QB QuickTips

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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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!

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:

How to Close the Books with QuickBooks

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

Forms 1099-MISC from Amazon

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

Job Tracking with QuickBooks

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

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

One of the most important monthly tasks to be done to keep your financial records accurate is also one of the most neglected – reconciliation of bank and credit card accounts.

When kept up to date, this simple task will take only a few minutes, yet provide BIG benefits.

In this lesson you’ll learn not only how to do it, but also how to handle snags along the way.

For lots of folks, learning the mechanics will give you what you need to get your books up to date and giving you the information you need to run a profitable business.

But I’ve notice that others still struggle in getting it done.If you haven’t been doing your account reconciliation, even though you’ve got the mechanics down, why not?

I’d love to hear all your “reasons”! Your feedback will tell me what YOU need from this blog to take your books to the next level. So take a minute to comment on this post and tell me your challenges when it comes to reconciling your bank and credit card accounts.

Then keep your eyes peeled for a future lesson that will give you what you want most.

~Gabrielle

One of the BIGGEST problems in QuickBooks is figuring out the proper way to capture your business expenses and then pay your credit card.

Mystery solved! Watch this mini-lesson to learn just how simple it can be.

If you’re wondering about how to record those business charges that were made on your personal credit cards, check out this mini-lesson on paying for business expenses with personal funds

You can use the exact same procedures, whether you paid for the business expenses out of personal cash or used a personal credit card.

If you STILL have questions, be sure to post them below, and you may see a follow-up lesson just for you!

~Gabrielle

This episode shows you how to “close the books,” WHY you should do it, and what to do if you need to make a change after you’ve closed out the year.

Have you ever closed your books in QuickBooks?

Did you run into any challenges along the way?

I’d like to hear from you! Be sure to leave your comments and questions about closing your books with QuickBooks.  Just use the comment link below my name at the end of this post.

~Gabrielle