Author: PFI Staff

QuickBooks® Webinars

QuickBooks® Classes in the Cloud … We are happy to announce our popular QuickBooks classes will now be available as webinars via GoToMeeting.  The software is free to download. Desktops, laptops or iPads are recommended with speakers on so you can hear the presentation. Presented by: Chris McGee, ProFound Impact   MAY 2020 – Webinar Series (w/…

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QuickBooks® Class (Free) – Spring 2020

QuickBooks® Classes in the Cloud … As of March 25, 2020 we are happy to announce our QuickBooks classes will now be available as webinars via GoToMeeting.  The software is free to download. Desktops, laptops or iPads are recommended with speakers on so you can hear the presentation.   The 1-1/2 hour webinars are structured around both…

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Financial Assistance

Financial Assistance Resources for WA Businesses Impacted by Covid-19 Coronavirus. From the office of Washington State Governor Inslee, When a state of emergency or disaster has been officially declared, affected businesses that owe Washington taxes may qualify for [“without the limitations”]: i) A filing extension for excise tax returns ii) A late payment penalty waiver…

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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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