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 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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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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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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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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New QuickBooks Security Threat
Filed under Insider Tips, News FlashesOct 28This special heads-up episode will protect you from a newly discovered security threat that affects almost all QuickBooks users.
Click below to watch the video now….
Web Links mentioned in the video:
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Download the QuickBooks updates for 2007-2009 here:
http://support.quickbooks.intuit.com/support/productupdates.aspxplaceholder
If you’re running QuickBooks 2006 or older, upgrade to a current version of QuickBooks here
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If you’re runninning a non-US version of QuickBooks, you can download updates at these websites:Canadian versions of QuickBooks
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UK versions of QuickBooks -
Oct 26
In this latest installment you learn about this little-known feature in QuickBooks that can be a real lifesaver!
I’ll show you three distinct ways you can use the Pending Invoices feature to increase cash flow and streamline operations. You won’t believe how easy this trick is to use.
Which method for using pending invoices will work for your business? Can you think of any other ways to use pending invoices to streamline operations? I’d love to hear from you!
Related QB QuickTips
Prepayments and Retainers in QuickBooks
Tagged as: invoices, new sales, pending, pending invoices, pre-orders, proforma invoice, tentative sales -
Sep 12
Undeposited Funds is a mysterious account found only in the QuickBooks chart of accounts.
What is it? How does it work? Why is it a protection for you and your financial records? And the biggest question: How do you fix it when strange things start happening with your deposits?
Of course, all the answers are found in the video. Solve the mysteries and watch the video now!
If you’re having challenges with Undeposited Funds, comment below. If this is a topic that needs more explaining, I’ll do a follow-up video.
Always glad to hear your comments!
~Gabrielle
Tagged as: deposit, fix, income, make deposits, quick books, QuickBooks, troubleshooting, undeposited funds -
Aug 24
Sooner or later all business owners face the question of which type of business entity best suits his/her goals and priorities.
But after the choice has been made, how do you deal with the bookkeeping records?
Find out in this new episode.
BONUS: There is also a BIG time saving tip included that you won’t want to miss for whenever you set-up a new company file (even if you’re not changing your business structure)
Resource mentioned in the video:
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Straight Talk About Business Entities – This multi-media program gives you the details every business owner needs to know about the different business structures available, in easy-to-understand language, along with helpful charts and decision tree.
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Aug 6
This video is very timely, since today a MAJOR maintenance release for QuickBooks 2009 is available for automatic update.
In this edition, you’ll learn…
- The difference between an update and an upgrade
- How to check if your software is up to date
- The BIG change this latest update has in store
- How you know when it’s time to upgrade your software
Links to resources mentioned on the video:
What changes are included on the R8 Update
Download Link for installing the update outside of QuickBooks
Online Banking videos for 2008 and 2009
Online Banking 2009 Updates
Need to upgrade?QuickBooks Pro 2009 – Get 1/2 off on Amazon.com right now













