Featured Client: BEAR Data Solutions Inc.
Overview With 14 locations in California, Nevada, Virginia, and Australia, our client BEAR Data Solutions (http://www.beardatasolutions.com/) is a global provider of technology products and solutions...
View ArticleWorking Remotely with RightNetworks
As I mentioned in the first two posting of this series: Working Remotely with Legrand CRM and Working Remotely with SmartVault, our server crash last September has encouraged us to look at how we work...
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Importing Budgets From Excel
This time of year everyone begins thinking of how things will be different for the next year and budgeting is usually part of that thought process. Entering a budget in QuickBooks can be a little...
View ArticleAsk the Expert: Stock Status Report
Note: This was originally included in the September 18, 2012 newsletter. Question: I found the following: In the Report tab: Inventory > Inventory stock status by item. And on that report, there is...
View ArticleFeatured Client: The Avogadro Group
Overview The Avogadro Group, LLC is a source testing and consulting firm that focuses on combustion and process-generated air pollution emissions, emissions measurement, emissions control devices, CEM...
View ArticleAsk the Expert: Vendor Deposits
Question: I am not sure of the proper way to enter: 1) The payment was made to the vendor (via credit card) for a retainer; 2) The invoices to be applied against the credit were received and show the...
View ArticleBuilding Your Business with Referrals
Referrals have always been the primary source of business for us. In fact, McWilliams & Associates was founded when I was considering how I could take my CPA and Controller experience and help...
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Intuit Has Changed Software Download Procedures
A few months ago, as part of a software upgrade at Intuit, the procedures for downloading software changed. Most of the ProAdvisors have probably already figured this out from downloading the new 2013...
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Preparing for Form 1099
It is now the start of the 4th quarter and year end planning and preparation is well underway. Capturing the data that will be required for year-end compliance work can be done throughout the year, but...
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Client Data Review: Write Off Invoices
The Write Off Invoices tool included in the Accountant Edition products provide a quick way to adjust outstanding invoices without the need to create an entry one at a time. It is recommended that...
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QuickBooks Tips & Tricks – Voiding a Check
There are two alternatives for voiding a check or bill payment depending on the timing. The first is voiding a check immediately, such as a problem with printing, an error discovered before the check...
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Send Journal Entries with QuickBooks 2013
With the 2013 products there were a couple of notable changes for the journal entry screen: With the change in the user interface, the ability to hide the journal entry list at the bottom is now a...
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Ask the Expert: QuickBooks Online or QuickBooks for Mac?
Q – Why wouldn’t a client that has never used QuickBooks & has a Mac be better off to sign up for QuickBooks on line? A – Like with the decision between QuickBooks for Windows products and these...
View ArticleQuickBooks Tips & Tricks: Password Set Up for QuickBooks Pro and Premier
For the password feature, each person is setup individually. The designation of the specific areas of the software that the user is allowed to work in, as well as limiting the activities a user can...
View ArticleQuickBooks Tips & Tricks: Password Protection for QuickBooks Enterprise...
For the password feature, each person is setup individually. The designation of the specific areas of the software that the user is allowed to work in, as well as limiting the activities a user can...
View ArticleQuickBooks Tips & Tricks: Password Protection Warning
One of the easiest ways to improve internal controls for businesses using QuickBooks is to set up each individual who will have access to the data with a unique user name and password. The ability to...
View ArticleWhat Accountants Wish Clients Knew About. . .
We spend most of our time working with Accountants and their QuickBooks clients. Some of the time is spent training Accountants about QuickBooks, but most of the time is spent working with the...
View ArticleHow the Balance Sheet and Profit & Loss Reports Work Together
We started a blog posting on “What Accountants Wish Clients Knew About. . .” and offered the following as the first “wish” to get everyone started. I wish that clients knew that the results from the...
View ArticleQuickBooks Online – We Want Your Opinions!
Intuit has made a big shift towards QuickBooks Online. If you go to quickbooks.com, it is QuickBooks Online for the trial front and center. Even if you click on the Accounting Software pull down menu,...
View ArticleAsk the Expert: Splitting Files
Q: I was wondering if you have any recommendations for a file that someone decided to put multiple entities and checking accounts all in one QuickBooks under different “classes”. Of course, it was...
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