by Laura Sabbagh | Sep 20, 2016 | Accounting, Blog, Cash Flow, QuickBooks
While reviewing a QuickBooks file recently, I checked the monthly bank reconciliation, and noticed it wasn’t prepared. It turns out that my client was clicking everything in the register to check off the items as cleared, and didn’t actually make sure all his...
by Laura Sabbagh | Aug 30, 2016 | Blog, Cash Flow, QuickBooks, QuickBooks Online, QuickBooks Training
A client recently asked me why his bank reconciliation needed to be prepared, and we went over how important it is to make sure all income and all expenses were accurately reflected in his accounting records. He was certain that everything was included, and that the...
by Laura Sabbagh | Apr 21, 2016 | Blog, QuickBooks, QuickBooks Help
Tracking Products and Services in QuickBooks Online, Part 1 Inventory management requires precision, constant attention, and smart decisions. QuickBooks Online can help. If you started small with your business, keeping track of your product inventory was probably...
by Laura Sabbagh | Mar 5, 2016 | Blog, QuickBooks
QuickBooks provides multiple ways to get information about your customers, and their payments, and your company itself. The software’s Snapshots provide quick, thorough overviews. What do you do when you need to get information in QuickBooks about customers or about...
by Laura Sabbagh | Feb 8, 2016 | Blog, QuickBooks
Yet another calendar? Yes. It’s a good idea to use QuickBooks’ calendar to stay on top of your financial transactions. These days, some of us find ourselves updating multiple calendars. There’s the Outlook calendar or other web-based solution for scheduling and task...
by Laura Sabbagh | Jan 19, 2016 | Blog, Productivity Tips, QuickBooks
Accounting is about more than just numbers. QuickBooks lets you make documents available from within the program itself. You could call QuickBooks a “green” computer program. It can conserve reams of paper by storing customer and vendor records, for example, emailing...
