Category: QuickBooks Tips

Payroll Year-End – How Do I ..? (FAQ)

As 2016 winds down and you prepare your year-end payroll, here’s Intuit’s Payroll Checklist to use as a guide as well as their most commonly asked questions regarding things like deadlines, latest payroll tax table and more – Frequently Asked Questions (FAQ). Business Support Services (BSS) Northwest, LLC has proudly provided Whatcom, Skagit and Snohomish businesses with reliable,…

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“Wham!”- Made a sale! What comes next?

Wooo Hooo!  Made the sale, sent the invoice and feeling good!  Right?  Well kind of … Remember an ‘invoice isn’t cash’ so don’t overlook the ‘getting paid’ portion of the sales agreement (Refer to tips below). While it may seem obvious, many business owners become so consumed with making the sale that they fall short…

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Chart of Accounts (COA) Set Up / Clean Up

When setting up your Chart of Accounts, some small businesses use their tax form that their accountant will be using to file their taxes as a reference &/or as a guide.  Do seek the help and guidance from your accountant or a professional business / accounting services provider to make sure the Chart of Accounts…

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Cash-Flow in QuickBooks (Free Workshops)

Ever been left scratching your head wondering, ‘where does all the money go?’ Well, you’re not alone.  Managing cash-flow is a common problem facing business owners. Learn how to best manage the ‘inflow and outflow’ of cash in your business by attending one – or both – of  Business Support Services Northwest, LLC‘s ‘Cash Flow in QuickBooks’…

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FreshBooks vs. QuickBooks

If all you need is invoicing software, than FreshBooks is a viable option for your business.  Simple but excludes many ‘basic accounting functions’.  However, reportedly comes with great customer support services. If you’re looking for accounting software with standard accounting features – that is double entry, billing, invoicing, bank reconciliations, cost tracking (necessary if you…

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QuickBooks Help: Business Divisions & Profit Centers

6 FREE QuickBooks Town Meeting / Q&A Sessions.  – May 17 – June 8, 2016 – Whatcom & Skagit Counties.  Series presented by Business Support Services Northwest, LLC and facilitated by Chris McGee, ProFound Impact – QuickBooks Expert & Business Coach. Have you ever wondered how to analyze your stores, divisions, products, and services within QuickBooks?…

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“I Can See Clearly Now” – Memorized Font Sizes in QB

Perhaps your eyes aren’t as good as they used to be and you’re reminded of this each time you work on your computer.  If you’re using QuickBooks, there’s good news. Have you ever considered using QuickBooks’ Memorize Feature to memorize a change in font size?  Open the report you review frequently, change the font by right clicking on…

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PFI Coach Tip – Data Entry in QB

Whether your updating your check register or adding a new invoice, every entry has a direct impact on two main reports: 1) Standard Profit and Loss and 2) Balance Sheet. Note: The Profit and Loss report is ‘date driven’ so pay close attention to accuracy during the entry process. Call QuickBooks Expert and Business Coach,…

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“Say Cheese!” – QB Company Snapshot

Find this useful QuickBooks feature by clicking the tab called Reports> Company Snapshot.  It shows the company’s Money-In, Money-Out and Overall Performance, at a glance. Based upon selected dates and displayed using graphical visuals, find your ‘Top 5’  Income Accounts located in the top-left box, and in the top-right, your Expenses.  ‘Drill down’ into the specifics by…

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QuickBooks Q&A Town Meetings To Continue!

Late in 2015 through early 2016 Business Support Services Northwest, LLC / ProFound Impact launched a series of free town meetings at area coffee shops, industry non-profits and regional Chambers of Commerce inviting QuickBooks users to join small group Q&A sessions to discuss common issues like job costing and reporting with PFI Coach, Chris McGee….

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