Bank reconciliations are no one’s favorite chore but they are very necessary. Whether you have a staff accountant, use a computer program or keep your books by hand, reconciliations should be done promptly every single month to catch errors. Even if you have strict controls in place, human errors can and often do occur. […]
Outsourcing is a term which has been catching on during the last five years. Although its definition is difficult to find in a standard dictionary, for those of us who consult with CPA firms, it’s a familiar term and offers an extremely effective way to cut the costs of delivering services while maintaining, if not […]
Save Time and Reduce Mistakes by Synchronizing Your Data The New Year’s here, the Christmas bills are rolling in, and income taxes loom. Maybe you can’t save money just now, but how about an easy way to save time and keystrokes? If you use Microsoft Outlook 2003, 2007 or 2010 for contact management and QuickBooks […]
You can easily analyze your payroll data in Excel: In QuickBooks choose Reports, Employees & Payroll, and then Summarize Payroll Data in Excel. Instructions will appear onscreen in Excel if you need to enable macros. Think of macros as custom programming embedded in an Excel workbook. QuickBooks ships with prebuilt Excel workbooks that contain the […]
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