ebs Associates Blog

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: Customer Relationship Management, Small Business Accounting, QuickBooks Software, QuickBooks Enterprise, Customize Form Templates, QuickBooks Reporting, QuickBooks Training or How To, QuickBooks Company File

Five Tax Deductions that Disappeared in 2018

Posted by Denise Loter-Koch on Jul 17, 2018

Under tax reform, taxpayers who itemize should be aware that deductions they may have previously counted on to reduce their taxable income have disappeared in 2018.

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Topics: Small Business Accounting, Taxes, Taxes in Oregon, Small Business Ideas

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.

  • Maybe you’ve changed the date range of a balance sheet
  • Filtered an inventory valuation detail down to a few items you needed to check,
  • Changed a profit and loss to show by quarter.
Did you know, using the same tools you may be familiar with from editing these and other reports, you can create custom reports of your own? Today we’d like to introduce you to the Custom Transaction Detail Report.
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Topics: QuickBooks Warehouse Inventory Management, Small Business Accounting, QuickBooks Software, QuickBooks Pro, QuickBooks Enterprise, QuickBooks Premier, Customize Form Templates, QuickBooks Desktop, QuickBooks Reporting, 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

Important Update: Issue With Oregon Statewide Transit Tax

Posted by Joy Huffman on Apr 26, 2018

An issue with the new Statewide Transit Tax was brought to my attention today which may effect payroll processing in QuickBooks.

The new Transit Tax does not go into effect until July 1, but Intuit/QuickBooks has already put it into the payroll items list so it is affecting payroll.

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Topics: News & Resources, QuickBooks Add-ons & Extensions, Small Business Accounting, QuickBooks Software, QuickBooks Enterprise, QuickBooks Desktop, Payroll Setup, Taxes in Oregon

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: Customer Relationship Management, Small Business Accounting, QuickBooks Enterprise, Customize Form Templates, QuickBooks Invoices, QuickBooks Desktop, QuickBooks Reporting, 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: Small Business Accounting, QuickBooks Pro, QuickBooks Enterprise, QuickBooks Premier, Sales Tax, QuickBooks Desktop, QuickBooks Reporting, Avalara, 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 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

5 Trends for 2018 You Need to Know

Posted by Denise Loter-Koch on Jan 12, 2018

 

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Topics: Small Business Accounting, Small Business Ideas

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