Category: QuickBooks Tips

One of the most painful and time consuming tasks in QuickBooks is the process of reconciling the credit card deposits made by your merchant service provider to your bank account. They seldom match because the merchant service provider deducts fees and…

The QuickBooks Accountant Copy is a great concept on paper, but a hindrance in real life. Nowadays, there are much more elegant and efficient ways to coordinate your work with your CPA, tax adviser or bookkeeper. If your CPA asks you for an Accountant Copy, I recommend…

With QuickBooks, there are three distinct concepts of “upgrades”:
Moving up to a more powerful version of QuickBooks, e.g. going from QuickBooks Pro to QuickBooks Premier.
Staying within the same version of QuickBooks, but upgrading to the latest year’s software, e.g. going from QuickBooks Pro…