QuickBooks Tip – Quick Information on Customers, Vendors or Employees

QuickBooks FAQs:  I don’t use Attached Documents so how can I remove the “Attach” column from the customer list?  How can I access information or a report on customers, vendors or employees quickly when I’m working with QuickBooks?  When working with QuickBooks, if you can access the information and details needed quickly, you can improve efficiency and productivity.  Read more

QuickBooks Tip – Quick Report on Transactions

Using QuickBooks, how do I get a report of all invoices?  How can I see the Sales Receipts (checks, bills, estimates, etc.) that I have entered into QuickBooks?  You can get a report on transactions several ways, but I’ll share a quick and easy way to do it in QuickBooks.  It is surprising how many people overlook the Transactions tab in the centers. Read more

Miracle on my Street — Life is Precious

This is off-topic but I wanted to share the miracle on my street.  Last Sunday afternoon Robert, a 52 year old active neighbor collapsed in his driveway while shooting baskets.  Luckily, a boy next door saw him fall and told his mom (Kim) there was something wrong.   Kim frantically called 911 on her cell while running down the street yelling for help.  Thankfully, it was a nice weekend and Don (another neighbor) was outside.   Don is a school administrator, recently trained with the latest CPR procedures so he was able to quickly start CPR on Robert (who had no pulse).   Read more

SSARS 19 Changes and Sample Compilation Report Wording

The Statement on Standards for Accounting and Review Services no. 19 (SSARS 19), Compilation and Review Engagements includes some major changes for Certified Public Accountants (CPAs) who perform compilations and reviews.  One change is the wording for compilation and review reports along with new documentation requirements (including engagement letters) and other changes. Read more

Upcoming Book — How to Start a Home-Based Bookkeeping Business

Remember that old saying teachers used to shout out at the end of an exam? “Pencils down!” Well, I’m happy (and a bit relieved) to announce that I’ve put my pencil down and I’ve submitted my manuscript and made my final edits for my upcoming book.  Now, it’s in the publisher’s hands as the editorial team takes these next few months to make sure that every I is dotted and t is crossed. But I’m happy to announce that we’re that much closer to the book being available for you in your local bookstore.  Read more

How to create a monthly Profit & Loss report in QuickBooks

Often, I see the question “how do I create a monthly Profit & Loss Statement in QuickBooks”.  I thought I’d write a quick post to show you how to do it.  You can use this same method on the Balance Sheet if you would like to see it monthly. Read more

Great Deal on QuickBooks Pro 2011 – 2008 will Sunset in May

Right now Costco and Sam’s Club have QuickBooks Pro 2011 for about $100 while supplies last.  This is a great deal and I would encourage you to spread the word!

QuickBooks 2008 and QuickBooks for Mac 2007 will be sunset in May, 2011.  This means it will no longer be supported and services will be discontinued in May, 2011.  Specifically, the following services will no longer work: Read more

Intuit does it again! Intuit Statement Writer 2011

Intuit^® does it again. Intuit Statement Writer (ISW) was already a great tool for accounting professionals and was named an Awesome Add–On last fall by The Sleeter Group. Now, with suggestions, requests and feedback from accounting professionals, Intuit makes ISW 2011 even better. Read more

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