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Showing posts with the label #tricks

Quickbooks Format Changes

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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 ...

QuickBooks Online 1099: Tips And Tricks

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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...

It's Flu and Cold Season!

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Flu Season is upon us! That means it is time to prepare ourselves to not get sick! Way to prevent it: Wash hands regularly Drink plenty of liquids, water, soup, ect Get a Flu Shot! Most places with a pharmacy give flu shots for a cheap price, some may even do free days!  When that doesn't work: Time to start getting better! Drink plenty of tea: With honey and lemon! Drink plenty of water!  Disinfect everything! Door handles, sinks, vacuum, wash your sheets a few times till you are done being sick! Wash away all the germs so you don't get sick again or make others in your household sick! Soup! It's an old grandma trick but it works! Chicken noodle soup is the best, make sure you drink the broth!  Get plenty of rest, you may not be able to take a day off work or school but it is important to get plenty of sleep! Go to sleep early if you can't take a day off and maybe skip the make-up routine so you can sleep in a little bit later Tak...

New Desktop App For QuickBooks Online

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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...

New Register in QuickBooks Online

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                    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.                     ...