by Jody Linick | Oct 28, 2019 | Uncategorized
The importance of using the data fields in the QuickBooks Online Customer and Vendor records goes beyond just the name. Here’s a link to my article on AccountingWeb.com discussing why this became important to me when a client went into the hospital. Here’s...
by Jody Linick | Jul 26, 2019 | Uncategorized
Performing an Interim Bank Rec can help you spot unauthorized transfers out of your business checking account. Read more about this important weekly bookkeeping function. Here is the manual link to my AccountingWeb blog post on this topic:...
by Jody Linick | Mar 6, 2019 | Uncategorized
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....
by Jody Linick | Feb 19, 2019 | Uncategorized
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....
by Jody Linick | Feb 7, 2019 | Uncategorized
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...
by Jody Linick | Jan 12, 2019 | Uncategorized
Today I read an article on mentorship, with the author making the distinction between a coach and a mentor. This writer defines coaching as a transactional relationship – one person teaching the other something specific, or helping the other to achieve specific...
