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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

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

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

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

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

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

QuickBooks Custom Reporting Part 1: The Basics

Posted by Jakob Mann on Jul 9, 2018

If you’ve used QuickBooks for a while already, you may have found yourself customizing some of the built-in reports.

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

Basic Invoicing in QuickBooks Desktop Enterprise

Posted by Jakob Mann on Apr 19, 2018

For many businesses, invoices are one of the most important types of transaction for tracking sales in QuickBooks. Full of detailed options for tracking different information, and highly customizable, invoices allow you to track what your customers owe you for the products and services you sell.

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Topics: Small Business Accounting, Customize Form Templates, QuickBooks Desktop, QuickBooks Invoices, QuickBooks Enterprise, QuickBooks Reporting, Customer Relationship Management, QuickBooks Training or How To

How to make sales tax item adjustments in QuickBooks

Posted by Aubrey Leahy on Mar 23, 2018

The sales tax adjustment feature in QuickBooks doesn’t adjust the individual sales tax item. You must create a zero cost Sales Receipt or Credit Memo depending on the plus/minus adjustment needed.  The details are in the article below.

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Topics: Sales Tax, QuickBooks Desktop, QuickBooks Pro, QuickBooks Premier, QuickBooks Enterprise, Small Business Accounting, Avalara, QuickBooks Reporting, QuickBooks Training or How To

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 Training or How To, QuickBooks Desktop, QuickBooks Premier, QuickBooks Enterprise, QuickBooks Software, QuickBooks Pro, QuickBooks Reconciliation, QuickBooks Reporting

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