Accounting with Confidence

Podcast

QB Keyboard Shortcuts

 

Keyboard shortcuts aren't dead!  They can save you keystrokes and mouse-clicks which will add up to saving you time.

Check out a complete list of QuickBooks Desktop shortcuts here: https://quickbooks.intuit.com/learn-support/en-us/write-checks/keyboard-shortcuts-in-quickbooks-desktop/00/202588

Check out a complete list of QuickBooks Online shortcuts here: https://quickbooks.intuit.com/learn-support/en-us/configure-products/keyboard-shortcuts-for-quickbooks-online/00/185619

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4 THINGS TO DO BEFORE YEAR END

 

There are two months left in the year and a few housekeeping things that should be added to your to-do list.  Budgeting, 1099s, Tax Planning and PPP Forgiveness should all be a part of your end of year routine.  If you want to begin 2021 ready for whatever it brings and in the right frame of mind to make things happen, get these things done before year end.

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Attaching Documents in QB Desktop

 

Tackling the paper that is involved in the accounting process can be daunting.  Learn how to attach vendor bills inside of QuickBooks Desktop transactions for easy reference and organization.  

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Attaching Documents in QBO

 

Tackling the paper that is involved in the accounting process can be daunting.  Learn how to attach vendor bills inside of QuickBooks Online transactions for easy reference and organization.  

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Merging two accounts on your Chart of Accounts

 

From time to time you may discover that you have multiple accounts tracking the same thing and it causes confusion when you are recording transactions.  Well, there is a little known trick within QuickBooks products that allows you to merge two accounts which retains all of the details of the transaction, but combines them into the correct account.  This tool can be considered a life saver!  Watch the video to learn how to merge accounts in QB Desktop and QB Online.

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Adding an Account to Chart of Accounts

 

From time to time a business will need to add new accounts to their chart of accounts.  This video shows you the steps to adding an account in both the QuickBooks Desktop and QuickBooks Online platforms.  Never be nervous about adding a new account again!

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Chart of Accounts Basics

 

Find out what the chart of accounts is and the 5 main categories of accounts. See the subaccounts used in QuickBooks files.

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QB Backups Best Practices

 

Having a reliable back up is essential to making sure your QB files are available to you if something catastrophic happens (computer melt down, flood, fire, or bad import!).  In this video, I show you how to set up the QuickBooks Desktop backup as well as my most recommended option for the QuickBooks Online backup.  And, yes, you should be backing up your QBO files!

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Accessing QB Desktop Remotely

 

The COVID-19 pandemic came on fast and created chaos in some small businesses as they had to shift their workers to home offices while still keeping their businesses going.  Many didn't have remote access to their QuickBooks desktop file set up and had to rapidly put something in place or relocate computers to their homes.  In this video I show you 4 options to accessing your desktop file remotely with their various pros and cons.

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Accounting for PPP Loans in QuickBooks

 

This excerpt is taken from the Steering Your Business through COVID-19 series, Part 5 during which I walk business owners through the accounting issues relating to the PPP Loans granted through the CARES Act.  The video addresses how to set up the loan accounts in both QuickBooks desktop software and QuickBooks Online.  

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