ebs Associates Blog

Small Business Accounting & Technology

What are Account Security and MFA Best Practices?

Posted by Lester San Jose on Jul 23, 2018

One of the many challenges businesses need to stay ahead of is cyber security. Many service providers and their products have added stricter requirements during the account creation and product acquisition stages. However, there are still service providers not having adapted their requirements to growing trends in Internet Security.

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Topics: New QuickBooks Features, QuickBooks Settings, QuickBooks Software, QuickBooks Company File, Cyber Security Awareness, Small Business Ideas

Managing Custom Fields in QuickBooks Desktop

Posted by Jakob Mann on Jun 29, 2018

Sometimes, you find that your business needs to keep track of more information about items, customers, vendors, or employees than QuickBooks has available fields for. Not everyone needs the same information, so it makes sense to be able to track what’s important to you. For situations like this, there’s a solution in the form of custom fields. These are fields that you can add to several of your lists, specifying what they’re for, and what type of data they can hold. You can even choose whether they’ll be required when creating a list element or a transaction.

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Topics: Customer Relationship Management, QuickBooks Warehouse Inventory Management, QuickBooks Settings, QuickBooks Software, QuickBooks Pro, QuickBooks Enterprise, QuickBooks Premier, Customize Form Templates, QuickBooks Training or How To

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

Are You Using QuickBooks’ Reminders?

Posted by Denise Loter-Koch on Nov 22, 2017

We can’t emphasize this enough: QuickBooks’ Reminders can prevent countless problems with your finances. How do you know when it’s time to pay a bill or follow up on overdue customer payments or print payroll checks? If you're still using a paper calendar and sticky notes and file folders, there’s a good chance you’re missing some important deadlines on occasion. Manual methods aren’t effective enough when you’re dealing with your business finances. You might experience:

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Topics: QuickBooks Settings, Small Business Accounting, QuickBooks Software, QuickBooks Pro, QuickBooks Enterprise, QuickBooks Premier, QuickBooks Desktop, Vendor Management

Establishing Preferences in QuickBooks

Posted by Denise Loter-Koch on Feb 1, 2017

Before you start entering data, make sure QuickBooks is set up appropriately for your company.

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Topics: QuickBooks Settings, Small Business Accounting, QuickBooks Software, QuickBooks Desktop, QuickBooks Training or How To, QuickBooks Company File

Creating Reports in QuickBooks, Part 1

Posted by Denise Loter-Koch on Oct 10, 2016

October 10, 2016

QuickBooks comes with dozens of report templates that can be run as is. This month and next, we’ll show you ways to make them “fit” your company.

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

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

5 Things You Should Be Doing With QuickBooks But Possibly Aren't

Posted by Kelli on Aug 13, 2014

Since it can be time consuming to learn some of the more advanced features available within Intuit's suite of QuickBooks products, here are 5 simple things anyone could be doing to get the most out of QuickBooks.

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Topics: QuickBooks Settings, Small Business Accounting, QuickBooks Software, Payroll Setup, QuickBooks Reporting, QuickBooks Training or How To, Small Business Ideas, QuickBooks Import and Export

Turn Off Popups & Notices In QuickBooks

Posted by Kelli on Jul 1, 2014

If you are tired of seeing the same messages over and over and would like to turn off popups in QuickBooks, you're not alone. Although these notices can often serve as helpful reminders, some users that have been working with QuickBooks for a while may already know the ins and outs, making these popups unnecessary. Follow these steps to eliminate many of the QuickBooks popups you may be seeing.

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Topics: QuickBooks Settings, QuickBooks Software, QuickBooks Pro, QuickBooks Enterprise, QuickBooks Premier, QuickBooks Desktop, QuickBooks Training or How To, QuickBooks Company File

I can't see the save and new button in my QuickBooks!

Posted by Kelli on Dec 14, 2012

Since the addition of QuickBooks 2013 to the family, a few people have called about not being able to see the Save and New button, or sometimes only able to see the top of the buttons.

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Topics: QuickBooks Settings, QuickBooks Software, QuickBooks Pro, QuickBooks Enterprise, QuickBooks Premier, Customize Form Templates, QuickBooks Desktop

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