Here’s a link to my March AccountingWeb.com blog post on the topic “5 Tasks Small Business Owners Should Do.” We need to remind our clients that even though they have hired us, they cannot abdicate responsibility for reviewing and understanding their business books....
This short video explains why you want to add the Details to a Vendor record, and shows the results of some of the different choices in the “Display Name As” feature.[video width="1440" height="900"...
This video demonstrates how to enter fraudulent credit card charges into QuickBooks, then explains how to enter the credit from your credit card company so the expense zero's out and is "a wash."[video width="1440" height="900"...
This got me to thinking, how many of us bookkeeping and accounting professionals are “paying it forward” by mentoring those coming up behind us?
This neat trick shows what period is covered by a bill, and helps show if a monthly bill was skipped, or a duplicate bill was entered.
When the small business owner and the client have clear lines of communication, and when procedures and processes are in place, there should be no such thing as a “bookkeeping emergency.”
When this technique is used, any time you look at a Deposit Slip in QuickBooks, you will know not only the check number and payment amount, but also the invoice number which the check has paid.
“How about this, before attending a conference, think about what you want to get out of it?”
Here is the manual link to my September 2018 blog post on AccountingWeb.com where I reveal how to best leverage the QBO "Work" feature for you and your firm. https://www.accountingweb.com/community/blogs/jlinick/thoughts-on-the-qboa-work-feature-part-2
Here's a link to my August 2018 blog post on AccountingWeb regarding the joys of using QBO Bank Rules. They really can save you a lot of data entry time! Try it! https://www.accountingweb.com/community/blogs/jlinick/making-the-most-of-qbo-bank-rules