ebs Associates Blog

Fishbowl 2017.13

Posted by Denise Loter-Koch on Dec 22, 2017

FISHBOWL IS A BUSINESS AUTOMATION PLATFORM

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Topics: Customer Relationship Management, QuickBooks Warehouse Inventory Management, QuickBooks Add-ons & Extensions, Vendor Management, Fishbowl Inventory Management

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

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

Working with QuickBooks’ Vendor Records

Posted by Denise Loter-Koch on Oct 23, 2017

It’s important to maintain good relationships with your vendors and suppliers. QuickBooks helps you track your interaction with them.

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Topics: Small Business Accounting, QuickBooks Software, QuickBooks Pro, QuickBooks Enterprise, QuickBooks Premier, QuickBooks Desktop, QuickBooks Training or How To, Vendor Management, Payments Processing

QuickBooks 2018 Is Here! Check Out These Game Changing New Features & Benefits.

Posted by Kyle Robles on Sep 15, 2017

Introducing, QuickBooks 2018. Every year, Intuit unveils the latest and greatest of QuickBooks - both Online and desktop versions. From the strategic planning, down to the minutiae of QuickBooks software, our team at ebs is excited to share these recent updates with you, and help facilitate the transition to the upgraded platform.

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Topics: New QuickBooks Features, Customer Relationship Management, QuickBooks Warehouse Inventory Management, QuickBooks Upgrades, Small Business Accounting, Vendor Management

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, QuickBooks Online, QuickBooks Invoices, Vendor Management

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

54 Reasons To Upgrade To QuickBooks Desktop 2017

Posted by Denise Loter-Koch on Jun 20, 2017

Are you still debating on upgrading to the newest offering of QuickBooks Desktop?  Think your current version of QuickBooks is working perfectly fine for you?  Are you aware of all the benefits and features that have been added to QuickBooks since 2017?  

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Topics: Customer Relationship Management, QuickBooks Warehouse Inventory Management, QuickBooks Upgrades, Small Business Accounting, Customize Form Templates, QuickBooks Desktop, QuickBooks Reporting, Vendor Management

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

How to Keep Your QuickBooks Data Safe

Posted by Denise Loter-Koch on Jun 5, 2017

You work hard to make sure your QuickBooks data is accurate. Make sure it’s safe, too.

Your QuickBooks company file contains some of the most sensitive information on your computer. You may have your customers’ credit card numbers and employees’ Social Security numbers saved inside. An intruder who captured all that data could create tremendous problems for you and a lot of other people.

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Topics: Customer Relationship Management, QuickBooks Upgrades, QuickBooks Desktop, Payroll Setup, Cloud Hosting, Vendor Management, QuickBooks Company File, Cyber Security Awareness, Small Business Ideas

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