QuickBooksGal

Coming April, subscibers of Quickbooks Online will be experiencing some changes.  Here's what to expect: According to an email sent out by Quickbooks last week: " Beginning  April 10  and over the coming year, usage limits will go into effect for all QuickBooks Online Simple Start, Essentials, Plus, and Advanced customer". Quickbooks want to make sure they are giving their customers the ultimate experience for their buck. Therefore, they are implementing a variety of plans with usage limits to best fit your business. With this, Intuit has developed a Quickbooks Online Advanced edition for the most avid Quickbooks users who need the most capacity and functionality.  This being said, Quickbooks wants to make sure you are informed about adding additional users before the deadline, " You can stay in your current plan and keep all your data. But you won't be able to manually add an account, user, class or location if it will put you over the lim...

Ever wondered if there's an easier  way  to navigate Quickbooks Online? Check out these time saving keyboard shortcuts. Press Ctrl + Alt + any one of these keys to complete the desired task. For more tips and tricks, visit the official Intuit Quickbooks website at:  https://quickbooks.intuit.com/accountants/resources/firstuse/productivity/?CID=DR_EM_008_38246_US_ASG Got a Quickbooks Mess? Call the Quickbooks Gal 

Your clients Quickbooks are changing! Coming soon to Quickbooks, a change in formatting. Originally, your clients displayed a classic form template. In the next couple of weeks, this will be replaced by the standard form template. However, this will be a simple transition! These two formats are very similar and will be easier for you and your client to display information. Quickbooks has also taken the chance to redesign the screen layout for a less cluttered look. They have also added some new sales form styles and custimization options. WIth this new update your clients will be able to:  Select from multiple templates with different designs Experiment with various colors within statements Pick from a variety of fonts To make sure the new form meets your needs, theres are many customization options. To open your templates, click the  Gear icon > Custom Form Styles .  To change the Standard style for all types of forms, click  Edit  or ...

New Improvements this Month! When using Quickbooks online, you now have the ability to track time more efficiently than ever. Not only does this option have a better look to it, but are now included on your computer and mobile phone. Not only does the mobile option make it easier on employees to report time, but employers to record it. Below, we have displayed both computer and mobile  views. With an update to this option, its goal is to encourage more interaction. Time-tracking employees can enter in time sheets weekly, or by activity. You can also observe summaries for a certain time period as well. Benefit Alert! Solely time-tracking users are non-billable, so small business owners can add as many time trackers and they need in order to run their business efficiently!  Have fun time tracking with this new and improved feature!  For more information, feel free to visit Quickbooks Website @  http://quickbooks.intuit.com/blo...

5 Helpful Tips to Defeat the Cold this Winter It's that time of year again, where the cold is really hitting hard. Around this time, you are most likely dreaming of laying on a beach somewhere and praying that your car heater prevails through the 10 degree weather. Here are some tips to keep your spirits up, even though the temperature is down: 1. Stay Active The winter is known for being a time where most people get the blues. The sun is rarely out, it's easy to stay in bed all day. Make sure you are staying active! One great thing about the cold is that you can participate in many winter sports you may not have the opportunity to do any other time of year. Exercise is proven to lift spirits and now is the perfect time to dust off those skis! 2. Avoid Cold and Flu Along with exercise, staying healthy and away from cold and flu is another way to keep yourself going during the winter. Nothing quite gets your down like bad weather and sickness. Mak...

Back to the Basics: Quickbooks Edition Chart of Accounts The Chart of Accounts is the entire list of a business’ accounts and their balances. This keeps tab how much money your company has, owes, and what’s coming in and out. The more accurate the information is, the more useful the reports will be, therefore watch out for errors and try to be consistent as possible when assigning accounts to transactions. Balance Sheet All the information listed below is an accurate representation of what is listed in a balance sheet. The Balance Sheet is useful for giving a summary of your business at a certain period in time. It displays what you own (assets), what you owe (liabilities), and what you have left over (equity) at a certain point in time. Use this type of account in your Chart of Accounts To Track Assets Bank Checking, savings, and money market accounts. Use on bank account for every account your company has at a bank or othe...

It's Tax Season!  Time to get the W2 out to the employees and the 1099's printed! The QuickBooks Gal is here to help make it a bit easier for you and your business! Here is how to get your 1099 ready! Getting started: Go to Vendors - Prepare 1099 - Get Started Review Company Details! Fill out all necessary items such as Company Name, Filing Address, Tax ID and the payees name, which is you! Look over all details, if you need to change anything on the form click the pencil icon on the far right to make changes Assign Vendor Payments: The next step is to pick all the categories that go to your vendors and tell QuickBooks which accounts were used to track those payments  Confirm 1099 The next step is to make sure all information is correct, including name and address File your 1099! With QuickBooks Online you have the option to send your 1099 via E-File service or print and mail the forms in your self! Pretty easy! Ne...

The QuickBooks Gal is getting a makeover! We still will help you with Bookkeeping, Payroll and more but we will also specialize in helping you with QuickBooks Online! Check out our newly designed website! http://www.qbgal.com/ Not only that but we are now certified with XERO! Easy To Use Log in at anytime to see invoices, bank statements and bills all on your dashboard. Plus Xero has a mobile app so you are able to check on your business anytime, anywhere. Payroll With built- in timesheets your employees can easily manage their time and attendance. You will be able to minimize compliance risks and increase employee productivity. Xero automatically calculates the hours for you. Tax Easily prepare and send out 1099's and W2. Xero automatically adds Sales Tax to all items, making sure all sales are accurate. You can also prepare and submit sales tax returns in a matter of minutes! Got a QuickBooks Mess? Call the QuickBooks Gal!  ...

Good news QuickBooks Online users! There is now a QuickBooks Online App for Windows and Mac! quickbooks.intuit.com/download Check out the amazing new features: Get straight into working by just clicking the desktop app! Pages now load faster, no matter waiting! You can stay logged in, which means you can start wherever you left off! Use the same keyboard shortcuts you already know and love! Save time with automatic refresh of open windows—when you edit an expense, an open report in another window will automatically refresh with the data. Easily work within multiple windows that you can drag and drop anywhere, even across screens and side by side. You can fire up the QuickBooks Online App straight from your desktop! QuickBooks Online is made to help you make running your business a lot easier. With the QuickBooks Online app you can check up on your business anytime, anywhere with any smartphone or tablet! Have any...

                    Check out the new faster, cleaner registers in QuickBooks Online. There is a new filter option that offers both a find and filter. Sorting is also included. You will be surprised how much you like to see the new transactions on top.  1) Under settings go to QuickBooks Labs   2) Go to new register and turn it on      3)    Go transactions then Banking then Go to Register      4) Once you are there you can see that newest transactions are automatically at the top.     5)        You can add new transactions by clicking the down arrow by add a check and then select what transaction you want to add.                     ...