Tips and best practices for error prevention in bookkeeping, reporting, and accounting processes.
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 …
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 …
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 …
Download your Choosing a QuickBooks ProAdvisor eBook… Recently, a participant in one of the online forums that I like to ‘attend’ asked “What should I look for when I choose my next accountant?” As a QuickBooks ProAdvisor who’s worked with many different clients within the construction, manufacturing, and various other industries (and ‘in the wake’ …
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 …
QuickBooks Desktop Assisted Payroll is our payroll service of choice at Info Plus Consulting. 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. …
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 …
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 …
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 …
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 …
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, …
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 …
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 …
Company owners sometimes ask me: “Should balance adjustments arising from account reconciliation problems cause me any concern?” Do QuickBooks Account Reconciliation Discrepancies Matter? Account reconciliation is crucial; here’s why… You want to be certain that you and your bank, credit card companies, and lenders agree on the amounts shown in your books. (If not, you …
The QuickBooks Data File Verification Feature Re-sorting Your QuickBooks List The first step in repairing QuickBooks data links in your QuickBooks Desktop or Enterprise files is to re-sort your QuickBooks list. Learn how here. Once you have re-sorted your QuickBooks list, if you are still suffering from broken database links in your QuickBooks data file, you’ll …
Fixing Data Damage in QuickBooks Company Files to Prevent QuickBooks Crashing How to Locate and correct damaged data and transactions in your QuickBooks data file. From time to time, QuickBooks data files become damaged or corrupted, which could cause QuickBooks to crash when opening or working in the company file. We know from experience how …
Paying your QuickBooks Bills can be easier (even pain-free!) – when you use your software to its fullest capacity. QuickBooks Pay Bills with a Credit Card Company owners and bookkeepers often use credit cards to pay QuickBooks bills. Those who appreciate the convenience of purchasing items or paying bills using credit cards often ask how …
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 …
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 …
Bulletproof Accounting for Long Term Business Survival Diane and host of The Best Business Podcast, Daryl Urbanski, reveal proven “success habits” that small and medium-sized business owners can use to leapfrog the competition and thrive. Why this matters to you: In this podcast, Diane delivers some simple (and high-value) startup and accounting system tips that …
Jake Reeves (Cloud Productivity Expert – Summit Hosting) joins Diane Gilson to illustrate innovative ways to use “anytime/anywhere” cloud access services. Why this matters to you: You’ll see how “elastic scalability” and “resources-on-demand” can help you collaborate between team members, securely share data and company information, and grow your business. Watch this seminar to see …
Cybersecurity Best Practices: Protect Your Construction Business from Bad (Digital) Actors Why this matters to you: Although this webinar has a holiday-themed title, every season is “The Season for CyberSecurity” because cybersecurity threats persist year-round. Protecting your financial and operational data isn’t just a technical issue – it’s critical for maintaining trust with your clients and …
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 …
What Does a Broken Month-End Close Do To Your Business? Messy financials aren’t just a nuisance — they’re a risk. Every month that ends with guesswork, missing reports, or last-minute scrambles leaves your company flying blind. Learn why getting your books right isn’t optional — and how it impacts your entire team. Let’s be real. …
Broken database links can cause problems with your QuickBooks data file(s)… QuickBooks® Pro, Premier, and Enterprise Solutions desktop software programs are databases that could (potentially) include broken database links. What and Why? The underlying software (database) for your company file includes your records and transaction fields that are “tied together” with various pointers and links. …
What might you be able to accomplish for your company if you create employer or employee shadowing teams for a couple of hours? Or even a couple of days? Employer or Employee Job Shadowing – Could It Work For YOUR Company? A client recently told me that she wasn’t as pleased with the performance of a couple …
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 …
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 …
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 …
Are you one of the many small-business owners taking on your own accounting? Let QuickBooks desktop help you like it’s helped millions others. In recent years, many small- and midsize-business owners have been steering away from using trained accountants for their financial needs and, instead, have taken on the responsibility internally – either by doing …
How to change a date on a QuickBooks transaction Changing a date on a QuickBooks transaction is an easy task. Simply click the date field in the transaction, then choose the correct date from the calendar that pops up. But wait, before you change the date on a transaction, you need to consider a much …
QuickBooks & Enterprise Solutions are, generally speaking, stable, logical, and powerful programs.
When something isn't working properly, however, it's very easy to lose perspective and get upset or angry with the software.
Month-End Closing Workflow: Why It Matters (More Than You Think) A strong month-end closing workflow helps you Catch missing costs Protect profit, and Make decisions based on numbers you can trust The story… A bookkeeper closes the month and the numbers look fine. A week later, a $15,000 flooring bill shows up. At that point, …