QuickBooks Training Post: This is a very common question we get from leads calling our office requesting us to prepare the bookkeeping, accounting, and/or tax returns for 2023, these are the documents we need in order to provide a quote: All 2023 bank statements in PDF downloaded from the bank for the business AND if possible a Excel […] The post How much would you charge to prepare my books for 2023? appeared first on Experts in QuickBooks - Consulting & QuickBooks Training by Accountants ..read more

QuickBooks Training Post: Jan 1st, 2021 Dear Client, first of all HAPPY NEW YEAR from your Tax Accountant! This is going to be a long email, so make sure to make some time to sit down to read the entire thing when you have time, there is a LOT to process here regarding what you need to know […] The post 2021 Tax Season update (letter to our clients) appeared first on Experts in QuickBooks - Consulting & QuickBooks Training by Accountants ..read more

QuickBooks Training Post: QBO Advanced Role setup screen, user permissions explained: Source: https://quickbooks.intuit.com/ All sales transactions and customers If this user is also responsible for receiving customer payments, we suggest giving them permission to record bank deposits too. This user can: Enter estimates, invoices, sales receipts, credit memos, and refunds Enter charges and credits Create and delete statements […] The post QuickBooks Online Advanced – User Persmission appeared first on Experts in QuickBooks - Consulting & QuickBooks Training by Accountants ..read more

QuickBooks Training Post: Dear Customers, Friends, and fellow Entrepreneurs: As accounting professionals, tax preparers, and members of the small business community, we strive to give the most concise and practical list of items for small business owners and/or taxpayers related to the Federal stimulus package and economic developments from COVID-19.  This email contains a lot of information, so […] The post Open Letter to our colleagues and fellow entrepreneurs regarding COVID-19 appeared first on Experts in QuickBooks - Consulting & QuickBooks Training by Accountants ..read more

QuickBooks Training Post: A lot of the QuickBooks Online functions can be accessed via direct links, which I strongly recommend to have in your bookmarks area for ready access.  This video explains the process: And you can purchase my complete bookmark set for $25: https://hectorgarcia.com/shortcuts   Here is a list of all known shortcuts as of Jan 2020: […] The post QuickBooks Online Bookmark Shortcuts appeared first on Experts in QuickBooks - Consulting & QuickBooks Training by Accountants ..read more

QuickBooks Training Post: Updated 01/06/2020 In a nutshell, if you have a PDF bank statement from your bank or downloaded a CSV file and would like to import it into QuickBooks using Bank Feeds (Online Banking), this is an article you may want to pay attention to. Note: if your bank transaction data is in an EXCEL file, […] The post Convert PDF Bank Statements or CSV files to .QBO for QuickBooks Bank Feeds appeared first on Experts in QuickBooks - Consulting & QuickBooks Training by Accountants ..read more

QuickBooks Training Post: This is a common email I get on a weekly basis; a small business owner gets QuickBooks and assumes that everything is going to be easy and no accounting knowledge is needed to use QuickBooks.  Well, the good news is that, this could be true.  Most of my clients after some basic training and consulting […] The post I just got QuickBooks, but do not know where to start… appeared first on Experts in QuickBooks - Consulting & QuickBooks Training by Accountants ..read more

QuickBooks Training Post: In our QuickBooks Training Courses, we teach the basics of accounting, and the one topic that seems to have the most difficulty is the Balance Sheet. Understanding the dreaded Balance Sheet and Chart of Accounts will make life much easy (more specially for people using QuickBooks). If you are going to invest in a brand new business […] The post Balance Sheet Basics appeared first on Experts in QuickBooks - Consulting & QuickBooks Training by Accountants ..read more

QuickBooks Training Post: During our training courses we quite often get the question “Why should we choose QuickBooks Premier over QuickBooks Pro?” We could have spent the entire QuickBooks Training Class discussing the differences between all QuickBooks versions, even Enterprise, Mac, and Online… But In this article I will focus on the features that QuickBooks Premier has that […] The post QuickBooks Premier vs. QuickBooks Pro Comparison appeared first on Experts in QuickBooks - Consulting & QuickBooks Training by Accountants ..read more

QuickBooks Training Post: There are a lot of customized or industry-specific operating/administrative systems that are really great at what they do to help the business manage the day to day operations, but they are usually limited in the accounting (“general ledger”) side.  So the idea to “integrate” that system with QuickBooks comes up often. In some cases, these […] The post Thinking about Integrating any software with QuickBooks? appeared first on Experts in QuickBooks - Consulting & QuickBooks Training by Accountants ..read more