Image of a clock with quote

Business Reports: Getting the Most Bang For The Buck!

In these free QuickBooks users groups, join Chris McGee as he leads an informal round table discussion about getting the most bang for your buck with business reports. When: Thursday, February 15, 2018 from 10:00 – 11:30 am Where: Burlington Chamber of Commerce, 520 E Fairhaven Ave., Burlington, WA  98233 Cost: Free RSVP When: Thursday,…

Continue reading…

Research proves digital marketing tools support small business growth

Digital Marketing Tools – A recent research study conducted by Deloitte revealed online digital tools like optimized websites, data analytics and online marketing do improve small business expansion and promote growth in ‘today’s economy’. The study identified lead generation, business growth and ultimately job creation were all ‘key ways’ small businesses were impacted by employing…

Continue reading…

Optimize Your Business Seminar

Broken up into three sections – Improving Workflow, Tracking Sales and Digital Marketing, “Optimize your Business, Maximize your Technology” is a fast-paced, half-day seminar that will provide attendees with tangible tools they can implement immediately to improve their own businesses. Presented by Interpreting Technology and ProFound Impact, speakers will share their insight about tracking sales…

Continue reading…

Reconciling Payroll Fees in QuickBooks Online (QBO)

If you’re using QuickBooks Online (QBO) and have subscribed for payroll, you may be having trouble reconciling your payroll fees. They are not automatically recorded in the online version of QuickBooks. You will have to manually record them. (Note: we recommend you consult with an accounting professional how to best record your payroll fees.) If…

Continue reading…

Where does all the money go?

The chart of accounts is how you know how much money your company has, what it owes, what monies are coming in as well as going out. Conveniently, QuickBooks comes with a chart of account ‘built-in’ in either standard or industry specific accounts. Common things to add to their ‘pre-populated’ list are things like company…

Continue reading…

QuickBooks Tip:  Reconciling Accounts

PFI Coach QuickBooks TIP: Connect your bank accounts to QuickBooks. Once connected your daily transactions get downloaded automatically into QuickBooks each night. Categorizing them throughout the month makes reconciling much simpler. While reconciling or ‘matching’ your bank statement with your expenses listed in ‘Checks and Payments’, make sure you only check the box on the…

Continue reading…

QuickBooks Tip: Categorizing Personal Expenses

If you’re a small business owner, often times accounting or bookkeeping isn’t always your area of expertise. As such, tracking all the money coming in and out of the business can get tricky.  One common question is how do you categorize personal expenses in QuickBooks? Actually, you don’t. The business doesn’t have ‘personal expenses’. Creating…

Continue reading…