13 Signs You May Need Supervision When Using QuickBooks

by Stephanie G. Travis I bristle when business owners look to QuickBooks as a surrogate accountant. It’s software. Nothing more. Paradoxically, Intuit’s marketing strategy of implying that anyone – no matter their accounting acumen – can purchase and successfully use QuickBooks serves to empower and sabotage their customers at the same time. Final result? It’s […]

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Tips & Tricks for QuickBooks

There are hundreds of tips and tricks for QuickBooks, but here are a few: You can set a floating decimal in the Edit/Preferences/General/My Preferences. When “Automatically place decimal point” is selected, QB will automatically place a decimal in any number you type. If you type 22, it will be entered as $0.22 cents. If you […]

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How To Hire a Bookkeeper

Those who describe themselves as bookkeepers fall between two extremes – from secretaries with data entry skills to professionals with degrees and years of experience. There is no regulatory body that oversees the bookkeeping profession, so anyone can say they are a bookkeeper. When hiring a bookkeeper, it’s important to know what skill level your […]

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Six Reasons Why Your Bank Statement Doesn’t Reconcile In QuickBooks and How to Find All of Them

There are several reasons why a monthly bank statement in QuickBooks (QB) does not reconcile to zero.  And, there are also tricks to find these problems. Errors Causing Your Bank Statement Not To Balance A previously reconciled item (deposit, check) has been deleted or changed. A transposition of numbers of the transaction amount. Too many […]

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