Hierarchical View in QuickBooks Do you have QuickBooks lists structured to show in a Hierarchical View? (Think “outline” with headers and sub-elements.) For instance: In your Customer:Job list, do you have a “header” as a Customer and sub-elements as Jobs? (If not, you may want to do so…) Open your Item List. Do you have …
Yes, your initial QuickBooks payroll setup can take some time and requires attention to detail. BUT manual payroll processing requires even more work – and you have to do it over – and over – and over… Which sounds like the better choice? QuickBooks Payroll Ask any 10 small and mid-sized business (SMB) bookkeepers and …
3 Innovative Options to Conquer Construction Chaos Whether you’re a trade contractor in the electrical, plumbing, or HVAC specialties, a remodeler or custom builder, or in charge of dispatching technicians, this session is designed with your needs in mind. Discover how to Conquer Construction Chaos using three cutting-edge software solutions (ECI BuildTools, Bolt, and Thermogrid.) …
Your QuickBooks Chart of Accounts is the foundation for your critical company reports. What unfortunate events can occur when it isn’t set up in the best possible way? Your QuickBooks Chart Of Accounts How you set up your Chart of Accounts in QuickBooks is one of the most important decisions you can make. It determines whether …
How to use QuickBooks most effectively can be a challenge. But, to help you, here are a series of QuickBooks “how-to” tips from BuildYourNumbers.com! How To Use QuickBooks Do you use QuickBooks to manage your accounting? For years, mid-sized and small-business owners have found QuickBooks Desktop, QuickBooks Online, and Enterprise Solutions to be the most …
One of your early tasks as a payroll administrator or when you convert to QuickBooks Payroll will be to establish payroll schedules in QuickBooks for your employees. Here’s how. Setting Up Payroll Schedules in QuickBooks Payroll administration can be complex and time-consuming. It requires precision and tremendous attention to detail. Because your employees are counting …
This post about QuickBooks’ Items is excerpted from our more extensive training video that’s included in our Construction Accounting & Management Program (CAMP). QuickBooks Items: Automating Job Costing for Construction Companies QuickBooks Items enable construction companies to automatically track and report on the financial detail underlying what’s REALLY going on within the financial side of …
QuickBooks Desktop Cloud Hosting Jake Reeves (Director of Sales at Summit) joins Diane as she does a live (and “real-life”) demonstration of how cloud hosting REALLY works for QuickBooks desktop! Why this matters to you: See how you can set up your own cloud hosting “desktop.” Get answers about how cloud hosting can work for YOUR …
Job Costing In QuickBooks QuickBooks is designed to help you plan, measure, and monitor company and job results. You can even use QuickBooks Job Costing Features to Achieve Your Gross Profit Goals! Use its management reporting tools to immediately SEE operating and financial results. Proactively correct problems – before they spin out of control – …
5 Ways to Tailor, Tag, & Track Specialized Information QuickBooks Custom Fields Have you explored the many ways to use Custom Fields in QuickBooks? If not, you’ll likely be surprised at how this feature can vastly expand the “trackability” of specific data that’s unique (and, often, vitally important) to your company. Would it be helpful …
Key Points QuickBooks Online Payroll provides three plans with different features to suit various business requirements. Payroll setup is easy with automatic tax calculations and simple employee data entry. Users can run payroll as often as desired and enjoy features like same-day direct deposit and tax filing. Complying with federal and state laws is made …
In this video, you will learn the power of cloud hosting for QuickBooks Desktop and see a demonstration of how easy and effective it is to manage QuickBooks using a cloud hosting service. Why this matters to you: If you are a QuickBooks Desktop user, cloud hosting is a powerful service that enables essential functions …
Will the QuickBooks Sunset Impact My Accounting or QuickBooks Desktop Services? QuickBooks “Sunset” only applies to 2021 (and earlier) versions. Until May 31, 2024, you can get QuickBooks desktop customer support and add-on services for Pro, Premier, and Enterprise Solutions 2021, 2022, 2023, and 2024. However, if you are still using a 2021 version of …
In this video, Diane Gilson is asked a series of questions about job costing, its importance for construction companies, and how to implement it. Why this is important: Job costing is the foundation of effective construction projects and company management. Without effective job costing systems that provide accurate and detailed job costing information, companies will …
