QB QuickTips
QuickBooks® Training Tutorials – One Short Lesson at a Time
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Jan 13
Ever need a copy of just a specific period of your bookkeeping records?
You might if the IRS comes calling to audit your income tax return. But there are other times when you may need to use this new feature.
This short mini-lesson shows you how.
If you’re using QuickBooks Pro, Premier or Accountant and Enterprise versions prior to 2012, you may also want to check out this mini-lesson:
How To Clean Up Your Data File
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Dec 22
Want a way to boost your cash flow AND attract new customers?
Gift Certificates are a great way to do it. But they may seem a little daunting when it comes to recording and tracking them in QuickBooks. Not anymore!
this quick training will give you the basics you need to properly record the sale and redemption of gift certificates… and a whole lot more!
Gift Certificates are a great tool you can start using in your business right away!
Have you used gift certificates? What works best for you?
If you have questions on this topic, leave a comment below and we’ll discuss it!
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Dec 7
Depreciation is a complicated topic. But by tracking depreciation in your business you…
- Get a more accurate picture of what your business is REALLY worth
- Can consult with your accountant for the most advantageous method for taking your depreciation deductions
You’ll learn how to actually record these transactions, as well as when you don’t need to bother.
Complete and accurate books will help you know where you are and where your business can go!
I’d be interested to hear the answer from those who watch this video:
- Are you already tracking depreciation in your business?
- If so, how often?
Leave a comment and let’s compare notes!
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Dec 1
Do you keep track of the value of your business?
When was the last time you checked your assets? (Be nice!)
Keeping track of the valuables in your business give you a truer value of the health and well-being of your business overall. You can also make sure that you are capturing ALL of the deductions due to depreciation by doing this too.
Learn how in this all new video. I guarantee your accountant will be surprised when you do what I suggest and your bottom line at tax time will thank you.
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Jun 21
Is your QuickBooks company file HUGE and you don’t know what to do about it?
Do you want to start a fresh new QuickBooks file, but don’t want to go through all the time-consuming setup of re-entering your customers, vendors, chart of accounts and other lists?
Do you want an extra bit of protection if the IRS ever comes calling and wants to get their hands on your QuickBooks data file? (Yes, they may now request a copy of your QuickBooks company file when auditing your tax return! YIKES!)
Watch this short video lesson and learn how to improve the situation with all of these issues.
Related Video:
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Apr 30
Do you know which of your client projects are most profitable?
How about an easy way to put together accurate, professional quotes for your customers?
These are just a couple of the many ways Estimates in QuickBooks can be used to improve your operations and efficiency. Learn how to use them quickly and easily in this mini-lesson.
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Feb 21
Have you even been stuck trying to figure out how to get QuickBooks to do what you want? Did you want to pull your hair out because you couldn’t find a transaction that you knew was in your books….somewhere?
Well this video is for you! You’ll learn how to get the help you need easily and usually for free. Get the help you need, and get it FAST!
Correction: In the video I said that the “QuickBooks Coach” is not available in the 2010 version. That’s not true! It appears that they have only removed it from the sample company files. So if you set up a new company in the 2010 version, you can still take advantage of this handy little training tool.
Resources
Links mentioned in the video:
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Jan 19
Building steady cash flow in your business is a key component of a stable, thriving company.
This video shows you the insider, time-saving method for handling the administration of an automatic billing system with QuickBooks to keep the cash coming in while barely lifting a finger!
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Additional Resource:
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Cash Flow Mastery Course – Essential online training for busy entrepreneurs who want to maximize cash flow in the least amount of time
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Jan 4
This cool and improved tool in QuickBooks is something every business owner needs to have to truly start managing by the numbers.
Use it to know exactly what’s going on in your business, recognize dangerous trends, and maximize your cash flow…all from one screen.
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Resources:
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QuickBooks Pro 2010
– If you’re ready to upgrade and use the improved version of the Company Snapshot
Cash Flow Kick-Start – My no-fluff guide for creating your own custom-made cash flow system
Instant Cashflow – easy-to-read book with a solid cash flow framework and many useful cash-boosting ideas.
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Dec 8
With the end of the year upon us, there’s a lot of year-end recordkeeping that needs to get done. Among the tasks to be handled is issuing Forms 1099-MISC to your independent contractors.
This video will show you how to use QuickBooks to make it a breeze, even if your records are less than complete. You’ll learn what you need to do now so you can get it all done well before the January deadline.
Resource Links
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Independent Contractor (self-employed) or Employee? – helpful info from the IRS website
Downloadable Form W-9 – fill-in and printable
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Author
Gabrielle Fontaine, PB is an Advanced Certified QuickBooks ProAdvisor who specializes in QuickBooks software training and consulting with small business owners exclusively via the Internet
