Year: 2017

Stop P&L Roller Coaster (Part 3)

  In this month’s QuickBooks & Tricks we will finish the series on why many clients get frustrated about how their Profit and Loss each month moves up and down like a roller coaster, but the business by all indications

Stop P&L Roller Coaster (Part 2)

  In last month’s QuickBooks & Tricks we looked at two very common improper postings that will cause  your P&L to move each month like a roller coaster, and how to fix them. They are the most common cause, but

Stop P&L Roller Coaster (Part 1)

  Does your P&L move each month like a roller coaster ? One month your profitability looks good and the next it is in the dumps, but you know your business is doing the same ? This is often caused

Is Your Company File Healthy ?

  July 2017 Is Your Company File Healthy ? What you should know and do before you get a really  SICK File.   QuickBooks keeps all your data and most settings in a Company File which has an extension of

Protect Your Data Too !

  How to Keep Your QuickBooks Data Safe Its important 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 customers’

Receiving Customer Payments: Your Options

  It’s one of your more pleasant tasks as a QuickBooks user: receiving payments from customers. Here’s how it works … QuickBooks was designed to make your daily accounting tasks easier, faster, and more accurate with built-in processes. If you’ve

Are You Memorizing Transactions? Should You Be?

You know that QuickBooks saves a lot of time. But have you explored how it does so by memorizing transactions? Your accounting work involves a lot of repetition. You send invoices. Pay bills. Create purchase orders. Generate payroll checks and

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