Author: PFI Staff

QuickBooks®Online Tip: How to Categorize Bank and Credit Card Transactions

Once you have downloaded your bank and credit card transactions into QuickBooks® Online QBO, view them by clicking “Banking” on the left column of your dashboard. It’s important to recognize that it’s not until the transactions have been put into their respective income or expense category (as dictated by the chart of accounts) that the…

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QuickBooks Tips

Each year in the Spring and Fall, local Bellingham QuickBooks® expert, Chris McGee hosts a series of free QuickBooks® users’ groups/workshops throughout Whatcom and Skagit Counties. Some of the class discussions this past year yielded these following QuickBooks® tips: Watch your check marks on customer payments. (QBO – record a customer payment)  Toggle between work…

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QuickBooks® Online and Desktop Class: Common Problems and Pitfalls

Join Chris McGee for an informal, free 1-1/2 hour QuickBooks® Class and learn how to avoid some of the common problems and pitfalls found in QuickBooks® Online or QuickBooks® Desktop. Space is limited so please RSVP to save your seat. Skagit County When: Thurs, 7-Nov. from 10:30 am – 12:00 pm Where: Burlington Chamber of…

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When should you change the opening balance in QuickBooks®Online?

Disclaimer: Always seek the advice of a CPA and/or an accounting professional before making any changes to your opening balance. The following is intended for general information purposes only and does not replace the counsel of a professional. Before changing the opening balance of a bank account, which is not normally recommended, it’s prudent to…

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20% Off QuickBooks® Clean Up and Catch Up

Have you fallen behind? Take advantage of our special offer and get a 20% discount on our QuickBooks® Cleanup and Catch-up Service. Schedule your free consultation with Chris McGee today at (360) 303-5798. Offer valid September – October 31, 2019. ProFound Impact is the business consulting division of Bellingham, WA based financial and managerial accounting…

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How To Set-up or Clean up Chart of Accounts In QuickBooks®

Chart of Accounts COA Set-up/Clean up in QuickBooks® “Great business decisions are founded on accurate data! ” ~ Cindy Brooks, Mt Vernon, SBDC The Chart of Accounts (COA) is a complete list of a company’s accounts and balances. It classifies business transactions and informs the financial reports, making its accuracy critical to your business. Learn the best practices how…

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QuickBooks® Workshops (Free) – Spring 2019

Get To Know QuickBooks® Is QuickBooks® working … for you? Learn how to setup and use this popular accounting software to work better for you and your business. Presented by your local QuickBooks® (Advanced Certified) ProAdvisor Chris McGee, ProFound Impact. RSVP as space is limited. * Light lunch/refreshments provided. Burlington, Tues. 5-March, 12 – 1:30 pm at Burlington Chamber…

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