15, 2018

It’s happened to everyone at one time or another. You lose a transaction you’re sure was there not even five minutes ago, but you just can’t seem to locate it. In the event this has ever occurred to you, QuickBooks has a great feature: The Audit Trail report.

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Topics: Small Business Accounting, QuickBooks Software, QuickBooks Pro, QuickBooks Enterprise, QuickBooks Premier, QuickBooks Desktop, QuickBooks Reporting, QuickBooks Reconciliation

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

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

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: Small Business Accounting, QuickBooks Software, Sales Tax, Taxes, QuickBooks Desktop, Payroll Setup, QuickBooks Reconciliation, Vendor Management

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: Small Business Accounting, QuickBooks Software, QuickBooks Enterprise, QuickBooks Premier, QuickBooks Invoices, QuickBooks Desktop, QuickBooks Reporting, QuickBooks Reconciliation

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 Warehouse Inventory Management, Small Business Accounting, Sales Tax, Taxes, QuickBooks Reporting, QuickBooks Reconciliation, Vendor Management

QuickBooks 2014 Discontinuation | May 31, 2017

Posted by Denise Loter-Koch on May 4, 2017

It’s that time of year again when Intuit retires the oldest version of QuickBooks. This year brings the retirement of QuickBooks version 14. This is applicable to all versions of 14 (Pro, Premier, and Enterprise). After May 31, 2017 these products will be retired.

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Topics: News & Resources, QuickBooks Upgrades, QuickBooks Add-ons & Extensions, QuickBooks Software, Payroll Setup, QuickBooks Reconciliation, QuickBooks Sunset Versions

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