Tips & Tricks 135

UDAS for QuickBooks® Desktop: Your Cheat Sheet – User

Months ago, we covered the process known as UDAS. Reviewing the material drew out the realization we can make this more substantial […]

July 30, 2019

How to undo a previous reconcile in QuickBooks Desktop (unreconcile)

Sometimes you’ll find that your balance in QuickBooks does not match your bank statement after a monthly reconciliation (you are doing your […]

July 12, 2019

Creating Reports in QuickBooks, Part 2

Last month, we discussed QuickBooks’ report Preferences and The Report Center. We’ll look at report customization this month.

June 24, 2019

What Legal Entity Should I Choose for My Business?

Legal entities chosen for you business can determine liabilities for you and your organization. If you haven’t chosen one, here’s a guide on each entity.

June 19, 2019

5 Signs You Need a New QuickBooks Data File

There’s more than one approach to how long you use the same QuickBooks data file. You can create a new file each fiscal year, or whenever you upgrade QuickBooks Desktop. Other users prefer using the same file as long as possible.

June 12, 2019

QuickBooks Desktop Job Costing: Service Items, Billable Items, and Billable Time

In our introductory installment, we laid the foundation for tracking your job costs in QuickBooks Desktop. We illustrated the QuickBooks lists you […]

April 24, 2019

Washington State Paid Family Leave [UPDATE]

For those who may be an employee in Washington state or an employer who has employees based in Washington state, but haven’t […]

March 13, 2019

How Do I Enter a Finance Charge in QuickBooks? [ANSWERED]

The workflow for assessing finance charges within QuickBooks Desktop

February 22, 2019

Tax Penalty Relief from the IRS? [How You Qualify]

The IRS DOES provide tax penalty relief for times your income tax withholding or tax payments don’t add up to your total tax liability for a given year. Read further to learn what helps you qualify for such relief; and what other factors may lead you to an unexpected underpayment.

February 20, 2019

5 Facts About the Opportunity Zone Tax [PLUS] How to Qualify

Tax Incentives, like the Qualified Opportunity Zone Tax Incentive, provide tax benefits to investors investing eligible capital into distressed communities throughout the United States; and its possessions.

February 13, 2019