Diane and Bracken Anderson (from busybusy) recently had a great interview-style meeting where we explored why job costing is critical for construction companies. Why this matters to you: When you understand what job costing is and how to get started with it, you can then focus on your winning jobs. And that means more profits for …
Using MakersHub AI to Reduce Accounting Costs Diane and MakersHub founders Charley Howe and Phong Ngo demonstrate how you can reduce the time your company spends on accounts payable – by 90%! This live demo with Diane, Charley and Phong reveals how you and your company can wave goodbye to detailed manual entry for Bills, Approvals, …
You Found the Perfect Seminar… It’s the training resource you’ve been looking for to make the changes you want in your company. The main problem – your QuickBooks company file was set up wrong from day one. You’ve been making do, but haven’t been getting the job-costing information you need. Now you’ve found the solution …
How To Solve the Tax Time Nightmare If you’re someone who dreads January, February, March – and beyond – because those months seem to turn into “Franken-tax” time, you may be asking yourself: “How do other companies do it? What would it be like if I was ALL DONE with tax-related chores by the middle …
QuickBooks Project Management Apps – Pros, Cons & Insights Managing construction projects can be complex, and finding the right tools is key to your success. Have you ever wondered if a project management app (plug-in) might be right for you? (You may have already heard of apps such as JobTread, CoConstruct, BuilderTrend, BuildTools, and ECI’s …
In this interview, you will learn about an AI tool that will help companies reduce accounting costs and errors by automating the process of entering bills, approving invoices and making payments. Why this matters to you: In most companies, a large percentage of accounting efforts goes into the tedious and error-prone process of manually entering …
New to QuickBooks? Feel like you’re all alone? Well, you’re not! Every new user could use tips to get them started in QuickBooks… You’ve started your new business from scratch and know you need to really get a handle on your numbers. Maybe you’ve been recruited by a family member – or hired by a business owner …
When you make it easier for your customers to buy from you – and pay you – two things typically happen: your sales increase, and you get Quickbooks payments faster. That means enhanced cash flow and fewer collection calls. Plus, a side benefit is that customer satisfaction is often higher when goods or services have been …
QuickBooks Desktop Assisted Payroll is our payroll service of choice at Info Plus Accounting. Because we ‘eat our own (QuickBooks) dogfood,’ we know the quality of this product. And we nearly always recommend Assisted Payroll to our clients. Why do we typically recommend this product to our clients? Here are my top seven reasons: 1. …
It’s That Time of Year Again – TAX TIME! And guess what? I’ve been working with clients who have been turning their numbers over to their tax accountants starting the middle of January! Do you dread January, February, March – and beyond – because those months seem to turn into “Franken-tax” time? Are you asking …
“Why aren’t we making more money? We’re busier than ever, I’m working harder than ever, but things just aren’t coming together like they should!” If this story sounds or feels familiar, you may want to sit in on this meeting to pick up some ideas on how to create Estimate vs. Actual Reports… It Just …
These best practices for QuickBooks payments can improve your profitability as well as the speed and accuracy of your incoming and outgoing payments. In the case of best practices for QuickBooks payments, the rewards are clear. Pump up your cash flow. (More cash-on-hand means less-stressed owners + happier, more-responsive vendors.) Eliminate costly late fees and …
Ever wondered if you could receive more useful and meaningful reports from QuickBooks? Good financial information is not just a matter of convenience! Nick is finding out that what he DOESN’T know about his financial system could pose a major setback to his business… Nick’s “Unique” Profit & Loss Statement “Wow, this is about the longest …
How do QuickBooks’ Memorized Transactions relate to pizza? Join Sheila as she experiences an eye-opening and rewarding “Pizza-Lunch-n-Learn” with her friend, Gail… Overwhelmed With Bills and Emails and P.O.s and Invoicing… Sheila sat at her desk, staring at the stack of emails, Purchase Orders, and Bills she’d need to sort through and enter before she could …
QuickBooks Online User Permissions When it’s time to set your QuickBooks Online User Permissions, here are the choices you’ll see in the Plus version. QuickBooks Online User Permissions enable you to choose what users can see (access) and do (permissions) within the program. Company Administrator Permissions In QuickBooks Online Company Administrators have all access rights …