Client Articles and Resources

Urgent Notice for QuickBooks Online Users: Beware of Increasing Phishing Scams!

Dear QuickBooks Online Users, 🚨🔦🤝 We've noticed a concerning [...]

By Regina Pitts|2023-08-15T22:54:19+00:00August 15, 2023|Email Phishing Scams, Email Security, Financial Security, Fraud, Privacy, ProAdvisor Tips, QuickBooks Online Users|Comments Off

Mastering QuickBooks Online for Any Retail Business: Managing Non-Inventory Items and Third-Party Entities – Part 1

Welcome to our tutorial series designed to help guide you [...]

By Regina Pitts|2023-08-07T18:55:09+00:00August 7, 2023|Class and Location Setup, Class Setup, Product Inventory, Product List, Products and Services Setup, Retail, Selecting and Adding Classes, Selecting or Adding Products and Services|Comments Off

Demystifying Uncategorized Assets: Simplifying Accounting Terms for Small Business Owners

Understanding and managing finances is crucial for the success [...]

By Regina Pitts|2023-06-09T00:47:05+00:00June 9, 2023|Accurate Accounting, Accurate Bookkeeping, Advanced Certified QuickBooks Online ProAdvisor, Uncategorized Asset|Comments Off

How to File Your 1099-NEC/MISC for 2022

The deadline to E-file your 2022 Annual 1099-NEC tax [...]

By Regina Pitts|2023-06-06T20:44:12+00:00November 20, 2022|1099, 1099-MISC, Expense Entries, Financial Reports|Comments Off

Good Bookkeeping Audit & Book Clean-Up™ Services for QuickBooks Online

One of the first signs that you need our [...]

By Regina Pitts|2023-06-06T20:47:40+00:00June 1, 2022|Accurate Bookkeeping, Audit, Audit Findings, Correcting Bookkeeping Errors, Good Bookkeeping, Good Bookkeeping Audit, Good Bookkeeping Clean Up, Profit and Loss, Reconciliation Discrepancies, Undeposited Funds|Comments Off

How Your Payroll Processor Records Employee Fringe Benefits on W-2 Forms

Employers offer specific fringe benefits to their employees for [...]

By Regina Pitts|2023-06-06T20:49:41+00:00January 31, 2022|Employee Fringe Benefits, Employee Payroll, Employees, Form W-2|Comments Off

What You Need to Know About Classes in QuickBooks Online

You should consider setting up classes in QuickBooks Online [...]

By Regina Pitts|2022-01-14T22:35:48+00:00December 7, 2020|Class Setup, Financial Analysis, Financial Reports|Comments Off

The Importance of Clean Books!

Why you should import missing transactions into account registers. Some banks [...]

By Regina Pitts|2020-06-06T23:11:47+00:00June 6, 2020|Account Register, Accurate Accounting, Accurate Bookkeeping, Add Bank Feed Transaction, Adding Bank Feed Transactions, Bank Feed Categorization, Bank Register, Import Bank Feed Transactions, Uncategorized|Comments Off

Tips and Advice on the Best Methods for Business Owners to Get QuickBooks Online Help and Support

There are many benefits to partnering with a Certified [...]

By Regina Pitts|2019-09-23T01:45:55+00:00September 23, 2019|Advanced Certified QuickBooks Online ProAdvisor, Advanced ProAdvisor, Advanced ProAdvisor Bookkeeping Support, Discussion Topics, QBO Support, QuickBooks Online Support, QuickBooks Online Training, Troubleshooting QuickBooks Online|Comments Off

Helpful and Practical Understanding of How to Categorize Bank Feed Transactions in QuickBooks Online

Regardless of the nature of your business, whether you [...]

By Regina Pitts|2020-10-21T23:28:35+00:00September 23, 2019|Add Bank Feed Transaction, Adding Bank Feed Transactions, Bank Feed Categorization, Bank Transfer, Customer Deposits, Customer Invoicing, Delete Bank Feed Transaction, Expense Entries, Match Bank Feed Transaction, Sales Receipts, Selecting and Adding Bank Transfers|Comments Off

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